Stockchase Opinions

Mike Vinokur Pfizer Inc PFE-N DON'T BUY Jun 09, 2025

He owned it but sold. Free cash flow is not abundant and it has a lot of debt. It will take time to turn around but pays a good dividend.

$23.970

Stock price when the opinion was issued

biotechnology pharmaceutical
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BUY

It can bottom here. He believes in their Seagen acquisition.

WATCH

Once upon a time, he really liked it. Beaten up for inability to bring forward a weight-loss drug; that may or may not be a realistic critique of this stock long term. Analyst community is really...just...waiting. He sold last year, not ready to come back in. Solid company, an improved oncology pipeline might be a reason to get back in.

BUY

Pays a 7% dividend. Something good must be coming out of their Seagen acquisition. The pipeline looks promising.

Unspecified

She likes the space but people are not investing in it. It has a low valuation and is tempting but she prefers elsewhere. It is a global leader in a crowded field. She sees 5% growth so there is some upside.

COMMENT

It needs a catalyst, like a new cancer formulation. Otherwise, you're just collecting that 6.75% dividend.

DON'T BUY

The problem with pharma is that their drugs all face a patent cliff. Over the last 25 years, pharma companies have tried to sustain themselves through consolidation (mergers, buying small companies). Caution: the dividend may look attractive, but that could be the result of the falling share price.

SELL ON STRENGTH

Laggard. Doesn't see anything in the healthcare sector that points to a turnaround in the near term. Target on the sector's back on margins. Stock's bounced over the last few weeks, use that to move on.

WATCH

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.

SELL ON STRENGTH

Downtrend, lower highs and lower lows. Never assume that the downtrend's over until the chart proves it. Last high and last low are being taken out. If you own, wait till it rallies and then get out.