Today $PFE (-0.32%) for $ROG (-0.66%) exchanged. On the one hand, I see Roche as a country diversification. I accept the lower dividend and hope for more growth.
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166Today $PFE (-0.32%) for $ROG (-0.66%) exchanged. On the one hand, I see Roche as a country diversification. I accept the lower dividend and hope for more growth.
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🔹 Revenue: $14.65B (Est. $13.5B) 🟢; UP +10% YoY
🔹 Adj EPS: $0.78 (Est. $0.58) 🟢; UP +30% YoY
🔹 Operating Margin Expansion Driven by Cost Savings
🔹 On track to deliver $7.2B in net cost savings by 2027
FY25 Guidance (Updated):
🔹 Adj EPS: $2.90–$3.10 🟢 (Prior: $2.80–$3.00)
🔹 Revenue: $61B–$64B (Reaffirmed)
🔹 Adjusted SI&A Expense: $13.1B–$14.1B (Lowered)
🔹 Adjusted R&D Expense: $10.4B–$11.4B (Lowered)
🔹 Effective Tax Rate: ~13% (Prior: ~15%)
🔹 Includes ~$0.20 EPS impact from 3SBio deal (1-time charge)
Segment Revenue:
🔹 Biopharma: $14.31B; UP +10% YoY
🔹 Pfizer CentreOne: $328M; UP +18% YoY
🔹 Pfizer Ignite: $20M; UP +38% YoY
Product Highlights (YoY Op. Growth):
🟢 Comirnaty: +95% — U.S. market share and intl. deliveries
🟢 Paxlovid: +71% — U.S. pricing and rebate adjustments
🟢 Vyndaqel family: +21% — strong demand & diagnosis
🟢 Padcev: +38% — mUC share gains, new distribution
🟢 Eliquis: +6% — global demand offset by U.S. pricing headwinds
🟢 Abrysvo: +155% — strong U.S. maternal uptake
🟢 Lorbrena: +48% — increased 1L ALK+ NSCLC share
🔴 Ibrance: -8% — IRA pricing + generic headwinds
Other Update:
🔹 R&D Spend Q2: $2.48B; DOWN -8% YoY
🔹 SI&A Expense Q2: $3.42B; DOWN -8% YoY
🔹 Dividends Paid YTD: $4.9B
🔹 No share buybacks YTD; $3.3B remaining authorization
🔹 Adjusted Net Income: $4.43B; UP +30% YoY
🔸 CEO Commentary:
🔸 “Strong quarter of focused execution—driving R&D and commercial momentum.” — CEO Albert Bourla
🔸 “Raised EPS guidance shows confidence in operational performance.” — CFO David Dento
• Revenue: $14.65B vs. $13.5B estimate
• Adjusted EPS: $0.78 vs. $0.58 estimate
• Full Year 2025 Guidance:
• Adjusted EPS between $2.90 and $3.10 (previously $2.80–$3.00)
• Revenue forecast remains $61.0B to $64.0B
• Reaffirms full-year revenue guidance of $61.0B to $64.0B (consensus $62.57B)
• Raises full-year adjusted diluted EPS guidance by $0.10 to $2.90–$3.10 (consensus $3.01), including a one-time ~$0.20 impact from 3SBio transaction
• On track to deliver ~$7.2B in net cost savings by end of 2027 from cost improvement initiatives, supporting productivity gains and operating margin expansion
Moving my $PFE (-0.32%) money to $GRF (+0.45%) and $NOVO B (+2.41%)
Third time I add to Grifols. Getting more expensive but growth prospects are good, financial position improving, and momentum is also good.
Not going to to the analysis again as I mantain my previous view on it. .
The rest of the money coming from my divestment in Pfizer, goes to $NOVO B (+2.41%) . I still want to have a bit of pharma in my portfolio, and the punishment that Novo has had is excesive in my view. It has gone from hyped to hated, and at this point PE is low and growth ahead is still there. Not as good as it was expected, but not as bad as it looks…
$NOVO B (+2.41%)
$NVO (+1.57%)
$UNH (+0.36%)
$MRK (+0.27%)
$JNJ (-0.91%)
$XDWH (-0.18%)
$PFE (-0.32%)
$LLY (-0.81%)
I am curious to see how the European stock markets will react today, but with the RSI extremely oversold and I could well imagine a bounce at 300 Danish kroner.
Is anyone here trying their luck as a trader and is so tired of life with leverage? 😂
@Multibagger put another one on top ? Do you have a good certificate for that ?
$NOVO B (+2.41%)
$LLY (-0.81%)
$HIMS (+0.74%)
$NVO (+1.57%)
$PFE (-0.32%)
$JNJ (-0.91%)
$MRK (+0.27%)
He has sent letters to 17 companies, including Eli Lilly, asking them to lower their prices within 60 days.
