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The anticipation surrounding dose optimization data for Pfizer (NYSE:PFE)’s obesity treatment, danuglipron, was also mentioned as a point of interest for the first quarter. However, the analyst expressed skepticism about whether the upcoming data would fully satisfy investor curiosity regarding the drug’s competitive potential due to the study’s structure and disclosure plans. With a solid financial health score of "GOOD" from InvestingPro, Pfizer maintains strong fundamentals to support its research and development initiatives. Discover comprehensive analysis and Fair Value estimates for Pfizer and 1,400+ other stocks through InvestingPro’s detailed research reports. With a solid financial health score of "GOOD" from InvestingPro, Pfizer maintains strong fundamentals to support its research and development initiatives. Discover comprehensive analysis and Fair Value estimates for Pfizer and 1,400+ other stocks through InvestingPro’s detailed research reports.
The anticipation surrounding dose optimization data for Pfizer’s obesity treatment, danuglipron, was also mentioned as a point of interest for the first quarter. However, the analyst expressed skepticism about whether the upcoming data would fully satisfy investor curiosity regarding the drug’s competitive potential due to the study’s structure and disclosure plans. With a solid financial health score of "GOOD" from InvestingPro, Pfizer maintains strong fundamentals to support its research and development initiatives. Discover comprehensive analysis and Fair Value estimates for Pfizer and 1,400+ other stocks through InvestingPro’s detailed research reports. Among the areas of focus, Shibutani highlighted were oncology, with Phase 3 data for vepdegestrant expected as a first-quarter catalyst, and the company’s vaccines portfolio, where dynamics surrounding COVID-19, Abrysvo/RSV, and Prevnar/PCVs were discussed.
The anticipation surrounding dose optimization data for Pfizer’s obesity treatment, danuglipron, was also mentioned as a point of interest for the first quarter. However, the analyst expressed skepticism about whether the upcoming data would fully satisfy investor curiosity regarding the drug’s competitive potential due to the study’s structure and disclosure plans.
In addition to the product pipeline, Shibutani pointed out management’s commentary on capital allocation as an incremental insight. Pfizer’s leadership suggested that approximately $10-15 billion could be directed towards business development activities in 2025. This is particularly noteworthy given the loss of exclusivity (LOE) challenges the company is expected to face throughout the rest of the decade.
The updated model from Goldman Sachs, reflecting these considerations and the recent earnings report, prompted the reduced price target for Pfizer shares.
In other recent news, Pfizer’s Phase 3 BREAKWATER study of BRAFTOVI (encorafenib) has shown significant improvement in progression-free survival and overall survival for patients with metastatic colorectal cancer. The company plans to discuss these findings with the FDA in hopes of receiving full approval. Concurrently, Pfizer has avoided a potential board standoff with activist investor Starboard Value LP, which did not nominate any directors before the annual meeting deadline.
Pfizer is also planning to sell a 7.7% stake in Haleon Plc, which could potentially raise $3.1 billion. Meanwhile, Moderna (NASDAQ:MRNA) saw a rise in investor confidence following comments by RFK Jr, clarifying his stance as not being anti-vaccine or anti-industry. Lastly, Bernstein analysts have selected Eli Lilly and Company (NYSE:LLY) as their top pick in the U.S. biopharma sector for 2025, citing optimism around the potential of orforglipron and the company’s leadership status. These are among the recent developments in the biopharma sector.
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