This investor's campaign is stoking some undesirable corporate intrigue.What a twist! An activist investment fund, Starboard Value, has recently been pushing Pfizer (PFE -0.27%) to increase shareholder value. Though they initially supported its campaign, Pfizer's former chief executive officer and chief financial officer both made a late-night about-face on Oct. 9, publicly pledging instead to support the current CEO, Albert Bourla. Now, Starboard's $1 billion stake in the limping pharma juggernaut may mean ...

Pfizer (PFE) announced that the FDA has approved its subcutaneously administered drug marstacimab for treating certain hemophilia patients. The drug will be marketed under the trade name Hympavzi.With this nod, the once-weekly Hympavzi is approved for routine prophylaxis (RP) to prevent or reduce the frequency of bleeding episodes in patients aged 12 years and older with hemophilia A or B, without inhibitors to Factor VIII (FVIII) or Factor IX (FIX).The FDA’s approval is based on data from the phase III BAS ...

Pfizer Analysis - Pfizer's trailing-12-month operating income is $1.3 billion, down 94% from three years ago due to declining revenue from its coronavirus vaccine and antiviral treatments, as well as underwhelming sales of new product launches like the RSV vaccine [2] - Pfizer's EV/R ratio is 4.1 and P/B multiple is 1.9, indicating a pessimistic market view of the company's future value [3] - Wall Street analysts estimate Pfizer's EPS will grow 9.6% annually in the long term, but expect weak growth in the near term [3] - An activist investor group, Starboard Value, took a $1 billion stake in Pfizer, and management is pursuing cost cuts to reduce annual expenses by $4 billion by the end of 2024 [4] - Pfizer's long-term strategy focuses on R&D and business development, particularly in cancer drugs, with recent acquisitions like Seagen aimed at bolstering growth by 2030 [4] - Pfizer's shares are considered undervalued, with potential for a turnaround in profitability through cost cuts and pipeline successes [8] Eli Lilly Analysis - Eli Lilly's trailing-12-month normalized diluted EPS grew 60% over the last three years, reaching $12.13, driven by strong growth in its type 2 diabetes and obesity therapies, Mounjaro and Zepbound [5] - Zepbound generated over $1.2 billion in sales in Q2 alone, with demand outpacing manufacturing capacity, leading to significant investments in production [5] - Eli Lilly's pipeline includes numerous mid- and late-stage candidates, with a focus on cardiometabolic drugs and other segments [6] - Eli Lilly's EV/R ratio is 21.8, P/B multiple is 60.7, and P/E multiple is 112.7, significantly higher than the pharma industry average of 28.5 [7] - Wall Street analysts project Eli Lilly's EPS will grow 42% annually in the long term, justifying its high valuation [7] Comparison and Conclusion - Pfizer is currently the better bargain compared to Eli Lilly, though it carries higher risk due to its current underperformance [8] - Pfizer's undervaluation presents an opportunity for investors if the company successfully executes its turnaround strategy [8]

There may be changes coming to this company, if the activists get their way.On Oct. 6, The Wall Street Journal reported that activist investor group Starboard Value owns a stake in Pfizer (PFE -2.82%) that's worth approximately $1 billion. Now, Starboard will aim to work with the company's management as well as consult with former executives -- all with the aim of turning around Pfizer's sagging fortunes.But can bringing in a new group of advisors do much to bolster Pfizer's competitiveness? Was there actua ...

The company's latest institutional shareholder has made some troubling allegations against it.There was some intriguing news from a Pfizer (PFE -2.82%) shareholder on Thursday that was not taken well by the market. Confirming media reports, an activist investor has taken a small stake in the healthcare giant, and announced itself with a letter to the company's board. Investors reacted by trading Pfizer stock down by almost 3%; this was a notably steeper fall than the S&P 500 index's 0.2% dip.Starboard confi ...

Key TakeawaysTwo former Pfizer executives published a statement saying they support management as it gets pressured for changes by activist investor Starboard Value.The ex-Pfizer executives, Ian Read and Frank D'Amelio, said they didn't want to get involved with Starboard's efforts to seek change.Starboard on Thursday accused people inside Pfizer of threatening Read and D'Amelio if they backed Starboard's efforts. Pfizer (PFE) shares lost ground Thursday after two former executives released a statement supp ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Pfizer (PFE) . This company, which is in the Zacks Large Cap Pharmaceuticals industry, shows potential for another earnings beat.This drugmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 39.88% ...

Ian Read, chairman and chief executive officer of Pfizer Inc., gestures as he speaks during a panel session at the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 17, 2017.Activist Starboard Value accused Pfizer of threatening litigation against the company's former CEO and CFO in order to get them to break ranks with the investor's nascent turnaround campaign at the pharmaceutical giant.Starboard managing member Jeff Smith said in a Thursday letter to Pfizer's board that the company or i ...

Both of these stocks should have plenty of room to run.Are there misconceptions about investing? You bet there are. One of the biggest, in my opinion, is that you need a lot of money to get started. That's not true at all.You can find plenty of affordable stocks that offer solid long-term growth prospects. If you're interested in the healthcare sector, it's an especially easy task. Here are two no-brainer healthcare stocks to buy with $200 right now.Pfizer: A better story than meets the eyeI can imagine som ...

Ian Read, chairman and chief executive officer of Pfizer, speaks as President Donald Trump, left, listens during an announcement on a new pharmaceutical glass packaging initiative in the Roosevelt Room of the White House in Washington, D.C., July 20, 2017.Former Pfizer CEO Ian Read and ex-CFO Frank D'Amelio said Wednesday evening that they would step away from Starboard Value's campaign at the struggling pharmaceutical giant, just days after news of the activist's stake broke.Read and D'Amelio said they wer ...