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14:00
Aug 04 ◎
Aug 04 ◎
BMY
NVO
REGN
SMMT
SSB
▾
HIGH
Pfizer acknowledges BMS's public guidance on Eliquis growth as a key driver for its own raised revenue guidance.
"with a driver that our partner BMS has described"
BMY WATCH
Pfizer's model projects its candidate as potentially superior to Novo's semaglutide in weight loss, a direct competitive claim.
"the analysis suggests barabenotype can deliver weight loss comparable to desepatite and potentially better than semaglutide."
NVO WATCH
Pfizer highlights its bispecific's Phase 2 data against Regeneron's ivonescimab, suggesting a potential competitive advantage.
"these data compare favorably with Ivernissimab Phase III results in this population"
REGN WATCH
Comparisons to ivonescimab, which is partnered by Summit, implicitly benchmark Pfizer's drug against Summit's key asset.
"these data compare favorably with Ivernissimab Phase III results in this population"
SMMT WATCH
Pfizer highlights the scale of development for the in-licensed bispecific, signaling activity and progress on the asset.
"Since in-licensing from 3SV about a year ago, we started nine trials including two Phase III studies"
SSB WATCH
Pfizer references Merck's pembrolizumab as a benchmark for combination opportunity, emphasizing the clinical utility of the regimen.
"These data align with the ability of the DOTIN ADCs to induce immunogenic cell death and thereby potentially synergize with anti-PD-1 agents such as pembrolizumab."
MRK WATCH
Management raised FY2026 revenue guidance on strong non-COVID performance and maintained EPS guidance, signaling confidence in execution and offsetting COVID revenue shortfalls.
"We are raising the midpoints of our revenue guidance range despite lower than expected COVID revenues."
PFE WATCH
Pfizer plans to start a Phase 3 trial for a bispecific antibody directly vs. Dupixent, powered for superiority, in a head-to-head setting. — A potential weekly alternative to Dupixent could challenge Sanofi's franchise in atopic dermatitis and asthma.
"Indeed, this will be one of the first phase three trials that will be head against DUPI and powered for superiority against DUPI."
SNY WATCH
Pfizer reports a Phase 1/2 trial design for its once-monthly GLP-1 and amylin combination is focused on tolerability, positioning it as a potential differentiated therapy. — A tolerable monthly combination could provide a significant convenience advantage over weekly rivals like Lilly's Zepbound.
"it is encouraging that berubenatide achieved week 28 efficacy that was similar to tesepatite's medium dose of 10 mg in the SUMMOUND-1 study"
LLY WATCH
HIGH
14:00
May 05 ◎
May 05 ◎
SGEN
RHHBY
PFE
MRK
NVO
▾
HIGH
Pfizer's Seagen acquisition is delivering strong oncology revenue growth, validating strategic investment in ADCs.
"The 20% year-over-year operational revenue growth in the quarter of our seeds and products shows that we have made good progress in deepening our presence within the oncology community."
SGEN WATCH
Pfizer's PD-1/VEGF bispecific (4404) competes with Roche's bevacizumab-based therapies, claiming higher VEGFA affinity.
"as well as high affinity affinity than what's seen with bevacizumab or that's seen with um competitive and vgfpd1 molecules."
RHHBY WATCH
Pfizer raises long-term growth outlook with high single-digit CAGR post-2028, supported by legal wins and pipeline, signaling confidence in future performance.
"Following the Vindimax settlement, we now have a clear line of sight to a high single-digit five-year revenue CAGR post-2028."
PFE WATCH
Pfizer will advance directly to a fifth-generation adult pneumococcal vaccine candidate covering 35 serotypes, aiming to maintain leadership in the adult market. — This next-gen vaccine targets broader serotype coverage, strengthening Pfizer's competitive position against Merck's adult pneumococcal vaccine.
"Prevnar Adult, even after many months of competition from Mark, holding share steady at 70%."
