Pfizer (PFE)

#1

Incremento del dividendo del gigante farmacéutico estadounidense:
https://dividendhawk.blogspot.com/2016/12/dividend-increase-pfizer-inc-pfe.html

Salvo un borrón en 2009, el historial de dividendos es impecable:
https://investors.pfizer.com/stock-information/historical-stock-chart-and-data/default.aspx

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#2

Incremento del dividendo del gigante farmacéutico estadounidense:
http://dividendhawk.blogspot.com.es/2016/12/dividend-increase-pfizer-inc-pfe.html

Salvo un borrón en 2009, el historial de dividendos es impecable:
http://www.pfizer.com/investors/shareholder_services/investor_dashboard

Tentado estoy de incluirla en la cartera, si se acerca a los 30 pavos por acción compro un paquete.
Morningstar le da un fair value de 37 dolares y un economic moat de wide. Rentabilidad por dividendo cercana al 4%, y CAGR en los dividendos del 8.4% a 3 años y 9.2% a 5 años.

Un saludo

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#3

Hola,

yo la tengo a 30,2 pero pocas, y si baja de 30 ampliaré.

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#4

Pfizer gana en 2016 un 4% más que en 2015:

https://www.elconfidencial.com/ultima-hora-en-vivo/2017-01-31/pfizer-gano-7-215-millones-de-dolares-en-2016-un-4-mas_1126996/

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#5

Entre hace un par de dias a 31 y si ronda los 30 comprare mas.
Una parte importante de la venta de CAT la emplee para comprar PFE.
Siempre habia tenido intencion de llevarla y esta es tan buena o mala oportunidad de hacerlo como otra cualquiera,se adapta muy bien a lo que mas o menos quiero como empresa de cartera premium.
A ver si si cae un poquito mas.
Saludos.

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#6

Excelente artículo sobre Pfizer en Seeking Alpha.

Pfizer:a fairly valued blue-chip dividend stock with a 4% yield.
Pfizer produces more cumulative dividend income than the average company.

https://seekingalpha.com/article/4044441-pfizer-inc-invest-attractive-valuation-4-percent-dividend-yield?ifp=0&app=1

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#7

Me gusta eso de que “pfe podria ser otro ibm”.
Mi estrategia principal que es la de cobrar dividendos seguros segun este informe es ideal para eso y el sector por muy de capa caida que ahora este por el efecto Trump…los fundamenteles no cambian,que es lo principal.
Ya valoraran los que ahora huyen el potencial del sector.
Ojala vuelva a los 31 que fue mi precio de entrada.

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#8

PFIZER: CROHN’S DISEASE DRUG SIMILAR TO REMICADE.
Cercle Finance - 13:51
(CercleFinance.com) - Pfizer said on Monday that a new treatment against Crohn’s disease had showed similar efficacy and safety compared to Merck’s blockbuster drug Remicade.

In a randomised 54-week clinical trial on 214 patients, Inflectra showed a fall of at least 70 points in the Crohn’s disease activity index (CDAI-70), a well-established assessment of treatment response.

The study hence met its primary end point, demonstrating that Inflectra had similar effects to Remicade in the treatment of Crohn’s disease, thereby meeting the criterion for non-inferiority.

The response rates, 71.4% for Inflectra and 75.2% for Remicade, were not ‘statistically significantly different,’ Pfizer added.

Copyright © 2017 CercleFinance.com. All rights reserved.

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#9

APROXIMACION AL PIPELINE DE PFIZER Y SUS FORTALEZAS DE FUTURO.

Jimghad

Feb 18 11:32 PM

In one of the recent PFE article, I posted a comment.:
I will do a cut and paste…it is my rationale for having PFE as my single largest investment.:

  • PFE has 2 major products on the market, for the long term. Palbociclib ( Breast cancer ) and Eliquis ( Eliquis is Shared with BMY ). Foundation pillars with potential to exceed $5.0 Billion each.
  • Palbociclib exceeded $2.0 Billion in sales, in 2016. ( Launched in 2015 and way ahead of Merck’s Keytruda in the second year –a shining star in Oncology.) Currently has 60 studies on going.
  • PFE Onco. Pipeline ( Avelumab, Inotuzumab (For ALL ),OX-40 and 4-1BB.
  • Utomilumab ( 4-1BB) modulated CD-8 Lymphocytes.
  • Lorlatinib Ph 2 is being prepared to replace Xalkori.
  • Adds Xtandi for Prostate Cancer.
  • Also in the works are Dacomitinib, Glasdegib and finally Pildilizumab for Non-Hodgkins Lymphoma.
    Onco. 2016 $4563
    Onco. 2015 $2955
    Growth of 54%
  • In fact PFE has the potential to be a major Onco. powerhouse for the future. (3 to 5 years.)
  • Company has a vision and they are in line with the vision.
  • The studies with the greatest expectation include combination of Avelumab, Utomilumab and OX-40 for various tumours.
  • Even if we completely take away Lyrica and Enbrel that represents only 11% of sales. (we worry when it is over 60% like Celgene, GILD and AbbVie.) PFE will be just fine.
  • PFE has invested a lot in the field of Biosimilars. They have launched a Biosimilar of Remicade (at risk ) in the U.S.
    I see ASCO ( May ) 2018 as a real turning point for PFE.

lwpcolonel

Feb 20 12:40 PM

I assume you had a specific conclusion. I may have missed it, but what was it? This is a polite inquiry.

Jimghad

Feb 20 01:36 PM

My Conclusion is that PFE will have greater Oncology sales 3 to 5 years from now than Roche.
(Avastin, Rituxan and Herceptin will have Biosimilars on the market ).
I see them eventually splitting in to 3 Cos.