Said if they refuse, he will use a "federal tool" to protect Americans
Getting more and more exciting 😂
The 17 largest pharmaceutical companies were written to and given a deadline of September 29 to lower their prices, otherwise Trump himself will come by. 😈
The S&P500 pharma sector was the weakest sector today with -2.2 %.
I’m done with it. I’ve had an investment plan on $PFE (-0.32%) for a couple years, and held it 6 months more, but I’ve grown tired of constant underperformance.
The stock trades at a very low valuation, with a very high dividend and potencial to appreciate on the long run. So why selling then?
Well, momentum is bad and macro is also bad, I don’t think it is going to go much lower as it would be nonsensic, their pipline is good and probably they’ll turn arround the situation… but I’m down 20% so I cut my losses here and will offset some profit taxes. I beleive there’re better places tu run the money for now.
Maybe I’ll go buy back in a few months if I the macro gets more clear and their new drugs start to go into the market.
$NOVO B (+2.41%)
$LLY (-0.81%)
$HIMS (+0.74%)
$NVO (+1.57%)
$PFE (-0.32%)
$JNJ (-0.91%)
$MRK (+0.27%)
He has sent letters to 17 companies, including Eli Lilly, asking them to lower their prices within 60 days.
Said if they refuse, he will use a "federal tool" to protect Americans
Getting more and more exciting 😂
We need to talk about the healthcare sector today. After 2024 had already disappointed many companies in the sector due to the "corona effect" and was labeled a "transition year", I had actually called for a major recovery in 2025. What happened instead is of course clear: a complete bleed-out of the industry.
In fact, the situation in the healthcare sector is so bad that no returns at all have been achieved across the board in the last three years, and that is bad.
I had actually chosen the healthcare sector as a second pillar in my portfolio alongside my tech investments, as I have a great passion for the topic of healthcare and also like to spend a lot of time on it. Actually, I also had the impression that the healthcare sector is rather defensive as the demand for healthcare services is continuously increasing when there is an increasing number of sicker people in the world. I have therefore created a diversified portfolio of companies that have a predominance in the treatment of a specific disease: Heart defects, mucoviscidosis, diabetes - you can probably already guess where this is going.
At the moment I have several companies in my portfolio whose performance really resembles a horror movie: $ILM1 (+1.12%) , $AFX (+1.86%) , $UNH (+0.36%) , $NOVO B (+2.41%)
Plus some resurrected zombies like $TMO (+2.57%) , $ABBV (-0.99%) , $EW (-0.75%) , $MEDP (+1.27%) whose performance could be reactivated through life-sustaining measures.
Only $SYK (+1.43%) and $VRTX (-1.21%) are developing in line with expectations overall.
In summary, 40% pain, 40% okay and only 20% yes
However, the poor performance is not at all related to the selection of companies. Other giants such as $MRK (+0.27%) and even the most solid healthcare company in the world $JNJ (-0.91%) are not performing satisfactorily either. Some people here in the comments always act as if Novo Nordisk and UNH were the worst companies in the world and everything was foreseeable - but that's just not the case. In fact, they are only falling so sharply and getting so much media coverage because they have always been regarded as the absolute gems in contrast to solala companies like $PFE (-0.32%) it really wasn't an everyday occurrence for them to halve overnight.
Overall, the healthcare sector, which has been battered for years, is now also considered undervalued. So we can still hope for a recovery. Nevertheless, it is slowly becoming a huge problem for me if I put 1/4 of my capital into assets that are outperforming the savings book and not compensating for inflation. The opportunity costs in particular are astronomical, as I have been 80% right in the tech sector in recent years and 80% wrong in the healthcare sector. I spend more money with my left hand than I earn with my right.
The saying comes to mind: "The tide lifts all boats" which is actually supposed to protect against overconfidence. But isn't it also true that an ebb tide lowers all boats? Perhaps neither the great hit rate in the tech sector nor the subterranean hit chance in the health sector is dependent on my investment decisions, but simply a static anomaly.
What I also want to address specifically is that I find it incredibly annoying that investing in the healthcare sector is such a drama club. I sometimes wonder whether we're doing business here or filming a telenovela. I mean, the whole thing with $HIMS (+0.74%) is a complete kindergarten. Why is it that in the automotive industry, complete strangers manage to merge or form alliances just like that and in the healthcare industry they can't even manage to sell a few medications for 3 months without it degenerating into a mud fight and a war of the roses? My gosh.
But now it's up to you. I would be particularly interested to know how people who have been on the market for more than 10 years see it. Have health values always been such a rollercoaster ride or is the industry better than its reputation?
I currently hold a small position on Pfizer $PFE (-0.32%) What is your view on to expand at the current price of +/- 24,40?
Or is Aegon $AGN (-1.77%) a better buy at this point in time?
It is part of a dividend investment portfolio.
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