Workflow
辉瑞(PFE)
icon
搜索文档
Arvinas Provides Update on Collaboration with Pfizer and Announces Further Actions to Support Value Creation
Globenewswire· 2025-09-18 04:30
Arvinas and Pfizer plan to jointly select third party for the out-licensing and commercialization of vepdegestrant Additional cost optimization measures expected to realize total annual savings of more than $100 million compared to FY 2024 Board authorizes stock repurchase program of up to $100 million Reaffirms cash runway guidance through the second half of 2028 NEW HAVEN, Conn., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Arvinas, Inc. (Nasdaq: ARVN) today provided an update on its collaboration with Pfizer Inc. ...
Pfizer: Cheap Doesn't Mean Good (NYSE:PFE)
Seeking Alpha· 2025-09-18 01:00
In a previous bearish thesis on Pfizer Inc. (NYSE: PFE ), I recommended selling PFE stock. And it proved to be the right call because since early June, the company has massively underperformedI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen ...
Phase 3 Data Supports FDA Approval for Pfizer Inc. (PFE)’s 2025–2026 COVID-19 Vaccine
Yahoo Finance· 2025-09-16 21:26
In this article, we will be taking a look at the 12 Cheap Healthcare Stocks to Buy Now. Pfizer Inc. is one of them. Pfizer Inc. (NYSE:PFE), a global pharmaceutical leader, continues to advance innovative medicines and vaccines across oncology, immunology, rare diseases, and more. The company gained worldwide recognition for its COVID-19 vaccine developed with BioNTech, a major contributor to pandemic response efforts. A key recent development is the positive Phase 3 topline data for Pfizer Inc. (NYSE:PFE ...
Pfizer, Moderna post data backing COVID shots (PFE:NYSE)
Seeking Alpha· 2025-09-16 20:57
Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) announced clinical trial data to reaffirm the effectiveness and safety of their messenger RNA-based COVID shots on Tuesday after President Donald Trump called on the vaccine makers to justify their success earlier this month. New ...
特应性皮炎专题报告:掘金百亿AD蓝海:现有疗法仍可优化,双抗药物有望破局
国金证券· 2025-09-16 17:16
行业投资评级 - 看好特应性皮炎(AD)赛道市场潜力 未来AD领域小分子及生物制剂药物的发展 [4] 核心观点 - 特应性皮炎患者人群庞大 全球约6-7亿患者 国内约6700万患者 未满足需求巨大 [1][10][18][20] - 小分子JAK抑制剂疗效优异但存在安全性问题 TYK2抑制剂因高选择性有望成为新选择 [2][11][47] - 生物制剂中IL-4Rα和IL-13在皮损改善上表现优异 IL-31缓解瘙痒能力较强 TSLP部分产品疗效待验证 [3][12][90] - 双抗/多抗可融合不同靶点优势 有望解决当前AD疗法在疗效、瘙痒缓解和给药间隔方面的局限 [4][13][40] 按目录总结 特应性皮炎疾病负担与市场 - 全球AD患者约6-7亿人 国内2020年患者数达6700万 患病率呈上升趋势 [18][20] - 疾病负担重 美国AD年治疗花费约52亿美元 患者工作效率下降10%-40% [22] - 患者就诊意愿强烈 亟需疗效好、安全性高的药物 [1][10][22] 发病机制与临床评估 - AD发病机制以2型炎症反应为核心 涉及IL-4R/IL-13等多靶点 [21][23] - 临床评估以EASI-75和IGA 0/1为主要终点指标 瘙痒评分NRS/VAS作为疗效指标 [25][27][28] 治疗路径与现有疗法 - AD需长期管理 分诱导缓解和维持缓解两个阶段 [29][30] - 传统疗法(糖皮质激素、TCI等)安全性不佳 [32] - 全球已上市十余款生物制剂/小分子药物 包括JAK、IL-4R、IL-13等靶点 [33][35][36] 小分子药物进展 - JAK抑制剂(如乌帕替尼)疗效优异但存在FDA黑框警告 需临床监测 [2][11][47] - TYK2抑制剂(如ICP-332)安全性更优 疗效数据优异 口服给药便利性高 [2][47][53] 生物制剂单抗靶点分析 - IL-4Rα单抗(如度普利尤单抗)2024年销售额超140亿美元 适应症广泛 [35][59][62] - IL-13单抗(如来金珠单抗)展现长期疗效潜力 给药间隔有望延长至8周 [66][68] - IL-31单抗(如尼莫利珠单抗)止痒效果突出 1周即可显著改善瘙痒 [75][78] - OX40/OX40L单抗(如amlitelimab)疗效一般 24周IGA0/1较安慰剂仅提升15% [83][85] - TSLP单抗在AD疗效待验证 主攻哮喘和COPD适应症 [87][90] - IL-22和IL-25等新兴靶点临床改善有限 需更多数据验证 [92][94] 双抗/多抗研发进展 - 双抗/多抗可融合IL-4Rα、IL-13、TSLP、IL-31等靶点优势 解决现有疗法局限 [4][13][40] - 全球超30项双抗在研管线 近60%处于临床前期 [39] - 重点在研产品包括赛诺菲Lunsekimig(IL-13/TSLP)、康诺亚CM512(IL-13/TSLP)、信达IBI3002(IL-4Rα/TSLP)、辉瑞三抗(IL-4/IL-13/TSLP和IL-4/IL-13/IL-33) [4][13][40][45] 相关公司布局 - 康诺亚:司普奇拜单抗已上市 布局CM512、CM336等多款双抗 [46][61] - 三生国健:SSGJ-611等产品处于临床III期 [47] - 智翔金泰:GR1802已递交NDA 国内第三款IL-4Rα单抗 [49][50] - 信达生物:IBI3002(IL-4Rα/TSLP双抗)处于I期临床 [52] - 诺诚健华:TYK2抑制剂ICP-332疗效优异 处于III期临床 [53]
