Stock Watch: Global Issues Sway Big Pharma Stocks In Q4 Earnings Season

But Some Of Pfizer’s Challenges Were Of Its Own Making

11 Feb 2025

• By Andy Smith

Taking a broad view of big pharma share price movements as the sector reported 2024 financials, company-specific issues were complicated by geopolitical factors including Donald Trump’s tariff announcements.

Stock Watch Image, Andy Smith — ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

It was Groundhog Day on 2 February. That week, any pharmaceutical groundhogs would have emerged from their burrows, glanced at the shadows of tariffs, a global trade war and weak Chinese demand and scuttled back for at least another six weeks of winter.

As the first big pharma companies reported 2024 financial results last month, there was no clear steer on investor sentiment for the sector. Investors’ reactions diverged on Johnson & Johnson and Roche even though they reported

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Stock Watch: Bayer, Bavarian Nordic Bring European Cheer To Pharma

20 May 2025

• By Andy Smith

Investors welcomed Bavarian Nordic’s and Bayer’s earnings announcements. However, both stock prices declined over the day of their reports as the impact of recent pressures weighed.

Stock Watch: Stock Watch: Lilly And Novo Duke Out Q1

13 May 2025

• By Andy Smith

Novo Nordisk enjoyed a surprise GLP-1 agonist contracting win in the first quarter of 2025. This provided a welcome boost to its stock after it had spent the previous quarter on the back foot against rival Lilly.

Stock Watch: Market Optimism Outshines Q1 Currency And Tariff Woes

07 May 2025

• By Andy Smith

The weak US dollar helped some companies reporting first-quarter results and hindered others reporting in stronger currencies. But even the impacts of currencies and Medicare modernization on first-quarter revenues were overlooked when an end to the trade wars seemed possible.

Stock Watch: Sanofi, Merck Open Windows Into Geopolitical Risks

29 Apr 2025

• By Andy Smith

First-quarter results season featured tariff talk but without any full-year quantitation. As tariffs and foreign exchange movements bump up against capped drug prices, profitability could suffer.

Eisai Forecasts 73% Leqembi Sales Rise In FY25 As Demand Expands

16 May 2025

• By Mandy Jackson

Eisai spent most of its FY24 earnings call discussing plans for growing sales of Biogen-partnered Alzheimer’s drug Leqembi from JPY44.3bn ($304.1m) to JPY76.5bn ($525.1m) in FY25.