Pharma

Pfizer: Vaccines-as-a-Service?

Magic Markets2023-02-09T00:12:54+02:00

Use the podcast player below to listen to our discussion on Pfizer and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 February 2023) Pfizer had a momentous year in 2022. Not only did the company exceed $100bn in revenue for the first time in its 174-year history, but 1.3 billion patients around the world were treated with Pfizer products. Despite these glowing financial accomplishments, Pfizer is a constant target of conspiracy theories and political battles. There’s never a dull moment in the pharmaceuticals industry. Management at Pfizer is either overly optimistic about the prospects for the [...]

Walgreens Boots Alliance: Is Pharmacy Defensive?

2022-07-06T23:28:25+02:00

Use the podcast player below to listen to our discussion on Walgreens Boots Alliance and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 6 July 2022) Walgreens Boots Alliance is a pharmacy retail group that sounds like a defensive play at first blush. But as we will explore in this podcast and report, the business model of these types of retailers isn’t as robust as one may think, especially in the US where the pharmacy benefit managers hold incredible power in the value chain. It all comes down to gross margin, so product mix is critical. Dispensary [...]

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