jodu schreef op 7 april 2022 12:12:
[...]
** BMO Capital sees Pfizer Inc in good position to
navigate drug pipeline and loss of exclusivity concerns, with
its significant cash flow
** Brokerage's analysis suggest PFE has capacity to
conservatively spend over $150 bln on transactions by 2022-end
** Says Vertex Pharmaceuticals' Trikafta cocktail
therapy to treat cystic fibrosis and argenx SE 's
autoimmune disease drug Vyvgart could help diversify PFE's
portfolio
** Trikafta could help PFE generate stable cash flows well
through the 2030s, especially with premium prices - BMO
** Brokerage also considers Horizon Therapeutics'
thyroid eye disease drug Tepezza and gout drug Krystexxa as
compelling growth assets
** Says Biohaven's migraine treatment Nurtec makes
"good sense" as acquisition target given PFE's existing
collaboration, expects potential cost-synergies if integrated
fully with PFE
** As of last close, PFE down 9.5% YTD
www.stockopedia.com/share-prices/pfiz...