PFE

Pfizer Inc. (NYSE:PFE) ranks among the best retirement stocks to buy now. On May 5, BofA Securities boosted its price objective for Pfizer Inc. (NYSE:PFE) to $27 from $26, retaining a Neutral rating on the company shares. Following Pfizer’s first-quarter performance, the firm raised its fiscal 2026 revenue and earnings per share forecasts. The pharmaceutical giant reported adjusted earnings per share of $0.75, 4.17% more than the consensus forecast of $0.72, while revenue of $14.5 billion exceeded expectations of $13.84 billion by 4.77%. Ignoring COVID-related products, Pfizer’s core business increased by 7% operationally. BofA remarked that Pfizer’s long-term revenue CAGR target for 2028-2033 is significantly higher than the consensus. BofA sees meeting this aim as questionable and potentially skewed toward obesity therapies, where the market landscape is very competitive. Additionally, Pfizer Inc. (NYSE:PFE) revealed details regarding a 35-valent pneumococcal conjugate vaccine that is ready for Phase 1. According to BofA, the absence of supporting data and the capacity to resolve protein carrier suppression, a major concern regarding ultra-high valent pneumococcal vaccines, still need to be determined. Pfizer Inc. (NYSE:PFE) discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the US and internationally. The company offers medicines and vaccines in various therapeutic areas. 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Pfizer (NYSE:PFE) has entered a new alliance with Sarah Cannon Research Institute to accelerate oncology clinical trials and broaden patient access. The company has also granted Rigel Pharmaceuticals exclusive rights to commercialize VEPPANU, an FDA approved PROTAC based breast cancer therapy. These agreements reflect fresh moves in Pfizer's oncology R&D and commercialization approach that have not been covered in earlier updates. Pfizer's stock closed at $25.9, with the share price up 2.3% over the past week and 18.8% over the past year, while returns over 3 and 5 years show declines of 17.0% and 13.6%. In that context, the new SCRI partnership and VEPPANU licensing deal provide additional detail on how the company is positioning its oncology efforts beyond existing products. For investors tracking NYSE:PFE, these developments highlight how Pfizer is using external partnerships and out licensing to pursue breast cancer treatments and support its broader oncology pipeline. The impact of these moves will depend on clinical execution, regulatory outcomes and how effectively Rigel develops the VEPPANU opportunity over time. Stay updated on the most important news stories for Pfizer by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Pfizer. We've flagged 4 risks for Pfizer. See which could impact your investment. ✅ Price vs Analyst Target: At US$25.90, Pfizer trades about 11% below the US$29.19 analyst price target. ✅ Simply Wall St Valuation: The stock is flagged as undervalued, trading 57.9% below the platform's fair value estimate. ❌ Recent Momentum: The share price is down 4.1% over the past 30 days. There is only one way to know the right time to buy, sell or hold Pfizer. Head to Simply Wall St's company report for the latest analysis of Pfizer's Fair Value. 📊 The SCRI alliance and VEPPANU out licensing show Pfizer leaning on partnerships to progress oncology without taking on all the commercial execution alone. 📊 Watch uptake of VEPPANU under Rigel, the trajectory of Pfizer's oncology revenue, and how the P/E of 19.7 compares with the 14.7 industry average. ⚠️ Major flagged risks include forecast earnings decline, debt that is not well covered by operating cash flow, and a dividend that...

Novavax delivered first quarter results that surpassed Wall Street’s revenue and earnings estimates, leading to a significant positive market reaction. Management attributed the quarter’s performance to strong partner-driven revenue streams, particularly from milestone payments and supply sales tied to agreements with Sanofi and Pfizer. CEO John Jacobs emphasized the shift from direct commercial activity to a strategy anchored by licensing and collaboration, noting, “We now have either licensing partnerships or material transfer agreements with four of the top 10 global pharma companies.” The company also highlighted ongoing cost reductions, with a 23% year-over-year decrease in combined non-GAAP R&D and SG&A expenses, reflecting efforts to build a leaner operating structure. Is now the time to buy NVAX? Find out in our full research report (it’s free). Revenue: $139.5 million vs analyst estimates of $75.61 million (79.1% year-on-year decline, 84.5% beat) Adjusted EPS: -$0.06 vs analyst estimates of -$0.32 (81.3% beat) Adjusted EBITDA: -$12.37 million (-8.9% margin, 102% year-on-year decline) Operating Margin: -11.1%, down from 77.3% in the same quarter last year Market Capitalization: $1.58 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Pete Stavropoulos (Cantor Fitzgerald) asked about the proportion of partner-led vs. Novavax-led experimentation and the mix of novel versus marketed vaccines tested with Matrix-M. CEO John Jacobs explained that most of the 30+ experimental fields are partner-driven and involve both novel and existing assets, while Head of R&D Robert Walker highlighted mucosal immunity as a differentiator for the C. difficile candidate. Roger Song (Jefferies) inquired about commercial progress and whether Matrix-M is being evaluated in pneumococcal vaccines, referencing Pfizer’s announcement. Jacobs noted that data has been shared on pneumococcal applications and that partner readiness is key, while CFO James Kelly described the market outlook as “flattish” for the upcoming season. Geoffrey Meacham (Citi) questioned the conversion rate from MTA to license and management of overlapping partne...

