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Buy vaccine stocks.买疫苗股PFE 还不晚

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发表于 2021-8-1 08:32:51 | 显示全部楼层 |阅读模式
Amid the Rise of the Delta Variant, Here's My Top Coronavirus Vaccine Stock to BuyHint: You may have heard a lot about this company in the past year.[size=14.399999618530273px]
Prosper Junior Bakiny(TMFPBakiny)

Jul 31, 2021 at 9:12AM
Author Bio





[size=1em]Key Points
  • Pfizer is the leader in the coronavirus vaccine market.
  • The pharma giant's valuation compares favorably to many of its peers.
  • Pfizer's lineup beyond its COVID-19 vaccine also looks good.



[size=1em]
According to the U.S. Centers for Disease Control and Prevention (CDC), COVID-19 cases, hospitalizations, and deaths have been on the rise in the past few weeks. Much of this new activity -- which is especially prevalent in areas with low vaccination rates -- is attributable to the highly transmissible delta variant of the SARS-CoV-2 virus that causes the disease. And while the number of people vaccinated against COVID-19 continues to rise, this new wave of infections hasn't gone unnoticed in the investment community.
Is another market downturn on the way? Maybe, maybe not. Either way, if the delta variant continues to wreak havoc, investing in companies that have developed coronavirus vaccines could pay handsome dividends down the road. And among these companies, there is one that (in my view) remains an excellent option for most investors focused on the long term: Pfizer (NYSE\"\"FE).
Looking at the coronavirus vaccine market
The first reason Pfizer is the best of the bunch is simply that it's the leader in the coronavirus vaccine market, at least in terms of revenue. In the first half of the year, the pharma company reported $11.3 billion in sales from its vaccine, BNT162b2. The company also said that it expects roughly $33.5 billion in sales from BNT162b2 in 2021, which is much higher than the $26 billion Pfizer had projected in its first-quarter earnings release.
IMAGE SOURCE: GETTY IMAGES.

How does that compare to its peers? Moderna (NASDAQ:MRNA) is the only rival that even comes close to Pfizer, with estimated sales of $19.2 billion for its vaccine, mRNA-1273 (this estimate will, in all likelihood, be revised upward). Then there's the company Pfizer partnered up with to develop BNT162b2, BioNTech (NASDAQ:BNTX). Under the terms of the agreement between the two entities, Pfizer holds the commercial rights to the vaccine in most countries (excluding Germany, Turkey, and several countries in Asia). BioNTech said it expected 12.4 billion euros (about $14.6 billion) in revenue from BNT162b2 based on production as of May.
The other players in this space are much further behind. Johnson & Johnson expects vaccine sales of roughly $2.5 billion this year. Meanwhile, AstraZeneca, whose vaccine ran into trouble because of clotting side effects, and Novavax, whose candidate has yet to be granted Emergency Use Authorization in the U.S., are unlikely to measure up to Pfizer in terms of revenue.

The need for booster shots (or other ways to deal with new developments like the delta variant) could give Pfizer yet another boost. Not to mention the company thinks the COVID-19 vaccine market will become seasonal, like the flu. Given that Pfizer has already built a leadership position in this segment, and it continues to work on ways to maintain this position, both the present and the future look great for Pfizer in the coronavirus vaccine space.
The valuation argument
Despite its No. 1 position in the coronavirus vaccine race, Pfizer is actually not that expensive a stock compared with its peers in this market, as the chart below shows:
Pfizer's forward price-to-earnings and forward price-to-sales ratios are lower than those of its competitors. Why? It's hard to say. My own opinion is that the market is still underestimating Pfizer's prospects. Whatever the reason, the fact that Pfizer is cheaper than its peers is yet another strong argument in its favor.

More to offer
It's also important to remember that Pfizer isn't just a coronavirus vaccine play. In the second quarter ending June 30, the company's revenue (excluding sales of BNT162b2) came in at $11.1 billion, a 10% year-over-year increase. That was thanks to products such as anticoagulant Eliquis, whose sales jumped by 16% to $1.5 billion.
Pfizer also boasts a rich pipeline with dozens of programs, and investors can expect the pharma giant to bolster its lineup every year. The company's current lineup and pipeline, including BNT162b2, will continue to deliver revenue and earnings growth for the foreseeable future.
Let's not forget that in November 2020, Pfizer spun off its off-patent medicine unit Upjohn, which merged with the company formerly known as Mylan and became Viatris. Upjohn's declining sales had become a dead weight on Pfizer's bottom line, and by shedding this unit, Pfizer is now laser-focused on its more profitable biopharma business. The company's top and bottom lines would have continued growing at a good clip even without the addition of BNT162b2.
Last but not least, Pfizer is an excellent stock to consider for income-oriented investors. The company's dividend yield of 3.66% compares favorably to that of the S& 500 at 1.35%.

Given that shares of Pfizer are currently fairly valued, I expect the company to outperform the market in the long run. For all those reasons, Pfizer remains my top coronavirus vaccine pick on the market.