3 Magnificent S&P 500 Dividend Stocks Down as Much as 60% to Buy and Hold Forever
The Motley Fool· 2025-09-16 16:22
A good stock is an even better buy when it's on sale, even if your primary goal is immediate and reliable income.Need investment income? Dividend stocks are an obvious option to consider. If you're looking for one you can comfortably buy and hold forever, however, the matter becomes a bit more complicated. "Forever" is a long time, after all -- the underlying company needs to be one you're confident can continue performing well into an unforeseeable future. Not every organization is built with this sort of ...
The 5 Best Dividend Stocks to Buy for Steady Income in 2025
Yahoo Finance· 2025-09-16 07:30
Overall, Wall Street rates NEE stock as a “Moderate Buy.” Of the 21 analysts that cover the stock, 12 rate it a “Strong Buy,” eight suggest a “Hold,” and one suggests a “Strong Sell.” Based on the average target price of $82.17, the stock has an upside potential of 15.6% from current levels. Its Street-high estimate of $97 further implies NEE stock can go as high as 36.5% in the next 12 months.It pays a dividend yield of 3.1%, compared to the utilities sector average of 3.7%. NextEra has a strong track reco ...
COVID-19 Vaccine Stocks Fall on Reports Linking Shots to Child Deaths
ZACKS· 2025-09-15 22:01
Key Takeaways Reports suggest COVID-19 vaccines may be linked to 25 child deaths, pressuring major drugmakers.Moderna and BioNTech slid over 7% each, while Pfizer and Novavax fell nearly 4%.CDC advisory panel will review vaccine safety, use and coverage of vaccines on Sept. 18-19.Shares of prominent COVID-19 vaccine makers Moderna (MRNA), BioNTech (BNTX), Pfizer (PFE), and Novavax (NVAX) fell on Friday following reports that the Trump administration is preparing to link COVID-19 vaccines to the deaths of 25 ...
Moderna shares hit a low after report suggests the FDA plans to tie COVID shots to child deaths
Fastcompany· 2025-09-15 21:11
LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Anna-Louise Jackson Listen to this ArticleMore info 0:00 / 0:00 Pharma stocks took a fresh hit on Friday following a report in The Washington Post that the U.S. Food and Drug Administration reportedly plans to link COVID-19 vaccines with the deaths of 25 minors. Moderna shares fell 7.4% Friday to their lowest level since March 2020. The drop brought the drugmaker's year-to-date slump to more than 44%. The Cambridge, Massachusetts-based company is one of two m ...
疫苗安全性争议重燃致美股生物科技股下挫 花旗发布谨慎展望
智通财经· 2025-09-15 16:01
花旗指出,BioNTech面临下行风险包括:新冠疫苗市场未如预期般稳定,导致收入加速下滑;其ADC(抗 体偶联药物)产品组合的数据未能证明耐久性,从而危及加速或传统审批的可能性;免疫肿瘤产品组合的 OS(总生存期)数据未能证明优于当前治疗标准;FixVac和iNEST平台未能产出有说服力的数据。 智通财经APP获悉,上周五有报道称,特朗普政府卫生官员计划在本周向美国疾病控制与预防中心 (CDC)下属的一个关键疫苗咨询委员会提出新冠疫苗与25名儿童死亡案例相关的主张。据报道,相关主 张包含在特朗普政府卫生官员计划在本周向免疫实践咨询委员会(ACIP)提交的报告中。该委员会在确定 疫苗获取方面发挥着关键作用,因为它审查免疫数据,并就谁有资格接种疫苗以及保险公司是否应该为 他们提供保险等提出建议。 受此消息影响,美股生物科技股上周五全线重挫,研发新冠疫苗的BioNTech(BNTX.US)收跌7.26%,其 新冠疫苗研发合作方辉瑞(PFE.US)收跌3.98%,同样研发新冠疫苗的Moderna(MRNA.US)和诺瓦瓦克斯 医药(NVAX.US)则分别收跌7.40%和3.62%。 对此,花旗发布研报称,相关生物科技 ...