Latest news with #Seagen
Yahoo
15 hours ago
- Business
- Yahoo
Jim Cramer on Pfizer: 'We are Still on the Verge of Finding Out What the Seagen Acquisition Does'
Pfizer Inc. (NYSE:PFE) is one of the stocks that Jim Cramer weighed in on. A caller asked if they should continue to hold the stock or sell it. In response, Cramer stated: 'I can't ask you to do that because we are still on the verge of finding out what the Seagen acquisition does. Let's give Dr. Bourla two more quarters, two more quarters, and then… we're going to fish or cut bait, okay? Not yet. Two more quarters.' Photo by Spencer Davis on Unsplash Pfizer (NYSE:PFE) develops and markets medicines and vaccines across therapeutic areas such as infectious diseases, oncology, cardiovascular, and inflammation. The company also engages in contract manufacturing and maintains partnerships with major pharmaceutical companies. Cramer mentioned the stock in the July 11 episode and said: 'Okay, well, I have not been recommending, my stock in the pharma business is Lilly, and the med equipment is Abbott. I do think that Pfizer is an inexpensive stock. They have to have some sort of catalyst. They have to prove that they have some new cancer formulations with Seagen. If they don't, you're just going to be marking time, picking up that six and three-quarters dividend. That is what will happen.' While we acknowledge the potential of PFE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
21-07-2025
- Business
- Globe and Mail
2 Undervalued Healthcare Stocks Poised to Dominate the Next Decade
Key Points Pfizer and Novo Nordisk have underperformed the market over the past year. But both should remain major players in important areas within the pharma industry. Investors could see the two drugmakers' shares beat the market over the next decade. 10 stocks we like better than Pfizer › Pharmaceutical giants Pfizer (NYSE: PFE) and Novo Nordisk (NYSE: NVO) have lagged the market over the past year, although Pfizer's poor performance dates back much further. Though these companies have encountered challenges, there are good reasons to be bullish on their long-term prospects. Pfizer could become an even bigger player in the oncology market (the largest therapeutic area in the industry by sales) over the next decade, while Novo Nordisk will be a major player in diabetes and the fast-growing weight management space. Both could produce excellent results along the way. Here's the rundown. 1. Pfizer Pfizer's financial results haven't been great in recent years. To make matters worse, the company will face important patent cliffs by the end of the decade. One of them will be for Eliquis, an anticoagulant that is still one of its best-selling medicines. However, Pfizer has prepared for that eventuality. The company made several acquisitions and licensing deals that significantly boosted its pipeline, especially in oncology. Pfizer spent $43 billion to acquire Seagen, a smaller cancer specialist whose lineup and pipeline were impressive for a company of its size. With the financial and strategic backing of the larger company, it should yield even more key approvals in the field in the coming years. Pfizer also recently made an up-front payment of $1.25 billion to China-based 3SBio for the rights to SSGJ-707, an investigational bispecific antibody, a portion of the oncology market that's gaining traction these days. 3SBio will be eligible for commercial and regulatory milestone payments of up to $4.8 billion, not including royalties. These moves should eventually pay off for Pfizer and strengthen its position in oncology. The drugmaker plans to have eight blockbuster cancer medicines on the market by 2030, up from its current five, while doubling its reach from the current 1 million patients it serves. Of course, Pfizer isn't just a cancer play. The company's extensive pipeline should enable it to launch products in other areas and ultimately get back on track. While its shares have been lagging the market significantly, that could change in the next decade as financial results rebound thanks to its innovative efforts. Pfizer's shares look especially attractive when considering its valuation. Its forward price-to-earnings (P/E) ratio is 8.7, much lower than the healthcare sector 's 15.8. From their current levels, Pfizer's shares could go on to generate excellent returns through 2035. 