Pfizer

“So I met with David a couple months back, and one of the interesting things he talked to me about with his investment committee was getting non-financial people involved on the committee. And I think there's huge value in that. Like, at Tufts, we have CEOs of …”

“And even just Pfizer alone has said that they need to make acquisitions to acquire twenty five billion dollars of revenue by the end of 2030.”

“BioNTech, which is the company that made the first MRNA vaccine along with Pfizer, we invest in that company when it was still a private company back in 2017 when most people had never heard of MRNA... Back then the company had a two billion market cap in 2021…”

“This was true in 2009 when Pfizer was buying Wyeth and Merck was buying Shearing Plow. Both were trading at really, really attractive spreads, but you had to say, look, they're both pharma deals. If there's going to be an issue, there could be an issue with bo…”

“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”

“And then we subsequently acquired the assets of Pfizer in Venezuela. And then we subsequently last year acquired local assets Of a company called Vivas Pharmaceuticals, and the multiples were all around there.”