Stock Watch: Q3, Bonfire Of The Vaccine Manufacturers

Mixed Fortunes For Sanofi, Pfizer, Moderna And GSK

13 Nov 2024

• By Andy Smith

Pfizer’s and Moderna’s quarterly pandemic-related product sales could not mask other weaknesses while GSK’s quarter was marred by unimpressive non-pandemic vaccines sales.

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

In previews of third-quarter earnings season for life science companies, the two hot topics were expected to be high expectations of GLP-1 agonist sales for diabetes and obesity and the wild card of vaccine sales. The latter took the early headlines with Sanofi reporting blow-out seasonal sales of vaccines to prevent respiratory viral infections. As third-quarter earnings season continued, pandemic and non-pandemic vaccine sales became more of a mixed bag. Moderna, Inc. and Pfizer Inc.* both reported pandemic vaccine sales growth and beat analysts’ estimates, but were rewarded with plunging stock prices.

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Stock Watch: Dollar Weakness, Tariffs, Biosimilars In J&J’s Q1 Mix

22 Apr 2025

• By Andy Smith

Announcing increased full-year earnings guidance and another dividend increase, Johnson & Johnson’s stock price weakened, outweighed by concerns about the replacement of Stelara revenues and possible drug import tariffs.

Stock Watch: Disappointing ACC Share Price Reactions For AstraZeneca And Lilly

15 Apr 2025

• By Andy Smith

The end of the American College of Cardiology conference was a prelude to a volatile trading week for most stocks. Even before Liberation Day, reactions to the conference announcements were not encouraging.

Stock Watch: How Tariff Threat Might Boost Pharma Q1

01 Apr 2025

• By Andy Smith

Supply chain disruption fears at the start of the COVID-19 pandemic caused drug over-ordering. Imminent tariffs on drugs may have had a similar effect on pharma sales in Q1 earnings season.

Stock Watch: Are Gene Therapy Prices Too High For Success?

25 Mar 2025

• By Andy Smith

The promise of innovative therapies seems to have been constrained not by efficacy or safety concerns, but because the high price of treatments is incongruous with the reimbursement of short-course therapies.

New COVID-19 Vaccines Shipping Soon, After Rapid Pivot To Address New Strain

22 Aug 2024

• By Alaric DeArment

Pfizer/BioNTech and Moderna rapidly adapted Comirnaty and Spikevax for the 2024-2025 season to address the KP.2 variant after the US FDA had advised them to target JN.1 in June.