Pfizer Inc. (PFE): A Bull Case Theory

We came across a bullish thesis on Pfizer Inc. on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on PFE. Pfizer Inc.’s share was trading at $25.86 as of January 28th. PFE’s trailing and forward P/E were 15.41 and 9.14, respectively according to Yahoo Finance.

Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States and internationally. PFE has strengthened its oncology leadership through the $43 billion acquisition of Seagen in 2023, significantly expanding its antibody-drug conjugate (ADC) portfolio.

Seagen’s key drugs—Adcetris, Padcev, Turkysa, and Tiivdak—combine targeted delivery with potent chemotherapy, generating approximately $1.5 billion in revenue in the first half of 2025 alone. These products highlight the strategic importance of targeted chemotherapy within Pfizer’s broader oncology business, which now benefits from both established drugs and a robust ADC pipeline building on Seagen’s innovation.

While assigning a precise value to Seagen’s research portfolio is challenging, the growth potential is clear: the four leading drugs could collectively exceed $6 billion in annual sales by 2029, underscoring the substantial value the acquisition brings. This expansion not only enhances Pfizer’s competitive position in oncology but also provides multiple catalysts for long-term growth, as the company leverages Seagen’s proven capabilities and pipeline to drive both top-line revenue and strategic innovation in targeted cancer therapies. Investors are positioned to benefit from Pfizer’s strengthened foothold in a high-margin, high-growth segment of the pharmaceutical industry.

Previously, we covered a bullish thesis on Pfizer Inc. (PFE) by Akim Guerreiro in September 2024, highlighting its 5.8% dividend yield, EBITDA and free cash flow recovery, and growth from Duchenne muscular dystrophy treatments. PFE’s stock has depreciated by approximately 11.31% since then due to debt and revenue normalization concerns. Magnus Ofstad shares a similar perspective but emphasizes oncology growth via the Seagen acquisition.

Pfizer Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 84 hedge fund portfolios held PFE at the end of the third quarter which was 83 in the previous quarter. While we acknowledge the risk and potential of PFE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PFE and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.