Latest news with #PFE
Yahoo
2 days ago
- Business
- Yahoo
Pfizer vs BMY: Which Oncology Drugmaker Is a Better Choice for Now?
Pharma/biotech giants Pfizer PFE and Bristol Myers BMY boast of a dominant position in the lucrative oncology space. Oncology or cancer is one of the most sought-after areas in the pharma/biotech space. As the world at large continues to grapple with a significant increase in the number of cancer patients, the market for cancer medicines is expected to grow. Pfizer is one of the largest and most successful drugmakers in the field of oncology. Oncology sales comprise around 25% of its total revenues. Oncology is a key therapeutic area of focus for Bristol Myers, which is developing and delivering transformational medicines in this space. Both drugmakers have strong footholds in their respective target markets, delivering consistent returns to shareholders. In such a scenario, choosing one stock over another can be challenging. Let us delve into their fundamentals, potential growth prospects, challenges and valuation levels to make a prudent choice. Pfizer has an innovative oncology product portfolio of antibody-drug conjugates (ADCs), small molecules, bispecifics and other immunotherapies that treat a wide range of cancers, including certain types of breast cancer, genitourinary cancer and hematologic malignancies, as well as certain types of melanoma, gastrointestinal, gynecological and lung cancer. Approved drugs in the portfolio include Ibrance, Xtandi, Inlyta, Lorbrena, Bosulif, Braftovi, Mektovi, Orgovyx, Elrexfio and Talzenna. Among these, the breast cancer drug Ibrance is one of the top revenue generators. The acquisition of Seagen in December 2023 strengthened PFE's oncology portfolio by adding four ADCs — Adcetris, Padcev, Tukysa and Tivdak. This initiative boosted oncology sales in 2024 and the first quarter of 2025. Seagen also has some next-generation ADC candidates in its pipeline and their successful development should further strengthen its portfolio. PFE is working on the label expansion of many of its cancer drugs that should boost sales. Pfizer also has oncology biosimilars in its portfolio and markets six of them for cancer. Oncology biosimilars primarily include Retacrit, Ruxience, Zirabev, Trazimera and Nivestym. Pfizer is also advancing a robust pipeline of oncology candidates, with several entering late-stage development. By 2030, it expects to have eight or more blockbuster oncology medicines in its portfolio. Apart from oncology, Pfizer's portfolio has a variety of drugs and vaccines for diseases like COVID-19, inflammation & immunology diseases, rare diseases and migraine, among others. BMY is focused on extending and strengthening its leadership in immuno-oncology (IO), as well as diversifying beyond IO. Leading IO drug Opdivo, approved for several cancer indications, drives its oncology franchise along with Yervoy and Opdualag. The FDA recently granted approval to Opdivo Qvantig (nivolumab and hyaluronidase-nvhy) injection for subcutaneous use. Per BMY, this new subcutaneous formulation of Opdivo should help extend the reach and impact of its immuno-oncology franchise to patients into the next decade. Reblozyl, approved for first-line MDS-associated anemia, continues to drive market share within the larger first-line ring sideroblasts negative population. The CAR-T cell therapy Breyanzi is approved to treat the broadest array of B-cell malignancies. BMY has also been active on the acquisition front to expand its oncology portfolio/pipeline. In 2024, BMY acquired Mirati, a commercial-stage targeted oncology company, obtaining the rights to commercialize lung cancer medicine Krazati and to further develop several clinical assets, including PRMT5 Inhibitor. Krazati, a KRAS inhibitor, is approved for second-line non-small cell lung cancer (NSCLC) and is in clinical development with a PD-1 inhibitor for first-line NSCLC. It is also FDA approved for advanced or metastatic KRAS-mutated colorectal cancer with cetuximab. In addition, PRMT5 Inhibitor is a potential first-in-class MTA-cooperative PRMT5 inhibitor, which is advancing to the next stage of development. The acquisition of RayzeBio, a leader in the field of radiopharmaceuticals for solid tumor oncology, provided BMY with RYZ101, a late-stage asset, an investigational new drug engine and in-house manufacturing capabilities. In 2022, BMY acquired Turning Point and added lead asset, repotrectinib, and other clinical and pre-clinical stage assets to its pipeline. Repotrectinib was approved by the FDA in November 2023 and is marketed under the brand name Augtyro. Augtyro, a kinase inhibitor, is indicated for the treatment of adult patients with locally advanced or metastatic ROS1-positive NSCLC. It is also intended for the treatment of adult and pediatric patients 12 years of age and older with solid tumors that have NTRK gene fusion, are locally advanced or metastatic or where surgical resection is likely to result