PFE

They have a knack for increasing their dividends even when facing challenges.

Drug companies had incentives to participate in the deals to stave off the threat of U.S. tariffs on their products.

Eli Lilly (LLY) trades near $1,150, up about 52% over the past year, and is now worth more than a trillion dollars. At that size the easy read is that the big money has been made. But Lilly has barely started selling Foundayo, its oral obesity medicine, outside the United States. So how much is left? The scenario below starts from Lilly's own trailing numbers, but the growth, margin, and multiple it assumes are ours. It is not a forecast and not a price target.

I'd buy Energy Transfer and Verizon stocks, and avoid Pfizer.

Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings analysts expect.

Healthcare stocks declined late Friday afternoon, with the NYSE Healthcare Index and the State Stree

Merck (MRK) stock returned about 87% over the past twelve months, climbing from roughly $79 to about $147. Nothing in the year's results looks like that. The medicines Merck sells today grew at their usual pace. Investors spent the year repricing what comes next.

Healthcare stocks were lower Friday afternoon, with the NYSE Healthcare Index decreasing 0.5% and th

Drug companies had incentives to participate in the deals to stave off the threat of U.S. tariffs on their products.

Pfizer (PFE) heads into its Morgan Stanley Global Healthcare Conference presentation on 14 September with investors watching how management frames dividend priorities, recent pipeline setbacks, and the evolving role of newer oncology partnerships. At a share price of US$27.64, Pfizer has logged a 9.8% year to date share price return and a 22.5% total shareholder return over the past 12 months. This represents a rebound that has built momentum over the last three months as dividend messaging,...