Added to YB: 2026-01-15
Pitch date: 2026-01-13
PFE [bullish]
Pfizer Inc.
+1.39%
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
$143.0B
Pitch Price
$25.23
Price Target
45.00 (+76%)
Dividend
6.84%
EV/EBITDA
7.42
P/E
14.62
EV/Sales
3.03
Sector
Pharmaceuticals
Category
turnaround
Alpha Talon Investment Research Analysis of the 44th Annual J.P.Morgan Healthcare Conference - Pfizer Inc.
PFE: Reset narrative post-COVID with $5.6B cost cuts improving margins. LOE pressure 2026-28 but acquisitions (Seagen, Biohaven, Metsera) driving double-digit growth to offset expiries. 20+ pivotal studies in 2026, GLP-1 pipeline via Metsera with Phase II 2026. Alpha Talon $45 price target, emphasizing dividend yield + post-2028 growth optionality.
Read full article (3 min)