in severe morbidity, and have progressed following treatment or have no satisfactory alternative therapy. Bristol Myers is also focused on developing drugs with presence in hematology, immunology, cardiovascular, neuroscience and other therapeutic areas. The Zacks Consensus Estimate for PFE's 2025 sales implies a year-over-year decrease of 0.6%, and that for earnings per share (EPS) suggests a year-over-year decline of 1.61%. EPS estimates for 2025 and 2026 have moved north in the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for BMY's 2025 sales implies a year-over-year decrease of 4.13% while that for EPS suggests an increase of 487.83%. The extraordinary EPS growth rate is attributed to an extremely low EPS figure in 2024 due to acquisition expenses. EPS estimates for both 2025 and 2026 have moved south in the past 60 days. Image Source: Zacks Investment Research From a price-performance perspective, PFE has performed better than BMY so far this year. Shares of PFE have declined 6.8%, while those of BMY have lost 15.4%. The large-cap pharma industry has declined 0.3% in the said period. Image Source: Zacks Investment Research From a valuation standpoint, we use the P/E ratio of the large-cap pharma industry to compare these companies. Going by the same, PFE is slightly more expensive than BMY. PFE's shares currently trade at 7.77X forward earnings, higher than 7.22 for BMY. Image Source: Zacks Investment Research PFE and BMY's attractive dividend yield is a strong positive for investors. However, PFE's dividend yield of 7.2% is higher than BMY's 5.29%. Large pharma/biotech companies are generally considered safe havens for investors interested in this sector. However, with both PFE and BMY stocks currently carrying a Zacks Rank #3 (Hold), choosing one over the other is a complex task. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. PFE has a strong and diverse portfolio but faces challenges like declining sales of its COVID-19 products and U.S. Medicare Part D headwinds in 2025. Several of its key products face patent expirations. Nonetheless, drugs like Vyndaqel, Padcev and Eliquis, and newly acquired products should continue to drive top-line growth. BMY's efforts to revive the top line in the face of generic challenges for key drugs are commendable. However, we believe there is still time before the efforts reap harvest for the company. The outlook for 2025 indicates challenges as of now. Hence, PFE is a better pick at present (despite its slightly pricey valuation), primarily due to the diversity of its portfolio and higher dividend yield compared to BMY. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bristol Myers Squibb Company (BMY) : Free Stock Analysis Report Pfizer Inc. (PFE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
4 days ago
- Business
- Globe and Mail
2 Top Stocks to Buy With Less Than $30
Though wealthy and successful investors garner much attention on Wall Street, equity markets are accessible to the average person. That's one of the great things about investing in stocks. Even with $30, it's possible to buy stock in top companies that are likely to perform well over the long run -- and we're not talking about fractional shares, either. Let's consider two stocks that are trading for less than $30 per share but are great picks for long-term investors: Pfizer (NYSE: PFE) and Adyen (OTC: ADYE.Y). 1. Pfizer Pfizer has experienced subpar performances over the past three years, primarily due to unimpressive financial results. The company isn't out of the woods, either. It's facing some important patent cliffs, including one for its anticoagulant Eliquis, which will lose exclusivity in the U.S. by the end of the decade. Even with these challenges, the sell-off Pfizer has experienced in recent years may have created a brilliant opportunity to purchase its shares on the dip. The stock's forward price-to-earnings (P/E) was recently 8.3, compared to the healthcare industry 's average of 16.2. Some might argue that Pfizer still isn't attractive because its prospects don't look bright. But partly thanks to its success in the coronavirus space -- and its generating unprecedented revenue for a biopharma company -- it has significantly beefed up its pipeline in recent years. Pfizer is still at it. It recently licensed a promising investigational cancer drug from China-based 3SBio called SSGJ-707. This medicine is a bispecific antibody, an area of the cancer market that is catching fire, and the pharmaceutical giant wants a piece of it. Pfizer's oncology pipeline appears particularly robust, but it also boasts promising candidates in other areas. It has more than 100 programs in total, so the company should successfully replenish its portfolio. Meanwhile, Pfizer has successfully reduced its expenses and remains engaged in cost-cutting initiatives that will further boost the bottom line. There are other reasons to invest in the company, including its dividend. Pfizer's poor performance in recent years has pushed its current yield up to a juicy 7%, and the company has increased its payouts by 62% in the past decade. The stock might not recover overnight, but for about $26 per share, Pfizer is a top pick for long-term, income-oriented investors. 