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‘A really nice print’: Healthcare analyst on Pfizer’s Q2 results

Lee Brown, global sector lead for healthcare at Third Bridge, joins BNN Bloomberg to discuss Pfizer's latest quarter and his outlook on the pharmaceuticals sect

A healthcare analyst says Pfizer Inc.’s second-quarter results, released Tuesday, show that the pharma giant is successfully positioning itself for future success despite its post-pandemic sales struggles.

“I think they delivered a really nice print,” Lee Brown, global sector lead for healthcare at Third Bridge, told BNN Bloomberg in a Tuesday interview.

“They’ve got a lot of initiatives going on… one I would say is their cost-savings initiative; the leadership team’s executing this plan to perfection, you’ve seen it in the gross margin, it’s what allowed for the significant EPS (earnings per share) beat.”

Brown said Pfizer has a number of core drug offerings that are doing well in the market and it has a robust pipeline which will help the company develop new products, offsetting a continued slowdown in pandemic-related pill and vaccine sales.

“If you pull back the pandemic-related sales tied to COMIRNATY and Paxlovid, a company of this size generating second-quarter revenue that increased 14 per cent year-over-year; I find that compelling,” he added.

The company said it earned 60 cents a share in the second quarter, beating analysts’ average estimate of 46 cents, while its revenue of US$13.3 billion in the quarter also edged out estimates.

Brown added that Pfizer is advancing its plan to break into the obesity drug market. Its once-per-day weight-loss pill that would rival injectable medicines like Novo Nordisk A/S’s Wegovy is still in trials, but is set to enter mid-stage development this year.

With files from Bloomberg News.