Si te refieres a las "banderillas" el bichito, yo creo que el riesgo de demandas es casi nulo porque los muy *** se cubireron muy bien las espaldas en su momento. Por otra parte, Astra Zeneca ha anunciado la semana pasada que retira su banderilla del mercado en todo el mundo, lo que ayudará a Pfizer a capturar algo de demanda residual.
Por si os puede ser útil esta información, comparto los riesgos que ven los analistas de Bank of America / CFRA:
Risk and Uncertainty
Pfizer faces generic competition, potential drug pricing policy changes by governments, an increasingly stringent Food and Drug Administration, and stronger managed-care and pharmacy benefit manager negotiating power. New-drug development has become challenging in several disease areas with a more risk-conscious FDA. Additionally, managed-care companies and pharmacy benefit managers have grown during the past two decades into powerful entities that can negotiate lower drug prices.
We model in policy changes around reforms to Medicare that are reflected in the Inflation Reduction Act as the firm has exposure to this patient group. For example, Pfizer’s Eliquis (cardiovascular), Ibrance (cancer), and Xtandi (cancer) generate almost one fourth of the firm’s total sales (excluding el bichito-19 sales), and the drugs have significant exposure to the Medicare channel. Additionally, we assume a more than 50% probability of Pfizer seeing future costs related to product governance ESG risks, such as off-label marketing or litigation related to side effects. We model base-case annual legal costs at close to 1% of non-GAAP net income, at the low end of the peer range based on Pfizer ’ s product portfolio having less exposure to potential litigation.
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Risks include fiercer competition for the key drugs as new players enter the market, unfavorable rulings by the FDA on Pfizer’s drug development candidates in its pipeline, the potential for PFE’s other key drugs to be included in the next rounds of drug price negotiations in the U.S. (Eliquis is on the first list), and unexpected generic patent challenges
No obstante, parece ser que Pfizer ha metido bastante la tijera a su inversión en R&D para proteger los márgenes de beneficio de la caída de ventas relacionadas con el C19.
Estoy de acuerdo contigo en que son unos sinvergüenzas sin escrúpulos. Por eso, entre otras cosas, estoy interesado en Pfizer.