Superficia_老虎社区_美港股上老虎

2021-11-06

Superficially does seem like Pfizer’s new drug is superior.

”Only about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.

Merck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.”

Looking at the above figures, about double of those who received placebo for Merck’s died compared to Pfizer. Does it mean that the patients recruited into Merck’s study are sicker?

Without going into studying both trials in detail, suffice to say both appear to be efficacious but I’m not too sure if Pfizer’s is superior to Merck’s.

Will Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞口服新冠肺炎药丸会超过默克吗？</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

EugeneRodriguez
2021-11-06
EugeneRodriguez
人们没有读到关于测试的研究：默沙东在感染病毒的头5天有效率为50%。辉瑞在头3天内有89%的效果。 1.服药时间与药效有相关性。如果我们根据时间周期来计算有效性，那么Phizer丸在最初的5天内只能有53%的有效性。 2.COVID潜伏期可达21天。最常见的是在5-10之间。祝那些认为自己能在3天内检测出病毒并使用辉瑞的人好运。 3.药丸是疫苗的不利市场。辉瑞生产这两种疫苗，随着药片数量的增加，疫苗数量会减少。默沙东将只生产药丸，因此不会对其他产品产生不利影响。
PhilipJones
2021-11-06
PhilipJones
I sold off today. Sorry mrk was a loser all year long… I’m not betting on the red pill.. next up to dump is jnj.. n if I owned Pfizer I’d dump that to.
- MHh回复RogerHenderson:
  Personal opinion, to me investing in pharma companies is like gambling. You never know who will develop the next blockbuster!
- RogerHenderson回复PeterMoore:
  yea because that’s exactly what it’s going to do I got a little profit but it’s better then being in the red… n it’s going red….
- PeterMoore:
  The beating is going to happen next week
AlanBell
2021-11-06
AlanBell
Surprised how many on this board see this as over reaction….MRK at PE of 28 and PFE at forward PE of 10…..their trailing earnings +100% top and bottom line and accelerating. I wish all companies well that are fighting Covid but personally see way more upside on PFE than MRK. Good luck all.
JoshuaAlexander
2021-11-06
JoshuaAlexander
t’s a buying opportunity. MRK Covid pill is way ahead in the approval process than PFE. I have invested in both so I am happy either way

