Pfizer Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Johnson & Johnson: 1 director

A director at Johnson & Johnson bought 1,250 shares at 206.150USD and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

Bristol-Myers Squibb Company - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Bristol-Myers Squibb Company: Update to credit analysis

Our credit view of this issuer reflects its large scale and solid presence in the global pharmaceutical market, against its significant patent expirations.

Johnson & Johnson - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Bristol-Myers Squibb Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 November 2025 in which we reassessed the appropriateness of the ratings in ...

Vermilion Compass: Weekly Equity Strategy

Coasting as We Stalk for Buying Opportunity; Downgrading Discretionary to Underweight We had been near-term bullish on the S&P 500 (SPX) since our 4/22/25 Compass, however, we are officially downgrading our near-term outlook to neutral. The SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM) are breaking below their 50-day MAs and are also violating their multi-month uptrends, signaling a consolidation period is here. With that said, our intermediate-term outlook remains bullish (as of our 5/14/25 Co...

Moody's Ratings assigns A2 rating to Pfizer's notes; outlook stable

Moody's Ratings (Moody's) assigned a A2 rating to the new senior unsecured notes offering of Pfizer Inc. (Pfizer). There are no changes to Pfizer's existing ratings including the A2 long-term issuer rating, the A2 senior unsecured notes, the A2 senior unsecured revolving credit facility, or the Prim...

Merck & Co Inc: 1 director

A director at Merck & Co Inc sold 7,085 shares at 87.000USD and the significance rating of the trade was 94/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...

Pfizer Inc.: Update to credit analysis

Our credit view of this issuer reflects its good scale, diversity and pipeline opportunities, weighed against its large patent exposures towards the end of the decade.

Johnson & Johnson: Key facts and statistics - LTM June 2025

A summary company profile, detailing Johnson & Johnson’s business operations and financial highlights.

Moody's Ratings says J&J's Ortho separation will modestly reduce scale...

Moody's Ratings (Moody's) said that on 14 October, Johnson & Johnson ("J&J") announced that it intends to separate its Orthopaedics business into an independent company called DePuy Synthes. The separation of the Orthopaedics business, which is part of J&J's medical devices segment ("MedTech") will ...

Weekly Points – October 3rd, 2025 5 Things to Know in Investing This W...

Bristol Myers Squibb Co: 1 director

A director at Bristol Myers Squibb Co sold 56,000 shares at 47.330USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

Moody's Ratings assigns A2 rating to Pfizer's subsidiary notes offerin...

Moody's Ratings ("Moody's") assigned a A2 rating to the proposed euro-denominated senior unsecured notes offering by Pfizer Netherlands International Finance B.V. (PNIF BV), a wholly-owned subsidiary of Pfizer Inc. (Pfizer). We also assigned a stable outlook to PNIF BV. The A2 rating assigned to P...

InsiderInsights Weekly Report: May 3, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

InsiderInsights.com Daily Ratings Report: April 29, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

ACF Thematic Oncology Lung Cancer Cough LCC 25042025

Lung Cancer Cough (LCC) is an under-served, perhaps unserved therapeutic subsegment of the Lung Cancer/Oncology market. 57-65% of early diagnosis lung cancer patients suffer from LCC, it is a highly debilitating condition. The US lung cancer therapeutics market consensus values range from ~USD 29.9bn in 2023 to ~USD 71.3bn in 2034, suggesting a compound annual growth rate (CAGR) of 8.2% over our 10 year forecast period. LCC is a prevalent symptom among lung cancer patients, and its management is...

PSA Healthcare / Pharma: Pfizer GLP-1 Drug Failure Puts Light on Upcom...

Pelham Smithers sees the Pfizer news as positive for Chugai and also draws attention to Nxera.

Vermilion Compass: Weekly Equity Strategy

S&P 500 and Nasdaq 100 Testing Prior 2022 Highs Since late-February (2/25/25 Compass) we expected an 8-10% pullback to provide a buying opportunity. But that all changed in last week's Compass (4/1/25), when we downgraded our outlook to bearish/cautious, citing several concerning developments (SPX and QQQ failure at 200-day MAs, bear flag breakdowns across major indexes targeting 5100-5200 on SPX, high yield spreads widening above 355bps, major tops on market leaders NVDA and META, semiconducto...