文章核心观点 - Pfizer公司的股价在过去一年下跌近14%,主要是由于其与疫情相关的治疗需求下降 [1] - 但投资者Starboard Value最近收购了Pfizer公司10亿美元的股份,这可能标志着公司转折点的到来 [2] 公司概况 - Pfizer公司股价今年以来下跌3.87%,而标准普尔500指数同期上涨超过21%,公司表现落后于大盘 [2] - Starboard Value此前曾推动过Salesforce和Bristol-Myers Squibb等公司的变革,此次收购Pfizer股份可能成为公司转机的催化剂 [2] 公司战略 - Pfizer公司正将重心转向肿瘤治疗领域,斥资430亿美元收购Seagen公司,希望从其管线中开发出新的重磅药物 [4] - 但市场对Pfizer能否在肿瘤领域复制其在新冠疫苗上的成功持谨慎态度,这更多是一个长期的赌注 [4] 股价走势 - 从技术面来看,Pfizer目前处于下跌趋势,股价低于5日、20日和50日指数移动平均线 [3] - 不过,股价仍高于200日移动平均线,存在反弹的可能 [3] - 相对强弱指数(RSI)为42.63,表明股价虽然面临抛售压力,但尚未达到超卖水平 [3]

文章核心观点 - 美国对冲基金Starboard Value已经获得了约10亿美元的辉瑞(Pfizer)股份 [1] - Starboard Value希望通过聘请前辉瑞首席执行官Ian Read和前财务总监Frank D'Amelio来帮助改善公司业绩 [1] - Starboard认为辉瑞在现任首席执行官Albert Bourla的领导下缺乏并购纪律,自从Bourla接任以来,辉瑞已经斥资数十亿美元收购了一些涉及生产癌症药物的生物科技公司,包括去年430亿美元收购Seagen [2] 行业概况 - 辉瑞股价自2021年疫情高峰以来已经下跌了近一半,主要是由于新冠疫苗需求下滑 [2] - 今年到目前为止,辉瑞股价基本持平,而标准普尔500指数上涨了21% [2] - 最近,辉瑞还因为召回其治疗镰状细胞病的药物而受到打击,该药物可能会导致患者严重疼痛甚至死亡 [2] 公司概况 - 辉瑞目前由首席执行官Albert Bourla领导,他于2019年接替前任首席执行官Ian Read [2] - Starboard Value认为Bourla领导下的辉瑞缺乏并购纪律,与前任Read的做法不同 [2]

Activist investor Starboard Value has taken a $1 billion stake in beleaguered drugmaker Pfizer Inc. and is seeking a turnaround, the Wall Street Journal reported late Sunday.Citing unnamed sources familiar with the matter, the Journal reported Starboard has approached two former Pfizer executives to assist in its efforts, though Starboard’s specific plans were not revealed. ...

文章核心观点 - 投资公司Starboard Value已经获得了制药巨头辉瑞公司的重要股份 [1][2] - 辉瑞公司的股价自2021年新冠疫苗推出以来大幅下跌 [2] - Starboard Value最近还获得了星巴克和Match集团的股份,并推动了新闻集团的分拆 [4] 公司概况 - 辉瑞公司是一家制药巨头 [1][2] - Starboard Value是一家管理资产80.5亿美元的投资公司 [4] 行业动态 - 辉瑞公司的股价自2021年新冠疫苗推出以来大幅下跌 [2] - Starboard Value最近还获得了星巴克和Match集团的股份,显示其对消费品和科技行业也有投资兴趣 [4]

文章核心观点 - 激进投资者Starboard Value持有辉瑞公司约10亿美元的股份,并试图对这家陷入困境的公司进行扭转[1] - Starboard认为辉瑞公司在CEO Albert Bourla的领导下已经远离了过去的成本管控和创新药物投资策略[1] - 尽管辉瑞公司在疫情期间收入和自由现金流大幅增长,但其股价却下跌了约30%,部分原因是公司进行了大量并购[1] 根据目录分别总结 公司概况 - 辉瑞公司在疫情期间凭借新冠疫苗实现了收入和自由现金流的大幅增长[1] - 但公司股价却下跌了约30%,部分原因是公司进行了大约700亿美元的并购[1] 投资者观点 - Starboard认为辉瑞公司在CEO Albert Bourla的领导下已经远离了过去的成本管控和创新药物投资策略[1] - Starboard认为辉瑞公司近期的一些并购交易存在问题,如收购Global Blood Therapeutics后不久就放弃了其治疗疾病的药物[2] 管理层变动 - Starboard接触了前任CEO Ian Read和前任财务总监Frank D'Amelio,两人都表示愿意支持Starboard的扭转计划[1] - Read在2010年至2019年担任CEO期间,公司股价翻了一番,体现了公司当时的成本管控和核心业务聚焦文化[2]

文章核心观点 - 公司股票自7月初以来总回报率为5%,同期表现优于整体美国市场 [1] - 公司拥有10年投资银行从业经验的资深研究分析师,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [2] 公司概况 - 公司CFO拥有超过10年的财务从业经验,主要服务于油田和房地产行业,近年来开始从事公司股票的研究分析工作 [2] - 公司为一家位于迪拜的家族办公室提供股票研究服务,该家族办公室管理资产超过2000万美元 [2] - 公司擅长分析财务报表、评估市场趋势、识别不同行业的增长驱动因素 [2] 披露信息 - 分析师拥有公司股票的长头寸,包括股票、期权或其他衍生工具 [3] - 分析师自行撰写本文,文中观点为个人观点,未收到任何报酬(除了来自Seeking Alpha的收入) [3] - Seeking Alpha声明过往业绩不代表未来结果,不对任何投资建议的适当性做出判断,分析师观点不代表Seeking Alpha整体 [3]

Pfizer has prepared for today's challenges... and has set big goals. Pfizer (PFE -0.21%) has been around for 175 years, selling a wide range of drugs in various treatment areas over time. But this pharma giant truly became a household name a few years ago. Pfizer made headlines with its coronavirus vaccine, which turned out to become the world's best-selling pharmaceutical product. And this helped Pfizer reach a record of more than $100 billion in annual revenue in 2022. But over the past year and a half, a ...

A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.Hello and happy Tuesday! Today, we're unpacking a shocking move from Pfizer. The pharmaceutical giant last week announced it would voluntarily withdraw its sickle cell disease therapy, Oxbryta, from worldwide markets — to the surprise of doctors, patients and investors.Here's why the drug is important: Oxbryta is one of at l ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Pfizer Inc. (NYSE: PFE ) hasn't been becoming famous off of obesity drugs like many other pharmaceutical companies. In fact, the company has seen weakness ...

Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment.And when considering dividend-paying stocks, those with a history of boosting their payout are prime considerations, reflecting their commitment to increasingly rewarding shareholders.Of course, consistent dividend hikes also reflect a successful nature, opting to share a portion of profits.For those seeking companies that have consistently booste ...