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Posted by
Two Blokes Jun 20 -
Filed in
Stock
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5 views
The market has become overly pessimistic on Pfizer, focusing on the patent cliff while ignoring the defensive cash flows and offensive catalysts. This has created a classic value opportunity. A fortress 7% dividend yield provides a powerful downside cushion. We analyze the cash flows to show why this payout is secure and offers a compelling return. We model a 'revenue bridge' to demonstrate how Pfizer's underappreciated pipeline in oncology, vaccines, and I&I is poised to more than fill the gap left by major expirations like Eliquis.
