Get started
Pfizer | Fundamental Analysis | Short view Many would agree that a half victory is better than a total defeat. Pfizer and BioNTech have seen this through firsthand experience. The two partners had hoped that an FDA advisory committee would recommend revaccination with the COVID-19 vaccine to all Americans 16 years of age and older. A week ago, however, the committee voted 16-2 against recommending the Pfizer-BioNTech vaccine for a wide age range. It wasn't just bad news for these drug companies, however. The FDA advisory committee also voted unanimously to recommend the boosters for U.S. citizens age 65 and older, and anyone at high risk for severe COVID-19. And now you're probably wondering, could Pfizer stock be a reasonable investment choice after this partial victory? The FDA still has to decide whether to revaccinate the Pfizer-BioNTech vaccine. If the agency follows the commission's recommendations and the Centers for Disease Control and Prevention (CDC) agrees with them, many additional vaccines could soon become available. As per the U.S. Department of Health and Human Services' Office on Aging, there were about 52.4 million Americans age 65 and older in 2018. Today, that number is undoubtedly higher. Vaccination rates among older Americans are higher than any other age group. According to the CDC, nearly 85 percent of people between the ages of 65 and 74 have been fully vaccinated. Nearly 80% of Americans age 75 and older have been fully vaccinated. We don't know how many of these people received the Comirnaty COVID-19 vaccine from Pfizer and BioNTech. However, overall, Comirnaty accounts for about 57% of all COVID-19 vaccine doses administered to date. It is estimated that about 25 million Comirnaty revaccinations could be administered in the following months if the FDA and CDC give the green light to revaccination. Based on previous vaccine prices, the total cost of revaccination for the groups recommended by the FDA panel could approach $500 million. At first glance, the possibility of an additional $500 million over the next few months may seem significant. However, there are several reasons not to get so excited. Most importantly, none of the companies are likely to get "extra" money from boosters shortly. The U.S. has already ordered a total of 500 million doses from Pfizer and BioNTech, plus another 500 million doses for transfer to other countries. At least at this time, it is doubtful that extra doses will be purchased by the government to vaccinate Americans. Keep in mind also that Pfizer and BioNTech share profits from Comirnaty. Even if the companies could expect additional orders from the U.S. government for boosters, the financial impact for Pfizer would not be huge. In the second quarter, the company had revenue of $19 billion and profits of nearly $5.6 billion. There is really no good reason to buy Pfizer stock based on the recommendation of the FDA advisory committee. Nevertheless, there are other reasons why investors might seriously consider stock in this major pharmaceutical company. The need for an annual refill for everyone is still a real possibility. If Pfizer can count on strong recurring revenues from Comirnaty for years to come, the stock will look much more attractive. No doubt, Pfizer doesn't just rely on its COVID-19 vaccine. The pharmaceutical giant has other growth drivers that should appeal to investors, notably the rare heart disease drug Vyndaqel/Vyndamax and the blood-thinning drug Eliquis. Pfizer's pipeline could bring even more big wins. A pill for COVID-19 may be on the way. The drugmaker also has more than 20 other late-stage programs. It is also adding to its portfolio through deals, including intentions to buy Trillium Therapeutics. Last, but not least, is Pfizer's dividend. Many income investors will like the dividend yield, which is currently 3.5%. For some investors, Pfizer stock looks like a good choice. But any endorsement for older Americans boosters isn't much of a factor in deciding whether or not to buy the stock one way or the other.
PShort
by FOREXN1
3
MMK: Stock price will repeat the 2nd quarterAgainst the backdrop of strong fin. indicators of the 3rd quarter Key factors and catalysts Annual forward dividend approximate to 40% in H2 2021 Should significantly increase production up to 30% Cost less than competitors in one sector on P/E and EV/EBITDA multiples Beneficiary of commodity supercycle 2021 Most likely going to be included in the MSCI Russia index The desire of the main shareholder to increase free-float by 2%, which gives an increase in FIF by 0.5 and weight in the MSCI index Main beneficiary from the transition from duties to MET tax from the beginning of 2022 Main beneficiary from the decline in world prices for iron ore and high prices for hot-rolled steel Negative debt load Making every effort to be ESG friendly An unprecedented openness and disclosure of information to investors It is a super clear and transparent business with a double-digit dividend history We calculate financial indicators for the 3rd quarter of 2021 Revenue - $ 3302.6 million to increase by 1.5% q / q (3370 * 980) EBITDA - $ 1,380.7 million decrease by 3.8% q/q including the effect of duties $ 60 million (3,370 * 427.5-60000) Profit - $ 1017 million (1380.7-125) * (1-0.19) Total NWC - a decrease by $ 259 million due to a significant decrease in world prices for iron ore and a decrease in prices for finished products due to the introduction of temporary duties on inventories (1425 * (0.4 * 0.33 + 0.20 * 0.25)) FCF - $ 1,045 million, an increase of 92% q/q (EBITDA-Change in PSC-CAPEX-Taxes = 1380.7 + 259-350-245) Dividend - $0.11. an increase of 222% taking into account compensation over a cappex ((1045 + 350-175) / 11174.33) or 9.4% in quarter
RUS:MAGNLong
by lebedev.k.m
GAZP is on the crossroadThe bigger picture still justifies the move to 320 and M15 and H1 both draw a double low patter. The classic way to trade is to buy the break higher and buy. I will consider this option as well. But more fruitful can be reversed way to trade it. I notice more and more double low morph to continuation trade. It starts to play as a classic double low, breaks the neck, shows some action and fades. I will look closely for this scenario since I can bet more aggressively in this case.
RUS:GAZP
by crazywlst
GAZPROM D1Gazprom is one of the leading companies in the Russian economy. The Russian economy is largely dependent on the energy sector. The company is also the main supplier of gas in the territory of Eurasia! The company's sales volumes are large enough, which makes good profits and stimulates stocks to grow. The company is also engaged in constant development. Looking for new markets and new oil and gas fields. Last week the shares were at their maximum prices and after the correction they are restoring their growth !!!
RUS:GAZPLong
by TradingForProfitPro