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 楼主| 发表于 2021-8-1 08:39:02 | 显示全部楼层
PFE相对来说PE比较低,全年的每股盈利年底将达四美元。若PE为15,股价将在60美元。现在还不到43
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 楼主| 发表于 2021-8-4 17:53:50 | 显示全部楼层
三天由42多一点涨到46美元多。今天有些许的回调到45.2。价值股。
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 楼主| 发表于 2021-8-20 13:45:26 | 显示全部楼层
XELJANZ® (tofacitinib citrate) Receives Marketing Authorization in the European Union for the Treatment of Active Polyarticular Juvenile Idiopathic Arthritis and Juvenile Psoriatic Arthritis
Fri, August 20, 2021, 1:31 PM·18 min read

NEW YORK, August 20, 2021--(BUSINESS WIRE)--Pfizer Inc. (NYSE: PFE) announced today that the European Commission (EC) has approved XELJANZ® (tofacitinib) for the treatment of active polyarticular juvenile idiopathic arthritis (JIA) and juvenile psoriatic arthritis (PsA) in patients two years of age and older who have responded inadequately to previous therapy with disease modifying antirheumatic drugs (DMARDs). Two formulations were approved, a tablet and a new oral solution (weight-based dosing). XELJANZ is the first and only Janus kinase (JAK) inhibitor approved in Europe for the treatment of polyarticular JIA and juvenile PsA and has received regulatory approval in four indications in the European Union, the most of any JAK inhibitor.

In addition, the EC has approved XELJANZ prolonged-release 11 mg once-daily tablets for the treatment of adult patients with active PsA who have had an inadequate response or intolerance to methotrexate or other DMARDs. This once-daily treatment is an alternative to the currently approved XELJANZ 5 mg twice-daily treatment of PsA.

"Many patients living with polyarticular juvenile idiopathic arthritis and juvenile psoriatic arthritis require an injection or an infusion when receiving treatment, which can be challenging for both these children and their caretakers," said Ana Paula Carvalho, International Developed Markets Regional President, Inflammation & Immunology at Pfizer. "We are proud to make these new options available in the EU as Pfizer continues to advance the science and understanding of medicines like XELJANZ, which has been studied in more than 50 trials across clinical programs worldwide."

JIA is a chronic inflammatory disease of unknown etiology and is defined as arthritis that begins before 16 years of age and persists for at least six weeks. Polyarticular JIA and juvenile PsA are subtypes of JIA. The polyarticular JIA subtype is characterized by arthritis in five or more joints and affects both the small joints of the hands and feet and large joints like the knees, hips and ankles.i People living with the juvenile PsA subtype can have joint symptoms and a scaly rash of the skin.i It is estimated that JIA impacts approximately 60,000 children in Europe.ii
非常牛B的公司
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 楼主| 发表于 2021-8-21 04:26:35 | 显示全部楼层
WASHINGTON, Aug 20 (Reuters) - The U.S. Food and Drug Administration is aiming to give full approval to Pfizer's COVID-19 vaccine on Monday, the New York Times reported https://www.nytimes.com/2021/08/ ... -full-approval.html on Friday.

Regulators were aiming to complete the process by Friday, but were still working through "a substantial amount of paperwork and negotiation with the company," the Times said, citing people familiar with the planning who were not authorized to speak publicly about it.

The agency declined to comment.

It had set an unofficial deadline for approval of around Labor Day on Sept. 6, the report said.

The approval could boost the vaccination campaign by convincing more unvaccinated Americans that Pfizer's shot is safe and effective and also make local officials more comfortable in implementing vaccine mandates.

The U.S. military is expected to require that service members get vaccinated soon after Pfizer's shot is authorized and other major U.S. employers could follow suit.

Vaccine hesitancy has been a major hurdle to the White House's goal of getting all eligible Americans vaccinated against the coronavirus.

Only around 60% of adults aged 18 and over have been fully vaccinated even as the new Delta variant of COVID-19 has contributed to a surge in cases.

Full approval of Pfizer's shot would also make it easier for physicians to prescribe a third booster shot to people who could benefit from an additional dose.

The FDA has authorized Pfizer's shot as a booster for people with weakened immune systems, but the White House plans to offer them much more widely in the coming months.

The White House earlier this week said it plans to give out 100 million booster shots, many supplied by Pfizer, to at-risk Americans, including anyone whose initial inoculation is more than 8 months old, starting in September.

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 楼主| 发表于 2021-8-23 11:35:02 | 显示全部楼层
FDA 允许Pfizer 正式销售新冠Vaccine

big news
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 楼主| 发表于 2021-8-27 00:51:36 | 显示全部楼层
Kids vaccine application submitted. Approval likely within 3 weeks.
Brazil manufacturing deal for annual 100 million doses
Swiss ordered 14 million booster doses
Thailand ordered 35 million doses
Honduras ordered 2.4 million doses in addition to 4.4 million ordered earlier
Deal with S Korea
All these news in past five days has been ignored by the market so far. Is a reversal coming?
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