Pfizer’s first quarter results reflected continued momentum in its core portfolio, with management attributing growth to strong performance in recently launched and acquired products, particularly in oncology and migraine therapies. CEO Albert Bourla credited a 22% increase in revenues from new products and acquisitions, highlighting the success of the Seagen integration and robust demand for Nurtec. Management also pointed to positive developments in legal settlements, which have improved clarity on post-2028 growth and cash flow. CFO David Denton emphasized ongoing cost management and targeted R&D investments as further contributors to the quarter’s outperformance. Is now the time to buy PFE? Find out in our full research report (it’s free). Revenue: $14.45 billion vs analyst estimates of $13.77 billion (5.4% year-on-year growth, 5% beat) Adjusted EPS: $0.75 vs analyst estimates of $0.72 (3.9% beat) Adjusted EBITDA: $5.99 billion vs analyst estimates of $6.33 billion (41.4% margin, 5.4% miss) The company reconfirmed its revenue guidance for the full year of $61 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $2.90 at the midpoint Operating Margin: 31.6%, down from 35.2% in the same quarter last year Organic Revenue rose 2% year on year Market Capitalization: $147.1 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Vamil Divan (Guggenheim): Asked about upcoming obesity data disclosures at ADA. Chief Oncology Officer Chris Boshoff detailed that the company will present new data from the VESPER program and clarified which study results will be available. David Risinger (Leerink Partners): Asked about expectations for key oncology readouts and organizational restructuring. CEO Albert Bourla outlined recent changes to simplify business development, commercial, and strategy functions, while Boshoff discussed timelines for pivotal oncology studies. Chris Schott (JPMorgan): Inquired whether strong Q1 results could prompt guidance updates and about business development (BD) capacity. CFO David Denton confirmed no near-term guidance change but noted $7 billion in BD capacity for st...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance in Q1 was primarily driven by a $25 million milestone payment from Chiesi following the European Commission's approval of Elfabrio's every 4 weeks dosing regimen. The new every 4 weeks dosing flexibility in Europe is expected to reduce treatment burden for patients, strengthening Elfabrio's competitive position and supporting broader adoption over time. Management attributes the decrease in selling goods revenue to timing and inventory dynamics regarding Elelyso purchases by Pfizer and Fiocruz, rather than a shift in underlying demand. The company is focusing its long-term strategy on rare renal diseases, believing its platform offers a clear advantage and a business model that limits downside risk while preserving clinical upside. Management maintains a long-term target of 15% to 20% global market share for Elfabrio by 2031, supported by a projected $3.2 billion total addressable market. Reaffirmed 2026 total revenue guidance of approximately $78 million to $83 million, which includes the $25 million milestone already received. The company expects Elfabrio product revenues to range between $33 million and $35 million for the full year, with growth weighted toward the second half of 2026. The Phase II RELEASE study for PRX-115 is expected to complete enrollment by the end of 2026, with top-line results anticipated in the second half of 2027. Management intends to provide specific indication details for the PRX-119 program by the end of the current quarter to clarify the clinical development path. The company ended the quarter with $51 million in cash and no outstanding debt or warrants, which management states provides sufficient funds for the Phase II RELEASE study. R&D expenses increased to $5.4 million from $3.5 million year-over-year, reflecting a deliberate capital allocation shift toward the PRX-115 clinical program. Net income reached $18.3 million for the quarter, a significant shift from a prior year loss, though this was heavily influenced by the one-time milestone revenue. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management expects the second half of 2026 to be stronger for Elfabrio sales as Chiesi navigates country-by-count...

