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Posted by
Two Blokes Apr 30 -
Filed in
Stock
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Pfizer is facing some revenue pressures due to some higher Medicare discounts, and this has led to a small miss on revenue delivery in Q1 FY25. Pfizer is making meaningful improvements on profitability and is on track to realize a ~12.3% margin lift from 2024 until the end of 2027 from various cost saving initiatives. Stopping R&D of an obesity drug that had $10 billion annual revenue potential is a major setback and if PFE tries M&A instead, there is a risk of overpaying again.