2. Novo Nordisk Novo Nordisk pioneered the market for weight management medicines. However, Eli Lilly seems to have taken the lead in that field, at least for now. Novo Nordisk has faced some clinical setbacks, leading to a poor performance over the trailing-12-month period. Can the company rebound and perform well in the next decade? In my view, it can, and the market may be significantly undervaluing its potential. Its sales of Wegovy, one of the top-selling anti-obesity medications, continue to grow rapidly. Novo Nordisk recently requested approval from the U.S. Food and Drug Administration for oral semaglutide (the active ingredient in Wegovy). That's good for patients who want a non-injected option, and helps counter Lilly's up-and-coming oral GLP-1 medicine, orforglipron. Elsewhere, Novo Nordisk recently started phase 3 studies for amycretin, a next-gen weight loss candidate. Amycretin is being investigated in both oral and subcutaneous formulations, and both are currently in late-stage clinical trials. The company also enhanced its pipeline through licensing deals, including one with United Biotechnology, a subsidiary of the China-based company United Laboratories International Holdings, for UBT251. This potential anti-obesity medicine mimics the actions of three gut hormones: GLP-1, GIP, and glucagon. The transaction cost Novo Nordisk an up-front payment of $200 million and up to $1.8 billion in milestone payments. Thanks to all these developments, Novo Nordisk should remain a leader in weight management in the next decade. Even though competition is mounting, no drugmaker not named Eli Lilly has a lineup or a pipeline as deep as Novo Nordisk's. Furthermore, the Denmark-based pharmaceutical leader will also continue to dominate the diabetes market, as it has done for decades. Novo Nordisk generates consistent revenue and earnings that typically grow faster than those of similarly-sized peers. Yet the stock's forward P/E is 16.7, which is slightly above the industry average. In my view, that's a bargain for a company that generates better-than-average results and has a deep pipeline in a fast-growing area -- not to mention two of the world's top 20 best-selling drugs, in Wegovy and Ozempic. For investors willing to stay the course, Novo Nordisk's future still looks incredibly bright. 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 July 15, 2025
Yahoo
21-07-2025
- Business
- Yahoo
2 Undervalued Healthcare Stocks Poised to Dominate the Next Decade
Key Points Pfizer and Novo Nordisk have underperformed the market over the past year. But both should remain major players in important areas within the pharma industry. Investors could see the two drugmakers' shares beat the market over the next decade. 10 stocks we like better than Pfizer › Pharmaceutical giants Pfizer (NYSE: PFE) and Novo Nordisk (NYSE: NVO) have lagged the market over the past year, although Pfizer's poor performance dates back much further. Though these companies have encountered challenges, there are good reasons to be bullish on their long-term prospects. Pfizer could become an even bigger player in the oncology market (the largest therapeutic area in the industry by sales) over the next decade, while Novo Nordisk will be a major player in diabetes and the fast-growing weight management space. Both could produce excellent results along the way. Here's the rundown. 