SGEN

Seagen Inc. (SGEN) | Rumor.io

Seagen

SGEN

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)29%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about SGEN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% new	0% +0	0% 0

Jun 20

Seagen's oncology pipeline is a key factor in supporting Pfizer's dividend, which is currently being held up by a $7.7bn cost program through 2027.
The company's dividend payout ratio is high, with an earnings basis of around 130% and a free-cash-flow basis of 100-110%, meaning the dividend is larger than the free cash coming in.
The patent cliff is a significant concern, with around $17-18bn in revenue at risk by 2030, and the success of Seagen's pipeline will be crucial in offsetting this decline.

Generated by AI

Sentiment

Of the messages about SGEN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	1.45% -3.81	71.08% -6.25
Bearish	—	—	98.55% +3.81	28.92% +6.25

Bullish· Oct 5

Seagen's recent deal has improved sentiment around the stock, which was previously underowned and lacked good sentiment.
The acquisition has contributed positively to Seagen's earnings, with the company adding to both its top and bottom lines.
Despite being overpaid for, the deal has helped increase the stock's price, which is now reflected in its value.

Bearish· Jun 20

SGEN's dividend payout ratio is high, with earnings-based payout ratio around 130% and free-cash-flow basis around 100-110%, indicating dividend is not sustainable.
The company's dividend is being artificially supported by a $7.7bn cost reduction program through 2027 and its oncology pipeline.
The adjusted dividend payout ratio, which is often cited, is misleading as it does not reflect the actual cash being used to pay dividends.

Generated by AI

Topics

Of the messages about SGEN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	0%	1.27%
Macro	—	—	0%	5.44%
Earnings	—	—	0%	5.08%
Controversies	—	—	44.44%	6.53%
Announcements	—	—	55.56%	79.67%
Analysts	—	—	0%	2%

Earnings· Jan 30

Seagen contributed around $8 billion to Pfizer's 2023 revenue, mainly from its Covid products and the recently closed acquisition of Seagen.
Excluding Seagen, Pfizer's 2023 revenue would have been around $53 billion, indicating the significance of the acquisition.
Pfizer expects to book adjusted earnings of $2.05 to $2.25 per share in 2023, following the acquisition of Seagen.

Analysts· Mar 14

Analysts at SVB, RBC, Barclays, Oppenheimer, and BMO raised their price targets for SGEN to $229 or higher.
Multiple analysts downgraded SGEN to Market Perform, including JMP Securities, BMO Capital, and Raymond James.
Analysts at Needham, Barclays, RBC, Oppenheimer, and SVB raised their price targets for SGEN, with a buy consensus of 79% among 29 analysts.

Announcements· Oct 4

Seagen, a world leader in next-generation cancer drugs, was acquired by Pfizer for $43 billion.
The acquisition is expected to drive growth for Pfizer, with Seagen's cancer drugs being a key source of expansion.
The deal with the White House eliminates political risks for Pfizer, including crippling tariffs and price controls.

Controversies· May 16

Seagen Inc. ($SGEN) is under pressure due to concerns of heightened antitrust scrutiny of the drug industry, leading to a decline in its stock price.
The FTC's lawsuit to block Amgen's purchase of Horizon may have implications for Seagen's potential acquisition by Pfizer ($PFE), potentially putting $SGEN at risk.
Pfizer's jumbo bond sale for the Seagen M&A has tweaked its buyback terms, with some debt remaining in place if the Seagen deal falters.

Generated by AI

Community

Of the messages about SGEN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	100%	20.73%	24.42%
Newcomers	0%	0%	79.27%	75.58%

Regulars· Dec 14

Pfizer completes acquisition of Seagen, with $43B deal closing and expected cost-savings of at least $4B in FY24E, primarily from reduced SI&A/R&D expenses and integration of Seagen's business.
Pfizer's acquisition of Seagen includes donating rights to royalties from oncology drug sales in the US to the American Association for Cancer Research (AACR), addressing FTC concerns.
Pfizer's guidance for FY24E includes a sales growth rate of 3-5% excluding Seagen and COVID-19, lower than prior guidance, due to high base, and a dividend commitment to maintain and grow over time, with a FY23E dividend of $1.64.

