I’m new to pharma and honestly feeling mixed about this. If the drug worked in second-line but failed later, does that still make the buyout a write-off? Kinda sad for Seagen’s team, but I’m not sure how it changes my view on $PFE long-term.
SigVie flop still hurts oncology pipeline confidence.
Seen this movie in chemo and targeted therapy before—early signals good, late-stage resistance kills the case. $PFE better pivot fast.
I’m still holding $TSLA, but this forecast makes me question if the ramp is sustainable. Not convinced growth stays this tight.
Guidance implies ~10% revenue growth and 10–12% margin, which feels cautious given recent comps. I’m uneasy, not panicked.
They’re saying revenue growth will be slower than expected, and margins won’t hold up. Feels like they’re hedging, not celebrating.
