Dab tsi cov tub ua lag luam yuav tsum paub txog Pfizer qhov kev txo qis kawg

Pfizer's
PFE, cov
-0.92%

Cov kav xa dej thaum ntxov, txawm tias tau cog lus tseg, tseem ntxov dhau los ua kom poob nyiaj ntau lab daus las los ntawm lub tuam txhab kev lag luam COVID-19 franchise, uas suav nrog cov tshuaj tiv thaiv nws tau tsim nrog BioNTech
NTX,
-0.13%

thiab cov tshuaj tiv thaiv kab mob Paxlovid, raws li UBS Securities.

UBS cov kws tshuaj ntsuam rau hnub Thursday tau txo qis Pfizer cov khoom lag luam mus rau qhov nruab nrab ntawm kev yuav khoom, ua ob lub ntsiab lus tseem ceeb: 2023 cov nyiaj tau los kwv yees rau cov tshuaj tiv thaiv COVID thiab Paxlovid tseem siab dhau lawm, thiab lub tuam txhab cov kav dej tsis tau npaj los ua qhov sib txawv. Tsawg kawg tseem tsis tau. 

Lub tuam txhab cov khoom lag luam kaw hnub Thursday ntawm $ 44.25, peb lub hlis qis.

"Tus yuam sij rau PFE upside nyob rau lub sijhawm ze yog txuas ntxiv [kev txhim kho kev lag luam] txhawm rau txhim kho kev loj hlob mus ntev thiab txo qhov cuam tshuam ntawm kev poob qis ntawm kev lag luam COVID," lawv sau.

Cov kev txhawj xeeb no hais txog cov kws tshuaj ntsuam ntawm Bank of America thiab Wells Fargo tau hais rau cov tub ua lag luam ua ntej lub hlis no thaum lawv tseem txo qis Pfizer cov Tshuag. 

Lub tuam txhab kev xaiv nrawm los tsim cov tshuaj tiv thaiv COVID nrog BioNTech yog cov tswv yim ntau txoj hauv kev. Kev txhaj tshuaj tau tsim $ 36.8 nphom hauv kev muag khoom hauv 2021 thiab xav tias yuav coj tau ntxiv $ 34 nphom hauv xyoo 2022. Txawm li cas los xij, raws li kev sib kis tau hloov mus rau hauv kev sib kis, Pfizer qhov txiaj ntsig zoo ntawm thawj koom ruam tau pib poob qis. Kev txhaj tshuaj yuav zoo li muaj $ 13.6 nphom hauv kev muag khoom hauv 2023, raws li FactSet pom zoo, thaum UBS tam sim no cia siab tias tsuas yog $ 12.2 nphom ntawm kev muag khoom hauv 2023, piv nrog nws cov kwv yees yav dhau los ntawm $ 19.5 billion.  

Nws yog ib zaj dab neeg zoo sib xws nrog Paxlovid, uas muaj $ 12.3 nphom hauv kev muag khoom hauv 2021 thiab xav tias yuav tsim tau $ 12.5 nphom hauv kev muag khoom hauv 2022. Lub FactSet kev pom zoo kwv yees tias kev muag khoom ntau dua hauv 2023, mus txog $ 13.3 billion. Txawm li cas los xij, UBS tau hais tias tam sim no nws cia siab tias yuav muag qis dua, ntawm $ 7.2 nphom xyoo no.

Tag nrho cov no tau muab lub tuam txhab nyob rau hauv crosshairs ntawm cov tub ua lag luam uas xav paub dab tsi ntxiv. 

Txawm tias Pfizer's raft ntawm deals nyob rau hauv 2022 - $ 11.6 nphom kev tau txais Biohaven Pharmaceuticals, $ 6.7 billion yuav ntawm Arena Pharmaceuticals, thiab yuav Kev Kho Mob Ntiaj Teb rau $ 5.4 billion - tsis tau cuam tshuam cov kev txhawj xeeb no. 

"Txawm hais tias PFE tau ua haujlwm nyob rau hauv kev txhim kho kev lag luam, peb tawm tsam kom tau txais kev lees paub hauv kev txuas ntxiv / kev ua tau zoo ntawm kev sib cog lus los cuam tshuam rau COVID franchise thiab kev poob-ntawm-tsis suav nrog headwinds," lawv sau.

Pfizer's Tshuag tau poob 17% xyoo dhau los, thaum SPDR S&P Pharmaceuticals ETF
XH,
+ 0.21%

tau nce 3.6% hauv 12 lub hlis dhau los.

Lub tuam txhab tau teem sijhawm tshaj tawm nws cov nyiaj tau los hauv peb lub hlis twg rau hnub Tuesday. 

Tau qhov twg los: https://www.marketwatch.com/story/what-investors-need-to-know-about-pfizers-latest-downgrade-11674767712?siteid=yhoof2&yptr=yahoo