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Posted by
Two Blokes May 28, 2025 -
Filed in
Stock
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Despite recent underperformance, a "Buy" rating on Pfizer is reiterated due to a strong Q1 EPS beat, driven by significant cost controls and margin improvement, signaling operational strength. Management's focus on non-COVID segments and aggressive cost-cutting initiatives are expected to support margins and EPS growth, trending towards the upper end of FY2025 guidance. Impending LOEs for key drugs ( ~$17B peak revenue by 2026-2030) are a concern, but Pfizer is actively investing in its pipeline, especially oncology and vaccines, to offset this.
