Seagen Inc.

Jim Cramer's latest portfolio highlights Pfizer Inc. (NYSE:PFE) as a top stock to buy and sell, with a focus on its 5.6% dividend yield and cancer strategy. Despite a 3% decline this year, Pfizer's $43 billion acquisition of Seagen and potential success with antibody-drug conjugates (ADCs) are growth catalysts. The stock ranks 3rd on the list, but AI stocks are believed to offer greater short-term returns.

GLP-1 drugs like Ozempic and Mounjaro are gaining attention as blockbuster drugs face patent cliffs. These drugs, initially for diabetes, now show significant weight loss, positioning them as next-gen treatments. Competition is fierce, with Novo Nordisk and Eli Lilly leading, but other companies like Amgen, Roche, Pfizer, and AstraZeneca are entering the market. Expanding the conditions these drugs treat could influence insurance coverage. The snack industry may need to innovate as GLP-1 drugs reduce processed food consumption. The patent cliff threatens big pharma, but Medicare negotiations and biologic drugs offer strategies. Innovations like pill-form obesity drugs and mRNA cancer treatments are on the horizon. Oncology and immunology remain dominant, but obesity is emerging as a significant driver. Stock picks include Roche, mRNA companies, and Pfizer.

The drug and biotech sector has outperformed the broader market, driven by new drug launches, pipeline successes, and increased M&A activity. Eli Lilly's obesity drugs have been particularly successful. Despite headwinds like pipeline setbacks and economic uncertainty, the sector has seen a surge in investments. Five large drugmakers—Pfizer, Eli Lilly, AstraZeneca, Bayer, and Sanofi—are recommended for portfolio growth, with strong financials and robust pipelines.

S.K., D.A.M., J.P., H.S., X.Z., P.H., T.X., and H.S. have financial ties to various pharmaceutical companies, including stock ownership and advisory roles. F.C., J.D., E.V.C., H.S.W., T.Y., R.Y., and J.T. also report consulting or advisory roles and research funding from multiple institutions and companies.

EMA’s CHMP recommended AbbVie’s ovarian cancer drug Elahere for approval in the EU, based on the MIRASOL study showing a 35% reduction in tumor progression or death. The EC will review this recommendation, with a decision expected later this year.

PD-1 inhibition with pembrolizumab before and after surgery significantly improves 5-year overall survival (86.6% vs 81.7%) in high-risk early triple-negative breast cancer, according to KEYNOTE-522 trial results.

Japan's MHLW accepts GSK's NDA for Blenrep plus BorDex or PomDex for relapsed/refractory multiple myeloma, based on DREAMM-7 and DREAMM-8 trials. Blenrep shows potential to redefine treatment landscape.

China's NMPA grants GSK's Blenrep breakthrough therapy designation for relapsed or refractory multiple myeloma treatment, based on Phase III DREAMM-7 trial results showing significant PFS improvements.

NMPA grants Breakthrough Therapy Designation to Blenrep (belantamab mafodotin) combined with bortezomib plus dexamethasone for relapsed or refractory multiple myeloma, based on phase III DREAMM-7 trial results showing significant PFS improvements. A positive OS trend was observed but not statistically significant at interim analysis.