Replies to post #23504 on The Rising Influence of Rising Affluence

[birdguy]

Two questions related to PFE. Based on your investing style I presume you have kept the VTRS spin off. Are you planning to keep the VTRS in the future or are you waiting to see what the promised dividend will be on it? I have kept my VTRS but that company seems to be composed of slower growing markets so I have been leery of planning on keeping it for very long.

Secondly how do you compare MRK at this point versus PFE? PFE has a larger dividend but I seem to think that the growth prospects for the two companies are about the same. I have been debating with my self which to have at this point. Do I add PFE or spend the money on starting a new position in MRK. My lousy chart analysis seems to think that both are relatively good buys at this point. I would appreciate others besides yourself trying to give their opinion on the questions.

I am not sure that I want to do either of the above as there are other items I am interested in. Another stock I own has grown to such a large position that I feel I need to reduce it, thus I have some cash available to reallocate. Unlike you I never allow any position to get to more than 20% of our portfolio.

[DewDiligence]

WSJ’s Charley Grant says PFE is cheap—(no kidding):

https://www.wsj.com/articles/waiting-for-big-pharmas-coronavirus-profits-to-impress-wall-street-11613563200

[DewDiligence]

PFE/BNTX seek_amended_FDA/EUA_obviating_need_for_ultra-cold_storage_of_COVID_vaccine:

https://www.globenewswire.com/news-release/2021/02/19/2178817/0/en/Pfizer-and-BioNTech-Submit-COVID-19-Vaccine-Stability-Data-at-Standard-Freezer-Temperature-to-the-U-S-FDA.html

[DewDiligence]

PFE_to_develop_mRNA_vaccines_against_undisclosed_viruses—without_help_from_BNTX:

https://finance.yahoo.com/news/1-pfizer-develop-vaccines-own-102905685.html

https://www.wsj.com/articles/pfizer-goes-it-alone-to-expand-vaccine-business-beyond-covid-19-pandemic-11616491800

Pfizer will develop new shots using the technology, called mRNA, to target other viruses and pathogens beyond the coronavirus, Chief Executive Albert Bourla said in an interview. He said the company’s scientists and engineers gained a decade’s worth of experience in the past year working on the Covid-19 vaccine with Germany’s BioNTech and is ready to pursue mRNA on its own.

“[This] is a technology that has proven dramatic impact and dramatic potential,” Mr. Bourla said. “We are the best positioned company right now to take it to the next step because of our size and our expertise.”

PFE will continue its 50-50 partnership with BNTX on the COVID-19 vaccine, specifically.