MRK WATCH
Pfizer's obesity program (Medcera) is advancing rapidly, with 10 phase three studies planned this year and a target first approval in 2028. — This signals a major push into the obesity market, intensifying competition with Lilly and Novo Nordisk.
"We intend to advance 10 phase three studies this year, and we are targeting a first approval in 2028 from a portfolio that includes ultra-long-acting peptides."
NVO WATCH
Pfizer's PD-1/VEGF bispecific (4404) shows differentiated early data with high VEGFA affinity, potentially strengthening its lung cancer portfolio. — This could impact the competitive landscape in non-small cell lung cancer, challenging existing PD-1/angiogenesis combo therapies.
"Lilly really introduced their asset in the beginning of last year. So it's not like we're coming many years after the introduction of those assets."
LLY WATCH
Pfizer's gross margin commentary confirms ongoing 50-50 profit share with BioNTech for Comirnaty, underscoring alignment of interests and shared financial exposure.
"Comirnaty, which has a 50-50 profit split with our partner, BioNTech."
BNTX WATCH
Pfizer highlights its licensing agreement with Bayer as a strategic asset supporting its R&D pipeline and future growth, indicating deepening partnership.
"opportunities we have added through strategic moves, such as our acquisition of Metcera and our licensing agreements with 3S Bayer and Yalthal."
BAYN.DE WATCH
HIGH
15:00
Feb 03 ◎
Feb 03 ◎
BNTX
GSK
SGEN
PFE
MRK
▾
HIGH
Pfizer's COVID product partnership with BioNTech continues to be a significant driver of reported financials, with a 50-50 profit split on Comirnaty, though the revenue decline for COVID products is factored into guidance.
"as well as continued strong cost management. Future improvements in our manufacturing footprint remain a top priority going forward. As a reminder, over the past two years, our adjusted gross margins have generally remained in the mid to"
BNTX WATCH
The planned divestment of Pfizer's stake in ViiV Healthcare (a GSK-partnered HIV JV) provides significant capital for business development.
"Additionally, the planned sale of our stake in VEV will further improve our balance sheet. When including the VEV proceeds, we have approximately $7 billion in BD capacity."
GSK WATCH
Seagen integration is successful, providing a robust pipeline (ADCs like PADSEV) and maintaining talent, positioning Pfizer for oncology growth.
"We have a vibrant community of scientists and clinicians in Seattle. I believe we're one of the biggest employers in the biotech or biopharma industry in that region. Most of the colleagues actually remained at Pfizer, which is a testament"
SGEN WATCH
Management is confident in its strategic positioning, highlighting a strong 2025 performance and a growth-oriented strategy focusing on obesity (MetCera) and oncology, despite near-term LOE headwinds.
"2025 was a very good year for Pfizer. I'm very pleased with strong execution to deliver and, frankly, over-deliver on our financial commitments."
PFE WATCH
Pfizer's pipeline prioritization has led to a ~$4.4B non-cash impairment, including deprioritizing disitamab vedotin in bladder cancer due to competition from its own PADSEV, indicating a strategic resource shift within oncology. — Shows a direct market access trade-off between Roche's Padcev and its own pipeline, potentially reducing future competitive pressure from a different mechanism of action.
"It is important to note that one of the asset indications we deprioritized was disidimab vedotin in bladder cancer is largely the result of the recently strong study readouts expanded indications, and related higher long-term revenue"
MRK WATCH
Acknowledges that the VESPR-3 trial design had no down-titration allowed, an unusual feature for obesity trials, suggesting the trial may have understated the drug's true tolerability/effectiveness profile. — Indicates the trial results may be conservative; allowing down-titration in Phase III could improve tolerability and thereby commercial success, competing directly with Lilly and Novo's products.
"Just to remember for this study, there was no step-down titration was allowed, which is unusual for obesity trials. But that will obviously not happen in the phase three study. We will allow down titration."
LLY WATCH
NVO WATCH
HIGH
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