Arvinas Inc (NASDAQ:ARVN) reported downbeat results for the first quarter on Tuesday. The company posted quarterly losses of 90 cents per share which missed the analyst consensus estimate of losses of 87 cents per share. The company reported quarterly sales of $15.600 million which missed the analyst consensus estimate of $18.097 million. Rigel Pharmaceuticals Inc. (NASDAQ:RIGL) announced that it is entering an exclusive global licensing agreement with Arvinas and Pfizer Inc. (NYSE:PFE) for its oral PROTAC drug, VEPPANU (vepdegestrant). “The approval of VEPPANU is a defining achievement for Arvinas and reflects the culmination of more than a decade of focused work to translate our PROTAC science into our first approved therapy,” said Randy Teel, Ph.D., President and Chief Executive Officer at Arvinas. “I’m proud to lead an organization advancing an industry-leading portfolio of degraders – one that has now joined the short list of those able to bring a new therapeutic modality from discovery to approval. As we move through the remainder of the year, our focus is on delivering key data and clinical milestones that we believe will further validate our approach and clearly distinguish our programs in an increasingly competitive environment.” Arvinas shares rose 1.7% to trade at $9.74 on Wednesday. These analysts made changes to their price targets on Arvinas following earnings announcement. BTIG analyst Jeet Mukherjee maintained Arvinas with a Buy and raised the price target from $16 to $18. Barclays analyst Etzer Darout maintained the stock with an Overweight rating and raised the price target from $18 to $20. Considering buying ARVN stock? Here’s what analysts think: Photo via Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article These Analysts Increase Their Forecasts On Arvinas After Q1 Results originally appeared on Benzinga.com © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Total product sales of €30.5 million Cash position of €105.3 million as of end March 2026, excluding proceeds from successful reserved offering completed in April 20261 Program launched in April to further reduce operating expenses Pfizer expected to file regulatory submissions for Lyme disease vaccine candidate Lyon (France), May 13, 2026 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, today reported its financial results for the first quarter ended March 31, 2026, provided key corporate updates, and updated its 2026 financial guidance. The condensed consolidated interim financial results are available on the Company’s website (Financial Reports – Valneva). Valneva will provide a live webcast of its first quarter 2026 results conference call beginning at 3 p.m. CEST/9 a.m. EDT today. This webcast will also be available on the Company’s website. Please refer to this link: https://edge.media-server.com/mmc/p/xbkzgkz7 First quarter 2026 Financial Update Total revenues were €30.9 million, including €30.5 million in product sales, compared with €49.2 million and €48.6 million, respectively, in the first quarter of 2025, mainly reflecting the planned wind-down of third-party sales (-97.6% versus the first quarter of 2025) and a different shipment phasing to the U.S. Department of Defense Operating cash burn continued to decline, improving to €0.3 million in the first quarter of 2026, compared to €8.1 million in the first quarter of 2025 Cash position of €105.3 million as of March 31, 2026, compared to €109.7 million as of December 31, 2025 Excludes €37.0 million in gross proceeds from recent successful reserved offering1 Net loss of €32.1 million, compared with a net loss of €9.2 million in the first quarter of 2025 mainly impacted by one-off effects in cost of goods (termination of contracts, standard cost adjustment, inventory write-offs), in addition to idle cost and lower sales. Financial Outlook Valneva is adjusting its 2026 sales and revenue guidance partially as a result of an emerging adverse trend in travel vaccine uptake across key markets, driven by geopolitical factors. The Company is therefore revising its product sales guidance to €135 million to €150 million from €145 million to €160 million previously Other revenues are reconfirmed – resulting in a new total revenue guidance of €145 million to €160 million As part of...

On Wednesday, Valneva (NASDAQ:VALN) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. The full earnings call is available at https://edge.media-server.com/mmc/p/xbkzgkz7 Valneva SE reported first-quarter revenues of approximately €30 million, with a decline from the previous year attributed to changes in business setup, supply phasing, and one-off expenses. The company is focused on cash management and announced a workforce reduction of 10-15% to achieve a 25-35% reduction in operating expenses. Valneva SE is advancing its Lyme disease vaccine candidate in partnership with Pfizer, observing strong efficacy but facing statistical challenges; Pfizer plans regulatory submissions. The Chikungunya vaccine is progressing well, with a significant pilot vaccination campaign in Brazil and ongoing efforts to expand access in endemic countries. Valneva SE is adjusting its 2026 product sales guidance to €135-150 million due to adverse travel vaccine uptake trends, with a restructuring plan to streamline operations. The company continues to advance its Shigella vaccine program with ongoing studies and plans for further development based on upcoming results. Management expressed confidence in the long-term prospects of its key vaccine candidates and strategic growth opportunities. OPERATOR Hello and thank you for joining us to discuss Valneva's financial results for the first quarter 2026 and corporate update. It's my pleasure to welcome you today. In addition to our press release and analyst presentation, you can find our consolidated financial results for the three months ended March 31, 2026, which were published earlier today, available within the Financial Reports section on our investor website. I'm joined today by Valneva's CEO Thomas Lingelbach Lingelbach and our CFO Peter Buehler who will provide an overview and update on our business as well as our financial results. There will be an analyst Q and A session at the conclusion of the prepared remarks. Before we begin, I'd like to remind listeners that during this presentation we will be making forward looking statements which are subject to certain risks and uncertainties that could cause actual resul...

