rocketchoo2
2021-12-24
Another great yr for pfizer!?
Pfizer’s Covid Pill Gets Green Light. Investors Are Starting to Pay Attention to the Stock.<blockquote>辉瑞的Covid药丸获得批准。投资者开始关注该股。</blockquote>
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Investors Are Starting to Pay Attention to the Stock.<blockquote>辉瑞的Covid药丸获得批准。投资者开始关注该股。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110395878","media":"Barrons","summary":"The Covid-19 pill is here, and it couldn’t have come at a better time.\nThe pandemic grew darker over","content":"<p>The Covid-19 pill is here, and it couldn’t have come at a better time.</p><p><blockquote>新冠肺炎药丸来了，来得正是时候。</blockquote></p><p> The pandemic grew darker over the past two weeks, as the Omicron variant swept into the U.S. With most of the widely used therapies rendered useless by the variant’s mutations, and case counts quickly climbing, doctors and public health officials have been increasingly worried.</p><p><blockquote>随着奥密克戎变种席卷美国，疫情在过去两周变得更加黑暗。随着大多数广泛使用的疗法因该变种的突变而变得无用，病例数迅速攀升，医生和公共卫生官员越来越担心。</blockquote></p><p> The Food and Drug Administration’s authorization of Pfizer’s (ticker: PFE) Covid-19 pill Paxlovid on Wednesday offered some hope. The pill is cleared only for high-risk individuals, and supplies will initially be limited, but it will save lives.</p><p><blockquote>美国食品和药物管理局周三批准辉瑞公司（股票代码：PFE）的Covid-19药物Paxlovid带来了一些希望。这种药丸仅适用于高危人群，最初供应有限，但它将拯救生命。</blockquote></p><p> The authorization represents an extraordinary coup for Pfizer, its second of the pandemic. Analysts expect Pfizer to sell $21.7 billion worth of the drug in 2022, according to FactSet, though the company now says that it will make 120 million courses of the drug next year, 40 million more than previously forecast, which will probably drive those estimates higher.</p><p><blockquote>此次授权对辉瑞来说是一次非同寻常的政变，这是辉瑞公司在疫情的第二次授权。FactSet的数据显示，分析师预计辉瑞公司将在2022年销售价值217亿美元的该药物，不过该公司现在表示明年将生产1.2亿个疗程的该药物，比之前的预测多4000万个疗程，这可能会推高这些估计。</blockquote></p><p> As <i>Barron’s</i> argued in November, the success of Paxlovid is more evidence that the company’s decision in 2019 to rid itself of all but its innovative biopharma business was a smart one.</p><p><blockquote>作为<i>巴伦周刊</i>去年11月，Paxlovid的成功进一步证明，该公司在2019年决定摆脱除创新生物制药业务以外的所有业务是明智的。</blockquote></p><p> Investors had been slow to buy into the revamped Pfizer, but late this year they caught up fast. In the 12 months before November of this year, Pfizer shares trailed the S&P 500 index, even as it rolled out its Covid-19 vaccine. Since the start of November, however, Pfizer shares have exploded. The stock is up 36.4% since then, while the S&P 500 has climbed just 1.6%.</p><p><blockquote>投资者一直迟迟没有买入重组后的辉瑞，但今年年底他们很快就赶上了。在今年11月之前的12个月里，辉瑞的股价落后于标准普尔500指数，尽管它推出了新冠肺炎疫苗。然而，自11月初以来，辉瑞股价大幅上涨。此后，该股上涨了36.4%，而标普500仅上涨了1.6%。</blockquote></p><p> And the stock remains relatively cheap, trading at just 9.8 times earnings expected over the next 12 months, according to FactSet, a discount to peers like Eli Lilly (LLY), which trades at 31.7 times earnings, and Johnson & Johnson (JNJ), at 16.1 times earnings.</p><p><blockquote>FactSet的数据显示，该股仍然相对便宜，未来12个月预期市盈率仅为9.8倍，低于礼来公司(LLY)和强生公司(JNJ)等同行，市盈率为31.7倍。市盈率为16.1倍。</blockquote></p><p> The good news for Pfizer this week was matched by less-good news for Merck (MRK). Though early data on its Covid-19 pill molnupiravir sent vaccine stocks lower and Merck shares higher, the shine has since come off the drug, as updated data have suggested that it’s less efficacious than it initially appeared, and safety questions have lingered.</p><p><blockquote>本周辉瑞的好消息与默克（MRK）的坏消息相匹配。尽管其Covid-19药物molnupiravir的早期数据导致疫苗股走低，默克公司股价走高，但此后该药物的光芒已经消失，因为更新的数据表明它的效果不如最初看起来的那么好，而且安全问题仍然存在。</blockquote></p><p> The FDA issued an emergency-use authorization for molnupiravir on Thursday, a day after it issued Paxlovid’s, under far more restrictive terms. The authorization allows for molnupiravir to be used only when other Covid-19 treatments, like Paxlovid, are not accessible or not clinically appropriate. The agency also did not recommend the drug for use during pregnancy, and advised that men who take molnupiravir should use birth control for at least three months afterward.</p><p><blockquote>FDA于周四发布了molnupiravir的紧急使用授权，一天前它发布了Paxlovid的紧急使用授权，但条款要严格得多。该授权允许molnupiravir仅在其他Covid-19治疗方法（如Paxlovid）不可用或临床不合适时使用。