Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of PoliticsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of PoliticsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Halls of Shrewd'm / US Policy
Unthreaded | Threaded | Whole Thread (34) |
Author: ajm101 ✭  😊 😞
Number: of 86278 
Subject: Re: Pfizer a permanent presence
Date: 12/08/23 8:19 PM
Post New | Post Reply | Report Post | Recommend It!
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.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to ajm101 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 1,188 posts about Falling Knives. The article-length ones it recommended most:
FKA: DG · 25 recs · 2023
MTD – A Masterclass in Un-Swiss Capital Allocation · 17 recs · 2026
Alpha Metallurgical Resources (AMR) · 15 recs · 2026
ORCL, PSKY, oh my · 15 recs · 2026
Coloplast (CLPBY) · 12 recs · 2026
Unthreaded | Threaded | Whole Thread (34) |


Announcements
US Policy FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Politics | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community