1D·

Should I kill Pfizer?

I've been adding more and more in Pfizer since I started, as my perspective was that the company had a correct future:

·Revenue was going to be stable over years,

·They have a nice pipeline to cover their patent cliff, with stable projected revenue

·Dividend was high (very high), due low valuation.

·They're focusing on cancer which is sadly a good market for the future.


I invest for the long therm and I thought that a company like $PFE (+1,19%) in a sector like pharma, could be a winner on the long run.


Well, I still would think all that if not for Tump's Administration. I'm starting to think it is going to be a dead investment (already down over 20% which is usually where I question my investments). Dividend won't be stable if sales go down, and if Tump's plans of lowering durg prices materialize, with RFK being famous for its antivaccine ideas , Pfizer will lose revenue (and probably every other pharma). The difference is that Pfizer was already not projected to grow on revenue before all that...


So, very nice for Americans, but bad for investors... should I kill it now and put my money somewhere else? (Have in mind that my porfolio is already heavy on tech and financials)

49Posições
€ 66.620,29
48,25%
6
Participar na conversa