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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.

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.’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.

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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

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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

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Gnostic Capital Large Cap Global Portfolio Return of 5.7% for the Quarter Ended September 30th, 2021.

For the fiscal quarter ended September 30th, the DJIA posted a return of -1.9%. The S&P 500 provided a negligible increase of .002% for the quarter and the NASDAQ reported a negligible loss (less than 4/10th of 1%) over the

Posted in Open Blog
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