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The Future of Pfizer: Analyzing the Pharmaceutical Industry Wars · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security. All right,
• 1:00
  Speaker 2: so let's get into it, all right. Pfiser, Pfiser.
• 1:05
  Speaker 3: Are we witnessing the death of Pfizer as a pharmaceutical
• 1:09
  Speaker 3: industry wars heat up? Or do you think that they
• 1:13
  Speaker 3: will have to recover in twenty twenty five. You've been
• 1:15
  Speaker 3: very big on Pfizer, So is it over?
• 1:18
  Speaker 4: That's that is such a like a finality. Right, We're
• 1:22
  Speaker 4: not there, are we there?
• 1:24
  Speaker 5: We're not there yet. But they've grossly mismanaged the company
• 1:30
  Speaker 5: too much debt. And also they're blockbuster drugs they no
• 1:34
  Speaker 5: longer have the exclusive on, and we've seen Eli Lilly
• 1:37
  Speaker 5: race to the forefront. Pfizer didn't rush to the weight
• 1:42
  Speaker 5: loss drug epidemic, mismanaged a few things over the last
• 1:46
  Speaker 5: couple of years, and then they're saying guidance is down.
• 1:48
  Speaker 5: For those of your stock club, I told you it
• 1:50
  Speaker 5: was coming down to these prices five months ago.
• 1:53
  Speaker 2: So for those of you who are listening.
• 1:54
  Speaker 5: Who are like starting to load the boat, now, great job.
• 1:58
  Speaker 5: But I don't think Pfiser is over. But I would
• 2:02
  Speaker 5: say that they're junior varsity in that pharmaceutical space.
• 2:06
  Speaker 2: Now. Eli Lily is clearly the leader there. Novo is great.
• 2:13
  Speaker 5: You have a couple other players that I like a
• 2:15
  Speaker 5: lot in the pharmaceutical space a lot more, but Pireser
• 2:18
  Speaker 5: kind of took their foot off the gas and got comfortable. Also,
• 2:21
  Speaker 5: when Covid panned out to be what it was.
• 2:24
  Speaker 2: Wow, you know that had an effect on the bottom
• 2:30
  Speaker 2: and top line.
• 2:30
  Speaker 5: So I've been big on Farmer, but I told everyone
• 2:33
  Speaker 5: in stock club six months ago, this is who happened.
• 2:35
  Speaker 5: Here we are and this is why publicly I've always
• 2:38
  Speaker 5: loved Eli Lily because the.
• 2:40
  Speaker 2: Management is a hell of a lot better.
• 2:42
  Speaker 5: They're drugs that they have lined up for the next
• 2:44
  Speaker 5: ten to fifteen years, immaculate, and they manage a lot better,
• 2:47
  Speaker 5: so that Eli Lilly is like the apple of the
• 2:49
  Speaker 5: pharmaceutical space.
• 2:51
  Speaker 2: I do like Pfizer if it.
• 2:53
  Speaker 5: Drops another twenty bucks for like a long term position
• 2:57
  Speaker 5: to hold into twenty twenty six, but anything before there
• 3:01
  Speaker 5: is Trioche.
• 3:03
  Speaker 2: Yeah. You know what, It's interesting.
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  Speaker 4: I thought you're going to lead with the coronavirus part
• 3:07
  Speaker 4: because we always talk about stocks that had tremendous benefits
• 3:13
  Speaker 4: from being obviously in the pandemic.
• 3:15
  Speaker 2: Prizer was one of them. Yep, we've obviously seen it
• 3:18
  Speaker 2: pulled back.
• 3:18
  Speaker 4: But you know, when a company reduces this guidance for
• 3:22
  Speaker 4: the future, that's never a good sign. That's never a
• 3:24
  Speaker 4: good sign, right, And so that was one of the reasons.
• 3:27
  Speaker 4: It's like, all right, here comes a down tick.
• 3:29
  Speaker 2: In it.
• 3:30
  Speaker 4: But when you think about innovation, where are they at.
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  Speaker 4: Everybody in the pharmaceutical sector is talking about their weight
• 3:37
  Speaker 4: loss drug, their weight ELI already has one. Pfiser is
• 3:41
  Speaker 4: behind on that, right they haven't quite had one that's
• 3:45
  Speaker 4: to market that's been as successful. In addition, this year
• 3:48
  Speaker 4: is kicking in one of their When we always talk
• 3:50
  Speaker 4: about mergers and acquisitions, one of their acquisitions is Seigon.
• 3:54
  Speaker 4: They paid forty three billion dollars for that. That kicks
• 3:57
  Speaker 4: in at the top of twenty twenty four. YEA looking
• 4:00
  Speaker 4: at declining sales right from post pandemic, you're looking at
• 4:04
  Speaker 4: the future guidance being lowered, you're looking at innovation, and
• 4:07
  Speaker 4: now you're looking at debt that's being added to the
• 4:09
  Speaker 4: bottom line. All these signs are negative signs when we're
• 4:13
  Speaker 4: talking about the evaluation of company. Now, this is a
• 4:16
  Speaker 4: strong company, it's ben atheous, but when you look at
• 4:19
  Speaker 4: the trend, the trend is not in his favor. I
• 4:21
  Speaker 4: don't know if we're going to I'm putting death on
• 4:23
  Speaker 4: this yet, not yet or maybe not ever, but the
• 4:28
  Speaker 4: declining trend is definitely clear.