该机构也不建议在怀孕期间使用该药物，并建议服用莫努匹韦的男性在怀孕后至少三个月内应采取避孕措施。</blockquote></p><p> Earlier hopes that molnupiravir could be a long-term revenue driver are evaporating. The disappointment is a reminder of the challenge facing Merck before the end of this decade: the loss of patent protections on Keytruda, the cancer drug blockbuster that accounts for roughly a third of its revenue. Merck has been working toward filling that gap. It doesn’t appear that molnupiravir will be a big contributor to that effort.</p><p><blockquote>早些时候对莫努匹拉韦可能成为长期收入驱动力的希望正在消失。这种失望提醒人们默克在本十年结束前面临的挑战：失去Keytruda的专利保护，Keytruda是一种癌症药物，约占其收入的三分之一。默克一直在努力填补这一空白。莫努匹拉韦似乎不会对这一努力做出重大贡献。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer’s Covid Pill Gets Green Light. 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Investors Are Starting to Pay Attention to the Stock.<blockquote>辉瑞的Covid药丸获得批准。投资者开始关注该股。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-24 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Covid-19 pill is here, and it couldn’t have come at a better time.</p><p><blockquote>新冠肺炎药丸来了，来得正是时候。</blockquote></p><p> The pandemic grew darker over the past two weeks, as the Omicron variant swept into the U.S. With most of the widely used therapies rendered useless by the variant’s mutations, and case counts quickly climbing, doctors and public health officials have been increasingly worried.</p><p><blockquote>随着奥密克戎变种席卷美国，疫情在过去两周变得更加黑暗。随着大多数广泛使用的疗法因该变种的突变而变得无用，病例数迅速攀升，医生和公共卫生官员越来越担心。</blockquote></p><p> The Food and Drug Administration’s authorization of Pfizer’s (ticker: PFE) Covid-19 pill Paxlovid on Wednesday offered some hope. The pill is cleared only for high-risk individuals, and supplies will initially be limited, but it will save lives.</p><p><blockquote>美国食品和药物管理局周三批准辉瑞公司（股票代码：PFE）的Covid-19药物Paxlovid带来了一些希望。这种药丸仅适用于高危人群，最初供应有限，但它将拯救生命。</blockquote></p><p> The authorization represents an extraordinary coup for Pfizer, its second of the pandemic. Analysts expect Pfizer to sell $21.7 billion worth of the drug in 2022, according to FactSet, though the company now says that it will make 120 million courses of the drug next year, 40 million more than previously forecast, which will probably drive those estimates higher.</p><p><blockquote>此次授权对辉瑞来说是一次非同寻常的政变，这是辉瑞公司在疫情的第二次授权。FactSet的数据显示，分析师预计辉瑞公司将在2022年销售价值217亿美元的该药物，不过该公司现在表示明年将生产1.2亿个疗程的该药物，比之前的预测多4000万个疗程，这可能会推高这些估计。</blockquote></p><p> As <i>Barron’s</i> argued in November, the success of Paxlovid is more evidence that the company’s decision in 2019 to rid itself of all but its innovative biopharma business was a smart one.</p><p><blockquote>作为<i>巴伦周刊</i>去年11月，Paxlovid的成功进一步证明，该公司在2019年决定摆脱除创新生物制药业务以外的所有业务是明智的。</blockquote></p><p> Investors had been slow to buy into the revamped Pfizer, but late this year they caught up fast. In the 12 months before November of this year, Pfizer shares trailed the S&P 500 index, even as it rolled out its Covid-19 vaccine. Since the start of November, however, Pfizer shares have exploded. The stock is up 36.4% since then, while the S&P 500 has climbed just 1.6%.</p><p><blockquote>投资者一直迟迟没有买入重组后的辉瑞，但今年年底他们很快就赶上了。在今年11月之前的12个月里，辉瑞的股价落后于标准普尔500指数，尽管它推出了新冠肺炎疫苗。然而，自11月初以来，辉瑞股价大幅上涨。此后，该股上涨了36.4%，而标普500仅上涨了1.6%。</blockquote></p><p> And the stock remains relatively cheap, trading at just 9.8 times earnings expected over the next 12 months, according to FactSet, a discount to peers like Eli Lilly (LLY), which trades at 31.7 times earnings, and Johnson & Johnson (JNJ), at 16.1 times earnings.</p><p><blockquote>FactSet的数据显示，该股仍然相对便宜，未来12个月预期市盈率仅为9.8倍，低于礼来公司(LLY)和强生公司(JNJ)等同行，市盈率为31.7倍。市盈率为16.1倍。</blockquote></p><p> The good news for Pfizer this week was matched by less-good news for Merck (MRK). Though early data on its Covid-19 pill molnupiravir sent vaccine stocks lower and Merck shares higher, the shine has since come off the drug, as updated data have suggested that it’s less efficacious than it initially appeared, and safety questions have lingered.</p><p><blockquote>本周辉瑞的好消息与默克（MRK）的坏消息相匹配。尽管其Covid-19药物molnupiravir的早期数据导致疫苗股走低，默克公司股价走高，但此后该药物的光芒已经消失，因为更新的数据表明它的效果不如最初看起来的那么好，而且安全问题仍然存在。