PF PFE Pfizer Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Milvexian's AFib trial (versus Eliquis) readout delayed to Q1 2027 due to slower-than-expected event accrual; DMC 'continues to endorse the study.' This is a classic case of ‘patience is a virtue’—the slower event rate partly reflects the comparator (Eliquis) working well, but also hints at potential favorable unblinded dynamics. — A delay here pushes back the competitive threat to Eliquis (and Pfizer) but also the upside optionality for BMS; the DMC endorsement is a positive signal on the primary endpoint (non-inferiority on strokes).