
NYSE:PFE
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.
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.