Disclosure: I hold PFE shares and call options expiring in 2024

Hey everyone, I thought it’d be an interesting research project to dive into the recent acquisitions of Pfizer. I figured theres a decent amount of value condensing and trailing individual pipeline assets for everyone to access since not even Pfizer does a good job representing it all. Everything has links but please double-check its accuracy, I would appreciate that alot.

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Total Spending in 2022:

Acquisitions (5): $ 67.2 Billion

Minority Stakes (8): $ 0.234 Billion

Total: $ 67.434 Billion

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Arena Pharmaceuticals for $6.7 billion

Earnings: -616.43million

Sales: 0.054 million

Pipeline:

• Etrasimod -October 2023 Velsipity FDA approval $1-5 bill rev / year potential
• Ponsegromab
• PF-07328948
• Olorinab -no active trial but interesting asset
• Temanogrel –canned
• APD418 –canned

License Agreements:

• Ralinepag United Therapeutics
• Etrasimod (China Deal) Everest Medicines Limited
• RIST4721 Aristea Therapeutics
  • Discontinued
• Project Cabrillo Beacon Discovery
  • Exclusive R&D Boehringer Ingelheim International
• New Patent?

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Reviral for 500million

Earnings: private

Sales: private

Pipeline:

• sisunatovir (phase 2 Nov2023)
• Additional 20Mil for china rights
• RSV-N
• 1 preclinical

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Biohaven Migraine Assets for 11.6billion

Earnings: 59 million / yr 2023

Sales: 426million/yr 2023, 4-8bil by 2030

Products

• Nurtec (US) / (EU) Vydura (Rimegapant) Sales 426 million(2023) 4bil rev by 2030

Pipeline:

• March 2023 Zavegapant FDA Approval 300rev/yr market potential by 2030
• CGRP Pre-Clinical Assets

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Global Blood Therapeutics for $5.4 billion

Earnings: -240Million

Sales:195 Million

Products:

• Oxbryta voxelotor generates 195million in 202 (Wall street expects 2.5 billion in peak sales)

Pipeline:

• inclacumab Phase 3
• GBT021601 Data in December
• Preclinical HbF assets
• Preclinical Cicle Assets

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Seagen for $43 Billion

Earnings: -750million

Sales: 2.45 Billion Forecast

Pipeline:

• Brentuximab vedotin (ADCETRIS®)
• Enfortumab vedotin-ejfv (PADCEV®)
  • Sept 2023 combo w merck Phase 3 win
• Tucatinib (TUKYSA®)
  • –August 2023 phase 3 win
• Tisotumab vedotin-tftv (TIVDAK®)
  • –Sept 2023 phase 3 win
• SGN-B6A (website is not updated)
  • first integrin β6-targeted ADC to enter clinical trials
• Disitamab Vedotin
• Ladiratuzumab vedotin
• SEA-CD70
• SEA-TGT
• SGN-STNV

Minority/Passive Positions since 2022:

• TOURMALINE BIO 6.26% – 1.27mil shares @ ~14 each
• Caribou shares ~4.7M at $5.33 apiece
• Zura Bio Limited 10.78% 2.97mil @ ~6.73 each
  • developing of ZB-168 that is in-licensed from Pfizer
• AN2 THERAPEUTICS 7.02% – 1.36 mil @ 15 each
  • AN2’s lead drug candidate is its only drug. Epetraborole comes from Pfizer
• ORIC PHARMACEUTICALS 12% – 5.37mil @ 4.92 each
• VALNEVA SE 8.1% – 9.54mil @ 9.49 each
• AKERO THERAPEUTICS 6.7% – 2.52mil @ 9.90
• eFFECTOR Therapeutics 5.56% – 2,24mil @ ~4.8
  • Pfizer has penned a global licensing deal with Effector Therapeutics