Concerns about LOE, or loss of exclusivity, and lack of revenue growth at Pfizer (PFE) are vastly overblown. The company is set to grow in the mid to long term. Many have commented and written about Pfizer's loss of exclusivity "problem." I have as well, and I wasn't particularly optimistic about the company's prospects: "The two top drugs are either declining or losing exclusivity. The best-performing drugs, Ibrance and Eliquis, in terms of growth are worth $2.7B and $500 million on an annual basis, respectively." And I concluded with the following: "I see significant risks ahead for the company regarding loss of exclusivity and pipeline development."
The comments I received prompted me to start following the company more closely. Now, I have stumbled upon information that makes me think the company's LOE problem isn't too much of a problem. This information comes in the form of an interview with the CFO at the Morgan Stanley Healthcare Conference.