发表看法

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Does it mean that the patients recruited into Merck’s study are sicker?&nbsp;</p><p>Without going into studying both trials in detail, suffice to say both appear to be efficacious but I’m not too sure if Pfizer’s is superior to Merck’s.&nbsp;</p></body></html>","text":"Superficially does seem like Pfizer’s new drug is superior. ”Only about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died. Merck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.” Looking at the above figures, about double of those who received placebo for Merck’s died compared to Pfizer. Does it mean that the patients recruited into Merck’s study are sicker? 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The stakes are high, with an effective treatment for the disease ...</p><p><blockquote><div>默克公司正在与同行辉瑞公司展开新冠肺炎治疗市场的争夺战。风险很高，这种疾病的有效治疗方法...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞口服新冠肺炎药丸会超过默克吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Pfizer Outgun Merck With Oral COVID-19 Pill?<blockquote>辉瑞口服新冠肺炎药丸会超过默克吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-06 08:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market. The stakes are high, with an effective treatment for the disease ...</p><p><blockquote><div>默克公司正在与同行辉瑞公司展开新冠肺炎治疗市场的争夺战。风险很高，这种疾病的有效治疗方法...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRK":"默沙东"},"source_url":"https://www.benzinga.com/general/biotech/21/11/23925379/will-pfizer-outgun-merck-with-oral-covid-19-pill","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406340","content_text":"Merck, Inc. is locking horns with peer Pfizer, Inc. in what could be termed as the battle supremacy in the COVID-19 treatment market.\nThe stakes are high, with an effective treatment for the disease potentially entering the arena in addition to the vaccines that are already on the market.\nPfizer Dips Into COVID-19 Treatment Arena:After acing the COVID-19 vaccine race along with its German partner BioNTech SE, Pfizer is wanting to leave no stone unturned in capitalizing on the COVID opportunity.\nThe company announced Friday an interim analysis of data from the Phase 2/3 study of its oral COVID-19 antiviral candidate Paxlovid, showing an 89% reduction in the risk of COVID-19-related hospitalization or death from any cause compared to placebo in patients treated within three days of symptom onset.\nThe positive data triggered strong buying in Pfizer shares and a sell-off in Merck shares.\nMerck had its share of upside in early October when it reported positive Phase 3 data for an oral COVID-19 pill, molnupiravir, that it's co-developing the treatment with Ridgeback Biotherapeutics. The Merck news triggered an across-the-board sell-off in vaccine stocks at that time.\nThese two companies with deep pockets and marketing expertise are vying for a piece of the COVID-19 treatment market, making the competitive landscape all the more interesting.\nPfizer Vs. Merck Data Comparison:As opposed the 89% reduction in risk of hospitalization or death reported by Pfizer for Paxlovid, an interim analysis of Merck's Phase 3 data released on Oct. 1 showed molnupiravir reducing the risk of hospitalization or death by approximately 50%.\nOnly about 0.8% of patients who received Paxlovid were hospitalized through day 28 compared to 7% of patients who received placebo and were hospitalized or died.\nSimilar reductions in COVID-19-related hospitalization or death were observed in patients treated within five days of symptom onset.\nMerck reported that 7.3% of patients who received molnupiravir were either hospitalized or died through day 29 compared with 14.1% of placebo-treated patients.\nThrough day 28, no deaths were reported in patients who received Paxlovid as compared to 10 deaths in patients who received placebo. With Merck, through day 29, no deaths were reported in patients who received molnupiravir, as compared to eight deaths in patients who received placebo.\nNot only is Pfizer's drug safe, but the level of efficacy is so high that it will very meaningfully shake up the COVID landscape looking to next year— including the outlook for boosters, BofA Securities analyst Geoff Meacham said in a note.\n\"Between Roche Holding AG's recent failure and Merck's decent efficacy, Pfizer's drug will be the clear best-in-class oral, and well positioned to capitalize on the longer term C-19 treatment market that could be in the mid-to-high billions next year,\" Meacham said.\nAuthorization Before Year-End?At the recommendation of an independent Data Monitoring Committee and in consultation with the U.S. Food and Drug Administration, Pfizer will cease further enrollment into the study due to the overwhelming efficacy demonstrated in these results, the company said.\nIt plans to submit the data as part of its ongoing rolling submission to the authorization as soon as possible.\nBofA expects the application to be soon submitted to the FDA, with an authorization likely by the end of the year.\nMeanwhile, Merck announced Thursday it has received the first authorization for molnupiravir in the U.K., with the drug to be marketed under the brand name Lagevrio.\nIts application with the FDA is under review. The European Medicines Agency has recently initiated a rolling review of its Marketing Authorization Application. Merck also said it is actively working to submit applications to other regulatory agencies around the world.\nThe commercial outlook could dramatically shift in favor of Pfizer's pill given how much more impressive the data is, BofA said. Merck's revenue guidance of $5 billion to $7 billion through 2022 provided on its third-quarter call last week could be reduced meaningfully, the firm added.\nMeanwhile, Gilead, Inc.'s antiviral remdesivir could remain an option for hospitalized patients, but overall its use is likely to further diminish, in BofA's view.","news_type":1,"symbols_score_info":{"MRK":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":837,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MRK"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":604,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6478171,"commentId":"6478171","gmtCreate":1636201313210,"gmtModify":1636201313210,"authorId":9000000000000178,"author":{"id":9000000000000178,"idStr":"9000000000000178","authorId":9000000000000178,"name":"EugeneRodriguez","avatar":"https://static.tigerbbs.com/04221b7d7c3696fc0494449aa000899e","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"人们没有读到关于测试的研究：\n默沙东在感染病毒的头5天有效率为50%。