• 4:31
  Speaker 2: I mean, we'll walk in pneumonia loss one hundred and
• 4:34
  Speaker 2: forty billion a.
• 4:34
  Speaker 5: Market cap this year, and Fires has had always had
• 4:38
  Speaker 5: these tough declines. In two thousand they were at forty
• 4:40
  Speaker 5: five bucks. They did down to about sixteen. They got
• 4:44
  Speaker 5: too high of what four point fifty three? They're at
• 4:48
  Speaker 5: twenty seven now. I mean Fires, it gets to fourteen
• 4:52
  Speaker 5: hour load the boat. I would like it at that price.
• 4:55
  Speaker 5: I know they are expecting CGM to be like a
• 4:58
  Speaker 5: blockbuster cancer drug, but after what happened during the Corona era,
• 5:04
  Speaker 5: I don't know if people will trust earners.
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• 6:57
  Speaker 1: An illegal alien from Guatemala charged with a child in Massachusetts.
• 7:02
  Speaker 1: An MS thirteen gang member from Al Salvador accused of
• 7:05
  Speaker 1: murdering a Texas man of Venezuelan charged with filming and
• 7:09
  Speaker 1: selling child pornography in Michigan. These are just some of
• 7:13
  Speaker 1: the heinous migrant criminals caught because of President Donald J.
• 7:17
  Speaker 1: Trump's leadership. I'm Christy Noman, the United States Secretary of
• 7:21
  Speaker 1: Homeland Security. Under President Trump, attempted illegal border crossings are
• 7:25
  Speaker 1: at the lowest levels ever recorded, and over one hundred
• 7:29
  Speaker 1: thousand illegal aliens have been arrested. If you are here illegally,
• 7:33
  Speaker 1: your next you will be fined nearly one thousand dollars
• 7:37
  Speaker 1: a day, imprisoned, and deported. You will never return. But
• 7:41
  Speaker 1: if you register using our CBP home app and leave now,
• 7:45
  Speaker 1: you could be allowed to return legally. Do what's right.
• 7:48
  Speaker 1: Leave now. Under President Trump America's laws, border and families
• 7:54
  Speaker 1: will be protected.
• 7:55
  Speaker 5: Sponsored by the United States Department of Homeland Security them
• 7:57
  Speaker 5: for a cancer treatment drug.
• 8:00
  Speaker 2: The one thing that Eli Lily does have in their favor.
• 8:03
  Speaker 5: And when twenty twenty four is going to be the
• 8:04
  Speaker 5: year of things getting exposed and revealed, I don't think
• 8:09
  Speaker 5: five thousand enough trust and the one thing that Eli
• 8:10
  Speaker 5: Lily does have from the people is trust and great management.
• 8:16
  Speaker 5: They expect to do eight billion in revenue from its
• 8:19
  Speaker 5: COVID vaccine. I don't see it. How you think COVID
• 8:23
  Speaker 5: is going to wrap up going into an election. It's
• 8:25
  Speaker 5: not gonna happen. So but the thing that I do
• 8:28
  Speaker 5: love when I talk about like a decade like pullback
• 8:33
  Speaker 5: swing or loath the vote opportunity, we may have one.
• 8:36
  Speaker 5: If it cracks fourteen, definitely, if it gets under fourteen,
• 8:38
  Speaker 5: gets anywhere back to those twelve areas from like the
• 8:41
  Speaker 5: nineteen ninety six area era, I would love it.
• 8:44
  Speaker 2: But always study how much a stock draws down.
• 8:49
  Speaker 5: They have a history doing it. This happened in two thousands,
• 8:52
  Speaker 5: happened in two thousand and four. Of course, two thousand
• 8:56
  Speaker 5: and eight recession was tough. They're just going through the
• 8:58
  Speaker 5: same cycle again. Set your alerts at fourteen bucks. If
• 9:01
  Speaker 5: it gets their hold it for a five year period,
• 9:03
  Speaker 5: you'd be great.
• 9:04
  Speaker 2: They said.
• 9:04
  Speaker 4: One of the things on the horizon for them is
• 9:06
  Speaker 4: that they're going to start licensing their pharmaceutical assets, which
• 9:10
  Speaker 4: could be a revenue generator. Like we always talk about,
• 9:12
  Speaker 4: especially when we talk about retail, we talked about people
• 9:15
  Speaker 4: licensing content, licensing retail.
• 9:18
  Speaker 5: That's what Adam did with Lina, right, say it again,
• 9:21
  Speaker 5: That's why Adam did with Lina.
• 9:23
  Speaker 2: He likensed the content out. He licensed one of his assets,
• 9:27
  Speaker 2: snapper of it, Like, why did you licensed out an asset?
