• Tue news: Merck's Keytruda stages comeback in head and neck cancer. GSK, Pfizer RSV vaccine sales fall. Astellas gene therapy bet. Extreme weather —>drug shortages. J&J discontinues bladder cancer drug. See more on our front page

The stock price

The stock is yielding 6.5%. That’s nice for an income producing stock.

I could say more but this should suffice for savvy investors.

Please be serious.
From Investopedia: “The dividend yield is a financial ratio that tells you the percentage of a company's share price that it pays out in dividends each year. For example, if a company has a $20 share price and pays a dividend of $1 per year, its dividend yield would be 5%.”

If the share price of PFE declines (as it has by more than 40%), your dividend payout declines. In the case of PFE, yield remaining static puts less $ in the dividend payout. Plus you lost 40% of share value.

Maybe AB could become a banker and offer you a great deal on a CD
 




Please be serious.
From Investopedia: “The dividend yield is a financial ratio that tells you the percentage of a company's share price that it pays out in dividends each year. For example, if a company has a $20 share price and pays a dividend of $1 per year, its dividend yield would be 5%.”

If the share price of PFE declines (as it has by more than 40%), your dividend payout declines. In the case of PFE, yield remaining static puts less $ in the dividend payout. Plus you lost 40% of share value.

Maybe AB could become a banker and offer you a great deal on a CD

The statement is qualified by being good for an income producing stock. Growth stocks don’t typically pay juicy dividends because profits are put back into the company to fuel continued growth. Pfizer’s yield should tell you that it’s not growth stock and not even pretending to be one. The stock price will move up and down within a range. Maybe the strategy is to return to growth at some point but not today. It’s a stock where you buy low and collect the dividends not buy low and sell high.
 




I agree with your investing premise. It reflects the traditional differences between income and growth stocks. As an investor, this is a common trade off.

As an employee with options expiring in the next couple of years, there is no dividend value. It’s growth or underwater. PFE is way underwater and it’s due to leadership bungles and incompetence.
 












I agree with your investing premise. It reflects the traditional differences between income and growth stocks. As an investor, this is a common trade off.

As an employee with options expiring in the next couple of years, there is no dividend value. It’s growth or underwater. PFE is way underwater and it’s due to leadership bungles and incompetence.

....and we have had to endure at least 22 years of leadership incompetence.
 




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

Spot on! DO SOMETHING should be the order of the day every morning. The c suite leadership is clueless and mired in failed thinking.

Be bold, think differently, use some of the silly slogans to motivate a new solution! The highly touted 6-18 month plan is stalled and they must have a new plan. Even the investments houses with any positive sentiment for PFE only put our range up to $34. DO SOMETHING!!
 








Let’s go back and revisit a comparison with a large pharma peer. Like PFE, they also operate in oncology, vaccines and other small molecule products.

On a day that the overall market is tanking and PFE is currently down 2.5% on the day, MRK is up over 2 points. Go read their quarterly review. They have a plan to deal with Keytruda LOE and are already communicating it. They have positive results in many products, including vaccines. Even though their PCV product is way below Prevnar in sales, they have a positive story to tell against forecast. Even the covid product they have (who even knew they had one?) is above forecast. Small revenue but above forecast.

Being above forecast sells stock. Setting realistic goals and beating them sells stock Have and communicating a plan sells stock. Being focused on running a pharma business sells stock.

MRK is near decade highs. PFE is at decade lows. Time to DO SOMETHING
 




Let’s go back and revisit a comparison with a large pharma peer. Like PFE, they also operate in oncology, vaccines and other small molecule products.

On a day that the overall market is tanking and PFE is currently down 2.5% on the day, MRK is up over 2 points. Go read their quarterly review. They have a plan to deal with Keytruda LOE and are already communicating it. They have positive results in many products, including vaccines. Even though their PCV product is way below Prevnar in sales, they have a positive story to tell against forecast. Even the covid product they have (who even knew they had one?) is above forecast. Small revenue but above forecast.

Being above forecast sells stock. Setting realistic goals and beating them sells stock Have and communicating a plan sells stock. Being focused on running a pharma business sells stock.

MRK is near decade highs. PFE is at decade lows. Time to DO SOMETHING

How Count Chocula is still the CEO is mind- numbing to me. We aren’t circling the drain, we are in the drain!
 




Let’s go back and revisit a comparison with a large pharma peer. Like PFE, they also operate in oncology, vaccines and other small molecule products.

On a day that the overall market is tanking and PFE is currently down 2.5% on the day, MRK is up over 2 points. Go read their quarterly review. They have a plan to deal with Keytruda LOE and are already communicating it. They have positive results in many products, including vaccines. Even though their PCV product is way below Prevnar in sales, they have a positive story to tell against forecast. Even the covid product they have (who even knew they had one?) is above forecast. Small revenue but above forecast.

