Pfizer

garrettod

Hi,

Any thoughts on why the Pfizer share hasn't performed particularly well, despite producing the first approved Covid - 19 vaccine and pre-selling hundreds of millions of doses?

Its pretty much at the same price as it was in January 2020, which is disappointing.

Dunfyy

BioNTech did most of work

Dunfyy

https://www.fool.com/investing/2020/12/26/whats-behind-the-vaccine-feud-between-pfizer-and-t/

namloc1980

The need to store the Pfizer vaccine at -70 degrees means that once the AstraZenica and JnJ ones come online it will fall into a more specialised role for specific patients. Vaccine sales will give a bit of a bump in 2021 but long term the vaccine isn't a winner. Pfizer has also lost patent on a couple of its long term winners and overall sales in the last couple of years have been static or declining. Pfizer is no longer a growth stock but it might be handy as a small part of a portfolio as a dividend payer.

garrettod

Dunfyy wrote: »

BioNTech did most of work

I think it's a 50:50 revenue split, is it not?

- see detail in the link, in my post below. Its suggesting $7bn revenue for Pfizer in 2021, alone.

garrettod

They also have another product in development, which is potentially a bigger future earner for them. It looks like an upgrade on an existing patent, so that justiciar patent expiry shouldn't matter.

https://www.fool.com/investing/2020/12/26/pfizers-pipeline-candidate-that-could-be-a-bigger/

garrettod

Any thoughts on holding Viatris, now the Pfizer (UpJohn) transaction has completed?

Personally, I saw that transaction as beneficial for Pfizer shareholders, sorting 2020 - although I suppose it all depends on when you sell etc.