Newcomers· Jun 20

New investors are concerned about Pfizer's dividend yield and whether it's a comeback or a value trap.
The focus is on Pfizer's dividend payout ratio, with some arguing that the adjusted ratio is misleading and that dividends should be based on real cash, not adjusted numbers.
There is a concern about Pfizer's patent cliff, with investors worried about the potential loss of $17-18 billion in revenue by 2030 and the need for the Seagen pipeline to offset this risk.

Generated by AI

Pfizer and Amgen both grew revenue last quarter at nearly the same pace, but the engines driving that growth point toward two very different futures in oncology. One company is collecting cash from proven assets while the other races to rebuild before its foundation erodes further.

2mo agoYahoo Finance

Pfizer: The Post-Pandemic Turnaround Is Already Underway

2mo agoSeeking Alpha

Pfizer or AstraZeneca: Which Stock Offers Better Long-Term Potential?

Detailed price information for Pfizer Inc (PFE-N) from The Globe and Mail including charting and trades.

2mo agoThe Globe and Mail

Also Discussed

Investors talking about SGEN also mention

#	Name	Attention
1	Bristol-Myers Squibb CompanyBMY	0.01%0
2	BioMarin Pharmaceutical IncBMRN	0%+0
3	Celldex Therapeutics IncCLDX	0%0
4	MRTX - Mirati Therapeutics, Inc.	——
5	Merck & Co., Inc.MRK	0.01%-0.06
6	Acadia Pharmaceuticals Inc.ACAD	0%+0
7	Agios Pharmaceuticals, Inc.AGIO	0%0
8	Incyte Corp.INCY	0%new
9	Bicycle Therapeutics plc - ADRBCYC	0%0
10	Ionis Pharmaceuticals, Inc.IONS	0%new

Seagen Inc.

Location

Social

What share of all stock conversation is about SGEN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% new	0% +0	0% 0

Jun 20

Seagen's oncology pipeline is a key factor in supporting Pfizer's dividend, which is currently being held up by a $7.7bn cost program through 2027.
The company's dividend payout ratio is high, with an earnings basis of around 130% and a free-cash-flow basis of 100-110%, meaning the dividend is larger than the free cash coming in.
The patent cliff is a significant concern, with around $17-18bn in revenue at risk by 2030, and the success of Seagen's pipeline will be crucial in offsetting this decline.

Generated by AI

Sentiment

Of the messages about SGEN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	1.45% -3.81	71.08% -6.25
Bearish	—	—	98.55% +3.81	28.92% +6.25

Bullish· Oct 5

Seagen's recent deal has improved sentiment around the stock, which was previously underowned and lacked good sentiment.
The acquisition has contributed positively to Seagen's earnings, with the company adding to both its top and bottom lines.
Despite being overpaid for, the deal has helped increase the stock's price, which is now reflected in its value.

Bearish· Jun 20

SGEN's dividend payout ratio is high, with earnings-based payout ratio around 130% and free-cash-flow basis around 100-110%, indicating dividend is not sustainable.
The company's dividend is being artificially supported by a $7.7bn cost reduction program through 2027 and its oncology pipeline.
The adjusted dividend payout ratio, which is often cited, is misleading as it does not reflect the actual cash being used to pay dividends.

Generated by AI

Topics

Of the messages about SGEN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	—	0%	1.27%
Macro	—	—	0%	5.44%
Earnings	—	—	0%	5.08%
Controversies	—	—	44.44%	6.53%
Announcements	—	—	55.56%	79.67%
Analysts	—	—	0%	2%

Earnings· Jan 30

Seagen contributed around $8 billion to Pfizer's 2023 revenue, mainly from its Covid products and the recently closed acquisition of Seagen.
Excluding Seagen, Pfizer's 2023 revenue would have been around $53 billion, indicating the significance of the acquisition.
Pfizer expects to book adjusted earnings of $2.05 to $2.25 per share in 2023, following the acquisition of Seagen.

