Pfizer, Inc. (NYSE:PFE)

CAPS Rating: 4 out of 5

A research-based pharmaceutical company, Pfizer discovers, develops, manufactures, and markets prescription medicines such as Lipitor, Celebrex, and Viagra.

PFE News and Commentary

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5,541 Outperform
582 Underperform
 

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1,199 Outperform
76 Underperform
 

Wall Street

35 Outperform
3 Underperform
 

Top PFE Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

DanCooper76 (< 20)
Submitted June 28, 2013

$10 billion buyback

poerqwa (< 20)
Submitted September 27, 2014

The stock has been underperforming for a while now. AstraZeneca and other pharma-peers are showing a nice growth(in stock price). The recent fail of Pfizer to take over AstraZeneca(AZN) and nothing special in the works, only proves to me that for the… More

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Recent Community Commentary

Read the most recent pitches from players about PFE.

Recs

0
Member Avatar TrevorCarson (60.57) Submitted: 6/5/2018 3:44:19 PM : Outperform Start Price: $36.47 PFE Score: -1.35

portefeuille pick

Recs

0
Member Avatar redrover1001 (44.79) Submitted: 6/4/2018 1:16:08 PM : Outperform Start Price: $36.38 PFE Score: -1.19

So much in their pipeline!
TMFTypeoh (91.16) Submitted: 4/5/2018 7:25:21 AM : Outperform Start Price: $35.33 PFE Score: -0.70

Divi + modest growth + cheap valuation

Also see Motley Fool:
TSprings11 (80.30) Submitted: 4/20/2018 9:55:17 PM : Outperform Start Price: $35.49 PFE Score: -1.96

Pfizer, could prove to be undervalued. How do I know that? Because I wrote a 48 page report on it for Strategic Management.

Here is a bit of it....

Recs

0
Member Avatar TMFRendezvous (90.72) Submitted: 4/20/2018 9:55:17 PM : Outperform Start Price: $35.49 PFE Score: -3.06

Pfizer, could prove to be undervalued. How do I know that? Because I wrote a 48 page report on it for Strategic Management.

Here is a bit of it....

