+0.0
net board stance
what this means
27.94
-1.8% · close 2026-09-08
+4% / +11% / +22%
1m / 3m / 12m
-130%
vs SPY since 2022-09-17
85%
of 52w range · -3.7% off high
2/2
hit rate as primary · α +19
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on PFE
As a PRIMARY play the besties are 2 hit / 0 partial / 0 miss over 2 closed windows — credit 1.0, average α +19.3. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 Boosters become routine — recurring revenue for the mRNA vaccine makers | ▲ LONG | adjacent | MISS | -28.5% | -37.0 | 2022-01-16 |
| 📈 COVID vaccine reckoning collapses trust in vaccination | ▼ SHORT | primary | HIT | +34.0% | +12.1 | 2024-01-27 |
| 🌍 Vaccines ship in Q4 2020 | ▲ LONG | adjacent | HIT | +116.6% | +96.7 | 2020-12-20 |
| 📈 Boosters + oral antivirals become the standard COVID stack | ▲ LONG | primary | HIT | +21.8% | +26.6 | 2022-07-30 |
| 🏛️ Biological Patriot Act: vaccine passports and private mandates arrive and get upheld | ▲ LONG | adjacent | PARTIAL | +10.5% | -4.2 | 2022-03-06 |
| 🏛️ Medicare price negotiation compresses pharma pricing power and biotech returns | ▼ SHORT | adjacent | PARTIAL | +9.8% | +2.5 | 2023-08-20 |
The tape — what was actually said
every capture on any idea holding PFE, newest first · quotes verbatim, timestamps deep-link into the episode
The reason why they are off so much is because of a massive drop in demand for PaxLavit and for COVID boosters. Apparently, people do not see the value in those products. ... I would say that the company is also suffering from a credibility crisis by not leveling with the public about the efficacy and safety of their vaccines.
Why can't we have an authentic postmortem about the efficacy of the Covid vaccine without being shamed?
We were injected with an experimental mRNA treatment because we got hoodwinked by the media into thinking it would prevent us from ever getting Covid, which it did not do. Two months later, I got Delta variant.
But we ran something through and we allowed it to be labeled a word that misappropriates what it is. It's not a vaccine. And the problem with that is that it now makes people mistrust the measles, mumps and rubella vaccine. That's crazy. You shouldn't mistrust the MMR vaccine or DTaP. But because those things are lumped in with the same thing as a Covid vaccine that is at best 30 or 40 percent efficacious, we have these problems.
Now, I don't know if he was right about those vaccines, but I do know that he's right in the case of COVID. They had an incentive to push this dubious mRNA shot on us so that we get boosted a zillion times.
I'm not getting boosted again, no.
because of all this, it probably is reasonable to take a step back and have a commission that just uncovers all of this stuff
You know, you start to question. I think we will start to see people question whether those are appropriate.
one of the costs of this policy is going to be that people will stop trusting vaccination in general
And, you know, they're in the midst right now of completing a massive facility. I think it's in Virginia where they'll be able to make as much insulin as is needed for the entirety of America for no more than 35 bucks a dose.
Well, I mean, you're saying that these drug companies are going to make a lot less money. Well, obviously, that's going to have a downstream impact in the willingness to fund new drugs, new investment, new R&D.
And so I'm hopeful that this will actually provide a more effective market force in allowing the biggest customer in the market to negotiate prices and that the VCs, instead of making 48% IRR, they'll ultimately make 28% IRR on the investments that they're making in biotech startups.
You've now got the unvaccinated treated as some sort of untouchable class of citizens who aren't able to leave their house except to buy food and medicine. ... Boston just announced they're banning unvaccinated people from going to all restaurants, bars, nightclubs, sport arenas, fitness centers, movie theaters and on and on it goes.
I would be very cautious about the side effects that are going to arise from these protease inhibitors. ... I think as more people use them, you'll see more crazy stories about side effects that are really significantly adverse.
These new pills have, I think, a very good shot of doing it next year because they're protease inhibitors. ... I am hopeful that this will be the thing, hopefully, that ends the pandemic next year, are these new antiviral pills.
But it's certainly the case that this is not a one strain, one shot and done pandemic. This is an endemic circumstance. We're going to be in this for a while.
the little stupid vax card that you have to show everywhere to get like popcorn at a movie theater like, you know, in San Francisco. It doesn't do anything because vaccinated people can spread it too. So that doesn't do anything.
It'll be a seasonal disease and it'll be something like the flu in terms of how it cycles each year. And it seems unlikely that it's going to be eradicated through vaccination.
The only thing that seems to work is vaccines and booster shots. There's some good data around the third data, the third booster preventing serious cases.
I think that the combination of vaccines and what is equivalently Tamiflu for COVID, which is effectively what this is, is the one-two punch we need so that this basically is rendered.
We don't yet know if it reduces the transmission rate. So there's a lot of question marks on like, does this actually solve the problem of the pandemic? It's certainly another instrument to blunt the, you know, the impact.
I mean, if you're going to mandate, if you're going to mandate vaccines for workplaces and mandate vaccines for schools, you know, the NBA is going to, you know, not be kind of excluded here. It's what it is.
Give me the third shot of Pfizer. And then I opened up Drudge Report yesterday. And it's like third shot of vaccine, a Pfizer in Israel or whatever. They're just going to start giving people a third shot. Yeah, I just want to get ahead of the curve.
there's one other piece of news that came out that I think is very positive on COVID, which is the availability of these oral antivirals, the pills. ... So I think that, you know, with the reduced effectiveness of vaccine, what we're going to have to do is supplement the vaccines and the boosters with home testing.
I have another crazy statement here, which is that if you take the the case fatality rate of COVID, and now you think about the fact that there's going to be call it 60% of America that's vaccinated, and then every six months we'll be getting boosters.