The head of drugmaker Moderna said that existing COVID-19 vaccines, in all likeliness, will prove to be less effective against the new Omicron variant causing worldwide concern. “There is no world, I think, where [the effectiveness] is the same level……
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Pfizer Inc. (PFE-$50.75, NYSE): Initial Analyst Modeling Suggests First Year Paxlovid Sales May Surpass $20 Billion US. Omicron Might Render that to Be a Conservative Estimate.
Posted in Portfolio Model Subscription
Grupo Comercial Chedraui (CHDRAUIB.MX- 41.46 ). The Transformative “US Centric” Purchase of Smart & Final is Only Partially Reflected in Q3 2021 Results.
https://finance.yahoo.com/news/grupo-comercial-chedraui-b-c-001800083.html
Posted in Portfolio Model Subscription
Pfizer Inc.’s New Antiviral Cocktail to Combat Covid-19 Seems Likely to Turn the Tide on Hospitalizations. An Entire Industry Sector is Poised to Benefit Disproportionately as a Result.
Utilizing “off the shelf” research on SARS (Sudden Acute Respiratory Syndrome) era antivirals, Pfizer Inc (PFE-NYSE, $47.51) seems, more than likely, to have produced an elegant solution for a very pressing gap in the current approach to combatting Covid-19 infection.…
Posted in Portfolio Model Subscription
Novo Nordisk (NVO-NYSE, $109.33) Raises 2021 Guidance by 15%, Based on Back Half of 2021 Strength.
This pre-announcement represents, what I consider to be, a significant departure from prior financial reports. Typically, management at NVO provides any guidance increases concurrent with the release of a financial report. This notification has taken place prior to the fiscal…
Posted in Portfolio Model Subscription
Visa (V-$212.52, NYSE) and Mastercard (MA-$334.49) Beat on Earnings. Management of Visa Needs to Greatly Tighten Up on Cost Controls.
Visa reported a healthy beat on quarterly earnings but guided towards a high mid-teens revenue increase in 2022. The reduction in a forecast growth rate is yawned at by retail investors as a “nothingburger” (who would fret about a company…
Posted in Portfolio Model Subscription