Pfizer is rebuilding post-COVID with Seagen ADC platform now fully integrated. Oncology pipeline encouraging but loss of exclusivity wave 2026-2030 is severe (Eliquis, Ibrance, Vyndaqel). Cost cuts supporting EPS but top-line growth muted. Activist Starboard pressure may accelerate strategic shifts. Dividend yield compelling but value trap risk.
Thesis reviewed May 29, 2026
Pfizer Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States67NEUTRALView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold PFE may also have indirect exposure through these country funds.
Pfizer Phase 3 ADC trial readout positive
Starboard activist letter to board
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $50kβ$100k | Mar 24, 26 | ||
| Thomas H Tuberville | Sell | $15kβ$50k | Jun 8, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 13, 26 | -1.8% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Feb 10, 26 | -0.7% |
| James French HillAR | R | Buy | $100kβ$250k | Dec 31, 25 | +3.8% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Jun 17, 25 | +7.6% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Dec 19, 25 | +7.1% |
| Ron L Wyden | Sell | $1kβ$15k | Jun 3, 25 | +10.6% | |
| John Boozman | Sell | $1kβ$15k | Feb 13, 25 | +8.8% | |
| Laurel LeeFL | R | Buy | $15kβ$50k | Oct 21, 24 | +15.5% |
| Greg LandsmanOH | D | Buy | $1kβ$15k | Oct 15, 24 | +11.5% |
| Kathy ManningNC | Buy | $1kβ$15k | Aug 9, 24 | +3.8% | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Sep 1, 23 | +1.5% |
| C. Scott FranklinFL | R | Buy | $1kβ$15k | Aug 1, 24 | +2.0% |
| C. Scott FranklinFL | R | Buy | $15kβ$50k | Aug 6, 24 | +2.0% |
| Thomas H Tuberville | Sell | $15kβ$50k | May 3, 24 | +8.5% | |
| Roger WilliamsTX | R | Buy | $1kβ$15k | Mar 1, 24 | +8.0% |
| Roger WilliamsTX | R | Buy | $1kβ$15k | Mar 4, 24 | +8.0% |