Strengths and Weaknesses
Pfizer has numerous strengths. First, they are the second-largest pharmaceutical manufacturer in the world; having a well-known, large, and influential brand helps Pfizer attract customers, negotiate with suppliers, and hire the best talent. Second, Pfizer has the patents of popular drug products, including Lipitor and Viagra; in an industry where intellectual property is the source of the majority of profits, having these patents allows Pfizer to thrive. Third, Pfizer has a template for aggressive mergers and acquisitions, because they have successfully executed multiple mergers and acquisitions in the past. Having this knowledge of what it takes to complete a merger or acquisition will help Pfizer in any future scenario.
Pfizer’s weaknesses include stifled innovation and reduced research and development budgets. Due to the diminished research and development budget, it is difficult for Pfizer to produce the type of groundbreaking, blockbuster drug it has previously profited from. Going forward, Pfizer will need to find some way to mitigate the diminished budget to ensure continued innovation.
The Environment
Broad Environment
Events and changes in the broad environment substantially influence Pfizer and the industry as a whole. Technology, societal changes, economic trends, and political influences all alter the space Pfizer competes in and shapes the industry as a whole.
Economic
Three major economic trends are currently affecting the pharmaceutical industry. First, the size of the company is trending towards an inverse correlation with performance; big pharmaceutical companies, including Pfizer, Merck, and Bristol Myers-Squibb, have underperformed compared to small biotechnology companies. Although this makes mergers and acquisitions, an attractive strategy for the industry, acquisitions are facing more scrutiny after the scandals that followed the series of acquisitions by Valeant Pharmaceuticals, in which the strategy was to increase the prices of drugs that had monopoly power, drawing heavy criticism from Congress and consumers alike. Second, there is a shift toward generic drugs due to drug pricing scandals, which alters the pricing environment of the industry. Third, despite high costs of going through the FDA approval process, it is difficult to get a drug approved; this alters how companies approach research and development budgets. The case notes that the number of new drugs approved by the FDA per billion dollars of R&D expenditures have halved every 9 years since 1950.
Technological
Key advances in healthcare technology are in the areas of genomics, biologics (preventative care), and oncology. As the healthcare landscape changes from a pay for service model to a pay for quality of care model, many companies can no longer rely on strong demand from for drugs treating chronic diseases, and focus more on preventative medicine.
Societal
The largest societal trend affecting the pharmaceutical industry is increased societal attention to drug pricing. The case notes two particularly significant examples. First, Turing Pharmaceutical increased the price of Daraprim, which is used primarily by AIDS patients and pregnant women, by over 5,000%. Second, Mylan, who manufactures the injector EpiPen, increased the price from $265 to $600 in less than three years. These cases received national attention and fostered significant moral outrage toward the pharmaceutical industry. In a societal environment that increasingly views drug pricing scandals as an egregious violation of ethics, pharmaceutical companies will need to reject pricing strategies that exponentially increase drug prices and develop other ways .
Political/Legal
Four elements of the political and legal environment are particularly impactful to the pharmaceutical industry including: the Food and Drug Administration (FDA), the Affordable Care Act, the Office of Pharmaceutical Quality (OPQ), and political action committees.
First, the FDA is an incredibly influential force within the pharmaceutical industry. The case notes, “The FDA has primarily provided oversight over pharmaceutical product quality through two actions: reviewing drug applications and inspecting factories for compliance with good manufacturing practices.” FDA approval is an essential component of getting any drug to market.
Second, the Affordable Care Act has impacted the pharmaceutical industry by creating incentives for pharmaceutical companies to reduce costs of branded prescription drugs and by supporting the creation of biosimilar drugs. The Affordable Care Act allowed biosimilar drugs to be fast tracked by the FDA. While fast tracking biosimilars will likely be beneficial for consumers, it could cause market share to be taken away at a faster rate than anticipated, thus shortening the lifecycle of cash cow drugs.
Third, the Office of Pharmaceutical Quality (OPQ) was created in January, 2015 to enhance the quality of pharmaceuticals. The case writes, “Its mission is to assure supply of quality drugs to the American market, use enhanced science, and risk-based methods, leverage quantitative and expert assessments for product oversight, encourage development and adoption of new technologies, and ‘provide seamless integration of review inspection, surveillance, policy, and research across the product life cycle.’” While the FDA will continue to provide oversight, OPQ will provide another check to the pharmaceutical industries power.
Fourth, lobbying through political action committees allows the pharmaceutical industry to help to create the political and legal environment they operate in. For example, Pfizer has reputation for donating to political action committees to support their strategic interests. The case reports that, in 2015, Pfizer donated over 9.4 million dollars to PAC’s in opposition to proposition 61, a law that would require drug manufacturers to lower prices to the subsidized rate in which they are sold to the department of Veterans Affairs. In total pharmaceutical companies contributed $109 million, with Merck & Co. donating $9.4 million and Johnson & Johnson donating $9.3 million.
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Leaderboard

Find the members with the highest scoring picks in PFE.

