Marty Makary resigned from his position as FDA Commissioner on May 12, in my view, in part because of his inconsistent policy approach. The FDA leadership shake-up continues to this day, but as I'll explain below, this period of uncertainty isn't creating pressure on Big Pharma players, including Pfizer. By the way, Pfizer is still my favorite in the oncology drugs market, trading at a non-GAAP P/E ratio of 8.6x and a high 6.8% dividend yield.
The 1985 classic Pee Wee's Big Adventure is one of my favorite movies. In it, there's a scene where Pee Wee and Simone sit inside the Cabazon dinosaurs as she talks about her dream of going to Paris.
Pfizer stock slipped after Q1 results despite an earnings beat as investors weighed falling COVID sales and looming patent expirations.
Pfizer generated $14.5 billion in Q1 revenue, rising 5.7% YoY and beating estimates by $649 million. Acquired products delivered $3.1 billion in Q1 revenue with 22% operational growth, supporting Pfizer's patent cliff transition strategy. Vyndamax exclusivity extension into FY31 reduces Pfizer's projected revenue exposure from $17 billion to approximately $14-$15 billion.
Meta ramps AI infrastructure spending as upgraded recommendations and advertiser tools boost engagement and ad efficiency.
PFE targets high single-digit revenue CAGR from 2029 as new launches, acquisitions and pipeline growth may offset LOE headwinds.
Pfizer remains materially undervalued, trading at a 9.1x forward earnings multiple and offering a compelling 6.7% dividend yield. LOE headwinds are moderating, with management now expecting $14–15 billion in losses, below prior peak estimates, easing long-term revenue concerns. Execution on recently launched and acquired products is strong, with 22% operational growth and a robust pipeline, particularly in oncology and weight loss.
Rigel Pharmaceuticals said on Tuesday it has struck a global licensing deal for Arvinas and Pfizer's recently approved breast cancer drug, marking Rigel's fourth commercial product on the market.
Recently, Zacks.com users have been paying close attention to Pfizer (PFE). This makes it worthwhile to examine what the stock has in store.
Pfizer (NYSE: PFE | PFE Price Prediction) and Eli Lilly (NYSE: LLY) recently reported quarterly results that read like two scripts from opposite ends of pharma.
Pfizer beats Q1 estimates as new launches and acquired drugs lift sales, offsetting COVID declines, while the drugmaker reaffirms its 2026 outlook.
Pfizer Inc (NYSE:PFE, XETRA:PFE) reported first-quarter 2026 revenue and adjusted profit above Wall Street expectations on Tuesday, driven by strong growth in its launched and acquired products, as the drugmaker reaffirmed its full-year financial outlook. The pharmaceutical giant posted revenue of $14.5 billion for the quarter ended March 31, up 5% from a year earlier and ahead of analyst estimates of $13.84 billion.