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Here's why Eli Lilly, Pfizer, and AstraZeneca are biotech stocks worth
considering, with strong pipelines and growth potential beyond... ͏  ͏  ͏  ͏  ͏
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Bill Gates’ is about to mint millionaires (again) with Stargate. (Brownstone
Research)


ELI LILLY, PFIZER, AND ASTRAZENECA: 2025 VACCINE MAKERS TO WATCH

Written by Nathan Reiff

Leading vaccine makers like Eli Lilly and Co. (NYSE: LLY), Pfizer Inc. (NYSE:
PFE), and AstraZeneca plc (NASDAQ: AZN) may have faded from the spotlight since
the peak of the COVID-19 pandemic, but now there is reason to expect renewed
interest. As investors look ahead to the second Trump administration, the
incoming president's nomination of outspoken vaccine critic Robert F. Kennedy
Jr. to the position of U.S. Secretary of Health and Human Services has refocused
attention on the future of these companies and their role in the broader
pharmaceutical and healthcare sectors.

It is still too early to determine any definitive federal policies for 2025 (or
beyond) that could affect these companies. However, some analysts have
speculated that the administration might restrict access to vaccines or even ban
them outright, which would create a complex landscape for these firms.

Given this evolving environment, now is the time for investors to consider the
strengths and opportunities presented by Eli Lilly, Pfizer, and AstraZeneca.
Here's why these companies remain compelling investment options:


ELI LILLY: IMPRESSIVE ROSTER OF PRODUCTS, PULLBACK DUE TO LOWERED GUIDANCE

Of the three major vaccine firms listed above, Eli Lilly has performed the
strongest over the last year. Shares of LLY have risen by nearly a quarter
during that time and by a shocking 543% in the last five years. Eli Lilly's
rapid growth has been linked to its deep and varied roster of leading
pharmaceutical products, including Trulicity and Mounjaro (treatments for
diabetes) and Prozac and Cymbalta (treatments for clinical depression), among
many others.

In particular, Eli Lilly's Mounjaro and Zepbound—both with the active ingredient
tirzepatide to treat diabetes and foster weight loss—are strong sellers despite
up-and-coming competition from companies like Hims & Hers Health Inc. (NYSE:
HIMS). For the latest quarter, volume growth for these two products helped to
drive a 20% year-over-year improvement to revenues. Eli Lilly's upcoming product
pipeline is also impressive. It has recently received FDA approval for Ebglyss,
a treatment for moderate-to-severe atopic dermatitis, and approval in Japan for
Kisunla, a treatment for early symptomatic Alzheimer's disease.

Despite the overall gains in the last year, LLY shares have dropped by about 16%
in the last month after the company lowered its full-year EPS guidance and the
top end of its revenue guidance for the same period.

However, the lowered guidance is a result of inventory management and in-process
research and development costs rather than fundamental changes in the company's
business.

This means that it may be an opportunity to buy LLY shares at a relative
bargain.


PFIZER: SELL-OFF MAY PRESENT AN OPPORTUNITY

Pfizer produces of one of the most popular COVID-19 vaccines in the United
States, and so it is perhaps no surprise that shares have pulled back 10.4% in
the last month, particularly following the election. But the firm's stock
performance has been highly volatile for the entirety of the last year, and it
is currently down about 16% in that timeframe.

One upside is that the sell-off of Pfizer shares has made the stock a better
value proposition. As of November 25, Pfizer's forward P/E ratio is just 8.8,
considerably lower than Eli Lilly at 56.5 and AstraZeneca at 16.2. Pfizer also
has a competitive price-to-book ratio of 1.54.

Analysts also continue to see long-term potential for the company following what
may be an intermediate period of instability, rating the stock a Moderate Buy
and assigning a consensus price target of $32.92, more than 28% above current
levels.


ASTRAZENECA: SURGING DEMAND FOR ONCOLOGY PRODUCTS FUELS GROWTH

AstraZeneca beat analyst EPS predictions for its latest quarter thanks to
surging demand for some of its oncology products, including Imfinzi and
Calquence. These treatments are pivotal in addressing critical needs in cancer
care, cementing AstraZeneca's position as a leader in the market. 

Building on this momentum, the company raised its full-year guidance for total
revenue and core EPS growth, reflecting confidence in its ongoing performance
and future prospects. AstraZeneca's strong product lineup is matched by its
pipeline, as analysts expect the company to release as many as two dozen new
products by the end of the decade.

AstraZeneca is currently rated a Moderate Buy with a consensus price target of
$89.75, offering an upside potential of nearly 37% from current levels.


BIOTECH LEADERS BEYOND VACCINES

As the vaccine policy landscape evolves under the incoming Trump administration,
Eli Lilly, Pfizer, and AstraZeneca are well-equipped to navigate uncertainties
and capitalize on their strengths. If you are considering an investment in
biotech you might take comfort in stocks that are not too reliant on vaccines
for continued revenue growth—and all three of these companies have fast-growing
segments completely unrelated to vaccines. 

