PFE (Pfizer)

  • Price ~$25.90, Forward PE 9.13x, dividend yield 6.64%
  • Valuation at historical lows, but facing COVID product revenue decline
  • Analyst consensus: Hold-leaning-Buy, target $29.19 (+12.7% upside)

REGN (Regeneron)

  • Dupixent continues growing, rich ophthalmology and immunology pipeline
  • Fair-to-high valuation, but strong growth certainty

ADBE (Adobe)

  • Firefly generative AI driving creative tools revenue growth
  • Forward PE ~9.1x, undervalued
  • Switching costs create strong moat