The stock price







The board should be cleaning house of the entire leadership team based on the dismal forecast for continued Covid vaccine sales. This is entirely due to the awful stewardship of public understanding and trust. Secondly, they should be marched out due to the horrid use of early Covid revenues. Free money flowing in and the ELT was following the siren song of media and politics. Fools, all of them. Especially AB, Koalemos.

The Board is as much of the problem as AB. Bowing to private equity’s DEI demands, missing out completely on the two revolutions in cancer care to happen in just the past 8 years (IO, ADC’s) while holding nobody accountable for this failure, and having no coherent plan of what to do with 50 billion in found money. There needs to be a shake up at the top levels and on the Board.
 


















Top pharma ceo in social media? Fortune most powerful women? Why can’t we get over ourselves with individual accolades and run the the damn business! How how we shoot for top performing pharma company? Or top in returns to shareholders? The returns stink and Pfizer leadership flogs themselves with self praise
 












Another week starting sideways to down. Hope the new Investor relations person has more magic than the CFO plan has yielded.

you newbies just don’t get it. The stock will be stuck near 30 for the next 20 years. COVID was just a reason for the past generation or two to sell. To many layers of VP, Directors an GM. You might as well stop talking about the stock and do t allocate much to your 401k. Don’t buy into they PFE hype it would take 10 vaccine drugs like during Covid to move the needle and make it worth it. Not going to happen in your time at pfe.
 






Another week starting sideways to down. Hope the new Investor relations person has more magic than the CFO plan has yielded.
It really is shocking that PFE sits mired in the low to mid 30s. We’ll see a few break out runs and then retreat back.
Ostensibly, Pfizer, BioNTech and Moderna vaccines were the confidence boost the market needed to shake off the March 2020 plunge. Pfizer, with experience and resources, was the best positioned to make a once in a millennia leap as a pharma leader and Wall Street star. Regardless of the excess weight of too many layers, Pfizer should be able to use the newfound cash and reputation capital to stake a new upper echelon in pharma.

Sadly neither the cash nor reputation shifted how PFE is viewed in the market and we aimlessly drifted back to the 30s. Executives get accolades and bonuses while shareholders are left with dividends, not growth.
 






It really is shocking that PFE sits mired in the low to mid 30s. We’ll see a few break out runs and then retreat back.
Ostensibly, Pfizer, BioNTech and Moderna vaccines were the confidence boost the market needed to shake off the March 2020 plunge. Pfizer, with experience and resources, was the best positioned to make a once in a millennia leap as a pharma leader and Wall Street star. Regardless of the excess weight of too many layers, Pfizer should be able to use the newfound cash and reputation capital to stake a new upper echelon in pharma.

Sadly neither the cash nor reputation shifted how PFE is viewed in the market and we aimlessly drifted back to the 30s. Executives get accolades and bonuses while shareholders are left with dividends, not growth.

just also remember Pfe didn’t even invent the Covid vaccine another company did. Then all the Pfe exc took credit. That’s all you need to know about how this company works. They will sell you on a developing pipeline that doesn’t or never existed.
 
























It really is shocking that PFE sits mired in the low to mid 30s. We’ll see a few break out runs and then retreat back.
Ostensibly, Pfizer, BioNTech and Moderna vaccines were the confidence boost the market needed to shake off the March 2020 plunge. Pfizer, with experience and resources, was the best positioned to make a once in a millennia leap as a pharma leader and Wall Street star. Regardless of the excess weight of too many layers, Pfizer should be able to use the newfound cash and reputation capital to stake a new upper echelon in pharma.

Sadly neither the cash nor reputation shifted how PFE is viewed in the market and we aimlessly drifted back to the 30s. Executives get accolades and bonuses while shareholders are left with dividends, not growth.
because this company is full of egotistical people writing books about themselves, pushing LGBT+ agendas, DEI programs...rahter than leaders focused on strategically positioning and growing the business...Company has lost it way, needs a complete leadership overhaul
 






Just read the Fortune article today that covers the interview at the Fortune 500 Global Summit. It is head smacking stupid and no wonder that PFE is so woefully undervalued. Does Pfizer operate or perform like a company that just booked a record $100B in 2022 including $38B in Covid sales not in the forecast less than 2 years ago?
Furthermore, AB now wants to stake more investment and collaboration with “Chinese science”? If Pfizer and the western world cannot lead in pharmaceutical research and development, we are in a doom cycle. There are myriad concerns like IP, public fear of COVID origins or general distrust of the CCP that will not resonate with investors. I cannot imagine this is the message we mean to deliver.
 












