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Pfizer Rises Almost 7% Post Q2 Results: How to Play the Stock

Pfizer PFE stock has risen 6.9% since it announced second-quarter 2026 results on Aug. 4. Pfizer delivered a solid second quarter, beating estimates for both earnings and revenues. While earnings growth was flat year over year, revenues rose 1% on an operational basis. Strength in non-COVID products continued to offset declining sales of its COVID products, Comirnaty (COVID-19 vaccine - in partnership with BioNTech [BNTX]) and Paxlovid (oral antiviral). Excluding sales from BioNTech-partnered Comirnaty and Paxlovid, revenues increased 5% operationally. Pfizer also raised the lower end of its 2026 revenue guidance, backed by continued strong performance of its new and acquired products. The company now expects revenues between $60.5 billion and $62.5 billion, compared with the previous range of $59.5 billion to $62.5 billion. The adjusted earnings guidance was reaffirmed at $2.80-$3.00 per share. However, the guidance now absorbs a 10 cents per share charge related to its licensing deal with Chinese biotech Innovent Biologics that will be recorded in the third quarter of 2026. However, a single quarter's results are not so important for long-term investors. To make an informed decision on whether to buy, sell or hold the stock, it is important to evaluate the company's fundamentals by examining its key strengths and weaknesses. First, let's understand the negatives. Declining Sales of PFE's COVID Products During the pandemic, Pfizer generated extraordinary COVID-related sales from Comirnaty and Paxlovid. Those revenues have fallen sharply as the pandemic faded. Sales of Pfizer's COVID products, Comirnaty and Paxlovid, came down to around $11 billion in 2024 and $6.7 billion in 2025 from $56.7 billion in 2022. Sales of Comirnaty are declining due to a narrow recommendation for COVID vaccines in the United States, while Paxlovid is experiencing reduced demand from lower infection rates. In 2026, Pfizer expects COVID-related revenues of approximately $4 billion, down from its previous forecast of $5 billion and below $6.7 billion generated in 2025. The decline reflects the continued normalization of COVID-19 infection rates and lower demand for COVID products. Consistent with this trend, sales of both Comirnaty and Paxlovid declined significantly during the first half of 2026. PFE's LOE Headwinds Pfizer faces a significant patent cliff later this decade. Pfizer expects a significant negative impact on revenues from the loss of exclusivity ("LOE") cliff in the 2026-2030 period as several of its key products, including Eliquis, Ibrance, Xeljanz and Xtandi, face patent expirations. The LOE cliff is expected to hurt sales by approximately $1.1 billion in 2026, which is slightly lower than the prior expectation of $1.5 billion. Story Continues PFE's 2026 Financial Outlook Dull Pfizer's revenue and earnings guidance for 2026 indicates mostly flat to slightly negative year-over-year growth. Pfizer expects total revenues for 2026 to be between $60.5 billion and $62.5 billion. The range represents a slight decline from 2025 revenues of $62.6 billion due to lower revenues from COVID products, Comirnaty and Paxlovid, and loss of revenues from the upcoming patent cliff. In 2026, Pfizer expects adjusted earnings per share in the range of $2.80-$3.00, which represents a decline from the 2025 EPS of $3.22 due to the dilutive impact of 3SBio and Metsera deals, lower COVID revenues and higher taxes. However, not everything is going wrong at Pfizer. Let's see the positives. PFE's Non-COVID Portfolio Driving Its Next Phase of Growth Pfizer's business mix has changed significantly over the past few years. During the pandemic, the company became heavily dependent on COVID-19 products. However, the company is gradually diversifying its portfolio through a combination of internal product launches like Abrysvo, Zavzpret, Elrexfio, Hympavzi, Litfulo and others, strategic acquisitions like Seagen, Metsera and Biohaven and the continued growth of several es

Ozempic For $50 a Month? Amazon Pharmacy Rolls Out Cheap Weight-Loss Drugs for Medicare Patients

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Amazon.com Inc.'s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing, while providing home delivery and in-store pickup to streamline access. Amazon Pharmacy will begin enrollment for eligible patients after they add their insurance and Medicare information and their clinician submits an electronic prescription. The U.S. Medicare bridge program, launched last month, lets eligible beneficiaries access Novo Nordisk A/S's (injection or pill) and Eli Lilly & Co's four-dose Zepbound KwikPen injection and Foundayo pill through the end of 2027. However, it does not cover single-dose Zepbound vials or pens. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Amazon Pharmacy said most patients in its Bridge Program received prior authorization decisions in under 24 hours, significantly faster than the 72-hour timeframe permitted under the Medicare Bridge Program, according to Vice President Tanvi Patel. The company said that same-day delivery is now available in more than 3,100 U.S. cities and towns and is expected to expand to nearly 4,500 locations by the end of 2026. The company added that many submitted claims have already been fulfilled through completed orders. GLP-1 Becomes a Retail Battleground In April, Amazon expanded into the weight-loss market with a new GLP-1 management program through Amazon One Medical. The service integrates virtual and in-person care, prescription management, and pharmacy fulfillment to make obesity treatment more accessible and support long-term weight management. The pharmacy stated that it would offer GLP-1 weight-loss medications, including Wegovy and newer oral options. See Also: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Eric Bormel, managing director specializing in digital healthcare at Solomon Partners' healthcare group told CNBC, "Retailers are betting that if they can become the front door for obesity care, they'll earn a relationship that extends far beyond a single GLP-1 prescription." Retailers are using direct-to-consumer (DTC) GLP-1 programs primarily to attract customers, while placing greater value on the broader healthcare ecosystem around the drugs as GLP-1 medication prices continue to decline, Bormel said. Story Continues Experts also expect major retailers and pharmacy chains like CVS Health Corp., Walmart Inc. and Costco Wholesale Corp. to also benefit from the trend. Image via Shutterstock Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental in

