Stock Watch: Third-Quarter Earnings Season – The New Endemic Normal
As Commercial Pharmaceutical Dynamics Aspire To Normality, Some Things Are Still Not The Same
With the latest Delta variant wave in the rear-view mirror, vaccine and antiviral sales, and their impact on full-year guidance, are likely to remain the big swing factors in third-quarter earnings season.
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Merck’s antiviral could play a big role, but only if it proves effective in broader settings, such as post-exposure prophylaxis.
J&J’s bullish outlook for 2021, robust fourth quarter and frequent guidance revisions in uncertain times contrasted with Novartis’s reticence.
Another blow-out quarter from Pfizer provided the impetus for an acquisition. But the history of recent commercial-stage biotech transactions and the risky nature of all early-stage companies suggest that the floodgates will not burst open.