CDC heading into a critical meeting this week. A vaccine advisory committee is scheduled to meet over two days expected to discuss vaccine mandates for COVID BMRV and more. This comes after a report Friday said the Trump administration was preparing to link COVID shots to some pediatric deaths.Joining us now is former FDA commissioner, CNBC contributor Dr. . Scott Gotautle, also board member of Fizer and Aluminina. It's great to have you back, Dr.. Gotautle, and good to see you. What do you think is most at ...

Core Insights - The decision has been made to sell shares in Pfizer and use the proceeds to invest in Novo Nordisk, indicating a strategic shift in investment focus [1]. Group 1: Investment Strategy - The objective is to identify reasonably priced companies with steady long-term growth prospects and uncover small- and mid-cap companies with potential for exponential growth through fundamental analysis [1]. Group 2: Professional Background - The individual has a background as a corporate lawyer with an MBA and has spent 7 years practicing at prestigious law firms, now operating a boutique law firm focused on investment transactions and dispute resolution for the past 10 years [1].

Core Insights - Pfizer offers a high dividend yield of approximately 7%, significantly higher than the S&P 500's average yield of around 1.2% [1][3] - The company has a long history of dividend payments, having paid dividends for 347 consecutive quarters and increased payouts for 15 consecutive years [3] Financial Performance - Pfizer's recent forward-looking price-to-earnings (P/E) ratio is 8, below its five-year average of 10, indicating potential undervaluation [4] - In the second quarter, Pfizer reported a 10% year-over-year revenue increase and a 30% jump in earnings per share [4] - The company raised its full-year 2025 adjusted diluted EPS guidance, reflecting confidence in its strategic execution and shareholder returns [4] Growth Potential - Pfizer has a robust pipeline with over 50 programs and 80+ clinical trials globally, dedicating 40% of its R&D budget to oncology [4]

Companies that manufacture authorized COVID-19 shots are down significantly following word that a closely watched CDC vaccines advisory committee meeting next week will receive a presentation tying the vaccines to the deaths of 25 children. Moderna (NASDAQ:MRNA), Pfizer ( ...

Core Insights - Pfizer has strengthened its R&D pipeline through mergers and acquisitions (M&A) and successful clinical trials over the past decade [1] - The company expects to have eight or more blockbuster oncology medicines in its portfolio by 2030 [4][10] Oncology Pipeline - Pfizer has advanced its oncology pipeline with several candidates in late-stage development, including vepdegestrant, atirmociclib, and sigvotatug vedotin [2][10] - Sasanlimab is under review for high-risk non-muscle invasive bladder cancer, and Pfizer has exclusive rights to develop SSGJ-707, a dual PD-1 and VEGF inhibitor [3] Recent Approvals and Growth - In 2023, Pfizer achieved a record with nine new medicine/vaccine approvals, and in 2024, it gained approval for a gene therapy for hemophilia [5][10] - New products are contributing to top-line growth, and the company maintains a robust R&D pipeline with potential blockbuster drugs [6] Competitive Landscape - Major competitors in the oncology space include AstraZeneca, Merck, Johnson & Johnson, and Bristol-Myers, each with significant oncology sales contributing to their overall revenues [8][9][11] Financial Performance - Pfizer's stock has declined 1.2% in 2023, while the industry has seen a 1.5% increase [12] - The company's shares are trading at a price/earnings ratio of 8.01, lower than the industry average of 14.75 and its own 5-year mean of 10.71 [13] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings has increased from $3.05 to $3.13 per share, while the estimate for 2026 remains stable at $3.09 [14]

Investment Strategy - The company focuses on spotting high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 2-3 times outweighing the downside risk [1] - The investment methodology includes identifying high-conviction opportunities through leadership and management analysis, market disruption and competitive positioning, financial health and risk management, valuation, and portfolio construction [1] Leadership & Management Analysis - Proven track record in scaling businesses is essential, along with smart capital allocation and insider ownership [1] - Consistent revenue growth and credible guidance are critical factors for evaluation [1] Market Disruption & Competitive Positioning - A strong technology moat and first-mover advantage are key competitive advantages [1] - Network effects that drive exponential growth and market penetration in high-growth industries are prioritized [1] Financial Health & Risk Management - Sustainable revenue growth with efficient cash flow is a focus area [1] - Maintaining a strong balance sheet and long-term survival runway is crucial, along with avoiding excessive dilution and financial weakness [1] Valuation & Asymmetric Risk/Reward - Revenue multiples compared to peers and DCF modeling are used for valuation [1] - Institutional backing and market sentiment analysis are considered to ensure downside protection with significant upside potential [1] Portfolio Construction & Risk Control - Core positions (50-70%) consist of high-confidence, stable plays, while growth bets (20-40%) are high-risk, high-reward opportunities [1] - Speculative investments (5-10%) are allocated to moonshot disruptors with massive potential [1]

Chinese drug makers put on a brave face in the wake of a report that said the Trump administration was considering new restrictions on China-developed medicines, citing the country's supply chain and cost advantages, according to executives at a forum in Hong Kong on Thursday. While shares of Hong Kong-listed Chinese drug makers plunged after Thursday's New York Times report that the US government was drafting an executive order to curb licensing deals with China-based firms, pharmaceutical executives at ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Since November 2021 , I've been bullish on Pfizer Inc.'s (NYSE: PFE ) stock, actively arguing that the LOEs they were supposed to go through weren't actually changing the long-term fundamental picture: TheDaniel Sereda is chief investment analyst at a family office ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Since November 2021 , I've been bullish on Pfizer Inc.'s (NYSE: PFE ) stock, actively arguing that the LOEs they were supposed to go through weren't actually changing the long-term fundamental picture: TheDaniel Sereda is chief investment analyst at a family office ...

My colleagues and I (Kody) at Wide Moat Research routinely search our 500-stock universe for investment opportunities. Overall, we like to cover quality businesses trading at a margin of safety.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested in dividend investing since about 2009.Since July 2018, I have ran Kody's Dividends. This ...