Score Leader

TrackJimCramer

TrackJimCramer (85.47) Score: +157.91

The Score Leader is the player with the highest score across all their picks in PFE.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
compfreak999 73.14 6/20/2008 Outperform 1Y $11.62 +211.14% +116.97% +94.17 1 Comment
SomersGOP < 20 6/23/2008 Outperform 1Y $11.67 +209.89% +116.05% +93.84 0 Comment
rschotzing 81.30 6/23/2008 7/19/2008 Outperform 3Y $11.67 +209.89% +116.05% +93.84 0 Comment
GracieMD1998 < 20 6/23/2008 Outperform 1Y $11.67 +209.89% +116.05% +93.84 0 Comment
MATTALANKANE 83.16 6/23/2008 Outperform 5Y $11.67 +209.89% +116.05% +93.84 1 Comment
eckertbt < 20 6/23/2008 Outperform 3Y $11.67 +209.89% +116.05% +93.84 1 Comment
mooses2 49.32 6/23/2008 Outperform NS $11.67 +209.89% +116.05% +93.84 0 Comment
gtmitc 49.70 6/23/2008 Outperform 1Y $11.67 +209.89% +116.05% +93.84 0 Comment
AlIskandarani 70.55 6/12/2008 Outperform 1Y $11.80 +206.37% +112.76% +93.61 1 Comment
megamillion2 42.26 6/12/2008 Outperform 5Y $11.80 +206.37% +112.76% +93.61 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackBMOCapital < 20 2/9/2015 Outperform NS $29.29 +23.44% +35.06% -11.62 0 Comment
TrackJimCramer 85.47 1/28/2014 Outperform 3W $25.88 +39.75% +54.44% -14.70 0 Comment
TrackJimCramer 85.47 12/13/2013 Underperform 3W $30.25 +0.56% +0.54% -0.02 1/28/2014 @ $30.42 0 Comment
TrackStandpoint 36.29 7/2/2013 Underperform 5Y $27.06 +11.01% +16.55% +5.54 5/5/2014 @ $30.04 0 Comment
TrackCreditSuiss 90.81 2/8/2013 Underperform NS $22.39 +61.52% +82.89% +21.37 0 Comment
TrackTheStreetRa 75.34 1/15/2013 Outperform NS $21.91 +65.07% +89.05% -23.98 0 Comment
TrackBMOCapital < 20 10/1/2012 Outperform NS $23.38 +28.27% +36.46% -8.19 7/28/2014 @ $29.99 0 Comment
TrackCowenandCo 80.99 9/24/2012 Outperform NS $23.45 +30.82% +26.32% +4.50 1/10/2014 @ $30.68 0 Comment
TrackPoisedTo < 20 7/20/2012 Outperform 5Y $19.15 +88.80% +101.94% -13.14 0 Comment
TrackGaryBSmith 90.37 6/22/2012 Outperform 3W $18.38 +96.78% +107.22% -10.44 0 Comment
TrackTobinSmith < 20 2/3/2012 Outperform 1Y $16.97 +113.08% +105.56% +7.52 0 Comment
TrackCAPSDogs < 20 1/5/2012 Outperform 1Y $17.10 +111.45% +115.89% -4.44 1 Comment
TrackJimCramer 85.47 12/19/2011 Outperform 3W $19.69 +53.63% +48.07% +5.56 12/13/2013 @ $30.25 0 Comment
TrackZacks < 20 11/23/2011 Outperform 3M $18.45 +19.08% +12.19% +6.89 1/18/2012 @ $21.97 1 Comment
TrackUltraLong < 20 11/3/2011 Underperform NS $15.45 +134.12% +120.77% -13.34 1 Comment
TrackMKMPartners 94.88 10/7/2011 Outperform NS $14.51 +149.29% +137.12% +12.17 0 Comment
TrackGoldmanSach 81.54 8/15/2011 Outperform 5Y $14.26 +153.56% +132.03% +21.53 1 Comment
TrackArgus 86.87 8/10/2011 Outperform NS $13.85 +161.03% +139.94% +21.09 0 Comment
TrackStandpoint 36.29 8/5/2011 Outperform 5Y $17.46 +12.74% +2.40% +10.34 11/1/2011 @ $19.69 0 Comment
TrackZacks < 20 7/12/2011 Outperform 3M $19.79 -7.48% -8.99% +1.51 8/16/2011 @ $18.31 1 Comment
TrackJefferies 81.19 5/21/2010 Outperform NS $11.16 +224.01% +161.13% +62.89 0 Comment
TrackDavidTepper 87.97 3/31/2010 Outperform NS $12.63 +186.24% +141.07% +45.17 0 Comment
TrackJimCramer 85.47 2/18/2010 Underperform 3W $16.36 +29.25% +8.46% -20.79 12/20/2011 @ $21.14 0 Comment
TrackJimCramer 85.47 11/2/2009 Outperform 3W $16.63 +6.61% +6.32% +0.29 2/19/2010 @ $17.73 0 Comment
TrackBarclaysCap 89.02 10/20/2009 Outperform NS $16.26 +12.52% +8.88% +3.64 9/14/2011 @ $18.30 0 Comment
TrackJPMorgan 87.28 10/17/2009 Outperform NS $16.93 -1.24% +9.20% -10.44 4/30/2010 @ $16.72 0 Comment
TrackMuhlenkamp 38.44 7/10/2009 Outperform 1Y $10.18 +255.07% +216.79% +38.29 2 Comments
TrackEinhorn 95.57 6/8/2009 Outperform 1Y $10.31 +250.89% +197.78% +53.11 2 Comments
TrackJimCramer 85.47 6/5/2009 Underperform 3W $14.37 +17.99% +10.33% -7.65 11/3/2009 @ $16.95 0 Comment
TrackJimCramer 85.47 5/29/2009 Outperform 3W $5.08 +185.63% +2.18% +183.45 6/5/2009 @ $14.51 0 Comment
