Stock price when the opinion was issued
Worth taking a good, hard look at. Phenomenal yield, and he likes yield. Chart is starting to form a bit of a bottom. Low PE. Has things in the pipeline that the market's not paying for. If you're a longer-term investor, well worth sitting on it and getting rewarded while you wait for an upside pop from the drugs coming through as hoped.
He's looking at it closely.
Benefitted from Covid vaccines. Patent expirations in a couple of years. How will they continue to grow? Company is confident in acquisitions and internal R&D. She's looking at it, no decision yet. Cheap multiple, attractive yield. More of a deep value play.
MRK's done relatively better. Drugs going off patent also, but pipeline is a bit better. She's looking at this one too, still assessing.