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Pfizer Inc. Message Board

tonygin 74 posts  |  Last Activity: Jul 18, 2014 9:31 AM Member since: Dec 24, 2003
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  • Reply to

    Voted for Merger

    by swp3 Jul 15, 2014 8:37 AM
    tonygin tonygin Jul 18, 2014 9:31 AM Flag

    Q2 ---AGAINST

  • Reply to

    The Proxies

    by guy.freecycle Jul 17, 2014 4:25 PM
    tonygin tonygin Jul 18, 2014 9:30 AM Flag

    Did YOU vote AGAINST for Q2?

  • Reply to

    The Proxies

    by guy.freecycle Jul 17, 2014 4:25 PM
    tonygin tonygin Jul 18, 2014 9:29 AM Flag

    How about Q 2 being AGAINST----ABSTAINED does not affect the count total----AGAINST would have been the choice after what the same executives did to ruin the company.

  • The second VOTING statement wants to REWARD executives with COMPENSATION-----the same executives drove TWGP into the toilet---AGAINST --- AGAINST --- AGAINST --- AGAINST the SECOND statement on COMPENSATION for the executives----what BS

  • Shire isn’t the only health care company with potential. Sector peers GlaxoSmithKline (LSE: GSK) (NYSE: GSK.US) and AstraZeneca (LSE: AZN) (NYSE: AZN.US) also have strong drug pipelines and growth potential. Could they be the next bid targets for other health care companies?

    Differing Circumstances

    Clearly, AstraZeneca has been the subject of bid approaches this year, as US peer Pfizer had multiple offers turned down by AstraZeneca’s board. There could, though, be more bids from sector peers as AstraZeneca seems to be coming to terms with its much-talked-about ‘patent cliff’, where a number of key, blockbuster drugs are set to be subject to generic competition in the coming years.

    Although this challenge has been known about for some time, a change in management seems to have been the catalyst for AstraZeneca to address the projected fall in revenue, with the company undertaking numerous acquisitions to bolster the top-line.

    Sentiment: Hold

  • Neil Woodford Still Loves Astrazeneca

    Loyalty is a wonderful thing, and Neil Woodford has bags of it. He has just announced the top 10 holdings in his new CF Woodford Equity Income fund, and the only surprise is how few surprises there are. Eight of the holdings also featured in his former fund Invesco Perpetual High Income’s top 10.

    He first displayed his ardour for AZN five years ago, buying it cheaply when nobody else wanted to know, because he saw its long-term potential. It has grown 65% since then, against 63% for the FTSE 100. That isn’t dazzling, but remains a credible turnaround, given the state the company was in when Woodford bought it, with its pipeline of drugs threatening to run dry and a patent cliff looming.
    Today, AstraZeneca boasts a healthy late-stage pipeline, with non-risk-adjusted peak year sales potential of around $63 billion. Yet it remains a long-term conviction play, with management predicting that revenues in 2017 will be the same as in 2013, around $25.71 billion. Things should really kick off after that, it claims, with revenues topping $45 billion by 2023. Not many fund managers (or private investors) look that far ahead.

    Sentiment: Buy

  • Best S&P 500 Stocks According To Shareholder Yield: Pfizer

    Jun. 30, 2014 11:30 AM ET | About: Pfizer Inc. (PFE)

    Disclosure: The author is long PFE. (More...)


    Summary
    •Ranking the top twenty S&P 500 good-yielding stocks according to “Shareholder Yield”.
    •Explanation of the important value parameter “Shareholder Yield”.
    •Description and a buy recommendation for the first ranked stock; Pfizer Inc. (PFE).

    The well known investor and asset manager James P. O'Shaughnessy suggests in his impressive book "What Works on Wall Street", a winning value parameter; Shareholder Yield.

    Sentiment: Strong Buy

  • William Blair & Company initiates coverage for TOWER GROUP INTERNATIONAL LTD with MARKET PERFORM recommendation.BY Investars Analyst Actions - public
    — 11:05 AM ET 06/23/2014
    On June 23, 2014 William Blair & Company initiated coverage for TOWER GROUP INTERNATIONAL LTD (TWGP
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    ) with a MARKET PERFORM recommendation.

  • Volume:
    8,527,897

    Avg Vol (3m):
    1,044,630

  • After reviewing several potential candidates, it was evident that Ensco Plc. was the best choice, and here are the five main reasons that explain why:
    1.Ensco's jackups fleet is bigger than RIG and SDRL combined. This characteristic is the most important of all, and will allow us to profit from the entire offshore industry, from the floaters to the jackups.
    2.The Ensco fleet size is comparable to SDRL and RIG, and provides the company with strong revenue.
    3.Ensco has 12 new rigs in construction and only two semi-submersibles cold-stacked. Its fleet is young and well-balanced, with a strong backlog.
    4.Ensco is paying a good and secured dividend.
    5.Ensco stock is entering a bullish cycle.

