Pfizer
Pfizer holds one of the leading positions in the competition for the title of the No.1 enterprise in the world for the production of the best coronavirus vaccine. It was this fact that brought the company huge profits last year, and also provided financial support from the state. The vaccine produced by this company rightfully occupies the first place in the list of one of the best-selling.
In the presented report for the 3rd quarter of the fiscal year, the drug sales forecast plans were increased by another 7.5%, which in monetary terms should be close to $36 billion. It is also considered important that for 2022 this indicator was revised taking into account the newly concluded agreements on the supply of booster vaccines to other states.
According to the forecasts of analysts of the organization itself, the pandemic is unlikely to subside until 2024, in addition, another catalyst for the efficiency of the enterprise was the development of a drug from a new strain – Omicron. Tests on the latter are scheduled to begin in the coming days.
The list of innovative developments of the company also includes a tablet drug for the treatment of covid, which has already shown 90% effectiveness. This fact was confirmed as a result of testing conducted on patients admitted to hospitals with a severe form of coronavirus disease. With the help of this experimental drug, the lethal outcome from this disease is almost completely excluded. Today, the company is waiting for the approval of the drug by the International Medical Association, after which it will be freely available.
At the beginning of last year, the company's asset value was at $36.81, but by the end of the last reporting period it had already reached $58.95, with a projected maximum of $61.71. AstraZeneca and Johnson & Johnson are now included in the list of the pharmaceutical giant's main competitors.
Since the beginning of the year, assets have grown by 60%, which is significantly more than the Industrial Average, the Dow Jones and the S&P 500. The company's management plans to continue playing ahead of the curve, if we take into account the situation with the actively spreading Omicron. Regardless of the rather restrained forecasts that analysts give for the future, Pfizer has a strong potential for growth.
Teladoc
Teladoc is a virtual platform for medical consultations. In 2020, many watched in amazement as her assets literally soared. This is quite understandable by the situation with the coronavirus in the world, and the rapidly growing number of patients who need online consultations from professional doctors.
In the last reporting year, the stock price fell by almost 50%. However, according to experts, in 2022 the cost may rise again, and reach as much as 126%, which corresponds to $215 per share.
This leap is due to the acquisition of Livongo Health, specializing in patient support through AI, monitoring of patients with hypertension and diabetes mellitus. Taking into account these innovations, the company has received a great growth potential.
The company's reports for the past year look no less encouraging. In the last quarter, revenue grew by 81%, the number of real users increased to 3.9 million people, an increase of 37%. A few more interesting figures – the estimate of annual income has increased from $2 billion to $2.01 billion.
The number of patients wishing to use the company's services is growing relentlessly, which is confirmed by the fact that the number of chronic patients in a quantitative ratio of 24% participating in at least 1 company program. This figure is 8% higher than last year. Today, work is underway to expand the scope of the platform's services in the direction of providing assistance to patients with mental illnesses. To date, the potential of the site is able to provide a yield of $75 billion.
It may very well be that the speed of development of Teladoc will be the highest among similar companies. According to official forecasts, the company's CAGR should increase by almost 30% between 2021 and 2024. This list includes:
- standard medical services;
- therapy of chronic diseases;
- mental problems.
The company's management has already made its own forecasts for the future in terms of revenue and annual income. For example, the latter should reach $2.6 billion in the next reporting year, and by 2024, revenue will reach $4 billion.
The volume of the total address market should reach $261 billion, and it may be higher if new users come with a stable regularity, and the company starts launching new, effective programs. That is, the growth prospects are very real and quite impressive.
Experts advise to take a closer look at the company's assets, the price of which is currently held at a pre-pandemic level, and the financial indicators at that time were not so impressive. If skeptics claim that the growth of the company's financial indicators is due solely to the pandemic, they can be objected to, citing as an example the fact that even before the crisis, the growth rate was at the position of 74%.
Upstart Holdings
In the past financial year, Upstart Holdings has demonstrated quite impressive financial success:
- the income grew, and amounted to 280%, and this despite the fact that the shares were worth 60% less;
- by mid-autumn, assets totaled $401, instantly jumping as much as 800%;
- today their cost is $150.
The company offers its clients an elite scoring system based on AI. Today, this scheme demonstrates excellent results, reducing the number of defaults by 75%, and the approval rate does not decrease.
Before the transition to the market of loans and car loans, the company was engaged in unsecured loans. Some time later, the organization acquired the Prodigy platform, which was engaged in the sale of cars. As a result, a whole network of car dealerships was opened. For the 3rd quarter of last year, the organization reported an increase in the number of dealers by 219% compared to last year's figures.
However, Upstart Holdings is not afraid of credit risks, since it is not engaged in loans, but is a lender. The company receives commissions from each loan issued by partners, and also develops its own software. It is assumed that the company's revenue by the end of the year will be in the range of 500 to 800 million dollars. Next year, this company plans to show a profit of up to 1 billion. This indicator will be historic for the company itself.
Vertex Pharmaceuticals
Worries about the collapse of the market force investors to look for reliable sources of income in the future. One of such enterprises can be safely called Vertex. The company's business has been bringing consistently high profits for many years, and the franchise provides very attractive conditions, and this is not counting the consistently high quality of products.
There are those who rightfully consider the company an innovator and No.1 in the field of treatment for cystic fibrosis. Here the company can be considered a real monopolist and a leader in development potential. However, this is not enough for investors. Many people say that the company needs to develop, expand and introduce into other market areas. Several unsuccessful attempts, I must say, have already been made, but this is very little.
Today, Vertex plans to create, together with CRISPR Therapeutics, a registration of therapy for editing CTX001 CRISPR genes. The latter include those that cope with pathologies such as sickle cell anemia and beta-thalassemia, in which only blood transfusion helps now.
Equally important for the company is the promotion of VX-147, an element for the study of renal pathologies. A little earlier, the company's specialists said that phase 2 of the tests was very successful. The number of patients who suffer from this kind of diseases in America and Europe is more than 100 thousand. Almost an immense market for the company.
Only active growth and expansion, as well as the franchise, will become the main driving force for the company in the near future. Vertex's collaboration with CRISPR Therapeutics in the aspect of gene editing looks very promising. In the 3rd quarter of last year, the company increased its investment in this technology. The launch of cooperation with Mammoth Biosciences and Arbor Biotechnologies has already been announced today.
Today, the multiplier of the company's securities is at a fairly high level. Above the projected profit by 15.9 times. For an actively growing enterprise, this is not so much. That is why experts recommend taking a closer look at the company's shares.