From our partners at i2i Marketing Group, LLC Dear Investor, Early capital doesn't chase headlines - it chases inflection points. And right now, that money is flowing into a corner of the market shaped by accelerating tech demand, tightening supply, and a multi-year cycle that's only beginning to show its strength. One early-stage company just secured backing from a global leader - the kind of validation that rarely happens at this stage. With three 100%-owned projects in proven regions and a tightening macro backdrop, investors are starting to map out what this positioning might mean. Markets react after conviction becomes obvious. Early movers act long before that. Meet the name gaining attention:
This Week's Exclusive Content Why Wall Street Gave Up on Pfizer—and Why That May Be a MistakeAuthored by Jeffrey Neal Johnson. Published: 12/31/2025. 
Key Points - Pfizer trades at a historic discount compared to its peers while paying a dividend yield that significantly outperforms the broader market average.
- Strategic acquisitions have established a robust pipeline of next-generation cancer treatments, which are driving growth.
- Management has aggressively re-entered the weight-loss market with new assets, including one that offers a convenient monthly dosing schedule for patients.
The market of 2025 will be remembered for its extremes. While investors poured billions into technology sector giants and companies making weight‑loss drugs, traditional pharmaceutical leaders were largely ignored. Nowhere is this more evident than with Pfizer Inc. (NYSE: PFE), which has traded near multi‑year lows around $25 and finished the year as one of the most unloved assets in the S&P 500. The pessimism isn't without reason. Over the past two years Pfizer has weathered a perfect storm: COVID‑19 revenue faded faster than expected, high‑profile pipeline candidates stumbled in clinical trials, and activist investors mounted a public campaign against management. When a share price changes for a private company, it's not usually breaking news. But it should be. Because in RAD Intel's case, the shift from $0.81/share to $0.85/share signals something much more important than just a few extra cents. It's proof of momentum.
This AI company isn't chasing headlines – it's building the infrastructure layer that drives real business outcomes for global brands. And investors have taken notice.
So ask yourself:
Are you watching the next breakout quietly unfold... or participating in it? You missed the $0.81 round. The good news? The door's still open... for now. Secure Your $0.85 Shares Today – Limited Allocation Still Available Yet investing sometimes means looking where others refuse to go. With activist Starboard Value exiting in November 2025 and management issuing a more realistic financial guide, the worst of that storm may be behind the company. The bad news is largely out, and Pfizer's stock price appears to have found a floor. Entering 2026, Pfizer presents a rare scenario: a blue‑chip company trading at distressed levels, paying a meaningful dividend while quietly rebuilding its pipeline. The Mathematical Case: Why the Price Is Wrong For value investors, the case for Pfizer rests on simple arithmetic. The market is pricing the company as if its earnings will permanently shrink, creating a large disconnect between the share price and the company's true cash generation potential. A Historic Valuation Gap Pfizer currently trades at a forward price‑to‑earnings ratio (P/E) of roughly 8.6x. By contrast, the average pharmaceutical company trades at 15x–20x earnings, while high‑growth peers like Eli Lilly (NYSE: LLY) command even higher multiples. A P/E of 8.6x implies the market expects no growth. That sets a very low bar. Pfizer doesn't need a miracle to see its stock recover; it simply needs to demonstrate business stability. Any positive earnings surprise could trigger multiple expansion, where the stock price rises as the valuation converges with industry norms. The Dividend Shield While investors wait for that repricing, they are paid to hold the stock. - Annual Payout: $1.72 per share.
- Current Yield: Approximately 6.9%.
That yield is about four times the S&P 500 average and acts as a margin of safety. Even if the stock price remains flat in 2026, a near‑7% dividend provides a baseline return that outperforms most savings accounts and many government bonds. Management is supporting the dividend through a $4 billion cost‑savings program. By cutting administrative bloat and optimizing manufacturing, they aim to preserve the cash flow needed to keep those quarterly payments intact. The New Foundation: Oncology Takes the Lead Critics point to a growth gap left by the decline of Pfizer's COVID business. To close that gap the company has pivoted aggressively toward oncology. The Guided‑Missile Technology The crown jewel of Pfizer's 2023 acquisition of Seagen is leadership in Antibody‑Drug Conjugates (ADCs). Where traditional chemotherapy is like a wide blast that harms healthy and cancerous cells alike, ADCs act like guided missiles—recognizing cancer cells and delivering a toxic payload directly. This approach is already producing revenue. The Seagen portfolio contributed roughly $3.4 billion in 2024 and had delivered about $2.75 billion in the first three quarters of 2024, driven by strong Padcev sales for bladder cancer. Navigating the Bumps The path hasn't been perfectly smooth. In December 2025, Pfizer reported a safety signal involving Hympavzi during a trial extension, which briefly unsettled the stock. That development is a reminder of the risks inherent in drug development, but it doesn't negate the broader thesis. Pfizer's oncology pipeline is deep—more than 60 programs in development—and the company recently strengthened it by licensing a promising bispecific antibody from 3SBio, underscoring continued efforts to reload the roster of potential blockbusters. Catching Up: The Strategy for Weight Loss After internal candidate Danuglipron disappointed in early 2025, Wall Street largely wrote Pfizer off in the weight‑loss drug race. But abandoning the biggest medical trend of the decade wasn't an option. Late in 2025 Pfizer bought its way back in with two strategic moves. The Injectable Strategy (Metsera) In November, Pfizer completed its acquisition of Metsera for about $7 billion, gaining MET‑097i—a next‑generation injectable that may be administered monthly, compared with current market leaders that typically require weekly injections. Monthly dosing could be a substantial convenience advantage for patients. The Oral Strategy (YaoPharma) Recognizing that some patients prefer pills, Pfizer also signed a licensing deal with YaoPharma for a small‑molecule GLP‑1 candidate. Why This Matters Pfizer's current share price effectively assigns zero value to its obesity pipeline. With expectations at rock bottom, any clinical progress from Metsera or the YaoPharma asset would represent pure upside. Pfizer doesn't have to be first to market; capturing a meaningful slice of what is forecast to be a $100 billion market would materially boost revenues and investor sentiment. The Risk/Reward Equation: 2026 Belongs to Value Pfizer enters 2026 as a company in transition but with a bolstered balance sheet. Management has set a revenue floor of about $61 billion for 2026—a conservative, achievable target that removes some of the uncertainty that pressured the stock in prior years. For investors the math is straightforward. At roughly $25 per share, downside is cushioned by a healthy dividend and historically low valuation. The upside is meaningful: continued oncology growth or positive obesity drug data could prompt a sharp repricing. Unloved stocks one year often become standout performers the next. With the activist episode concluded and the balance sheet stabilized, Pfizer has moved from a falling knife to a potential foundation holding for value‑oriented portfolios. 2026 may be the year the sleeping giant awakens.
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