Pfizer Inc. (PFE)

All Comments on PFE

  • commenter
    Aug 29 01:39 AM
    The Long Case for Pfizer [view article]
    No, PFE is the 2nd largest position at Bruce Berkowitz's FAIRX. Check out its SEC for yourself! Reply
  • commenter
    Aug 28 01:23 PM
    My Website
    Five Biopharma Companies Drop on Negative Drug News [view article]
    Zyprexa has generated a lot of bad press for Eli Lilly and they still have unresolved Zyprexa settlement claims.
    Eli Lilly is 'reaping the whirlwind' for aggressive marketing of Zyprexa that has caused suffering and deaths.
    Zyprexa is being avoided by doctors they aren't prescribing it for new patients at all anymore.
    --
    Daniel Haszard 4 year Zyprexa patient who got diabetes from it.
    Reply
  • commenter
    Aug 28 09:38 AM
    Pfizer Is Worth Another Look [view article]
    Mr. Shiv certainly hit the nail on the head. When big pharma gets into generics, they'll prosper and generic folk will wither away. Reply
  • commenter
    Aug 28 09:30 AM
    Pfizer Is Worth Another Look [view article]
    Excellent article presenting both sides of the case for Pfizer. Well done! Reply
  • commenter
    Aug 28 09:14 AM
    Pfizer Is Worth Another Look [view article]
    PFE is definitely worth a close look; hell its a screaming buy. The PFE big problem is that if science does not deliver, the necessary catalyst is lacking. And after 10 years, repair is going to take time. My view is that there is a strong case for major pharma, even if science is slow in delivery. Ultimately it comes down to considering whether a non research based pharma (generic) can survive. My view is that as time goes by, the marketing machine of big pharma will be the single most important asset for big pharma. Generic sellers will end up being low cost contract manufacturers for major pharma. If PFE decides to compete once Lipitor goes generic they can; with their marketing the Ranbaxy's of the world will not stand a chance unless they work with big pharma on the contract manufacture side. Generics manufacturers have nothing by way of an entry barrier and they cannot compete on sheer resource & scale. Even on the product, the correct cocktail is better than only the active ingredient; so one could argue that PFE will make the best "generic" Lipitor! But then how many people are willing to wait.

    And that overseas cash hoard; there are millions of ways to monetize it, a non US acquisition (even a reverse acquisition possibly a takeover combined with an inversion), expansion outside US (the natural growth market is non US anyway), and then there is patience - remember the ability to defer taxes creates opportunities for permanent timing differences (i.e. you save the tax forever and not just the time value of money). Few years ago companies were allowed to remit foreign profits back to US to stimulate the economy; that time is coming again. As always, everything to do with the US tax code is over complicated, but when the opportunity comes, it can be exploited.
    Personally, I believe US corporations are well positioned in the global world better than anywhere else. Yet, I wish that the tax code did not strangle business as it does today.
    Reply
  • commenter
    Aug 26 05:41 PM
    The Long Case for Pfizer [view article]
    weiwentg said: <<Bruce Berkowitz of Fairholme recently made Pfizer a top holding.>>

    I think you mean Bristol Myers (BMY).
    Reply
  • commenter
    Aug 26 09:16 AM
    My Website
    The Long Case for Pfizer [view article]
    The investor who started buying this stock at 21 and "averaged in" every 7% down will end up doing great Reply
  • commenter
    Aug 25 09:11 PM
    My Website
    Dow Price Targets from Last November [view article]
    to..user138602...free advertising? What's being advertised? A totally non-thinking comment. Blessed is he who has nothing to say and cannot be persuaded to say it. Reply
  • commenter
    Aug 25 09:09 PM
    My Website
    Dow Price Targets from Last November [view article]
    To: ozcutty1...try ignore, not ignor Reply
  • commenter
    Aug 25 09:08 PM
    My Website
    Dow Price Targets from Last November [view article]
    To: elGreco...try dramatic, not dramatice Reply
  • commenter
    Aug 25 08:00 PM
    My Website
    Dow Price Targets from Last November [view article]
    What a joke analysts really are. I watched Bear Stearns and Countrywide get sold off cheap, yet analysts still had high target prices, ridiculous and a total waste of time.
    My tip is to live as far away from Wall Street as possible and ignor this mob.
    Reply
  • commenter
    Aug 25 03:25 PM
    The Long Case for Pfizer [view article]
    Every investor should heed "worker on wall street" comments. The one book on investing that sits with me to this day is Burton Malkiel's "A Random Walk Down Wall Street". He thoroughly destroys the notion of the predictability of chartists and makes a compelling case for broad market, long-term holdings.

    Of course, there's no money in that strategy so he's totally ignored by the CNBC's of the world.
    Reply
  • commenter
    Aug 25 02:18 PM
    Dow Price Targets from Last November [view article]
    If you want to be successful, you have to be able to do it yourself and not rely on so called "experts" like the anal ysts. Reply
  • commenter
    Aug 25 12:03 PM
    Dow Price Targets from Last November [view article]
    Pretty sobering! Reply
  • commenter
    Aug 25 10:37 AM
    Dow Price Targets from Last November [view article]
    Similar performance, or lack of, during the 2001 to 2003 period. Reply