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Pfizer

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  • 27-12-2020 3:22am
    #1
    garrettod
    Registered Users Posts: 2,420 ✭✭✭


    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.

    Thanks,

    G.



Comments

  • Options
    #2
    Dunfyy
    Site Banned Posts: 113 ✭✭Dunfyy


    BioNTech did most of work


  • Options
    #3
    Dunfyy
    Site Banned Posts: 113 ✭✭Dunfyy


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


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    #4
    namloc1980
    Registered Users Posts: 18,064 ✭✭✭✭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.


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    #5
    garrettod
    Registered Users Posts: 2,420 ✭✭✭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.

    Thanks,

    G.



  • Options
    #6
    garrettod
    Registered Users Posts: 2,420 ✭✭✭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/

    Thanks,

    G.



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  • Options
    #7
    garrettod
    Registered Users Posts: 2,420 ✭✭✭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.

    Thanks,

    G.



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