Group 1 - Federal prosecutors in Manhattan are investigating a claim by GSK that Pfizer delayed announcing the success of its COVID vaccine until after the 2020 election [1][4] - GSK's former head of vaccine development, Philip Dormitzer, allegedly informed GSK colleagues about the delay, although he has disputed this account [1][2] - The US Attorney's Office has interviewed at least two individuals, including a GSK executive who documented a conversation with Dormitzer, and plans to interview a third person soon [3][5] Group 2 - President Trump previously claimed that Pfizer withheld positive data from vaccine clinical trials, but there has been no evidence to support this accusation [3][5] - Pfizer officials have not yet been interviewed by the prosecutors regarding the claims made by GSK [5][6] - GSK has chosen not to comment on the ongoing investigation, while Pfizer and the US Attorney's Office have not responded to requests for comments [6]

Core Viewpoint - Pfizer Inc. (NYSE: PFE) stock has been rated as a "Buy" since November 2021, despite experiencing new lows, and has recently begun to recover slowly [1] Group 1 - The stock recovery of Pfizer is noted to be gradual but consistent [1] - The analysis is provided by a chief investment analyst at a family office, indicating a professional perspective on the stock [1] - The investing group "Beyond the Wall Investing" offers insights similar to those prioritized by institutional market participants [1]

Core Viewpoint - Pfizer Inc. is currently viewed as a high-yield bargain stock with attractive dividends and reasonable valuations, making it a potential investment opportunity despite recent stock struggles [1]. Financial Performance - Pfizer's dividend yield stands at 6.5%, with a payout ratio of 54% of earnings, and the company has increased dividends five times in the past five years [2][3]. - The stock trades at a price/earnings ratio of 8.8X forward earnings, significantly lower than the Large Cap Pharmaceuticals industry's average of 17.17 [3]. Growth Prospects - Pfizer aims to add $25 billion to its top line by 2030, having already increased revenues by nearly $20 billion through acquisitions, notably Seagen, which contributed $3.4 billion in sales last year, reflecting a 38% increase on a pro forma basis [6]. - The company expects substantial growth in the oncology segment, planning to introduce three blockbuster cancer treatment drugs, each projected to generate over $1 billion in annual sales [7]. - Pfizer is targeting $1.5 billion in net cost savings by 2027 through its Manufacturing Optimization Program and maintains a strong cash position of $20.5 billion against short-term debt obligations of $6.9 billion [7]. Investment Considerations - Holding onto Pfizer stock is recommended due to its acquisitions and solid financial conditions, with current trading levels providing a cushion against market declines [8]. - However, the company faces challenges, including a significant drop in sales of Covid-19 products, with projected sales of Comirnaty and Paxlovid at $11 billion in 2024, down from $56.7 billion in 2022 [9].

Group 1 - Pfizer Inc. (PFE) stock was last covered on January 8, 2025, indicating ongoing interest in the company's performance [1] - The article emphasizes providing actionable investment ideas based on independent research, suggesting a focus on clarity and effectiveness in investment strategies [1] Group 2 - The service claims to help members outperform the S&P 500 and avoid significant losses during market volatility, highlighting its effectiveness in both equity and bond markets [2] - A 100% risk-free trial is offered to potential members, suggesting confidence in the service's ability to deliver results [2]

Core Viewpoint - Pfizer has fully divested its stake in Haleon, selling approximately 662 million shares for around $3.3 billion, marking its exit from the consumer health sector [1][2][3]. Group 1: Pfizer's Divestment Details - Pfizer sold 618 million ordinary shares of Haleon to institutional investors for about $3.1 billion, and an additional 44.14 million shares worth approximately $220 million directly to Haleon [2]. - The sale price for Haleon shares was £3.85 per ordinary share, totaling around £2.5 billion for the shares sold to institutional investors [1]. Group 2: Haleon Background - Haleon was formed as a consumer health joint venture between Pfizer and GSK in 2019, with GSK holding a controlling stake of 68% [3]. - GSK divested its entire stake in Haleon in May 2024, while Pfizer had been gradually reducing its stake since 2022, originally holding 32% [3]. Group 3: Market Impact - Following Pfizer's divestment, BlackRock Investment Management became Haleon's largest shareholder with a 5% stake [4]. - Haleon's stock has increased by 24.5% over the past year, outperforming the industry average increase of 9.5% [6]. Group 4: Industry Trends - Several large drugmakers, including J&J and Sanofi, have been divesting their consumer health divisions to refocus on their core pharmaceutical businesses [7][8]. - J&J separated its Consumer Health business into Kenvue in 2023 and fully exited its stake in mid-2024 [7]. Sanofi plans to create a publicly listed entity called Opella for its Consumer HealthCare unit, with a transaction expected to close in Q2 2025 [8].