LLY Q2 Deep Dive: Key Products and Pipeline Expansion

Global pharmaceutical company Eli Lilly (NYSE:LLY)reported Q2 CY2026 results topping the market's revenue expectations , with sales up 47.7% year on year to $22.97 billion. The company's full-year revenue guidance of $86 billion at the midpoint came in 0.6% above analysts' estimates. Its non-GAAP profit of $8.38 per share was 27.3% above analysts' consensus estimates. Is now the time to buy LLY? Find out in our full research report (it's free for active Edge members). Eli Lilly (LLY) Q2 CY2026 Highlights: Revenue: $22.97 billion vs analyst estimates of $20.62 billion (47.7% year-on-year growth, 11.4% beat) Adjusted EPS: $8.38 vs analyst estimates of $6.58 (27.3% beat) The company lifted its revenue guidance for the full year to $86 billion at the midpoint from $83.5 billion, a 3% increase Management lowered its full-year Adjusted EPS guidance to $36 at the midpoint, a 0.7% decrease Operating Margin: 39.1%, down from 44.1% in the same quarter last year Market Capitalization: $1.04 trillion StockStory's Take Eli Lilly's second quarter was marked by a positive market reaction, as the company topped Wall Street's revenue expectations. Management credited growth in key products—especially in cardiometabolic health, oncology, and neuroscience—as drivers of performance. CEO David Ricks pointed to "robust revenue growth across all Key Products and major geographies," noting the strength of new medicines and expansion in emerging markets. The launch of Foundayo in the U.S. and UAE, along with ongoing investments in manufacturing and R&D, were highlighted as factors supporting the company's ongoing business momentum. Looking ahead, Eli Lilly is focused on expanding access to its obesity and diabetes treatments, with particular emphasis on the Medicare GLP-1 Bridge program and the global rollout of Foundayo. Management expects continued uptake in key markets, supported by pipeline advancements such as retatrutide and new vaccine candidates. CFO Lucas Montarce highlighted that "continued strong performance of our Key Products in the first half of 2026" is shaping the full-year outlook, while also acknowledging the impact of recent acquisitions and ongoing regulatory milestones. The company is preparing for multiple clinical trial readouts and regulatory actions in obesity, diabetes, and mental health therapeutics. Key Insights from Management's Remarks Eli Lilly's management attributed Q2's results to strong global uptake of new and established medicines, product launches like Foundayo, and major pipeline progress, while noting volume growth in the incretin segment and expanded manufacturing capacity. Story Continues Obesity and diabetes product momentum: Mounjaro and Zepbound saw significant volume-driven growth in the U.S. and international markets, with management citing early success from the Medicare GLP-1 Bridge program and Foundayo launches in the U.S. and UAE. Key pipeline advancements: The company reported progress on multiple late-stage clinical trials, including positive Phase 3 results for retatrutide in obesity and related indications. Management also highlighted regulatory submissions and approvals for new indications in diabetes, Alzheimer's, and atopic dermatitis. Business development and M&A activity: Recent acquisitions in infectious diseases and mental health (such as AtaiBeckley and Curevo) reflect a strategy to broaden the pipeline beyond core therapeutic areas, with management emphasizing the potential to address large unmet needs. Geographic expansion: Management noted robust Mounjaro uptake in China, Korea, Germany, and Mexico, and indicated that securing broader reimbursement and regulatory approvals will be critical for sustaining growth outside the U.S. Manufacturing scale-up: Eli Lilly opened new manufacturing facilities in Indiana and Ireland to meet rising demand, particularly for genetic medicines and high-growth therapeutics, aiming to ensure consistent supply for global rollouts. Drivers of Future Performa

Novo Nordisk Stock Rises After GLP-1 Antitrust Win

This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish pharmaceutical giant behind Ozempic and Wegovy, edged nearly 2% higher during Friday's U.S. regular session after a federal judge threw out an antitrust lawsuit against Novo and Eli Lilly (NYSE:LLY). According to Reuters, the case was filed by Strive Specialties, which claimed the drugmakers unfairly limited access to compounded GLP-1 weight-loss drugs through exclusive telehealth partnerships. Warning! GuruFocus has detected 4 Warning Sign with NVO. Is NVO fairly valued? Test your thesis with our free DCF calculator. The ruling removes one legal headache, but it is far from the final chapter. The judge dismissed Strive's complaint in its current form rather than ending the broader fight over compounded obesity drugs, leaving the door open for an amended complaint or an appeal. For investors, the lawsuit was never the main event anyway. The real battle is whether Novo can protect its blockbuster GLP-1 franchise as Lilly keeps turning up the competitive heat.Novo Nordisk Stock Rises After GLP-1 Antitrust Win·us.finance.gurufocus The valuation may be the bigger story. The accompanying GF Value chart estimates Novo's fair value at $110.54, while the stock changes hands around $46.86, putting it roughly 57.6% below that estimate. That discount suggests Wall Street has already baked plenty of pessimism into the shares after concerns over slowing obesity-drug momentum and pipeline execution. If management can deliver on its upgraded outlook and prove demand remains strong, today's beaten-down valuation could look overly harsh. Still, investors should think twice before treating the gap as a guaranteed bargain because even deeply discounted stocks can stay cheap if business fundamentals fail to improve. View Comments

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