Activist investor Starboard Value criticizes Pfizer's management for poor R&D performance and overpaying for acquisitions, leading to a 50% stock decline since 2021.

Activist investor Starboard Value has criticized Pfizer's management for poor performance in research and development (R&D) and overpaying for acquisitions, leading to a 50% stock decline since 2021. Despite a $40 billion boost from COVID-19, Pfizer lost $20 billion in market value since 2019. Starboard argues that Pfizer’s expected return on R&D and M&A investments is only 15%, significantly below the industry median of 38%, and calls for the board to hold management accountable.

October 22, 2024
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