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# Pfizer: Why I'm Staying On The Sidelines (Archive)
- URL: https://www.huntingalphas.com/pfizer-why-im-staying-on-the-sidelines-archive/
- Published: 2024-12-25T20:00:00.000Z
- Updated: 2026-02-28T07:24:13.000Z
- Description: Staying on the sidelines despite oncology progress and valuation discount.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, PFE, Healthcare

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Pfizer's organic oncology business is starting to see growth acceleration, which is a positive sign that counters my earlier expectation that Seagen would carry Pfizer's whole oncology business.
- Frequent and material 'extraordinary' expenses are weighing down on margins. I expect these impacts to outweigh incremental cost-saving benefits in FY25.
- Pfizer trades at a 21.7% discount to peers on a 1-yr forward P/E basis, which is a point for the bullish arguments.
- The overall bearish trend on PFE vs S&P500 is still intact, although the buyers are resisting the decline for now.
- Trump's appointment of RFK Jr. as the U.S. Health Secretary poses a key risk as potential vaccine policy changes can impact current and future revenue streams.

Read the full article [here](https://seekingalpha.com/article/4746361-pfizer-why-im-staying-on-the-sidelines?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*