Core Viewpoint - Pfizer is currently undervalued and presents a potential investment opportunity due to its low earnings multiple, attractive dividend yield, and ongoing acquisition strategy [1]. Group 1: Valuation and Financials - Pfizer is trading at a forward price-to-earnings (P/E) multiple of less than 9, significantly lower than the average P/E of nearly 18 for the Health Care Select Sector SPDR Fund, indicating it is a deeply discounted stock [4]. - The company is guiding for revenue between $61 billion and $64 billion for 2025, comparable to the $63.6 billion reported in the previous year, suggesting a modest decline but ongoing investment in growth opportunities [3][4]. Group 2: Dividend Yield - Pfizer's current dividend yield is 6.7%, well above the S&P 500's average yield of 1.4%, making it an attractive option for income investors amid market uncertainties [5]. - In 2024, Pfizer generated free cash flow of $9.8 billion, exceeding the $9.5 billion paid out in dividends, indicating the sustainability of its dividend payments [6]. Group 3: Acquisition Strategy - Pfizer aims to add $25 billion to its top line by 2030 through acquisitions and its pipeline, having already added about $20 billion, with the acquisition of Seagen in 2023 being a significant contributor [7][8]. - The company is exploring more strategic opportunities for modestly sized acquisitions that could enhance its pipeline and help meet revenue targets, potentially alleviating concerns about its business [8]. Group 4: Market Outlook - Despite being a cheap stock for some time, Pfizer's stable financials and potential for meaningful acquisitions suggest significant upside potential, although a rally may take time [9]. - Investors willing to buy shares of Pfizer could see substantial payoffs from both potential share price gains and accumulated dividend income over the years [10].

Core Viewpoint - The healthcare sector is resilient during economic downturns, making it a favorable environment for solid dividend stocks like Pfizer and Bristol Myers Squibb, which are currently undervalued and present excellent investment opportunities [1][2]. Group 1: Pfizer - Pfizer has faced challenges with declining sales from its coronavirus products and older products losing growth potential, but its forward P/E ratio of 8.9 is significantly lower than the healthcare industry's average of 17.2, indicating it is undervalued [3][6]. - The company has expanded its pipeline significantly, with nearly 60 oncology programs, many in late-stage studies, and plans to launch several blockbuster oncology drugs in the coming years [4][5]. - Pfizer's revenue for 2024 is projected at $63.6 billion, a 7% increase from the previous year, and it offers a forward yield of 6.7%, well above the S&P 500 average of 1.3% [5][6]. Group 2: Bristol Myers Squibb - Bristol Myers Squibb has successfully navigated patent cliffs by developing new products, resulting in a 7% revenue increase to $48.3 billion last year [7][8]. - The company has launched new medicines like Reblozyl, which generates over $1 billion in annual sales, and has a deep pipeline with 50 clinical compounds in development [8][10]. - Bristol Myers offers a forward yield of 4.20% and a forward P/E of 8.9, indicating reasonable valuation and a commitment to raising dividends [11][12].

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Uncertainty is everywhere. And while the stock market isn't even in correction territory, investors are clearly nervous, as we'reIf all of my articles over the past few weeks had to be summarized by one word, I think it would be "uncertainty."Analyst’s Disclosure: I/we have a be ...

Investor enthusiasm hit a fever pitch following the 2024 election, but took a punch to the gut recently. Market indexes have been falling as investors are beginning to assume President Trump will make good on repeated promises to raise the cost of goods entering the U.S. from the country's largest trading partners through tariffs.The biggest trade war losers to date have been the richly valued tech stocks at the top of the S&P 500 (^GSPC 1.08%) index. All the "Magnificent Seven" stocks finished March 18 dow ...

Pfizer (PFE) closed the most recent trading day at $26.21, moving -0.38% from the previous trading session. This move lagged the S&P 500's daily gain of 1.08%. Meanwhile, the Dow gained 0.92%, and the Nasdaq, a tech-heavy index, added 1.41%.The the stock of drugmaker has risen by 2.93% in the past month, leading the Medical sector's gain of 0.21% and the S&P 500's loss of 8.26%.The investment community will be closely monitoring the performance of Pfizer in its forthcoming earnings report. On that day, Pfiz ...