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Pfizer operating expenses are not dramatically different than other large pharma. Cutting expenses, facilities and non productive work is warranted, but will not inspire more confidence from investors.
Investors have the experience of Pfizer buying companies or assets, and then turning them into nothing more than the sum of the parts. A wash at best.
They are skeptical of what Pfizer will make of remarkable products. A spike and quick return to the mean when Pfizer helped bring to market a vaccine that changed the trajectory of the pandemic (in helping return to normalcy even if not actually changing the transmission of the virus). Other products and vaccines approved, no reaction. Loss of the weight management drug, even with the known baggage, share drops 6%. No rebound after hours trading indicates investors think it’s an appropriate response and not a buying opportunity.

all this signals lack of respect for our leadership and decision making at the highest levels. When Pfizer could muscle through with marketing and sales or outpace CD interest rates with dividends, investors stayed in hoping for growth. The early 2000’s pharma days are over. Pfizer seems to be the only ones that doesn’t know.

put together a package and sell the company. It’s the best option to return value to shareholders. Just hire new leadership to do so the current bozos aren’t rewarded any further for the mess they’ve made
 






anonymous said:
Pfizer operating expenses are not dramatically different than other large pharma. Cutting expenses, facilities and non productive work is warranted, but will not inspire more confidence from investors.
Investors have the experience of Pfizer buying companies or assets, and then turning them into nothing more than the sum of the parts. A wash at best.
They are skeptical of what Pfizer will make of remarkable products. A spike and quick return to the mean when Pfizer helped bring to market a vaccine that changed the trajectory of the pandemic (in helping return to normalcy even if not actually changing the transmission of the virus). Other products and vaccines approved, no reaction. Loss of the weight management drug, even with the known baggage, share drops 6%. No rebound after hours trading indicates investors think it’s an appropriate response and not a buying opportunity.

all this signals lack of respect for our leadership and decision making at the highest levels. When Pfizer could muscle through with marketing and sales or outpace CD interest rates with dividends, investors stayed in hoping for growth. The early 2000’s pharma days are over. Pfizer seems to be the only ones that doesn’t know.

put together a package and sell the company. It’s the best option to return value to shareholders. Just hire new leadership to do so the current bozos aren’t rewarded any further for the mess they’ve made
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Please sell the company!
 






anonymous said:
Pfizer operating expenses are not dramatically different than other large pharma. Cutting expenses, facilities and non productive work is warranted, but will not inspire more confidence from investors.
Investors have the experience of Pfizer buying companies or assets, and then turning them into nothing more than the sum of the parts. A wash at best.
They are skeptical of what Pfizer will make of remarkable products. A spike and quick return to the mean when Pfizer helped bring to market a vaccine that changed the trajectory of the pandemic (in helping return to normalcy even if not actually changing the transmission of the virus). Other products and vaccines approved, no reaction. Loss of the weight management drug, even with the known baggage, share drops 6%. No rebound after hours trading indicates investors think it’s an appropriate response and not a buying opportunity.

all this signals lack of respect for our leadership and decision making at the highest levels. When Pfizer could muscle through with marketing and sales or outpace CD interest rates with dividends, investors stayed in hoping for growth. The early 2000’s pharma days are over. Pfizer seems to be the only ones that doesn’t know.

put together a package and sell the company. It’s the best option to return value to shareholders. Just hire new leadership to do so the current bozos aren’t rewarded any further for the mess they’ve made
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A hostile takeover would be better
 






anonymous said:
A hostile takeover would be better
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Don’t want to depend on another company’s leadership to drive the value for our current shareholders, but that is the most likely outcome
Lilly could buy us, keep the retained cash from the Covid windfall, and sell off businesses like vaccines that don’t dovetail with their portfolio. They could get our assets for almost free and the respect of industry for kneecapping Pfizer. AB would tell us it’s a good deal.
 






anonymous said:
Don’t want to depend on another company’s leadership to drive the value for our current shareholders, but that is the most likely outcome
Lilly could buy us, keep the retained cash from the Covid windfall, and sell off businesses like vaccines that don’t dovetail with their portfolio. They could get our assets for almost free and the respect of industry for kneecapping Pfizer. AB would tell us it’s a good deal.
Click to expand...
Flipperhead
 






anonymous said:
Don’t want to depend on another company’s leadership to drive the value for our current shareholders, but that is the most likely outcome
Lilly could buy us, keep the retained cash from the Covid windfall, and sell off businesses like vaccines that don’t dovetail with their portfolio. They could get our assets for almost free and the respect of industry for kneecapping Pfizer. AB would tell us it’s a good deal.
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Lilly could easily acquire Pfizer, and it would make financial sense to do so. Pfizer’s reported assests on the balance sheet total >$220 Billion vs an Enterprise value of $185 Billion. Considering Lilly’s extraordinary Mega cap position, they could seemlessly buyout Pfizer; pick & choose what they want to keep, and sell off the remaining assets for a nice profit.
 