  • PFE Oncology
  • PFE Biosimilars
  • PFE General Med.
    I am, long on PFE.
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#10

Articulo Pfizer 19.02.2017

https://seekingalpha.com/article/4047384-pfizer-near-technical-breakout?ifp=0

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#11

Resultados del 1erQ 2017 de Pfizer:

  • Beneficio neto atribuido: 3.121 millones de dólares (+3%).
  • Cifra de negocio: 12.779 millones de dólares (-2%).
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#12

Demanda de Pfizer a Johnson & Johnson por impedir la competencia de su medicamento Remicade al conseguir que no se ofrezca la versión de Pfizer, que es más barato.

https://www.efeempresas.com/noticia/pfizer-inc-pfe-presento-el-miercoles-una-demanda-contra-johnson-johnson-jnj-alegando-que-la-multinacional-estadounidense-ha-impedido-la-competencia-de-su-medicamento-biosimilar-para-la-ar/

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Johnson&Johnson (JNJ)
#13

Pues llevando las dos como yo y como otros…ganamos,perdemos o neutros…?? jaja.

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#14

Demanda de Pfizer a Johnson & Johnson por impedir la competencia de su medicamento Remicade al conseguir que no se ofrezcan la versión de Pfizer, que es más barato.

http://www.efeempresas.com/noticia/pfizer-inc-pfe-presento-el-miercoles-una-demanda-contra-johnson-johnson-jnj-alegando-que-la-multinacional-estadounidense-ha-impedido-la-competencia-de-su-medicamento-biosimilar-para-la-ar/

Esto tiene implicaciones muy profundas. Es por cómo funcionan los descuentos a quienes proveen los medicamentos. Las nuevas opciones tienen complicado entrar porque J&J (o el que tenga la posición dominante) amenaza con quitar esos descuentos si permite la entrada a precios muchos más reducidos de la competencia. Esto lo puede hacer porque hay muchos pacientes que no van a cambiar de medicamento y otros que no pueden y al final le sale más barato al distribuidor que vender el medicamento más barato.

Por esto mismo hay CEOs de empresas farmacéuticas que han dicho que aunque ofreciera su medicamento a 0 seguiría sin venderse en determinado canal.

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#15

Habrá que ver el impacto sobre futuros dividendos

Pfizer To Acquire Array Biopharma

This morning, pharmaceutical giant Pfizer (PFE) announced the proposed acquisition of Array BioPharma. The acquisition price if $48 per Array share in cash, which represents a total enterprise value of approximately $11.4 billion. The transaction has been approved by the Boards of Directors of each company.

Array Biopharma is a commercial-stage biopharmactuical company focused on the discovery, development, and commercialization of small-molecule medicines to treat cancer and other diseases of “high unmet need”. The company’s portfolio includes “the approved combined use of BRAFTOVI® (encorafenib) and MEKTOVI® (binimetinib) for the treatment of BRAFV600E or BRAFV600K mutant unresectable or metastatic melanoma. The combination therapy has significant potential for long-term growth via expansion into additional areas of unmet need and is currently being investigated in over 30 clinical trials across several solid tumor indications, including the Phase 3 BEACON trial in BRAFmutant metastatic colorectal cancer (mCRC).”

Here’s what Pfizer’s Chief Executive Officer, Albert Bourla, had to say about the acquisition in this morning’s press release:

“Today’s announcement reinforces our commitment to deploy our capital to bring breakthroughs that change patients’ lives while creating shareholder value. The proposed acquisition of Array strengthens our innovative biopharmaceutical business, is expected to enhance its long-term growth trajectory, and sets the stage to create a potentially industry-leading franchise for colorectal cancer alongside Pfizer’s existing expertise in breast and prostate cancers.”

Upon the transaction’s close, Array’s employees will join Pfizer and will continue to be located in the company’s current hubs:

  • Cambridge, Massachusetts
  • Morrisville, North Carolina
  • Boulder, Colorado
  • La Jolla, California
  • Pearl River, New York

Pfizer is expected to finance the majority of the transaction’s price with debt and the balance with existing cash. In the near-term, the transaction is anticipated to be dilutive to the company’s financial results, with the following schedule included in the press release:

  • $0.04-$0.05 dilutive in 2019
  • $0.04-$0.05 dilutive in 2020
  • Neutral in 2021
  • Accretive beginning in 2022

Overall, the transaction appears to be positive for Pfizer in the long run, although it will have a temporarily negative impact on the company’s financial results.

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#16

¡qué pesaos, todo el día están comprando!
No podian quedarse quietos un ratito!

A ver si baja un porrón como Abbot cuando compró JudeMedical y otra, y se os puso a 37 bucks.

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#17

Boulder, Colorado. Eso está cerca de Grand Cayon, al otro lado de la gigante presa y lago Mead.

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#18

La verdad es que está compra a Pfizer no le va a suponer ni un resfriado.

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#19

Nota de Morningstar:

Pfizer’s announced acquisition of Array adds several well-positioned drugs, but we don’t expect any major changes to our fair value estimate, and we continue to view Pfizer as undervalued. Strategically, Array brings Pfizer several solid marketed and pipeline drugs with a focus in oncology and rare diseases, where pricing power is typically very strong. Overall, adding Array’s drugs to Pfizer’s portfolio should reinforce its wide moat.

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#20

Es como decia, esa compra de 11000M Pfizer ni se va a enterar. A ver si le da nuevos bríos y se anima.

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