The stock price

There are a few analysts saying that PFE is undervalued and poised for a comeback year. Half of Q1 is done and nothing yet…
Universally the sentiment is don’t tell me history or what you plan to do. Show something tangible that is worth buying. Dividend by itself isn’t enough to buy into growth

 

Im pretty sure if we knew how much money went into the whole thing (from paying some company to develop that monstrosity, to the actual ad body) we'd be shocked and appalled. We could've hired another 15 KAMs for that much money! Or, 45 PfizerConnect people!

 

Yeah Pfizer connect the way of the future!

 

PFE down again today
Moderna beat expectations
From FiercePharma
“We applaud Moderna’s actions to reposition Spikevax, as the company transitioned to a seasonal endemic market, resized its manufacturing footprint and flattened its commercial structure,” Lee Brown, global sector lead for healthcare at Third Bridge, wrote. “We view these efforts positively to allow for greater investment toward other promising growth drivers.”

This is what successful companies with their head in the game do. Unlike PFE

 

Pfizer thought we'd be in a permanent crisis/pandemic. Shows you just how tone deaf these people are here.

 

Just because Pfizer operates in permanent crisis, doesn’t mean the rest of the world does. The other companies figure it out and move on to something productive.

 

We basically have been for 3+ years, and will be until November. I miss knowing my phones would work when I needed them…oh well, that non existent balloon, etc.

 

Based on this continued downward spiral after we hit the motherlode of Covid-cash, Pfizer and the phrase "successful companies" ought not be mentioned again in the same sentence. Except maybe as a punchline.

 

Yes. While Moderna is down drastically from their pandemic era highs, the moves yesterday show how leadership can communicate a cohesive plan forward and gain value in the process. Moderna was up about 15% yesterday partly from beating market expectations. More of the financial commentary was on their clear path forward, such as why they reduced where they did and why they have invested in targeted areas where they can win.

PFE also beat expectations but had no clear plan to communicate. Blathered about how many people have taken Pfizer meds, 175 year history etc. Talked about a four point plan with no clear definition of what success will look like. It’s all lack of insights and leadership. We have the assets, the tools and people who want to succeed. We don’t have the leadership vision or inspiration to move the needle

 

An analyst from Guggenheim securities has PFE rated a BUY with a target of $36.

That’s still around 40% off the market high when the covid cash was rolling in. No one should be happy with a target of 36 except AB who “bet his pension” in the 20’s. The PFE board are absolute fools to continue on this putrid path and be happy with a paltry rebound to 36

 

A different analyst today put PFE at the top of the list of seven stocks to dump before Q2. Said he thought PFE would come back over time but no reason to hold it now. Great advice to sell after a 40% slump. Weak path forward with weak leadership in place

 

I remember when one senior leader crowed 3 or 4 years ago that "We are going to win the 'digital race' " or "innovation race". Something like that. Right around the time Pfizer Connect was launched. And those ridiculous VCCs.

We really and truly cant help ourselves. This is why The Street has such a low opinion of this place.

 

Those were the days. Walking into offices in person to set up VCC's. Asking people in person to call the connect line. If these people were any more stupid they'd need drool buckets.

 

They actually told us that our customers reported that they love the concept of those things!! Part of the problem, I have to say is that so many of us are forced to fake field rides. No one from back in NYC knows the real deal out here. Or worse, they know the real deal and keep getting consultants and our own data teams to lie so that we keep head count over-inflated. Its one big giant charade

 

Only thing that made it even sweeter was my manager, off camera and on mute, listening in.

 

They were the darkest of times

They were the scienciest of times

 

Forbes article details our ongoing slump and compares PFE to overall market rise over the past three years. Puts our fair value at $30.
Malfeasance that the board lets leadership continue in roles with this sorry performance.

 

The only way the stock will even see 33-35 again is if the Board does a major GUT job on upper Mgt. positions. It's not leadership, it's that there are to many layers of leaders and none of them will ever take the steps to downsize their own jobs. It's like Congress and term limits... never going to happen when you have layers and layers of Presidents, Vps and Group Leaders doing little if anything and all making gobs of money. more than half of them are not even in the office and trying to write their very own self help book. If anyone took the job because of the stock they need their head examined. My guess PFE won't see 35 for another 20-30 years and will see 25-26 by end of year.

 

That was the idiot narcissist Lagunawich, the phony zen boy.....taking pictures of his feet on vacation. clown.

 

Speaking softly from his Bedroom Office