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Damien Conover

No bio for this author yet.

Returns

Returns are calculated from when the stock pitches are posted and are equally weighted across all of the bullish stock pitches.

Author Stock Pitches

Stock pitches

Added to YB: 2024-05-09

Pitch date: 2024-05-01

PFE [bullish]

Pfizer Inc.

+4.23%

current return

Author Info

No bio for this author

Company Info

Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States, Europe, and internationally.

Market Cap

$152.4B

Pitch Price

$26.03

Price Target

42.00 (+55%)

Dividend

6.40%

Sector

Pharmaceuticals

Category

value

Show full summary:
Pfizer Inc.: Solid Results Supported by Steady Tracking Toward $4 Billion in Cost Cuts

$PFE - Wide-moat pharma giant undervalued as market underappreciates margin expansion potential from $4B in cost cuts by end of 2024. Q1 sales +11% (ex-COVID), rare disease drug Vyndaqel +66%. Risks: intensifying generics for Eliquis by 2026, Prevnar pressure from Merck's V116. $42 FVE on lower 2024 guide, but div secure. Cost cuts & new drugs to drive growth.

Read full article (8 min)

Added to YB: 2024-03-13

Pitch date: 2024-03-07

SNY [bullish]

Sanofi

+13.73%

current return

Author Info

No bio for this author

Company Info

Sanofi, a healthcare company, engages in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, Canada, and internationally.

Market Cap

EUR 115.6B

Pitch Price

EUR 84.28

Price Target

61.00 (-36%)

Dividend

4.08%

Sector

Pharmaceuticals

Category

growth

Show full summary:
Led by Dupixent, Sanofi's Solid Immunology Position Helps Support Steady Long-Term Growth

SNY: Dupixent drives growth, peak sales >€18B. Solid pipeline offsets patents loss; forecast 4% 5yr rev growth. Vaccines, consumer health & emerging markets back steady growth. Conover, CFA: $61 FVE. Mid patent losses & R&D spend pressure margin short-term, poised for post-2030s. Medium risk due to competition/regulatory hurdles. Standard CA Rating, strong BS & investments in rare diseases/immunology. CEO Hudson's leadership to drive efficiency & launches.

Read full article (6 min)