Analysts· Mar 14

Analysts at SVB, RBC, Barclays, Oppenheimer, and BMO raised their price targets for SGEN to $229 or higher.
Multiple analysts downgraded SGEN to Market Perform, including JMP Securities, BMO Capital, and Raymond James.
Analysts at Needham, Barclays, RBC, Oppenheimer, and SVB raised their price targets for SGEN, with a buy consensus of 79% among 29 analysts.

Announcements· Oct 4

Seagen, a world leader in next-generation cancer drugs, was acquired by Pfizer for $43 billion.
The acquisition is expected to drive growth for Pfizer, with Seagen's cancer drugs being a key source of expansion.
The deal with the White House eliminates political risks for Pfizer, including crippling tariffs and price controls.

Controversies· May 16

Seagen Inc. ($SGEN) is under pressure due to concerns of heightened antitrust scrutiny of the drug industry, leading to a decline in its stock price.
The FTC's lawsuit to block Amgen's purchase of Horizon may have implications for Seagen's potential acquisition by Pfizer ($PFE), potentially putting $SGEN at risk.
Pfizer's jumbo bond sale for the Seagen M&A has tweaked its buyback terms, with some debt remaining in place if the Seagen deal falters.

Generated by AI

Community

Of the messages about SGEN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	100%	20.73%	24.42%
Newcomers	0%	0%	79.27%	75.58%

Regulars· Dec 14

Pfizer completes acquisition of Seagen, with $43B deal closing and expected cost-savings of at least $4B in FY24E, primarily from reduced SI&A/R&D expenses and integration of Seagen's business.
Pfizer's acquisition of Seagen includes donating rights to royalties from oncology drug sales in the US to the American Association for Cancer Research (AACR), addressing FTC concerns.
Pfizer's guidance for FY24E includes a sales growth rate of 3-5% excluding Seagen and COVID-19, lower than prior guidance, due to high base, and a dividend commitment to maintain and grow over time, with a FY23E dividend of $1.64.

Newcomers· Jun 20

New investors are concerned about Pfizer's dividend yield and whether it's a comeback or a value trap.
The focus is on Pfizer's dividend payout ratio, with some arguing that the adjusted ratio is misleading and that dividends should be based on real cash, not adjusted numbers.
There is a concern about Pfizer's patent cliff, with investors worried about the potential loss of $17-18 billion in revenue by 2030 and the need for the Seagen pipeline to offset this risk.

Generated by AI

Seagen

Social

Jun 20

Sentiment

Bullish· Oct 5

Bearish· Jun 20

Topics

Earnings· Jan 30

Analysts· Mar 14

Announcements· Oct 4

Controversies· May 16

Community

Regulars· Dec 14

Newcomers· Jun 20

News

Pfizer Vs. Amgen: Bet That Pfizer’s Seagen Integration Leads to Long-Term Oncology Alpha Over Amgen

Pfizer: The Post-Pandemic Turnaround Is Already Underway

Pfizer or AstraZeneca: Which Stock Offers Better Long-Term Potential?

Also Discussed

Seagen Inc.

Company Information

Location

News

Pfizer Vs. Amgen: Bet That Pfizer’s Seagen Integration Leads to Long-Term Oncology Alpha Over Amgen

Pfizer: The Post-Pandemic Turnaround Is Already Underway

Pfizer or AstraZeneca: Which Stock Offers Better Long-Term Potential?

Also Discussed

Social

Jun 20

Sentiment

Bullish· Oct 5

Bearish· Jun 20

Topics

Earnings· Jan 30

Analysts· Mar 14

Announcements· Oct 4

Controversies· May 16

Community

Regulars· Dec 14

Newcomers· Jun 20