2. Adyen Adyen is a fintech leader that offers payment processing, payment gateways, and risk management services on a single, integrated platform. It is especially appealing to multinational companies that would otherwise have to deal with different providers for each of those needs in different regions. Adyen's ecosystem significantly simplifies things for its clients. That's why it has attracted the business of some major corporations, including Spotify Technology, Uber Technologies, and Microsoft. That's also why Adyen's revenue remains strong. Last year, the Netherlands-based company reported about 2 billion euros in revenue (about $2.3 billion), up 23% year over year, on 1.3 trillion euros ($1.5 trillion) in processed volume, which grew 33% compared to the year-ago period. Net income was 925.2 million euros ($1.1 billion), up 32% compared to 2023. Adyen has performed extremely well over the past year, thanks to its excellent results. However, its shares are becoming expensive; the forward P/E is around 47. While that means the stock could be somewhat volatile in the short term, the company's long-term prospects look attractive due to its wide moat and the industry's direction. Adyen benefits from switching costs -- its clients can't easily switch payment providers without risking disruption to their day-to-day activities. Elsewhere, Adyen -- which has a well-established business in Europe -- has been making a push in regions such as North America. It has only begun to scratch the surface of its opportunities in the U.S., where, as it points out, it only has a single-digit market share. Adyen won over major clients in Europe because of its superior offerings. It should do the same in the U.S., a less mature market for the company, but a significant one since it remains the world's single largest economy in terms of gross domestic product. So you can expect the stock to continue delivering superior returns over the long term, even if it experiences some short-term volatility. As of this writing, Adyen's shares are trading for a little under $20 apiece. Should you invest $1,000 in Pfizer right now? Before you buy stock in Pfizer, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Pfizer wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,821!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $886,880!* Now, it's worth noting Stock Advisor 's total average return is791% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Prosper Junior Bakiny has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adyen, Microsoft, Pfizer, Spotify Technology, and Uber Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Yahoo
6 days ago
- Business
- Yahoo
Big Pharma's $18.3B Secret: Why U.S. Drug Giants Are Flooding China With Licensing Deals
U.S. pharma is turning east. Fast. Through June, American drugmakers have inked 14 licensing deals with China-based biotechspotentially worth $18.3 billion. That's not a typo: up from just two a year ago. The logic? Rebuild pipelines before $200 billion worth of current drugs lose patent protection. Pfizer (NYSE:PFE) paid $1.25 billion upfront for a cancer drug from China's 3SBio in May, in a deal that could balloon to $6 billion. Regeneron (NASDAQ:REGN) followed with an $80 million obesity drug deal from Hansoh Pharmaceuticals. Licensing gives U.S. firms faster, cheaper access to promising therapieswithout bearing the full cost of R&D. That's proving too good to ignore. Warning! GuruFocus has detected 6 Warning Signs with PFE. What's changed? Chinese biotech isn't just catching upit's producing world-class assets. Targeted therapies, first-in-class cancer drugs, and obesity treatments are all coming out of labs in Shanghai and Suzhou. Jefferies notes a shift away from traditional small molecules toward cutting-edge biologics. And the price? Still a bargain. Over the past five years, licensing deals in the U.S. have averaged $84.8 billion. In China? Just $31.3 billion. Even with tensions running high, these intellectual property deals are exempt from tariffs. As Stifel's Tim Opler points out, The law applies to goods. It explicitly excludes IP. Don't expect this to slow down. Roughly one-third of all licensed assets in 2024 so far have come from Chinaand analysts think that could hit 50% soon. Nuvation Bio (NYSE:NUVB) just acquired AnHeart Therapeutics for its China-developed cancer drug taletrectinib, approved in the U.S. last week. Deals like this don't just cut coststhey accelerate go-to-market. It's a wakeup call, says Chen Yu of TCGX. U.S. pharma isn't just buying molecules. It's buying time. And China's biotech engine might be the fastest route to the next blockbuster. This article first appeared on GuruFocus.