anonymous said:
Lilly could easily acquire Pfizer, and it would make financial sense to do so. Pfizer’s reported assests on the balance sheet total >$220 Billion vs an Enterprise value of $185 Billion. Considering Lilly’s extraordinary Mega cap position, they could seemlessly buyout Pfizer; pick & choose what they want to keep, and sell off the remaining assets for a nice profit.
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Would it be called lilzer or Pilly?
 












anonymous said:
Pick up your iPhone. Open the business news app. Enter PFE. Select 1 day and see a red line chart. Select 1 week, see a red line chart. Select 1 month, 3 months, 6 months, YTD, 1 year, 2 years, 5 years and see a RED line chart for each. You have to go out to 10 years to find anything green.

Now consider that just over three years ago, no one heard of SARS co-v 2. No one had billions of vaccine and treatment sales in our forecast. Yet our leadership has failed to translate this into an investor win. We have sown no need confidence with investors or the general public. We have only managed to pay exorbitant amounts to execs and come up with the same cost cut / buy assets “strategy” that we8ve followed for decades. Insane.
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EDIT: you can do this little test now and PFE is in the red all the way through 10 years. Have to go out to All Time for find green. Abysmal what the current execs and board have allowed to happen in Pfizer.
 






anonymous said:
EDIT: you can do this little test now and PFE is in the red all the way through 10 years. Have to go out to All Time for find green. Abysmal what the current execs and board have allowed to happen in Pfizer.
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They dont know how to right the ship. All employees and stockholders must now pay dearly for myriad mistakes made in the recent past. We shouldn't be surprised, though, as the barrier for entry into leadership positions has always been extremely low here. At least during my tenure.
 






anonymous said:
They dont know how to right the ship. All employees and stockholders must now pay dearly for myriad mistakes made in the recent past. We shouldn't be surprised, though, as the barrier for entry into leadership positions has always been extremely low here. At least during my tenure.
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Just think about it: Young and Germano both got sidelined for this chucklehead. That’s what tells me the board is driving this mess and wants the nonproductive focus on social drivel, inclusion, exclusion etc. AB and ELT are incompetent in business acumen and malleable enough to bumble along as a social warriors.

Investors have run for the exits and cut the stock price to a decade low. Only hope for stock price is acquisition or activist investors buying in at today’s price and forcing change. I’m ok with either because the current performance is a joke. 6-18 months was the commitment from the CFO. They’ve burned time and only produced more decline. Asinine
 












anonymous said:
Just think about it: Young and Germano both got sidelined for this chucklehead. That’s what tells me the board is driving this mess and wants the nonproductive focus on social drivel, inclusion, exclusion etc. AB and ELT are incompetent in business acumen and malleable enough to bumble along as a social warriors.

Investors have run for the exits and cut the stock price to a decade low. Only hope for stock price is acquisition or activist investors buying in at today’s price and forcing change. I’m ok with either because the current performance is a joke. 6-18 months was the commitment from the CFO. They’ve burned time and only produced more decline. Asinine
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the board and ELT were all on board with BlackRock and other ESG proponents. As soon as PFE and others exhausted their usefulness, the social warrior investors dumped them and moved on. PFE leaders nothing more than useful idiots
 






AB, BOD, CFO & other Snr Executives,

WTF ARE YOU DOING?

Get off your ass & earn your keep. You all should be ashamed of what you have done and are doing to this great company.
 
























anonymous said:
You act as if our company's top execs are unique in this behavior. They're not.
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I’m not acting in any way. I agree that many, if not most, other company execs behave similarly. It’s just that we employees have a clear line of sight into the leadership behaviors, the poor outcomes they produce, and impact on our lives. Plus, this whole page is kinda focused on Pfizer, so there’s that too
 






AB opines on inclusion and exclusion while applauding Xi. SS attends the Drucker Forum to weigh in on creative resilience (wtf that is).
We lead in nonsense esoteric topics. No wonder savvy investors took the exit. How about we hire some business leaders who can actually do something that leads to profitable accounts and shareholder appreciation?
 






anonymous said:
AB opines on inclusion and exclusion while applauding Xi. SS attends the Drucker Forum to weigh in on creative resilience (wtf that is).
We lead in nonsense esoteric topics. No wonder savvy investors took the exit. How about we hire some business leaders who can actually do something that leads to profitable accounts and shareholder appreciation?
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The folks you mention are multi-generational rich. Once you reach that stratosphere of rich, that’s when you do the social agenda stuff. They don’t live amongst us and really have no clue how the average Joe lives (nor do they care…).
 






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