文章核心观点 - 公司在过去三年因新冠疫情相关药品销售而获得大量收入,但随着疫情影响减弱,这些收入正在大幅下降 [6][7] - 公司的主要业务分为三大板块:Primary Care、Specialty Care和Oncology,其中Oncology板块表现最为亮眼,收入增长18.4% [7][8][9] - 公司预计2024财年收入将保持平稳,但利润将实现17%-28%的增长 [10][11] - 公司近期完成了430亿美元收购Seagen的交易,这将为公司的肿瘤业务带来新的增长动力 [14] 公司概况 - 公司成立于1849年,是全球最大的制药公司之一,拥有约88,000名员工,年收入约600亿美元 [3] - 公司主要从事药品和疫苗的研发生产,涉及免疫学、肿瘤学、心血管和神经学等领域 [3][4] 财务表现 - 2023年第一季度,公司总收入同比下降21%,经营利润和每股收益也分别下降43.7%和43.3% [5] - 收入下滑主要是由于新冠相关药品销售大幅下降,但剔除这些因素,公司核心业务仍保持增长 [7] - 公司预计2024财年收入将保持平稳,利润将实现17%-28%的增长 [10][11] - 公司近期完成了430亿美元收购Seagen,这将为公司的肿瘤业务带来新的增长动力 [14] 风险因素 - 公司主要收入来自非肿瘤业务,如果这些业务无法实现增长,将影响公司整体业绩 [17] - 未来两年内,公司将有多个重要产品专利到期,面临专利悬崖风险 [18] - 公司目前的股息支付率较高,可能存在安全性隐忧 [20] 估值分析 - 基于过去10年的平均自由现金流,公司的内在价值约为37.61美元,低于当前股价,存在一定投资价值 [25] - 公司股价目前处于近10年低位,估值水平较低,但未来增长动力存在一定不确定性 [23]

Pfizer Inc. (PFE) and BioNTech SE (BNTX) announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has recommended marketing approval for their Omicron JN.1-adapted monovalent COVID-19 vaccine. The CHMP has recommended the approval of Comirnaty JN.1, the Omicron JN.1-adapted monovalent COVID- 19 vaccine, for active immunization against the COVID-19 virus in individuals aged six months and above. The decision was based on the recommendation from the World Heal ...

In this article PFE Kena Betancur | Corbis News | Getty Images Pfizer had a "phenomenal" first quarter — and Wall Street took notice, CEO Albert Bourla told thousands of employees during a companywide town hall on May 2, according to a recording heard by CNBC. A day earlier, the pharmaceutical giant's stock had closed 6% higher after its quarterly results topped analyst estimates and it hiked its full-year outlook. It was a far cry from the year prior, when Pfizer's shares plunged more than 40%, making it o ...

These top healthcare stocks are no-brainer buys in 2024 and beyond. This latest bull market is seeing a wave of enthusiasm from investors ... for the stocks of select companies. While some stocks are getting enthusiastic buy-in, there are plenty of others that haven't quite joined in on the market frenzy. When you're investing in stocks with a long-term mindset around a quality company's ability to execute a business plan, you can afford to be patient and eventually benefit from the growth stories it genera ...

One of the pharma giant's top-selling products is about to face some intense competition. It's no secret why Pfizer (PFE -0.82%) stock has been struggling this year. Investors are worried about how well the company will be able to do in light of waning demand for its COVID-19 vaccine and pill. It's also facing patent cliffs for many of its top drugs. That's why even though it's trading at a seemingly cheap 12 times its estimated future earnings, investors aren't piling into the stock. And now, one of its ri ...

One company's negative results can increase scrutiny of another's work. When one player stumbles in a high-stakes competition, it's often to the glee of the other contenders. In mid- June, Pfizer's (PFE -0.86%) gene-therapy candidate to treat Duchenne muscular dystrophy (DMD) didn't hit the mark in a late-stage clinical trial; it'd be logical to assume that shares of Sarepta Therapeutics, (SRPT -1.64%) a biotech focused on developing DMD drugs, would then rise. But that didn't happen -- at least not until S ...

Pfizer (PFE) closed the latest trading day at $27.99, indicating a -1.3% change from the previous session's end. The stock fell short of the S&P 500, which registered a gain of 0.09% for the day. Meanwhile, the Dow lost 0.1%, and the Nasdaq, a tech-heavy index, added 0.16%. Prior to today's trading, shares of the drugmaker had lost 1.8% over the past month. This has lagged the Medical sector's gain of 2.3% and the S&P 500's gain of 2.83% in that time. The investment community will be closely monitoring the ...

This is a matchup that the latecomer might not be able to win. It's obvious why Pfizer (PFE -0.11%) is eager to produce a medicine like Wegovy, Novo Nordisk's (NVO 2.93%) smash-hit obesity therapy that's essentially a slightly different version of its type 2 diabetes drug called Ozempic. With such a gargantuan market at stake, there's likely more than enough room for multiple major competitors to find a home. But that doesn't mean the contenders have an equal chance of winning any competitive fight once suc ...

Price only tells you part of the story. The stock market has had a roaring first half of 2024, but not all companies have seen shares respond in the same way. As always, it's important to look beyond share prices and see how the business of any stock you want to invest in is holding up. Sometimes, a beaten-down stock is a fantastic opportunity to become part owner of a business on the dip. Here are two such companies to keep in mind if you have cash on hand to invest that you don't need for bills or other n ...

文章核心观点 - 文章介绍了3只高股息率的股票,包括AT&T、PennantPark Floating Rate Capital和Pfizer,这些股票可以为投资者带来稳定的被动收入 [1][2][3] - 这些股票虽然股息率较高,但也存在一定风险,投资者不应期望短期内股息会大幅上涨 [3] AT&T - AT&T在2022年削减了股息,以应对其不确定的媒体资产剥离 [4] - AT&T在建设5G基础设施时积累了大量债务,目前净债务水平为调整后EBITDA的2.9倍 [5] - 随着5G网络建设接近尾声,AT&T的盈利能力正在提升,第一季度自由现金流增加至31亿美元 [6] - 随着现金流的改善和债务的逐步偿还,AT&T有望在2025年上半年将净债务降至调整后EBITDA的2.5倍,屆时股息有望重新开始上涨 [7] PennantPark Floating Rate Capital - PennantPark Floating Rate Capital是一家业务开发公司(BDC),可以通过向股东分配几乎全部利润来避免缴纳所得税 [9] - 该公司目前股息收益率高达10.7%,过去5年仅增长了7.9% [10] - 该公司主要向中型企业提供贷款,由于这些企业难以从传统银行获得贷款,因此愿意以较高的利率借款 [11] - 该公司债务投资组合的平均收益率达到12.3%,且几乎没有出现违约情况 [12] Pfizer - Pfizer股价自2021年末以来下跌超过一半,主要是因为其COVID-19相关产品销售下降速度超出预期 [13] - 尽管股价下跌,Pfizer自2009年以来一直稳步提高股息,目前股息收益率高达6.1% [14] - 随着COVID-19相关销售下降的最坏情况已经过去,Pfizer新推出的多款潜在新药物有望推动其收益和股息持续上升 [15][16]