Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted a “Pipelines Unplugged” webcast with Pfizer's Dr. Mikael Dolsten. Topics discussed included an update on phase 3 pipeline products, indication expansion opportunities in oncology, and what mid-stage, "next on deck" compounds is PFE most excited about.
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On Tuesday before the open, Pfizer (PFE):
Reported 1Q19 revenues marginally ahead of expectations, but EPS beat by a wide margin.
Maintained prior 2019 revenue guidance but raised EPS guidance by a nominal $0.01.
Saw its share price rise by ~2.5%.
Pfizer (PFE) reported 1Q19 financial results this morning. This report summarizes key takeaways from the conference call that go above and beyond information provided in the press release.
Eli Lilly and Pfizer announced results from a large phase 3 tanezumab study. Once again, results showed worse safety (specifically, joint damage) with the product vs comparator, mirroring what has been in other recent studies (and across other members of the anti-NGF class).
The Q1 2019 earnings season for our ten covered US/EU pharmaceutical companies is about to begin. It starts Wednesday, April 17th with Roche and ends Wednesday, May 1st with GlaxoSmithKline. This report contains our updated forecasts (out to 2028) and perspectives.
We track Emerging Markets growth rates for our covered companies. It has accelerated consistently since mid-2016; in Q4 2018 it was 9.3% y/y. From Q1 2012 to Q3 2018, y/y growth has been: 6.4% à10.3% à9.1% à9.5% à7.4% à6.1% à3.9% à9.5% à6.4% à8.3% à10.9% à8.0% à7.5% à4.7% à3.6% à3.2% à4.4% à1.8% à3.6% à3.3% à5.8% à6.1% à7.4% à7.5% à9.1% à9.5% à11.6% à 9.3% (Exhibit 1).
Our slides from the Wolfe Research Healthcare Biweekly Webcast, recapping our thoughts on: (1) MRK vs. PFE’s race for a next generation pneumococcal vaccine; and (2) key takeaways from our BMY “Pipelines Unplugged” conference call.
This 80p report covers the bull/bear case, current controversies, relative growth prospects and more for our 10 US & EU global pharmaceutical companies.
Sizing up the race between MRK and PFE for "next gen" pneumococcal vaccines.
A slide deck describing our updated fundamental outlook for the sector from our February Monthly Controversies report.
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