Added to YB: 2026-01-05
Pitch date: 2025-11-28
PFE [bullish]
Pfizer Inc.
-2.29%
current return
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States and internationally.
Market Cap
$143.2B
Pitch Price
$25.76
Price Target
42.00 (+67%)
Dividend
6.83%
EV/EBITDA
7.43
P/E
14.63
EV/Sales
3.03
Sector
Pharmaceuticals
Category
growth
Pfizer Inc. (NYSE: PFE): From Blockbusters to Chornic-Care Infrastructure Provider
PFE: COVID unwind complete, revealing stable $61-64B chronic care base (Eliquis, Prevnar, Vyndaqel). Two platforms poised for scaling: Seagen ADC oncology + Metsera GLP-1/amylin metabolic targeting payer-backed mass markets vs premium competitors. Fixed costs already expensed; margin expansion likely as platforms monetize. 6.7% div yield, PT $42+ (60% upside), strong balance sheet enables infrastructure economics transition.
Read full article (23 min)