because this company is full of egotistical people writing books about themselves, pushing LGBT+ agendas, DEI programs...rahter than leaders focused on strategically positioning and growing the business...Company has lost it way, needs a complete leadership overhaul
You've made your thoughts abundantly clear numerous times on this thread. The problem with your rant is that we've been sucking pond water for over 20 years, many years before you people were told that DEI and LGBT+ agendas were tied for the #1 threat to all that is good here. Remember this article? I dont remember any references to DEI or LGBT+ as the top pillars that lead to our downfalll https://archives.cjr.org/the_audit/fortune_has_a_dandy_read.php
 






Stupid? That’s harsh. Check the thread title and tell me what that tens of billions spent on acquisitions has actually done for Pfizer.
The responsibility of the company is value growth to shareholders, not providing products to sell. The poor stock performance since the pandemic bump reflects the lack of enthusiasm for the acquisitions, some of which have not closed.
True. Approval today of the key UC asset from the Arena Pharmaceutical acquisition. No favorable response in the market, down over 2% and any perceived value already priced in. PFE can’t even acquire the way to success any more.
 






Pfizer in house R&D has produced little of value in years, perhaps decades. Acquired products have floated the boat during those years but not building much enthusiasm now.
Pfizer’s strong point for years, perhaps decades, was marketing and sales. Controlling the narrative, often owning the markets they competed within. Viagra defined ED, Lipitor reset the cholesterol lowering market, Chantix, Lyrica, Zoloft, the list goes on. Some good drugs, some broke new ground, some just additions to the class. Regardless of the drug, Pfizer marketing and sales moved the market and nearly any doctor could tell nearly any patient how and why the drug might be a good choice for them.

That’s why is is so shocking to me that we have so badly lost the message on Covid vaccine, mRNA technology, and even vaccine safety & effectiveness in general. We allowed politicians, media and political leaning bureaucrats to say things like herd immunity, protect others, or stop transmission. Either we didn’t understand what the vaccine actually does or we were so in love with tax dollars buying the product that we looked the other way. Ask a few doctors, nurses or pharmacists how they explain how and why Comirnaty works. Watch them squirm and eyes glaze over, they’re tired of it too. Where were our executives or lawyers or regulatory people who could have clarified and corrected the messages spouted by politicians and bureaucrats? How about just a simple “the vaccine will help your body recognize and fight off the virus. Almost all are eligible for it and we can dramatically reduce the worst outcomes of the pandemic “.Too busy counting dollars, scheduling media and book deals to run the business.

Unbelievable that a once great marketing and sales company lost such an opportunity. Even worse that we booked record billions in 2022 and now sit more than 40% below the market highs in 2023. Poorly run and unimaginative that our best plan is now reducing headcount. Don’t pay poor performing execs exorbitant bonuses for 1990’s solutions.
 






Financial articles this morning trying decipher the PFE announcements last week. Reducing earnings per share guidance, taking charges for excess materials, reducing demand forecasts are viewed by many as failure to understand the opportunity and forecast appropriately. One commented that they will not change their buy/sell/hold guidance until PFE can explain the situation and plan. Never a good sign when the investment houses are waiting for explanations AFTER charges taken and forecasts are lowered. Hapless, clueless leadership. New CFO and Investor Relations have much work to do. AB and minions useless.
 






Financial articles this morning trying decipher the PFE announcements last week. Reducing earnings per share guidance, taking charges for excess materials, reducing demand forecasts are viewed by many as failure to understand the opportunity and forecast appropriately. One commented that they will not change their buy/sell/hold guidance until PFE can explain the situation and plan. Never a good sign when the investment houses are waiting for explanations AFTER charges taken and forecasts are lowered. Hapless, clueless leadership. New CFO and Investor Relations have much work to do. AB and minions useless.

Agree...here's some snippets from BMO:

"We appreciate the need for a major reset, but are concerned about the growing dissonance between Pfizer management's ability to accurately forecast and manage the business. In 2020, COVID was far less predictable, but as we turn the calendar to 2024, the endemic virus that causes COVID has become more predictable. We think that there will likely be a small COVID-related business for Pfizer, but will not be the driver of any growth going forward."