Сигналы
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u/Dismal-Cancel4958
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+5.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 мар
$26.60
+5.5%
PFE trades at ~8.8x forward P/E with a 6.5% dividend yield, significantly cheaper than peers like MRK and JNJ. The market is hyper-focused on the COVID revenue drop and patent cliff, ignoring the $43B Seagen acquisition, cost cuts, and 2026 pipeline catalysts. PFE is a textbook value play with capped downside and enormous upside potential over the next 3-5 years, paying a safe dividend while you wait. The Seagen acquisition fails to deliver expected revenues, pipeline catalysts disappoint, or the patent cliff impact is worse than anticipated.
PFE trades at ~8.8x forward P/E with a 6.5% dividend yield, significantly cheaper than peers like MRK and JNJ. The market is hyper-focused on the COVID revenue drop and patent cliff, ignoring the $43B Seagen acquisition, cost cuts, and 2026 pipeline catalysts. PFE is a textbook value play with capped downside and enormous upside potential over the next 3-5 years, paying a safe dividend while you wait. The Seagen acquisition fails to deliver expected revenues, pipeline catalysts disappoint, or the patent cliff impact is worse than anticipated.
Фарма и биотех
Показано 1 из 1 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/Dismal-Cancel4958 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: PFE.