    Sentiment: Strong Buy

  • Why invest in pharma?
    At first glance the pharmaceutical industry might seem intimidating to approach. Sticking to our earlier-stated mandate, could you draw a lymph node, or any other organ of the immune system, with a crayon? (Now in truthfulness, I couldn’t, either. And nor can I even pronounce half the jargon.)

    But that’s to disregard what Lynch actually meant, of course.

    The idea behind investing in pharmaceutical shares is their merits as defensives. Irrespective of the state of the economy, or the margin of England’s latest defeat in the World Cup, a defensive company will continue to perform strongly.

    That’s because the products sold by pharma companies — such as AstraZeneca’s (LSE: AZN) (NYSE: AZN.US) which treats acid-related diseases.,

    Big revenue gains
    At around £44, shares in AstraZeneca are well above their £30 low last July, and the yield (based on last year’s earnings) is a handsome 4.1%.

    Earlier this year AstraZeneca posted a pre-tax loss of $715m (£420m) from a profit of $2bn (£1.2bn) in 2013. The late-stage drug pipeline, however, has nearly doubled since a year earlier. AstraZeneca is forecasting “strong and consistent” revenue gains of 75% in the next decade, driven by new cancer, diabetes and heart disease treatments.

    Buy low, sell high
    AstraZeneca's valuation isn't expensive -- trading at 17 times forecast earnings -- and seems more than fair relative to the firm's potential

    Sentiment: Strong Buy

  • OF 10:45 am ET 06/17/14

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    CIG
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    Name COMPANHIA ENERGETICA DE MINAS GERAIS CEMIG
    Last Trade $7.93
    10:44 am 06/17/2014
    Change -0.01 (-0.19%)
    10:44 am 06/17/2014
    Price (52 Weeks)

    Price Performance (52 Wk) +10.34%
    10:44 am 06/17/2014
    Volume 843.4K
    10:44 am 06/17/2014
    Volume (90 Day Average) 5.5M
    10:44 am 06/17/2014
    Options Yes (Option Chain)
    Equity Summary Score
    Methodology Bullish (8.7)
    (4 Firms†)
    Sector Utilities
    Industry Electric Utilities
    Market Capitalization $6.6B
    Institutional Ownership 20.88%
    Dividend Yield
    (Annualized) 18.01%
    06/16/2014
    Earnings per Share (TTM) $2.01
    03/31/2014
    Total Revenue (TTM) $6.5B
    03/31/2014
    Employees (Full Time) 7,922
    Short Interest*

    Shares Outstanding
    837.5M

    Shares Short
    13.8M

    Days to Cover
    3.09


    % Change in Short Interest (from previous month)
    -12.52%

    Sentiment: Buy

  • Promising developments

    The company has been issuing a lot of updates on drug pipeline development over the past few months, telling us of “compelling new data on important mid to late stage assets” in its oncology research amongst other positive news.

    And at first-quarter update time, Mr Soriot said he was “pleased with the significant progress we are making towards achieving scientific leadership in our core therapeutic areas“, telling us “We are investing in our rapidly progressing pipeline and the key platforms that are the backbone of our strategy to return to growth. To further concentrate organisational focus, we will continue to redeploy our resources in our core priorities and pursue opportunities that maximise the value of our pipeline and portfolio“.

    A new bid?

    But no, that’s almost certainly not the only reason for the high share price — for one thing, it would be rare for institutional investors (with a small handful of notable exceptions) to be looking at the long term when most are more focused on how quick they can get rich.

    The reality is there’s very likely a fair bit of money still riding on the possibility of a renewed takeover attempt by Pfizer as soon as UK rules allow it.

    Sentiment: Strong Buy

  • TheStreet Quant Ratings rates Ensco as a buy. The company's strengths can be seen in multiple areas, such as its revenue growth, expanding profit margins, good cash flow from operations, largely solid financial position with reasonable debt levels by most measures and notable return on equity. We feel these strengths outweigh the fact that the company has had sub par growth in net income

    Sentiment: Strong Buy

  • Reply to

    AZN DIVIDEND

    by timpete23663 Jun 14, 2014 6:55 AM
    tonygin tonygin Jun 16, 2014 8:08 AM Flag

    Cannot find 3rd quarter X- dividend date-----dividend is 5.10% and the LAST dividend paid was ---- Recent Recap
    Most Recently
    Announced Dividend Frequency Announcement Date Ex-Dividend Date Record Date Pay Date Dividend Type
    $1.9000 Semi-annual 02/08/2014 02/19/2014 02/21/2014 03/24/2014 Regular

  • Despite management’s optimism, analysts are still sceptical that Astra can double sales over the next decade – from $26 billion today to $45 billion in 2023.