Read This Story Online


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DICK'S SPORTING GOODS: THE UNDER-THE-RADAR BUY-AND-HOLD WINNER

Written by Thomas Hughes



DICK'S Sporting Goods (NYSE: DKS) emerged as a buy-and-hold quality stock before
2020, but its results since confirm the fact. This company is firing on all
cylinders after establishing itself as the leader in its category and can
compete against big-box stores like Walmart (NYSE: WMT), Target (NYSE: TGT), and
Costco (NASDAQ: COST). Its selection of high-quality, brand-name sporting goods
spans the recreational universe and is the source for athletes. The brand
quality is compounded by an operational quality that sustains financial health
despite business investment and capital returns. The net result is a
best-in-breed retail stock with a positive growth trajectory, healthy cash flow,
and robust return for buy-and-hold investors.


DICK'S SPORTING GOODS RISES AFTER BEAT-AND-RAISE QUARTER

DICK'S Sporting Goods had another solid quarter despite the macroeconomic
headwinds and the negative impact of a calendar shift. The company reported
$3.06 billion in revenue, which was flat compared to the prior year but 100
basis points (bps) better than expected. The strength was driven by an
acceleration in comp store growth to 4.2%, more than double the prior year,
offset by five fewer stores. The company says it had a strong back-to-school
season and that new concepts resonate with consumers. Digital remains a critical
element. 

The margin news is also good. The adjusted results showed some contraction, but
GAAP expanded to produce growth. Still, the $2.75 adjusted EPS is 220 bps ahead
of MarketBeat’s reported consensus and underpins a robust financial condition.
The critical takeaway is that the company sustains solid margins in a
challenging environment and produces ample cash flow. 

DICK'S is cash-flow positive and able to invest in growth while maintaining the
balance sheet health and returning capital to investors. The dividend is worth
$4.40 to investors in 2024, about 2%, with shares near record highs, and the
buybacks reduced the count by 4.5% YTD at the end of Q3. 

The guidance aligns with the outlook for capital returns. DICK'S raised its
full-year targets because of the Q3 strength and points to a healthy Q4 holiday
season. The company may outpace its guidance because of the trends, as it has
all year, and persist with strength next year. The combined impact of easing
monetary headwinds and a consumer-friendly president is expected to sustain
consumer spending trends, if not accelerate them. The analysts' forecasts for
2025 are likely low in this scenario, so the revision upgrade cycle will likely
continue. 


THE ANALYSTS' TRENDS LEAD DICK'S SPORTING GOODS STOCK TO HIGHER PRICES

The analysts' trends in 2024 are bullish and unlikely to change, given the Q3
results and guidance. The trends include numerous upgrades and price target
increases, with the sentiment trending higher to Moderate Buy from Hold and the
price target up by 70% in 12 months. The consensus price target assumes fair
value near record highs, but the revision trends put the stock in the high-end
range near $280, a 20% gain from the critical resistance point and well above
the current all-time high.  

The critical resistance point is near $235 and may be reached soon. If not, this
stock could remain range-bound at current levels until there is evidence of
strength in 2025. That could come as early as the Q4 earnings release, due in
February. The worst-case scenario is that this stock moves to the low end of its
trading range before continuing the uptrend, a movement that would present a
better entry point. Regardless, trading at 15x and expected to grow another
mid-single-digit amount in 2025, it is a cheap stock to own and pays a healthy,
reliable capital return worthy of inclusion in a dividend-growth portfolio. 



Read This Story Online


BILL GATES’ IS ABOUT TO MINT MILLIONAIRES (AGAIN) WITH STARGATE. (AD)

This little-known project that Bill Gates has been quietly working on that’s
about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look
like VHS.

But what’s even more unbelievable?

I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.


2 CHEAP QUANTUM COMPUTING STOCKS TO BUY INSTEAD OF CHASING IONQ

Written by Jea Yu



Quantum computing is causing rumblings in the stock market, as evidenced by the
interest in stocks like IonQ Inc. (NYSE: IONQ), which have surged 156%
year-to-date (YTD). The computer and technology sector pioneer IonQ is widely
being accepted as the leader in this segment based on its 102% YoY growing
revenues, a $54.5 million deal with the United States Air Force Research Lab
(AFRL), and financial backing from industry giants like Amazon.com Inc. (NASDAQ:
AMZN), Lockheed Martin (NYSE: LMT) and Samsung Electronics Co. Ltd. (OTCMKTS:
SSNLF). IonQ is one of the few companies that have actually built and tested a
quantum computer.

While quantum computing has been around for over a decade, the applications for
quantum computing, ranging from drug discovery, cryptography, materials science,
and complex financial modeling, are driving interest in these stocks. The Trump
victory and Elon Musk have also fueled speculation for more interest in quantum
computing as a nation. Amazon Web Services announced its Quantum Embark advisory
program on Nov. 22, 2024, to help customers prepare for the era of quantum
computing.

Quantum computing is in its infancy as a viable commercial industry, and no
company has profited from it. While IonQ generated $12.6 million in Q2 2024, it
also reported an adjusted EBITDA loss of $52.5 million. Most of the "revenue"
generated by quantum computing companies is usually research grants, funding,
and financing. With that in mind, here are two highly speculative, low-priced
quantum computing stocks to keep on your radar if you have risk capital to burn.