Novavax is shifting to a partner‑centric model built around its Matrix‑M adjuvant, securing MTAs and licenses with four top‑10 pharma companies and a non‑exclusive Pfizer deal that included a $30M upfront payment and up to $250M in milestones plus long‑term royalties. R&D has prioritized a multivalent C. diff vaccine targeted for clinical entry as early as 2027, while RSV and VZV programs are being advanced as partner‑facing learning platforms and Matrix‑M is being optimized for tailored immune responses. Q1 revenue was $140M with partner‑related supply ($33M) and licensing/other revenue ($97M) growing, and the company ended the quarter with about $818M in cash/accounts receivable plus $80M of non‑dilutive inflows, which management says supports a cash runway into 2028. Interested in Novavax, Inc.? Here are five stocks we like better. Analysts Think These Stocks Could More Than Double in Value Novavax (NASDAQ:NVAX) executives used the company’s first-quarter 2026 earnings call to highlight continued progress in reshaping the business around partner-driven revenue, a leaner operating model, and selective internal R&D designed to seed additional collaborations. President and CEO John Jacobs said the company’s growth strategy is built on three “strategic pillars: partnering our technology, capital-efficient R&D innovation, and a lean and efficient operating model.” He said Novavax’s ambition is to work with “multiple partners, both large global pharmaceutical companies and smaller, highly innovative biotechs,” using its technology platform across infectious disease and oncology. → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries Is Biotech’s Bull Run Over? Examining Election Impacts Jacobs pointed to near-term milestone and royalty opportunities tied to existing partners, including Sanofi and Takeda, as well as “potential milestones from our new partnership with Pfizer.” He also said the company is targeting a combined infectious disease and oncology vaccines and immunotherapeutics market “projected to grow to over $100 billion by the early 2030s.” On business development, Jacobs said Novavax signed four new material transfer agreements (MTAs) for Matrix-M during the quarter, including one with “another top 10 pharma company who is also a global leader in oncology.” He added that two relationships with existing Matrix-M licensees were ex...

Novavax NVAX incurred a loss of 6 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 25 cents. In the year-ago quarter, the company had recorded EPS of $2.93, driven by higher sales. Quarterly revenues totaled $139.5 million, down 79% year over year. This metric beat the Zacks Consensus Estimate of $69.5 million. Novavax’s shares were up about 16% yesterday, likely due to the better-than-expected results. The quarter reflected a business mix that is increasingly tied to partners, with management highlighting that partners now have rights to evaluate its proprietary Matrix-M technology in more than 30 fields spanning infectious diseases and oncology. Shares of Novavax have increased 39% so far this year compared with the industry’s nil growth. Image Source: Zacks Investment Research A key theme this quarter was the shifting composition of revenues as NVAX prioritizes monetizing Matrix-M through partners. Product sales were led by supply activity and direct demand for the company’s COVID-19 vaccine, Nuvaxovid, in a smaller set of markets, while partner-related revenues benefited from licensing activity across multiple counterparties. Novavax recorded $42.2 million in product sales, down 93% year over year. This includes about $10 million from Nuvaxovid, reflecting sales primarily in Germany for the 2025-2026 season and the continued transition of commercial responsibility in Europe to Sanofi SNY. Supply sales were nearly $33 million, up 136% year over year, supported by higher demand for Matrix-M adjuvant from partners as well as COVID-19 supply to SNY. Last year, Sanofi acquired exclusive rights to market Nuvaxovid globally, except in certain territories where Novavax maintains existing partnership agreements. Licensing, royalties and other revenues totaled $97.3 million, including $30 million recognized as an upfront payment received from Pfizer PFE in connection with a non-exclusive license agreement for Matrix-M signed earlier this year. The metric increased 116% on a year-over-year basis. Research and development (R&D) expenses totaled $95.5 million, up 7% year over year, driven by increased costs tied to post-marketing commitments and annual strain change activities. This figure does not include the $28 million of R&D reimbursement from Sanofi. Selling, general and administrative (SG&A) expenses declined...