\n辉瑞在头3天内有89%的效果。\n1.服药时间与药效有相关性。如果我们根据时间周期来计算有效性，那么Phizer丸在最初的5天内只能有53%的有效性。\n2.COVID潜伏期可达21天。最常见的是在5-10之间。祝那些认为自己能在3天内检测出病毒并使用辉瑞的人好运。\n3.药丸是疫苗的不利市场。辉瑞生产这两种疫苗，随着药片数量的增加，疫苗数量会减少。默沙东将只生产药丸，因此不会对其他产品产生不利影响。\n","text":"人们没有读到关于测试的研究：\n默沙东在感染病毒的头5天有效率为50%。\n辉瑞在头3天内有89%的效果。\n1.服药时间与药效有相关性。如果我们根据时间周期来计算有效性，那么Phizer丸在最初的5天内只能有53%的有效性。\n2.COVID潜伏期可达21天。最常见的是在5-10之间。祝那些认为自己能在3天内检测出病毒并使用辉瑞的人好运。\n3.药丸是疫苗的不利市场。辉瑞生产这两种疫苗，随着药片数量的增加，疫苗数量会减少。默沙东将只生产药丸，因此不会对其他产品产生不利影响。\n","html":"人们没有读到关于测试的研究：\n默沙东在感染病毒的头5天有效率为50%。\n辉瑞在头3天内有89%的效果。\n1.服药时间与药效有相关性。如果我们根据时间周期来计算有效性，那么Phizer丸在最初的5天内只能有53%的有效性。\n2.COVID潜伏期可达21天。最常见的是在5-10之间。祝那些认为自己能在3天内检测出病毒并使用辉瑞的人好运。\n3.药丸是疫苗的不利市场。辉瑞生产这两种疫苗，随着药片数量的增加，疫苗数量会减少。默沙东将只生产药丸，因此不会对其他产品产生不利影响。\n","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":6478235,"commentId":"6478235","gmtCreate":1636202162094,"gmtModify":1636202162094,"authorId":9000000000000180,"author":{"id":9000000000000180,"idStr":"9000000000000180","authorId":9000000000000180,"name":"PhilipJones","avatar":"https://static.tigerbbs.com/e573674bfcfd4e7c46cab3576d3fff51","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I sold off today. Sorry mrk was a loser all year long… I’m not betting on the red pill.. next up to dump is jnj.. n if I owned Pfizer I’d dump that to.","text":"I sold off today. Sorry mrk was a loser all year long… I’m not betting on the red pill.. next up to dump is jnj.. n if I owned Pfizer I’d dump that to.","html":"I sold off today. Sorry mrk was a loser all year long… I’m not betting on the red pill.. next up to dump is jnj.. n if I owned Pfizer I’d dump that to.","likeSize":3,"commentSize":3,"subComments":[{"id":6478272,"commentId":"6478272","gmtCreate":1636202628677,"gmtModify":1636204676682,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":9000000000000189,"repliedAuthor":{"id":9000000000000189,"idStr":"9000000000000189","authorId":9000000000000189,"name":"RogerHenderson","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":6478235,"supIdStr":"6478235","prevId":6478245,"prevIdStr":"6478245","content":"Personal opinion, to me investing in pharma companies is like gambling. You never know who will develop the next blockbuster!","text":"Personal opinion, to me investing in pharma companies is like gambling. You never know who will develop the next blockbuster!","html":"Personal opinion, to me investing in pharma companies is like gambling. You never know who will develop the next blockbuster!","disclaimerType":0},{"id":6478245,"commentId":"6478245","gmtCreate":1636202199408,"gmtModify":1636202199408,"authorId":9000000000000189,"author":{"id":9000000000000189,"idStr":"9000000000000189","authorId":9000000000000189,"name":"RogerHenderson","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":9000000000000187,"repliedAuthor":{"id":9000000000000187,"idStr":"9000000000000187","authorId":9000000000000187,"name":"PeterMoore","avatar":"https://static.tigerbbs.com/999ddb8936398ccbb2193658ca1848c1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":6478235,"supIdStr":"6478235","prevId":6478241,"prevIdStr":"6478241","content":"yea because that’s exactly what it’s going to do I got a little profit but it’s better then being in the red… n it’s going red….","text":"yea because that’s exactly what it’s going to do I got a little profit but it’s better then being in the red… n it’s going red….","html":"yea because that’s exactly what it’s going to do I got a little profit but it’s better then being in the red… n it’s going red….","disclaimerType":0},{"id":6478241,"commentId":"6478241","gmtCreate":1636202181618,"gmtModify":1636202181618,"authorId":9000000000000187,"author":{"id":9000000000000187,"idStr":"9000000000000187","authorId":9000000000000187,"name":"PeterMoore","avatar":"https://static.tigerbbs.com/999ddb8936398ccbb2193658ca1848c1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":6478235,"supIdStr":"6478235","prevId":0,"prevIdStr":"0","content":"The beating is going to happen next week","text":"The beating is going to happen next week","html":"The beating is going to happen next week","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":6478227,"commentId":"6478227","gmtCreate":1636202116484,"gmtModify":1636202116484,"authorId":9000000000000179,"author":{"id":9000000000000179,"idStr":"9000000000000179","authorId":9000000000000179,"name":"AlanBell","avatar":"https://static.tigerbbs.com/1199212883bdd6438fe9209c5a43f33d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Surprised how many on this board see this as over reaction….MRK at PE of 28 and PFE at forward PE of 10…..their trailing earnings +100% top and bottom line and accelerating. I wish all companies well that are fighting Covid but personally see way more upside on PFE than MRK. Good luck all.","text":"Surprised how many on this board see this as over reaction….MRK at PE of 28 and PFE at forward PE of 10…..their trailing earnings +100% top and bottom line and accelerating. I wish all companies well that are fighting Covid but personally see way more upside on PFE than MRK. Good luck all.","html":"Surprised how many on this board see this as over reaction….MRK at PE of 28 and PFE at forward PE of 10…..their trailing earnings +100% top and bottom line and accelerating. I wish all companies well that are fighting Covid but personally see way more upside on PFE than MRK. Good luck all.","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":6478249,"commentId":"6478249","gmtCreate":1636202242289,"gmtModify":1636202242289,"authorId":9000000000000190,"author":{"id":9000000000000190,"idStr":"9000000000000190","authorId":9000000000000190,"name":"JoshuaAlexander","avatar":"https://static.tigerbbs.com/4251b0865bcc1b377ea2bcfe346610fa","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842221209,"objectIdStr":"842221209","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"t’s a buying opportunity. MRK Covid pill is way ahead in the approval process than PFE.\n\nI have invested in both so I am happy either way","text":"t’s a buying opportunity. MRK Covid pill is way ahead in the approval process than PFE.\n\nI have invested in both so I am happy either way","html":"t’s a buying opportunity. MRK Covid pill is way ahead in the approval process than PFE.\n\nI have invested in both so I am happy either way","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/842221209"}