
NYSE:PFE
This summary was created by AI, based on 23 opinions in the last 12 months.
Pfizer Inc. (PFE) is currently facing challenges following its pandemic-driven peak during which it surged due to COVID-19 vaccine sales. Experts have pointed out a lack of earnings momentum and concerns over a patent cliff, as key drugs have come off patent and the company needs to innovate to develop new blockbuster drugs. Despite these challenges, many analysts emphasize the attractive dividend yield, which remains around 6-8%. The company is pivoting towards growth areas such as obesity and oncology, and while there's a general belief that PFE is under pressure, patience from investors could yield positive results. Several insights indicate that while it may not attract immediate growth, the company’s efforts in acquisitions and drug development could eventually pay off, given time.
PFE vs. NVAX He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others. A great long-term investment if you think rates will stay lower. Mature, decent balance sheet, good valuation.
He likes it. It is a way to play the vaccines. He has had MRNA-Q in the portfolio for a while. The growth of vaccines will be with us for some time. He feels the growth is there. He prefers to play the group through an ETF like XBI-T. You are going to see more money spent in vaccinations and they will be with us for a long, long time.
They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.
A core name, but it's hard for big pharma names like this to find a product to drive growth. He prefers biotechs which offer better growth, even ETFs like IBB.
PFE-N vs. MRNA-Q. PFE-N is a much, much larger company. MRNA-Q is bringing their first product ever to market. PFE-N is well established and their vaccine is one of many products. They also have many drugs going off patent but their pipeline is looking better. PFE-N is not one of her core holdings but their earnings growth should improve over time.
As a general comment, the margins on the vaccines are not great by design. Their revenues in 2021 will grow quite smartly. The company has been stuck in the mud for some time. There will be 10% revenue growth. However, he fears it will be a one off. There is not a lot of opportunity for top line growth. There has been consolidation in the space to cut costs. Biopharma space is more positive, like Abbvie.