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Looks like the "Oncology Investor Day" didn't do much for the stock. AB is doing media interviews "insisting" the market is not seeing the potential of the pipeline. Even if the market buys the story, it is a few years out and in the meantime investors can invest elsewhere.
 






anonymous said:
Looks like the "Oncology Investor Day" didn't do much for the stock. AB is doing media interviews "insisting" the market is not seeing the potential of the pipeline. Even if the market buys the story, it is a few years out and in the meantime investors can invest elsewhere.
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I thought the same thing. 2030 is an eternity for waiting on returns.
I also cannot believe the Outdo Cancer campaign. For what was once a strong marketing company, it’s hard to believe we settled for this. How about something aspirational? Vanquish, conquer or defeat would inspire hope. Outdo? Barely understandable
 






anonymous said:
Looks like the "Oncology Investor Day" didn't do much for the stock. AB is doing media interviews "insisting" the market is not seeing the potential of the pipeline. Even if the market buys the story, it is a few years out and in the meantime investors can invest elsewhere.
Click to expand...
Our R&D track record over the past couple of decades should not exactly instill confidence. I mean, where would be be if BMS didnt ask us to co-promote Eliquis and if we didnt have billions in CovidCash? I'm convinced that the billions per year sucked up by Pfizer R&D serves primarily as a massive tax write off.
To poorly paraphrase a meme that was big a few years ago "Pipeline? Aint nobody got time for dat!"

We need results THIS year!!
 






anonymous said:
Our R&D track record over the past couple of decades should not exactly instill confidence. I mean, where would be be if BMS didnt ask us to co-promote Eliquis and if we didnt have billions in CovidCash? I'm convinced that the billions per year sucked up by Pfizer R&D serves primarily as a massive tax write off.
To poorly paraphrase a meme that was big a few years ago "Pipeline? Aint nobody got time for dat!"

We need results THIS year!!
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accurate...so how has Dolston lasted all this time with very little to show for the billions invested in research?
 


















anonymous said:
The street apparently has little faith in our plan for Oncology and, most especially, the people attempting to pull it off.
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I would have been shocked if the Street had any faith at-all. A reach-and-frequency/share of voice company that went all in on VCCs and created a bunch of new silly departments with covid money can not pivot and become an onc powerhouse overnight. Especially if legacy Pfizer people are installed at high-ranking positions in marketing and sales.
 






This thread started in July 2023 and at that time, the thread starter thought the stock price was LOL.
Here we are three quarters later and down another 30%. Absolutely absurd that we haven’t turned the ship even an inch for 9 months, except further downwards.

Not paying a bonus will not punish or motivate the current leadership to see a different path. The board MUST take action to improve leadership, improve performance or sell the company.
Vote no on the reelection of all board members. They are all current and have watched as AB has halved the value ofPFE. Ridiculous
 






anonymous said:
From a former Anheuser-Busch exec: "Every single CEO, they have a fiduciary obligation to their shareholders, not to these stakeholders in the organization that are pushing different agendas, activist agendas, political agendas," the former exec explained. "If you're the CEO of a company, you're the one who's accountable for the results at the end of the day."

Who on the PFE board is monitoring behaviors and results? Or are these non-healthcare/business/financial agendas exactly what they think drives shareholder value? Investors don’t agree and go elsewhere.
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+1
 












anonymous said:
I would have been shocked if the Street had any faith at-all. A reach-and-frequency/share of voice company that went all in on VCCs and created a bunch of new silly departments with covid money can not pivot and become an onc powerhouse overnight. Especially if legacy Pfizer people are installed at high-ranking positions in marketing and sales.
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+1!
 






Drifted back down into the $26 range this week, off about a buck. There is a current Barron’s article that covers the challenges of big pharma and use PFE as the primary example. It’s confusing though as they talk about patent cliffs but some examples they cite are currently faring much better than PFE.

From my view, PFE and leadership are not seen as strong capacity to break out on any performance metric. Bourla touts approvals but we get no lift. We can’t seem to set a reasonable revenue target, or even hit the revised ones. Denton touts a 6-18 month plan primarily based in cost reductions, and we neither hit the reductions or show any positive response in the market. Even our once ballyhooed sales and marketing engines are sputtering with RSV trailing and the company coming up with nonsensical Outdo slogans.