Pfizer PFE reported first-quarter 2026 adjusted earnings per share of 75 cents, which beat the Zacks Consensus Estimate of 71 cents per share. Earnings declined 18% year over year. Revenues came in at $14.45 billion, up 5% from the year-ago quarter on a reported basis and 2% on an operational basis. Total revenues beat the Zacks Consensus Estimate of $13.82 billion. International revenues declined 1% on an operational basis to $5.72 billion. U.S. revenues rose 4% to $8.73 billion. Pfizer reports its revenues under three broad sub-segments of its Biopharma operating segment — Primary Care, Specialty Care and Oncology. In first-quarter 2026, Pfizer created a new Hospital and Biosimilars Division within its Biopharma segment, moving certain off-patent brands, generic sterile injectables, and biosimilars out of Specialty Care and Oncology. Sales of the Primary Care segment declined 6% operationally to $5.54 billion. The Specialty Care unit recorded sales of $2.94 billion, up 8%. Sales of Oncology rose 7% to $3.83 billion. Sales in the Hospital and Biosimilars segment rose 10% to $1.85 billion in the first quarter. In Primary Care, alliance revenues and direct sales from partner Bristol-Myers BMY for Eliquis rose 8% to $2.17 billion as higher demand trends globally were partially offset by price and generic erosion in some ex-U.S. markets. Alliance revenues beat the Zacks Consensus Estimate of $1.85 billion. Global Prevnar family revenues declined 1% to $1.69 billion. Prevnar revenues beat the Zacks Consensus Estimate of $1.63 billion. Prevnar sales declined 10% in the United States but rose 21% in international markets. Direct sales and alliance revenues from partner BioNTech BNTX for the COVID vaccine, Comirnaty, were $232 million in the quarter, down 59% year over year due to narrower COVID-19 vaccine recommendations in the United States that reduced Comirnaty’s eligible patient population and lower contractual deliveries and vaccination rates in international markets. Comirnaty sales missed the Zacks Consensus Estimate of $411 million. Paxlovid revenues were $186 million in the quarter, down 63% year over year due to lower infection rates, which hurt demand trends globally and lower international government purchases. Paxlovid revenues also missed the Zacks Consensus Estimate of $296 million. Nurtec ODT/Vydura contributed $353 million in the quarter, up 41% y...

Performance beat was driven by 22% operational growth in launched and acquired products, specifically within the oncology and migraine portfolios. The Seagen acquisition has successfully unified Pfizer's oncology organization, resulting in 20% year-over-year operational revenue growth for Seagen-legacy products. Management attributes the 41% growth in Nurtec to the power of Pfizer's leading field force and commercial capabilities in the oral CGRP class. Strategic progress in R&D is being managed through a rigorous, disciplined approach, focusing resources on oncology, metabolic disease, and vaccines where existing infrastructure provides a competitive advantage. The company is embedding artificial intelligence across all functional lines of R&D and commercial operations to compress innovation timelines and improve decision-making. Operational revenue growth of 7% excluding COVID products reflects solid underlying demand and effective execution of the refined commercial strategy. Management projects a high single-digit revenue CAGR for a 5-year period starting in 2029, supported by recent legal settlements and pipeline risk-adjustments. The 2026 R&D agenda includes approximately 20 planned pivotal study starts, 8 key data readouts, and 4 regulatory decisions. Pfizer intends to advance 10 Phase III studies in obesity this year, targeting a first approval in 2028 for a portfolio featuring differentiated monthly maintenance dosing. Guidance for 2026 assumes the majority of Comirnaty sales will occur in the fourth quarter to align with the traditional vaccination season. The company plans to maintain and grow its dividend over time while continuing to deleverage and build long-term value through its portfolio transition. Settlement agreements regarding Vyndamax patents have extended exclusivity, significantly improving the company's growth profile and cash flow outlook post-2028. A Belgian court ruling regarding Comirnaty contracts is viewed as a positive driver for future EPS and cash flow visibility. The company is on track to deliver the majority of its $7.2 billion total net cost savings target by the end of 2026. Organizational restructuring has moved business development under R&D leadership to reduce friction and align acquisitions with pipeline choices. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest a...