TrackStandpoint 36.29 4/27/2009 Outperform NS $12.30 +63.28% +50.87% +12.41 3/14/2011 @ $20.09 0 Comment
TrackLeerinkSwan 95.45 2/12/2009 Outperform NS $10.13 +256.83% +242.59% +14.24 0 Comment
TrackUBS 92.16 2/9/2009 Outperform NS $10.70 +237.94% +223.64% +14.30 0 Comment
TrackJimCramer 85.47 2/3/2009 Underperform 3W $14.72 +3.21% +10.50% +7.28 5/30/2009 @ $15.19 0 Comment
TrackCreditSuiss 90.81 2/2/2009 Outperform NS $12.21 +121.04% +85.00% +36.04 2/7/2013 @ $26.99 0 Comment
TrackJimCramer 85.47 12/23/2008 Outperform 3W $17.03 -10.75% -2.81% -7.94 2/3/2009 @ $15.20 0 Comment
TrackSoleil 98.02 12/11/2008 Outperform NS $11.37 +218.00% +216.87% +1.14 0 Comment
TrackFortune2009 < 20 12/11/2008 Outperform 1Y $11.47 +215.13% +225.26% -10.13 0 Comment
TrackArgus 86.87 12/3/2008 Outperform NS $14.42 +21.95% +45.58% -23.62 11/4/2010 @ $17.58 0 Comment
TrackZacks < 20 10/14/2008 Outperform 3M $16.45 -3.82% -16.15% +12.32 1/27/2009 @ $15.82 1 Comment
TrackBWS 96.67 10/10/2008 Outperform NS $15.03 +21.42% +15.17% +6.26 11/4/2008 @ $18.25 0 Comment
TrackBerkowitz 86.20 8/27/2008 Outperform 1Y $13.07 +176.60% +123.71% +52.89 5 Comments
TrackBroadpointAmTech < 20 6/27/2008 Outperform NS $14.49 +52.09% +7.29% +44.80 4/17/2012 @ $22.03 0 Comment
TrackPatDorsey < 20 1/25/2008 Outperform 5Y $17.86 +35.32% +3.85% +31.47 11/9/2012 @ $24.17 0 Comment
TrackBRogers 98.01 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 3 Comments
TrackEveillard 95.68 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 1 Comment
TrackBrandes < 20 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 2 Comments
TrackWhitman < 20 9/30/2007 Outperform NS $23.80 -5.82% -4.17% -1.64 12/31/2007 @ $22.42 1 Comment
TrackSoros 87.49 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 1 Comment
TrackHillman 97.51 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 7 Comments
TrackDreman 28.47 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 2 Comments
TrackNWQ < 20 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 1 Comment
TrackDodgeCox 92.73 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 2 Comments
TrackVanDenBerg 97.88 9/30/2007 Outperform NS $23.43 -16.44% -9.30% -7.14 5/27/2008 @ $19.58 1 Comment
TrackHAndW 90.08 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 3 Comments
TrackRichPzena 85.61 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 2 Comments
TrackJohnRogers 71.38 9/30/2007 Outperform NS $23.80 -5.82% -4.17% -1.64 12/31/2007 @ $22.42 1 Comment
TrackSnow 73.51 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 5 Comments
TrackEdwardOwens 98.91 9/30/2007 Outperform NS $15.70 +130.39% +89.91% +40.49 5 Comments
TrackScottBleier < 20 8/31/2007 Outperform 3M $19.39 +24.99% -6.19% +31.18 11/9/2012 @ $24.23 0 Comment
TrackZacks < 20 6/8/2007 Underperform 3M $25.89 -12.67% -11.92% +0.75 1/26/2008 @ $22.61 1 Comment
Track2007Wired40 99.13 3/27/2007 Underperform 1Y $16.01 +125.83% +104.66% -21.17 0 Comment
TrackMichaelSivy 97.92 3/20/2007 Outperform 1Y $15.82 +128.62% +107.41% +21.21 0 Comment
TrackLehmanBros < 20 12/4/2006 Underperform NS $22.29 +1.64% -3.60% -5.24 2/29/2008 @ $22.65 0 Comment
TrackDeutscheSec 87.61 12/4/2006 Outperform NS $14.70 +146.06% +109.29% +36.77 0 Comment
TrackJimCramer 85.47 9/25/2006 Underperform 3W $25.42 -33.01% -35.17% -2.15 12/24/2008 @ $17.03 0 Comment
TrackBofASec 92.24 9/22/2006 Outperform NS $17.53 +106.29% +122.99% -16.71 0 Comment
TrackHSBC 30.86 9/6/2006 Outperform NS $27.30 -8.56% +17.54% -26.10 7/18/2007 @ $24.96 0 Comment
TrackJimCramer 85.47 7/20/2006 Outperform 3W $23.71 +19.57% +6.18% +13.39 9/26/2006 @ $28.35 0 Comment
Track2006Wired40 99.86 6/27/2006 Outperform 1Y $14.17 +155.24% +138.01% +17.23 0 Comment
TrackJimCramer 85.47 4/4/2006 Underperform 3W $25.10 -5.54% -4.35% +1.19 7/20/2006 @ $23.71 0 Comment

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