Pfizer: Time And Patience Ran Out (Rating Downgrade)
Summary:
- Pfizer stock has outperformed healthcare peers recently, but investors shouldn’t assume that a sustained turnaround is close.
- Management attempted to assure investors about its operational growth in 2025 with a recent guidance update.
- However, Pfizer’s oncology promises are several years from being actualized. Competition in weight loss drugs has also grown.
- PFE could continue to suffer from being cheap, but not attractive enough, as its growth profile looks unappealing.
- I argue why the recent hammering across healthcare stocks has likely made PFE less attractive. Therefore, it’s time for PFE investors to consider moving on.
Pfizer (NYSE:PFE) (NEOE:PFE:CA) investors have outperformed their healthcare sector peers (XLV) over the past four to five weeks, even as investors digested possible structural headwinds attributed to the incoming Trump administration. Hence, it’s possible that the market has
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