D-WAVE: INDUSTRY VETERAN FACING A CASH CRUNCH  

D-Wave Quantum Inc. (NYSE: QBTS) was founded in 1999, making it one of the
oldest companies in the industry. Conventional quantum computers use quantum
properties like superposition (particles existing in multiple states
simultaneously) and entanglement (quantum particles linked change state
regardless of distance) to perform computations in a gate model. D-Wave focuses
on annealing quantum computers. Annealing uses quantum fluctuations to find
optimal solutions to problems gradually settling into a system's lowest energy
state. It's best for solving optimization problems in the fields of materials
science, logistics, and finance.   


QUANTUM COMPUTING AS A SERVICE (QCAAS) GENERATES REVENUE

D-Wave has built and even sold quantum computers and generates revenue for its
quantum computing-as-a-service (QCaaS) plans. In fact, D-Wave saw a 41% YoY
revenue jump for its QCaaS service to $1.6 million in Q3 2024. Unfortunately,
net loss also jumped 41% YoY to $22.7 million. The company had 132 customers,
comprised of 76 commercial customers, including 27 Forbes Global 2000 companies.
Revenue from government customers increased by $800,000, research customers
increased by $600,000, and commercial customers fell by $200,000.


D-WAVE FACES A CASH CRUNCH INTO 2025 BUT HAS UP TO $130 MILLION ISSUANCE
CAPACITY

At the end of the quarter, D-Wave had $29.3 million. The company still has $79.1
million of issuance capacity under its a-the-market (ATM) program to raise cash
and $49.9 million available in its equity line of credit (ELOC) of issuance
capacity subject to conditions including having a sufficient number of
registered shares and a stock price above $1.00. The company expects
fourth-quarter revenues to improve in other third quarters and fiscal 2024
adjusted EBITDA loss to be less than $54.3 million.


IMPORTANT MILESTONES ACHIEVED IN Q3

The U.S. Department of Defense has deemed D-Wave “awardable” under its
Tradewinds buying program. The program is meant to accelerate the procurement
and adoption of emerging technologies. The company announces that NTT DOCOMO is
planning the production deployment of a hybrid quantum application built with
D-Wave technology. D-Wave completed the calibration of a 4,400 qubit Advantage2
processor, which was a "significant development milestone" on the path to the
commercial release of Advantage2.

D-Wave CEO Alan Baratz stated, “Annealing quantum computing is continuing to
drive the commercial adoption of quantum technology. “Organizations around the
world – from Vinci Energies in Europe to NTT DOCOMO in Japan – are recognizing
the value our technology can bring right now in fueling discoveries,
facilitating operational excellence and driving measurable outcomes."


RIGETTI COMPUTING: BUILDING QUANTUM PROCESSORS AND COMPUTERS

Full-stack quantum-classical computing company Rigetti Computing Inc. (NASDAQ:
RGTI) designs and manufactures quantum processing units (QPUs) through its
Novera brand and offers QCaaS plans. Rigetti uses superconducting transmon
qubits, which are fabricated on chips. The company is focused on building
scalable quantum computers. Its Quantum Cloud System (QCS) integrates into any
private, public, or hybrid cloud. The UK’s National Quantum Computing Centre
(NQCC) opened on Oct. 25, 2024, with a fully operational Rigetti 24-qubit
Ankaa-class system. It's available for NQCC researchers to benchmark, test, and
develop exploratory applications.


STILL LOSING MONEY, BUT HAS A LONGER CASH RUNWAY

Rigetti reported Q3 2024 revenue of $2.4 million and a net loss of $14.3
million. Its revenues come from government contracts with the DOD and the
Department of Energy (DOE). After raising $12 million in the quarter, the
company has $92.6 million in cash and cash equivalents.

Rigetti plans to release a 36-qubit system by the middle of 2025 and a 100-qubit
system by the end of the year in 2025. Rigetti plans to develop the 336-qubit
Lyra system afterward.

Rigetti Computing CEO Subodh Kulkarni commented, “We believe
superconducting-qubits have many advantages over other-qubit modalities,
including that they are fabricated using well-established semiconductor design
and manufacturing techniques. Superconducting qubits also perform faster gate
operations than other qubit modalities. Our system gate speeds consistently
achieve an active duration of 60 to 80 nanoseconds, which is four orders of
magnitude faster than other modalities such as ion traps and pure atoms.”

Read This Story Online


BILL GATES’ IS ABOUT TO MINT MILLIONAIRES (AGAIN) WITH STARGATE. (AD)

This little-known project that Bill Gates has been quietly working on that’s
about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look
like VHS.

But what’s even more unbelievable?

I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.

The Night Owl is a financial newsletter that provides in-depth market analysis
on stocks of interest to individual investors. Published by MarketBeat and Early
Bird Publishing, The Night Owl is delivered around 9:00 PM Eastern Sunday
through Thursday. If you give a hoot about the market, The Night Owl is the
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