Risk/Reward archive
Pfizer (PFE) reported 25Q3 revenues of $16.7 billion, down 5.9% from 24Q3 and 6.3% below my estimate. All of the decline was due to declines in COMIRNATY and PAXLOVID, the COVID-19 medicines, compared with both prior year levels…
Continue reading →Pfizer (PFE) reported 25Q2 revenues of $14.7 billion, up 10.3% from 24Q2 and 6.1% above my estimate. The sales gains were broad based across the company’s commercial portfolio, with the greatest dollar contributions coming from the Vyndaqel family,…
Continue reading →Pfizer (PFE) reported 25Q1 revenues of $13.7 billion, down 7.8% from 24Q1 and 6.5% below my estimate. The shortfalls from the prior year and my estimate were due to much lower than anticipated sales of Paxlovid. Sales of…
Continue reading →Pfizer (PFE) reported 24Q4 revenues of $17.8 billion, up 24.7% from 23Q4 and 3.4% above my estimate. Sales of Comirnaty were much stronger than expected, but that was mostly offset by lower than projected sales of Paxlovid. GAAP…
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