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Andrew Baum, your (direct) line is open..

With a new BD/M&A/Strategy head soon to come onboard at Pfizer, it seemed timely to peruse the transcripts. Let the pasting and re-listening begin (and then the reading further afield)!

I'll need to double check this, it seems his questions often came towards the end of the queue, fascinating that. Never really held back, often holding their feet to the fire.

Over time these volleys changed and in the last six months quite the long exchanges - notably not on the last call!

Some housekeeping, you'll want to click through to the Citi events as it would be silly to cut and paste the entire things.

One other bit comes to mind, 'bears sound smart .. bulls make money', sort of extrapolating from that - can you turn skepticism into action; will you be able to have the same volume, people don't like being swatted down endlessly... Work on other transcripts will likely shed some light here.

Pfizer Inc., Q1 2019 Earnings Call, Apr 30, 2019

Array BioPharma Inc., Pfizer Inc. - M&A Call

Pfizer Inc., Q2 2019 Earnings Call, Jul 29, 2019

Pfizer Inc., Q3 2019 Earnings Call, Oct 29, 2019

Pfizer Inc., Q4 2019 Earnings Call, Jan 28, 2020

Pfizer Inc., Q1 2020 Earnings Call, Apr 28, 2020

Shareholder/Analyst Call Friday, May 15, 2020

Analyst/Investor Day Tuesday, September 15, 2020

Pfizer Inc., Q3 2020 Earnings Call, Oct 27, 2020

Pfizer Inc., Q2 2021 Earnings Call, Jul 28, 2021

Pfizer Inc., Q3 2021 Earnings Call, Nov 02, 2021

Arena Pharmaceuticals, Inc., Pfizer Inc. - M&A Call

Special Call Friday, December 17, 2021

Pfizer Inc., Q4 2021 Earnings Call, Feb 08, 2022

Pfizer Inc., Q1 2022 Earnings Call, May 03, 2022

Pfizer Inc., Q2 2022 Earnings Call, Jul 28, 2022

Pfizer Inc., Q3 2022 Earnings Call, Nov 01, 2022

Special Call Monday, December 12, 2022

Pfizer Inc., Q4 2022 Earnings Call, Jan 31, 2023

Pfizer Inc., Q1 2023 Earnings Call, May 02, 2023

Pfizer Inc., Q2 2023 Earnings Call, Aug 01, 2023

Pfizer Inc., Q3 2023 Earnings Call, Oct 31, 2023

Pfizer Inc., Seagen Inc. - M&A Call

Pfizer Inc., Q4 2023 Earnings Call, Jan 30, 2024

Special Call Thursday, February 29, 2024

br. -john

p.s. I'll update this should the inspiration show itself or do the typical reverse paywall and disappear it at some point - though it's always available if you ask!


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