Yahoo
6 days ago
- Business
- Yahoo
Big Pharma's $18.3B Secret: Why U.S. Drug Giants Are Flooding China With Licensing Deals
U.S. pharma is turning east. Fast. Through June, American drugmakers have inked 14 licensing deals with China-based biotechspotentially worth $18.3 billion. That's not a typo: up from just two a year ago. The logic? Rebuild pipelines before $200 billion worth of current drugs lose patent protection. Pfizer (NYSE:PFE) paid $1.25 billion upfront for a cancer drug from China's 3SBio in May, in a deal that could balloon to $6 billion. Regeneron (NASDAQ:REGN) followed with an $80 million obesity drug deal from Hansoh Pharmaceuticals. Licensing gives U.S. firms faster, cheaper access to promising therapieswithout bearing the full cost of R&D. That's proving too good to ignore. Warning! GuruFocus has detected 6 Warning Signs with PFE. What's changed? Chinese biotech isn't just catching upit's producing world-class assets. Targeted therapies, first-in-class cancer drugs, and obesity treatments are all coming out of labs in Shanghai and Suzhou. Jefferies notes a shift away from traditional small molecules toward cutting-edge biologics. And the price? Still a bargain. Over the past five years, licensing deals in the U.S. have averaged $84.8 billion. In China? Just $31.3 billion. Even with tensions running high, these intellectual property deals are exempt from tariffs. As Stifel's Tim Opler points out, The law applies to goods. It explicitly excludes IP. Don't expect this to slow down. Roughly one-third of all licensed assets in 2024 so far have come from Chinaand analysts think that could hit 50% soon. Nuvation Bio (NYSE:NUVB) just acquired AnHeart Therapeutics for its China-developed cancer drug taletrectinib, approved in the U.S. last week. Deals like this don't just cut coststhey accelerate go-to-market. It's a wakeup call, says Chen Yu of TCGX. U.S. pharma isn't just buying molecules. It's buying time. And China's biotech engine might be the fastest route to the next blockbuster. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Big Pharma's $18.3B Secret: Why U.S. Drug Giants Are Flooding China With Licensing Deals
U.S. pharma is turning east. Fast. Through June, American drugmakers have inked 14 licensing deals with China-based biotechspotentially worth $18.3 billion. That's not a typo: up from just two a year ago. The logic? Rebuild pipelines before $200 billion worth of current drugs lose patent protection. Pfizer (NYSE:PFE) paid $1.25 billion upfront for a cancer drug from China's 3SBio in May, in a deal that could balloon to $6 billion. Regeneron (NASDAQ:REGN) followed with an $80 million obesity drug deal from Hansoh Pharmaceuticals. Licensing gives U.S. firms faster, cheaper access to promising therapieswithout bearing the full cost of R&D. That's proving too good to ignore. Warning! GuruFocus has detected 6 Warning Signs with PFE. What's changed? Chinese biotech isn't just catching upit's producing world-class assets. Targeted therapies, first-in-class cancer drugs, and obesity treatments are all coming out of labs in Shanghai and Suzhou. Jefferies notes a shift away from traditional small molecules toward cutting-edge biologics. And the price? Still a bargain. Over the past five years, licensing deals in the U.S. have averaged $84.8 billion. In China? Just $31.3 billion. Even with tensions running high, these intellectual property deals are exempt from tariffs. As Stifel's Tim Opler points out, The law applies to goods. It explicitly excludes IP. Don't expect this to slow down. Roughly one-third of all licensed assets in 2024 so far have come from Chinaand analysts think that could hit 50% soon. Nuvation Bio (NYSE:NUVB) just acquired AnHeart Therapeutics for its China-developed cancer drug taletrectinib, approved in the U.S. last week. Deals like this don't just cut coststhey accelerate go-to-market. It's a wakeup call, says Chen Yu of TCGX. U.S. pharma isn't just buying molecules. It's buying time. And China's biotech engine might be the fastest route to the next blockbuster. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