• 9:31
  Speaker 4: So this man, So this is actually, this is actually
• 9:34
  Speaker 4: in their report one of so that they're projecting to
• 9:37
  Speaker 4: have an additional thirty to forty five billion in revenue
• 9:41
  Speaker 4: by twenty thirty and this is one of the top
• 9:44
  Speaker 4: line things that they're saying that could add it.
• 9:46
  Speaker 2: So I just wanted to put that in there.
• 9:48
  Speaker 5: Well, it's kind of like when they were saying a
• 9:51
  Speaker 5: certain only fan star was making thirty million dollars a
• 9:53
  Speaker 5: month and it was like we saw and it's like,
• 9:56
  Speaker 5: I don't know, if you got a swift in your house,
• 9:58
  Speaker 5: Like it sounds good. Rashall you ever called me and
• 10:01
  Speaker 5: say the Steve Harvey episode, We're gonna get the license
• 10:03
  Speaker 5: in the material.
• 10:04
  Speaker 4: But not always a bad thing, Right, We've seen Disney
• 10:07
  Speaker 4: that's worked for them, Right, We've we've seen them work. No,
• 10:12
  Speaker 4: it has worked for them. It might not currently be
• 10:14
  Speaker 4: working for them. But even some studios have a license
• 10:17
  Speaker 4: out the content and now they're getting it back, and
• 10:19
  Speaker 4: now you're kind of seeing like, oh, now that you know,
• 10:22
  Speaker 4: Netflix would be a prime example, right, Yeah, studios license
• 10:26
  Speaker 4: out material to them, and yeah it was great on
• 10:28
  Speaker 4: the books for that point in time, but then streaming
• 10:30
  Speaker 4: becomes prominent and now you want your content back, but
• 10:34
  Speaker 4: you don't have the platform to actually put it out,
• 10:36
  Speaker 4: and so now you're seeing mergers between these streaming platforms.
• 10:39
  Speaker 4: So at one point in time, it worked just not
• 10:42
  Speaker 4: as well as it used to.
• 10:44
  Speaker 5: And the words of Gezi, if it's taking too long
• 10:46
  Speaker 5: a lock up, bring it back, She was.
• 10:49
  Speaker 2: Shorting me, what's to bring a stack?
• 10:51
  Speaker 5: Hey, Pizer, listen, we was in a room this past weekend.
• 10:55
  Speaker 5: So I'm learning not to say too much about too
• 10:57
  Speaker 5: many businesses. Thank you, thank you, but you guys need
• 11:00
  Speaker 5: to get your affairs in order. Like we're seeing a
• 11:04
  Speaker 5: change of a guard. Like we're almost twenty five years
• 11:08
  Speaker 5: into the century. At one point IBM, an AMD with
• 11:13
  Speaker 5: the hottest thing in the chip space and video came
• 11:16
  Speaker 5: and took that crown, kind of like when Lebron came
• 11:19
  Speaker 5: into the league.
• 11:20
  Speaker 2: We're seeing the change in of the guard.
• 11:22
  Speaker 5: Fires are a great company, but Eli Lilly clearly is
• 11:24
  Speaker 5: the king now and video is clearly the king. Get
• 11:27
  Speaker 5: a chip space. This is not a good sign, but
• 11:29
  Speaker 5: I do like it at that fourteen dollars level. I
• 11:31
  Speaker 5: love it at that level, and I will probably exit
• 11:34
  Speaker 5: at thirty five bucks through four years later.
• 11:38
  Speaker 2: And you can also put some options on the two.
• 11:40
  Speaker 2: But not a good sign. Not a good sign when.
• 11:43
  Speaker 5: You come out and ladies, this is the equivalent of
• 11:45
  Speaker 5: your man coming to you December twenty third and say, baby,
• 11:47
  Speaker 5: I'm broke. I got it. You ain't got none coming
• 11:51
  Speaker 5: next year, the baby, it's over with tough. You can
• 11:55
  Speaker 5: sider it out. You may have to do that new
• 11:56
  Speaker 5: relationship and sit through a tough year or two, but
• 11:59
  Speaker 5: in a stock I don't want to do that.
• 12:00
  Speaker 2: Sit this holiday season out.
• 12:02
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 12:06
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 12:10
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 12:14
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 12:18
  Speaker 1: some of the heinous migrant criminals caught because of President
• 12:22
  Speaker 1: Donald J. Trump's leadership. I'm Christy Noman the United States
• 12:25
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 12:30
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 12:34
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 12:37
  Speaker 1: are here illegally, your next you will be fine nearly
• 12:41
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 12:45
  Speaker 1: never return. But if you register using our CBP home
• 12:49
  Speaker 1: app and leave now, you could be allowed to return legally.
• 12:52
  Speaker 1: Do what's right, leave now. Under President Trump, America's laws,
• 12:57
  Speaker 1: border and families
• 12:59
  Speaker 2: Will be protect Sponsored by the United States Department of
• 13:01
  Speaker 2: Homeland Security,