1. Pfizer Pfizer's financial results haven't been great in recent years. To make matters worse, the company will face important patent cliffs by the end of the decade. One of them will be for Eliquis, an anticoagulant that is still one of its best-selling medicines. However, Pfizer has prepared for that eventuality. The company made several acquisitions and licensing deals that significantly boosted its pipeline, especially in oncology. Pfizer spent $43 billion to acquire Seagen, a smaller cancer specialist whose lineup and pipeline were impressive for a company of its size. With the financial and strategic backing of the larger company, it should yield even more key approvals in the field in the coming years. Pfizer also recently made an up-front payment of $1.25 billion to China-based 3SBio for the rights to SSGJ-707, an investigational bispecific antibody, a portion of the oncology market that's gaining traction these days. 3SBio will be eligible for commercial and regulatory milestone payments of up to $4.8 billion, not including royalties. These moves should eventually pay off for Pfizer and strengthen its position in oncology. The drugmaker plans to have eight blockbuster cancer medicines on the market by 2030, up from its current five, while doubling its reach from the current 1 million patients it serves. Of course, Pfizer isn't just a cancer play. The company's extensive pipeline should enable it to launch products in other areas and ultimately get back on track. While its shares have been lagging the market significantly, that could change in the next decade as financial results rebound thanks to its innovative efforts. Pfizer's shares look especially attractive when considering its valuation. Its forward price-to-earnings (P/E) ratio is 8.7, much lower than the healthcare sector's 15.8. From their current levels, Pfizer's shares could go on to generate excellent returns through 2035. 2. Novo Nordisk Novo Nordisk pioneered the market for weight management medicines. However, Eli Lilly seems to have taken the lead in that field, at least for now. Novo Nordisk has faced some clinical setbacks, leading to a poor performance over the trailing-12-month period. Can the company rebound and perform well in the next decade? In my view, it can, and the market may be significantly undervaluing its potential. Its sales of Wegovy, one of the top-selling anti-obesity medications, continue to grow rapidly. Novo Nordisk recently requested approval from the U.S. Food and Drug Administration for oral semaglutide (the active ingredient in Wegovy). That's good for patients who want a non-injected option, and helps counter Lilly's up-and-coming oral GLP-1 medicine, orforglipron. Elsewhere, Novo Nordisk recently started phase 3 studies for amycretin, a next-gen weight loss candidate. Amycretin is being investigated in both oral and subcutaneous formulations, and both are currently in late-stage clinical trials. The company also enhanced its pipeline through licensing deals, including one with United Biotechnology, a subsidiary of the China-based company United Laboratories International Holdings, for UBT251. This potential anti-obesity medicine mimics the actions of three gut hormones: GLP-1, GIP, and glucagon. The transaction cost Novo Nordisk an up-front payment of $200 million and up to $1.8 billion in milestone payments. Thanks to all these developments, Novo Nordisk should remain a leader in weight management in the next decade. Even though competition is mounting, no drugmaker not named Eli Lilly has a lineup or a pipeline as deep as Novo Nordisk's. Furthermore, the Denmark-based pharmaceutical leader will also continue to dominate the diabetes market, as it has done for decades. Novo Nordisk generates consistent revenue and earnings that typically grow faster than those of similarly-sized peers. Yet the stock's forward P/E is 16.7, which is slightly above the industry average. In my view, that's a bargain for a company that generates better-than-average results and has a deep pipeline in a fast-growing area -- not to mention two of the world's top 20 best-selling drugs, in Wegovy and Ozempic. For investors willing to stay the course, Novo Nordisk's future still looks incredibly bright. 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 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 July 15, 2025 Prosper Junior Bakiny has positions in Eli Lilly and Novo Nordisk. The Motley Fool has positions in and recommends Pfizer. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. 2 Undervalued Healthcare Stocks Poised to Dominate the Next Decade was originally published by The Motley Fool 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
15-07-2025
- Business
- Globe and Mail
How Will Pfizer's Oncology Drugs Perform in Q2 Earnings?
