For PFE this is a non-story, IMO. Starboard’s equity stake in PFE is a scant 0.5%, and I don’t see what operational improvements Starboard can recommend that PFE has not already thought of.
There's a quite a bit of luck in the pharmaceutical industry, and a pharma company cannot succeed without taking risks. PFE guessed wrong a couple of times recently on the COVID scale-up and the GBT acquisition, but this does not imply that the decisions at the time were misguided.
There's so much negativity about PFE that it's a bullish sign, IMO. I have a modest-sized long position.
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