    Indeed, these comments, made by Soriot himself are widely considered to be too optimistic. To meet these forecasts, the company’s treatments would have to be some of the most successful to ever hit the market.

    In particular, the company’s AZD9291 cancer treatments is expected to rack up sales of $3 billion, one of the few treatments in the world to rack up sales of this volume. However, 9291 is no ordinary drug.

    For example, according to management 9291 is flexible and could ultimately be combined with two other treatments under development.

    Specifically, 9291 could be combined with either the PD-L1 antibody, or the selumetinib treatment. Both combinations could result in a completely different horizon for the product.

    Committed

    Pascal Soriot and his management team rejected Pfizer because they believe that Astra is in the process of making a comeback. And it would appear that to some extent the company’s turnaround is already well under way.

    Astra’s sales are expected to start expanding again during 2016 and 2017 and the company has a strong pipeline of treatments under development.

    What’s more, Astra has put together a strong and committed oncology team, spearheaded by the company’s own CEO, which is focused on making an impact, not only chasing treatments just because they are likely to make money.

    Turnaround will take time

    Still, it's going to be some time before Astra's sales return to growth.

  • tonygin by tonygin Jun 13, 2014 12:44 PM Flag

    Shareholder pressure

    There was pressure from some of Astra’s major shareholders for the Board to enter talks with Pfizer. Now, a number of shareholders are seeking to link the directors’ remuneration packages to the rejected £55 valuation and the extravagant revenue projection, which far exceeds the forecasts of even the most optimistic industry analysts.

    It has emerged that Pfizer’s valuation of Astra wasn’t far short of a £58.50 threshold at which Astra’s Board would have been willing to talk. Under the UK’s takeover rules, Pfizer has to wait six months to make another approach, which would take us to November. However, it need only be three months (August) if Astra were to invite Pfizer to talk.

    Upside scenario

    If either of those things happened — or even on rumours they were going to — I think we could see Astra’s shares shoot up 20% to around £53. That would be a 12% discount to an assumed successful offer from Pfizer of £60. And £60, if it actually materialised, would give a 35% upside from Astra’s current price.

    Of course, none of this may happen. Certainly, though, there are shareholders who feel the valuation is already close to where they would be happy to sell. And £60 could bring more on board.

    Will Pfizer want to come back? Analysts reckon the company could afford to bid higher. Anyone investing in AstraZeneca today could see the shares soar before the end of the year.

    Sentiment: Hold

  • tonygin by tonygin Jun 12, 2014 9:28 AM Flag

    Pfizer’s chief finance officer Frank D’Amelio said on Wednesday that it was only the price that killed the deal, telling Bloomberg that “Any other issues that were raised during negotiations and conversations I think we were able to adequately, effectively address those“.

    That sparked fresh rumours of a new bid in the future, and the AstraZenenca price has spiked up 2.4% to 4,452p since Mr D’Amelio’s words were reported.

    The UK’s takeover rules mean that Pfizer cannot make a new approach until November at the earliest, although new talks could start as early as August. Mr D’Amelio could apparently not be drawn on whether that was going to happen, but there is clearly still a lot of money riding on the hope of an eventual takeover.

    Will it happen?
    Will a new bid materialise? My guess is yes — though it’s hard to see how one could succeed without a significantly raised offer, if price really was the only thing that killed off the last one.

    Motley Fool thinks AstraZenenca is a good long-term investment

  • Reply to

    dividend

    by bustercherry2006 Jun 4, 2014 8:23 AM
    tonygin tonygin Jun 5, 2014 9:09 AM Flag

    Best you can do "is not to comment, rather than make a comment and show your lack of financial sense". . .

  • Reply to

    dividend

    by bustercherry2006 Jun 4, 2014 8:23 AM
    tonygin tonygin Jun 5, 2014 9:07 AM Flag

    TRUE you do not lose the dividend---it goes into a cash type account NOT the NGG account in shares----FYI I have been a financial planner for 36 years and certainly know what I am talking about cwn600.

PFE
30.49+0.14(+0.46%)Jul 22 4:00 PMEDT

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