Being above forecast sells stock. Setting realistic goals and beating them sells stock Have and communicating a plan sells stock. Being focused on running a pharma business sells stock.

MRK is near decade highs. PFE is at decade lows. Time to DO SOMETHING

Do something? Leaders have done plenty! For instance, they changed our logo and they moved the home office to a different part of NYC. A month or two ago Industry rags declared that marketing had changed ad agencies. The synergistic effect and momentum of these three bold moves will help us outperform all so-called competitors for the next eight to ten years.
 




Buy Viking, probably pick it up for 10 Bill and at least it would be something that would be semi-exciting for Wall Street to get behind. Lord knows Pfizer made a lot worse acquisitions.
 




Buy Viking, probably pick it up for 10 Bill and at least it would be something that would be semi-exciting for Wall Street to get behind. Lord knows Pfizer made a lot worse acquisitions.

In most cases, but not all cases, the quality of the acquisition has been OK. What has not been OK is what we have made of it. Often overpaid to get nothing more than the sum of the parts.

That is failure to lead, failure to have a vision that multiplies value. Not just add them together. Wall Street quit buying stocks on pure acquisition activity. They want value this leadership produces none.

If the board isn’t calling daily to ask what in the hell is going on, they need to go too.
 




Do something? Leaders have done plenty! For instance, they changed our logo and they moved the home office to a different part of NYC. A month or two ago Industry rags declared that marketing had changed ad agencies. The synergistic effect and momentum of these three bold moves will help us outperform all so-called competitors for the next eight to ten years.

Thanks for the trip down memory lane! Clearly, they Outdid Yesterday
 




Pathetic! Serious changes needed. Stop the insanity please someone in leadership step up. You keep cashing fat paychecks and you are destroying this company. Let me make it very simple and very basic. Start with oncology and all KAMs. If they are honest with you, they will tell you we have 50% too many. If they don’t agree, they are the first to go. Please, someone ball up and save us.
 








What I find shocking is that this company has lasted 175 years. Really, how did we make it this long?

Pfizer had great R&D a few decades ago. When my dad worked here, I saw that there was alot of pride in how much the company invested in R&D. They had a lot of class-leading meds, and had a few "detail men" that related well to docs in their offices and in hospitals, and office staff. Back then, one rep covered large territories and were responsible for covering hospitals, nursing homes and retail pharmacies

A few years before I got here, I was told that the industry had changed, and Pfizer and Merck led that change by hiring armies of what I heard called "Ken and Barbies" to replace one rep in each of the two sales divisions. I started with PD after working in a hospital lab for 2 years after graduation, and there were several Pfizer divisions by that time. I ended up here when PD was acquired. By then, the company was nothing like the one that I had seen and heard about growing up. In my region, Pfizer's district and regional managers were just plain awful. A lot of Pfizer reps were either Ken and Barbies or ex-military officers, and the managers acted like they had discovered Lipitor and Viagra and did the research to bring them to market. Many of my PD colleagues and managers bolted for Novartis, BMS and Novartis, with a sprinkling to AZ or Glaxo

I'm guessing that the home office and R&D hired alot of Ken and Barbies, too because between piss-poor R&D results, and how our stock has tracked since Bill Steere left decades ago, we just cant seem to get it together!!
 




Pfizer had great R&D a few decades ago. When my dad worked here, I saw that there was alot of pride in how much the company invested in R&D. They had a lot of class-leading meds, and had a few "detail men" that related well to docs in their offices and in hospitals, and office staff. Back then, one rep covered large territories and were responsible for covering hospitals, nursing homes and retail pharmacies

A few years before I got here, I was told that the industry had changed, and Pfizer and Merck led that change by hiring armies of what I heard called "Ken and Barbies" to replace one rep in each of the two sales divisions. I started with PD after working in a hospital lab for 2 years after graduation, and there were several Pfizer divisions by that time. I ended up here when PD was acquired. By then, the company was nothing like the one that I had seen and heard about growing up. In my region, Pfizer's district and regional managers were just plain awful. A lot of Pfizer reps were either Ken and Barbies or ex-military officers, and the managers acted like they had discovered Lipitor and Viagra and did the research to bring them to market. Many of my PD colleagues and managers bolted for Novartis, BMS and Novartis, with a sprinkling to AZ or Glaxo

I'm guessing that the home office and R&D hired alot of Ken and Barbies, too because between piss-poor R&D results, and how our stock has tracked since Bill Steere left decades ago, we just cant seem to get it together!!

especially not with count chocula leading the band of idiots.
 












Similar threads

Replies
1
Views
844
Pfizer
anonymous
Replies
36
Views
4K
Pfizer
anonymous
Replies
8
Views
2K
Pfizer
anonymous
Replies
5
Views
2K
Pfizer
anonymous
Replies
13
Views
2K
Pfizer
Anonymous