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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: ajm101   😊 😞
Number: of 1166 
Subject: Re: Pfizer a permanent presence
Date: 12/08/23 8:19 PM
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No. of Recommendations: 7
I think one actually should be sceptical when it's about a complete new type of vaccine for which contrary to the classic ones naturally they is no data regarding eventual longterm effects available.

Thank you for the link. Mrna vaccines aren't completely new and sars-covid-19 wasn't the first human mrna vaccine, although clearly it is the most widely administered - publichealth.jhu.edu - The long history of mrna vaccines

I think this gotten a bit far from PFE and falling knives for my preference, I apologize for not discussion vaccines further. It feels like PFE has been a value trap as long as I've been investing. I think they are dropping now because they have to acquire pipeline at bad rates, their patent cliff is large, and Covid has been mostly contained and the bivalent vaccine / pavlovid tailwins are going away. I don't think it requires further much further explanation. BMY performance from January 1, 2020 is almost identical.
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