</blockquote></p><p> The FDA issued an emergency-use authorization for molnupiravir on Thursday, a day after it issued Paxlovid’s, under far more restrictive terms. The authorization allows for molnupiravir to be used only when other Covid-19 treatments, like Paxlovid, are not accessible or not clinically appropriate. The agency also did not recommend the drug for use during pregnancy, and advised that men who take molnupiravir should use birth control for at least three months afterward.</p><p><blockquote>FDA于周四发布了molnupiravir的紧急使用授权，一天前它发布了Paxlovid的紧急使用授权，但条款要严格得多。该授权允许molnupiravir仅在其他Covid-19治疗方法（如Paxlovid）不可用或临床不合适时使用。该机构也不建议在怀孕期间使用该药物，并建议服用莫努匹韦的男性在怀孕后至少三个月内应采取避孕措施。</blockquote></p><p> Earlier hopes that molnupiravir could be a long-term revenue driver are evaporating. The disappointment is a reminder of the challenge facing Merck before the end of this decade: the loss of patent protections on Keytruda, the cancer drug blockbuster that accounts for roughly a third of its revenue. Merck has been working toward filling that gap. It doesn’t appear that molnupiravir will be a big contributor to that effort.</p><p><blockquote>早些时候对莫努匹拉韦可能成为长期收入驱动力的希望正在消失。这种失望提醒人们默克在本十年结束前面临的挑战：失去Keytruda的专利保护，Keytruda是一种癌症药物，约占其收入的三分之一。默克一直在努力填补这一空白。莫努匹拉韦似乎不会对这一努力做出重大贡献。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/pfizer-covid-pill-pfe-stock-51640266734?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/pfizer-covid-pill-pfe-stock-51640266734?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110395878","content_text":"The Covid-19 pill is here, and it couldn’t have come at a better time.\nThe pandemic grew darker over the past two weeks, as the Omicron variant swept into the U.S. With most of the widely used therapies rendered useless by the variant’s mutations, and case counts quickly climbing, doctors and public health officials have been increasingly worried.\nThe Food and Drug Administration’s authorization of Pfizer’s (ticker: PFE) Covid-19 pill Paxlovid on Wednesday offered some hope. The pill is cleared only for high-risk individuals, and supplies will initially be limited, but it will save lives.\nThe authorization represents an extraordinary coup for Pfizer, its second of the pandemic. Analysts expect Pfizer to sell $21.7 billion worth of the drug in 2022, according to FactSet, though the company now says that it will make 120 million courses of the drug next year, 40 million more than previously forecast, which will probably drive those estimates higher.\nAs Barron’s argued in November, the success of Paxlovid is more evidence that the company’s decision in 2019 to rid itself of all but its innovative biopharma business was a smart one.\nInvestors had been slow to buy into the revamped Pfizer, but late this year they caught up fast. In the 12 months before November of this year, Pfizer shares trailed the S&P 500 index, even as it rolled out its Covid-19 vaccine. Since the start of November, however, Pfizer shares have exploded. The stock is up 36.4% since then, while the S&P 500 has climbed just 1.6%.\nAnd the stock remains relatively cheap, trading at just 9.8 times earnings expected over the next 12 months, according to FactSet, a discount to peers like Eli Lilly (LLY), which trades at 31.7 times earnings, and Johnson & Johnson (JNJ), at 16.1 times earnings.\nThe good news for Pfizer this week was matched by less-good news for Merck (MRK). Though early data on its Covid-19 pill molnupiravir sent vaccine stocks lower and Merck shares higher, the shine has since come off the drug, as updated data have suggested that it’s less efficacious than it initially appeared, and safety questions have lingered.\nThe FDA issued an emergency-use authorization for molnupiravir on Thursday, a day after it issued Paxlovid’s, under far more restrictive terms. The authorization allows for molnupiravir to be used only when other Covid-19 treatments, like Paxlovid, are not accessible or not clinically appropriate. The agency also did not recommend the drug for use during pregnancy, and advised that men who take molnupiravir should use birth control for at least three months afterward.\nEarlier hopes that molnupiravir could be a long-term revenue driver are evaporating. The disappointment is a reminder of the challenge facing Merck before the end of this decade: the loss of patent protections on Keytruda, the cancer drug blockbuster that accounts for roughly a third of its revenue. Merck has been working toward filling that gap. 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