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328: Pfizer's activist troubles, gene therapy questions, RFK Jr.'s MAHA ambitions

The Readout Loud

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Pfizer Under Pressure: Activist Investor Scrutiny

This chapter analyzes the dynamic between Pfizer and activist investor Starboard, highlighting recent controversies involving former Pfizer executives. It raises questions about the effectiveness of Starboard's strategies and their ambiguous recommendations for improving Pfizer's performance amidst scrutiny. Furthermore, the discussion addresses the challenges pharmaceutical companies face in R&D and managing shareholder expectations, particularly in light of Pfizer's struggles to maintain market momentum post-COVID vaccine success.

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