Barrons hit all around it but failed the logical conclusion. Break it up, sell the pieces and get rid of leadership
 






Drifted back down into the $26 range this week, off about a buck. There is a current Barron’s article that covers the challenges of big pharma and use PFE as the primary example. It’s confusing though as they talk about patent cliffs but some examples they cite are currently faring much better than PFE.

From my view, PFE and leadership are not seen as strong capacity to break out on any performance metric. Bourla touts approvals but we get no lift. We can’t seem to set a reasonable revenue target, or even hit the revised ones. Denton touts a 6-18 month plan primarily based in cost reductions, and we neither hit the reductions or show any positive response in the market. Even our once ballyhooed sales and marketing engines are sputtering with RSV trailing and the company coming up with nonsensical Outdo slogans.

Barrons hit all around it but failed the logical conclusion. Break it up, sell the pieces and get rid of leadership
 






Former PFE employee now works for another large Pharma company...baffles me how Albert has lasted this long, why board hasn't ousted him. Publicity seeking inept CEO who is a laughing stock in the industry.
 






Former PFE employee now works for another large Pharma company...baffles me how Albert has lasted this long, why board hasn't ousted him. Publicity seeking inept CEO who is a laughing stock in the industry.
 












anonymous said:
Drifted back down into the $26 range this week, off about a buck. There is a current Barron’s article that covers the challenges of big pharma and use PFE as the primary example. It’s confusing though as they talk about patent cliffs but some examples they cite are currently faring much better than PFE.

From my view, PFE and leadership are not seen as strong capacity to break out on any performance metric. Bourla touts approvals but we get no lift. We can’t seem to set a reasonable revenue target, or even hit the revised ones. Denton touts a 6-18 month plan primarily based in cost reductions, and we neither hit the reductions or show any positive response in the market. Even our once ballyhooed sales and marketing engines are sputtering with RSV trailing and the company coming up with nonsensical Outdo slogans.

Barrons hit all around it but failed the logical conclusion. Break it up, sell the pieces and get rid of leadership
Click to expand...
Wow, under $26 today. Whatever they think they are doing with acquisitions, cuts and talking about 175 years of history resonates with no one.

I looked up the Barrons article and I think you are right. They hit all around the issues and the solution but never get to it. The history of PFE is to try to buy their way out of ineptitude but now the ineptitude has caught up. We buy things but instead of making it additive in value, we make it the sum of the parts with added complexity retained. We grow the size of the rock we have to push uphill and the market dings PFE because we can’t grow YOY revenue.

If PFE wants to be an oncology company, go be that. If PFE wants to be a vaccines company, go be that. Mixing PC, derm, vaccines and oncology may have worked two decades ago, but pharma and investors are in a different league now. PFE is someone smart enough to realize that animal health, consumer and generics don’t fit. Time to come to the logical conclusion and break up the therapeutic pieces.

PFE below $26 and around 15% below where we were 10 years ago is ludicrous. Pull out the BOLD MOVES slogan, look in the mirror and DO SOMETHING
 






anonymous said:
Wow, under $26 today. Whatever they think they are doing with acquisitions, cuts and talking about 175 years of history resonates with no one.

I looked up the Barrons article and I think you are right. They hit all around the issues and the solution but never get to it. The history of PFE is to try to buy their way out of ineptitude but now the ineptitude has caught up. We buy things but instead of making it additive in value, we make it the sum of the parts with added complexity retained. We grow the size of the rock we have to push uphill and the market dings PFE because we can’t grow YOY revenue.

If PFE wants to be an oncology company, go be that. If PFE wants to be a vaccines company, go be that. Mixing PC, derm, vaccines and oncology may have worked two decades ago, but pharma and investors are in a different league now. PFE is someone smart enough to realize that animal health, consumer and generics don’t fit. Time to come to the logical conclusion and break up the therapeutic pieces.

PFE below $26 and around 15% below where we were 10 years ago is ludicrous. Pull out the BOLD MOVES slogan, look in the mirror and DO SOMETHING
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All of this is spot-on. However, you have not highlighted the conclusion that Wall Street came to in 2005 or so. We were good (back then) only because our products were superior at that particular point in time. The whole "Pfizer is a marketing or sales machine" is an urban legend that was based on the army of reps and DMs with sizable expense accounts we had.
If you want proof, I submit our vaccine track record vs our competitors. Or our derm track record. How about this---ask your friendly BMS rep in an area with teaching hospitals when they last bumped into their Pfizer counterpart in the hospital.
 












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