The stock price

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.
One question - where's the PI, MOA, safety data, etc? The world has caught on to this farce. You should, too.
 






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.
Where's the PI?
 












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.
Well to be fair about the messaging, I don’t think anyone could compete with the endless TikTok and Facebook posts making it a political instead of science issue. My own parents never took it, despite me going over the science personally with them multiple times. I’d think I changed their mind and they said they were probably going to take it, and then come back to me with questions I already answered regarding changing their DNA or using embryos or some unknown side effects that will take 10 years to show up…
 






Agree, mostly. Once you over complicate the message, or allow others to run ahead of you without correction, you have lost the ability to control the narrative. It allows unfiltered garbage on social media to spread nearly unchecked (despite the censoring efforts of the social media outlets and the administration).

what frightens me the most is that all companies are now looking at scenarios like this pandemic and deciding if they will play or sit it out in the future. Will they conclude that Pfizer craps out because of poor business decisions? or will they conclude that the short term bolus of cash isn’t worth the hangover that lasts too many quarters? Will they look at companies like Lilly that bailed early on Covid and focused on growing a sustainable enterprise? It’s frightening that the next pandemic (there will be another some day) companies will make a business not healthcare decision to play or not.
 












Agree, mostly. Once you over complicate the message, or allow others to run ahead of you without correction, you have lost the ability to control the narrative. It allows unfiltered garbage on social media to spread nearly unchecked (despite the censoring efforts of the social media outlets and the administration).

what frightens me the most is that all companies are now looking at scenarios like this pandemic and deciding if they will play or sit it out in the future. Will they conclude that Pfizer craps out because of poor business decisions? or will they conclude that the short term bolus of cash isn’t worth the hangover that lasts too many quarters? Will they look at companies like Lilly that bailed early on Covid and focused on growing a sustainable enterprise? It’s frightening that the next pandemic (there will be another some day) companies will make a business not healthcare decision to play or not.
What frightens me is that you wanted all this buried for 76 years. And the fact that you advocate for censorship at the same time.
 












Well to be fair about the messaging, I don’t think anyone could compete with the endless TikTok and Facebook posts making it a political instead of science issue. My own parents never took it, despite me going over the science personally with them multiple times. I’d think I changed their mind and they said they were probably going to take it, and then come back to me with questions I already answered regarding changing their DNA or using embryos or some unknown side effects that will take 10 years to show up…
Listen to Mom and Dad.
 






Well to be fair about the messaging, I don’t think anyone could compete with the endless TikTok and Facebook posts making it a political instead of science issue. My own parents never took it, despite me going over the science personally with them multiple times. I’d think I changed their mind and they said they were probably going to take it, and then come back to me with questions I already answered regarding changing their DNA or using embryos or some unknown side effects that will take 10 years to show up…
Sounds like Mom and Dad understand risk factors and can apply the integers 0.2 to the equation.
 
























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.

All this whining about DEI needs to stop. We have fake program here that was put in place only so that they can take pictures of some smiling colored folks (yeh, I said it) and drop them on our site or have some media company give us some BS diversity award.

I agree with every single other word you wrote. I remember an embarrassing Fortune magazine article about us a few months after I started. I am quite sure that HBR, Inc and Fortune are going to have a field day with this current fiasco.
 












PFE trading about 25% below the pre pandemic ranges. What a bungled mess that Pfizer sold billions in Covid products and that was a major factor to regain normalcy from the worst days of the pandemic, yet can fall 25% below the previous ranges. Asinine and incompetent
 






After announcing cost cutting measures on what can only be an ironic Friday the 13th, what has the stock price done? A drop of $3 per share for the week. If a sales rep gets that sort of wholesale loss, they go on a PIP. What does Albert get? More bonus money added to his coffers that he doesn’t need or has not earned. What a load of trash!!
 






After announcing cost cutting measures on what can only be an ironic Friday the 13th, what has the stock price done? A drop of $3 per share for the week. If a sales rep gets that sort of wholesale loss, they go on a PIP. What does Albert get? More bonus money added to his coffers that he doesn’t need or has not earned. What a load of trash!!

$25 up next!!! Hold the line Diamond hands your all going down w/ the ship!!!
 






After announcing cost cutting measures on what can only be an ironic Friday the 13th, what has the stock price done? A drop of $3 per share for the week. If a sales rep gets that sort of wholesale loss, they go on a PIP. What does Albert get? More bonus money added to his coffers that he doesn’t need or has not earned. What a load of trash!!
Oh don’t worry, Albert will write another book, this one about how he saved the company with these cuts, from the mess he created in the first place
 






Imagine going back in time to five years ago. Someone tells you there will be a global pandemic and one major pharmaceutical company will help develop and fully market a vaccine that gives individual protection against the worst outcomes of the virus. The development, approval and marketing of the vaccine plus an oral treatment in record time will largely influence a return to normalcy and financial calm. That company will book billions upon billions in sales.

would you have bought shares? Would you expect that company to get public accolades and respect? Would you expect the company trajectory to skyrocket and set a new standard for how investors in public companies are financially rewarded for buying in? That company should have been PFE.

instead over five years PFE is down around 20% start date to end date. The market index is up over 20% same time period. It is unfathomable that the opportunity could be so badly wasted. Leadership malfeasance that we are now resulting to cost cutting to dig out while top executives continue to bungle along.