David Comments : The hardest thing to learn in this business is knowing when NOT to sell, when not to “mess with” some thing that will only be worth a great deal more later. This stock, at this price, is still dirt cheap, selling at a 50% discount to the s&p AND at a superior dividend / long term earnings growth rate. The best is yet to come.
Johnathan writes : Pfizer is being transparent with conservative estimates, the temporary costs of buying Seagen, upcoming expirations, and their robust pipeline of new drugs. True, earnings estimates are lower short-term. But estimated REVENUES for 2023 and 2024 are in the $54 to $58 billion range, about 30% HIGHER than their pre-COVID, 2020, $42 billion revenues. And, in the long run, revenues drive earnings! This stock is the big pharma “buy opportunity” of the decade.
Sammy writes : Bullish PFE is slowly and steadily turning around. After a few rounds of shaking out, patience will be paid off sooner or later. I recently got onto this giant ship. Already got the January Dividend for the first time and will get April Dividend in a few weeks for the second time. If the current quarter ER is good, this ship will sail north and not come back to $26 again, although I wish it could come back and give me another chance to load up more shares.
Lee writes : Bullish While the bearish outlook on Pfizer’s stock may seem daunting, a closer examination reveals a company with solid fundamentals and a clear vision for the future. With its attractive dividend yield, cost-cutting measures, promising pipeline, and strategic focus, Pfizer appears well positioned to rebound and continue its legacy as a leading force in the pharmaceutical sector
PFE This company has been, and will continue to be our largest holding for the foreseeable future. The reasoning behind this is as follows. • they have a secure, but rewardingly high dividend yield right now, due to the low share price they currently have. • Their management team is extremely competent, and is executing a long term transformation of the company to pivot away from the COVID products and into other immunology and oncology pipelines. • their weight loss drug has been effective in clinical trials, and is nearing full clearance for use across America. Tapping into this market will be very good for them as well. The once daily dose fixed the issues of higher side effects they saw at the twice a day dose, and showed to be just as effective as it. This is great news, as any progress in this area will generate billions. • Pfizer has been one of the most active traded American healthcare companies on the market almost every day for the past several quarters. This indicates that there is buying interest still present, and that its price floor of $25.5 has held steady. (If it did drop below that, we would not hesitate to increase our weekly purchases of this equity. It only ever does for a very, very short time. )
And several more reasons I don’t have time to go over here. If anyone has any questions or wants to make any comments about this stock, feel free to message us directly on this platform. It has been, and will be, our largest holding for the foreseeable future. I am not trying to convince, persuade, or even advise here, simply stating the facts, and fairly disclosing that we are very satisfied owners of Pfizer stock, and explaining why we feel comfortable holding thousands of shares of Pfizer despite some turbulence.
Pfizer (PFE): Beyond COVID, Betting Big on Oncology and Specialty Drugs For years, Pfizer has been synonymous with its COVID-19 vaccine, but smart investors are looking beyond that. The real story? Pfizer is making aggressive moves in oncology and specialized treatments, setting the stage for long-term dominance in high-margin markets.
Oncology: The Next Big Play Pfizer isn’t just dipping its toes into cancer treatments—it’s going all in.
🚀 Seagen Acquisition – In 2023, Pfizer acquired Seagen for $43 billion, making a major push into antibody-drug conjugates (ADCs)—one of the fastest-growing areas in cancer treatment. The goal? Eight blockbuster oncology drugs by 2030. 🔥
📈 Talzenna + Xtandi Combo – Pfizer’s combination therapy for metastatic castration-resistant prostate cancer showed improved overall survival rates, regardless of genetic mutations. That’s a game-changer for a tough-to-treat cancer.
🎯 New Leadership in R&D – Chris Boshoff, an ex-Novartis oncology expert, is now leading Pfizer’s cancer research division. This signals a serious push to cement Pfizer as a leader in next-gen oncology drugs.
Beyond Cancer: Expanding the Pipeline Pfizer isn’t putting all its chips on oncology. The company is making key moves in hematology and respiratory health, targeting lucrative specialty markets.
🩸 HYMPAVZI™ (marstacimab-hncq) – FDA-approved for hemophilia A and B in patients 12 and older, offering a once-weekly subcutaneous treatment. Less frequent dosing means higher patient compliance and better long-term revenue potential.
🌬️ ABRYSVO® (RSV Vaccine) – The first FDA-approved RSV vaccine for at-risk adults (18-59). RSV isn’t just a problem for infants and the elderly—this vaccine expands Pfizer’s respiratory portfolio beyond COVID-19.
Financials: Pfizer’s Turnaround Play Pfizer took a hit in 2023 as COVID-related revenue dropped, but they’re turning the ship around:
💰 Stock Price (Feb 25, 2025): $26.74, trading in a tight range ($26.50 - $27.02). 💰 Q3 2024 Net Income: $4.465 billion, a massive turnaround from a $2.382 billion loss the previous year. 💰 Pipeline-Driven Growth: With oncology and specialty drugs leading the charge, expect revenue diversification to stabilize earnings.
Investor Takeaway: Pfizer is Playing the Long Game Forget the COVID-era boom and bust. Pfizer is evolving into a next-gen biotech powerhouse. With oncology, hematology, and respiratory drugs leading the way, long-term investors should keep an eye on pipeline execution and acquisition synergies from Seagen.
Bottom line? Pfizer isn’t just recovering—it’s reinventing itself. 🏆
PFE The recent post by Berger Montague accusing Pfizer’s board of breaching fiduciary duties contains several contact phone numbers that are not assigned to any person or inbox and provides no evidence whatsoever of wrongdoing by Pfizer’s board. This case appears to be without merit and will absolutely not affect our view of the company.
Pfizer has been, and will continue to be, one of our largest investments for the foreseeable future. Muckrake away—if anything, the cheaper this stock gets, the lower the downside risk as we build our position.
PFE Here is other real people’s opinions as well. 