Pfizer PFE is one of the biggest players in the oncology space — a position it strengthened with the 2023 acquisition of Seagen. The deal added four antibody-drug conjugates (ADC) — Adcetris, Padcev, Tukysa and Tivdak — to the company's portfolio. In first-quarter 2025, oncology contributed more than 25% to Pfizer's total revenues, growing 7% year over year. Investors will be closely watching this segment when Pfizer reports second-quarter results on Aug. 5. Within the oncology unit, sales of Xtandi, Lorbrena and Braftovi/Mektovi are likely to have increased during the quarter. However, sales of key medicine Ibrance are expected to have been hurt due to continued competitive pressure across markets, generic entry and the Inflation Reduction Act ("IRA") impact in the United States. With regard to ADC products, competitive pressure in the United States is likely to have hurt sales of Adcetris, while strong demand trends must have benefited Padcev's sales. Our model estimates for second-quarter 2025 sales of the overall oncology segment are pegged at $4.0 billion, implying a 2% rise year over year. Beyond oncology, Pfizer's top line is likely to have been aided by its key in-line products like Vyndaqel and Eliquis, alongside newer additions like Nurtec. However, this growth is expected to have been offset by the U.S. Medicare Part D headwinds and the continued declining sales of its COVID-19 products. Competition in the Oncology Space Other large players in the oncology space are AstraZeneca AZN and Merck MRK. For AstraZeneca, oncology sales now account for nearly 41% of total revenues. Sales in its oncology segment rose 13% in the first quarter of 2025. AstraZeneca's strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo). Merck's key oncology medicines are PD-L1 inhibitor, Keytruda and PARP inhibitor, Lynparza, which it markets in partnership with AstraZeneca. Keytruda, approved for several types of cancer, alone accounted for more than 46% of Merck's total revenues in the first quarter of 2025. PFE's Price Performance, Valuation and Estimates Shares of Pfizer have underperformed the industry year to date, as shown in the chart below. From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 8.25 times forward earnings, lower than 15.12 for the industry and the stock's 5-year mean of 10.86. Image Source: Zacks Investment Research The bottom-line estimate for 2025 has declined from $3.08 to $3.05, while that for 2026 has gone up from $3.08 to $3.09 over the past 60 days. Pfizer currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> 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 AstraZeneca PLC (AZN): Free Stock Analysis Report Pfizer Inc. (PFE): Free Stock Analysis Report Merck & Co., Inc. (MRK): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Yahoo
15-07-2025
- Business
- Yahoo
How Will Pfizer's Oncology Drugs Perform in Q2 Earnings?
Pfizer PFE is one of the biggest players in the oncology space — a position it strengthened with the 2023 acquisition of Seagen. The deal added four antibody-drug conjugates (ADC) — Adcetris, Padcev, Tukysa and Tivdak — to the company's portfolio. In first-quarter 2025, oncology contributed more than 25% to Pfizer's total revenues, growing 7% year over year. Investors will be closely watching this segment when Pfizer reports second-quarter results on Aug. 5. Within the oncology unit, sales of Xtandi, Lorbrena and Braftovi/Mektovi are likely to have increased during the quarter. However, sales of key medicine Ibrance are expected to have been hurt due to continued competitive pressure across markets, generic entry and the Inflation Reduction Act ("IRA") impact in the United States. With regard to ADC products, competitive pressure in the United States is likely to have hurt sales of Adcetris, while strong demand trends must have benefited Padcev's sales. Our model estimates for second-quarter 2025 sales of the overall oncology segment are pegged at $4.0 billion, implying a 2% rise year over year. Beyond oncology, Pfizer's top line is likely to have been aided by its key in-line products like Vyndaqel and Eliquis, alongside newer additions like Nurtec. However, this growth is expected to have been offset by the U.S. Medicare Part D headwinds and the continued declining sales of its COVID-19 products. Other large players in the oncology space are AstraZeneca AZN and Merck MRK. For AstraZeneca, oncology sales now account for nearly 41% of total revenues. Sales in its oncology segment rose 13% in the first quarter of 2025. AstraZeneca's strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo). Merck's key oncology medicines are PD-L1 inhibitor, Keytruda and PARP inhibitor, Lynparza, which it markets in partnership with AstraZeneca. Keytruda, approved for several types of cancer, alone accounted for more than 46% of Merck's total revenues in the first quarter of 2025. Shares of Pfizer have underperformed the industry year to date, as shown in the chart below. Image Source: Zacks Investment Research From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 8.25 times forward earnings, lower than 15.12 for the industry and the stock's 5-year mean of 10.86. Image Source: Zacks Investment Research The bottom-line estimate for 2025 has declined from $3.08 to $3.05, while that for 2026 has gone up from $3.08 to $3.09 over the past 60 days. Image Source: Zacks Investment Research Pfizer currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 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 AstraZeneca PLC (AZN) : Free Stock Analysis Report Pfizer Inc. (PFE) : Free Stock Analysis Report Merck & Co., Inc. (MRK) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
