October 9th, 2025  
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Thursday, October 9, 2025
π Supernus Pharmaceuticals Upgraded, Scholar Rock Initiated, Primoris Services Initiated and more...
A dramatic ‘Tesla Shock’ is coming
Dear Reader,
"Hold onto your Tesla stock."
That's the message insiders at Tesla have been giving staff, as the world's biggest car firm prepares to launch a "mind blowing" new product.
It has nothing to do with EVs, or self-driving cars.
In fact, it's not a car at all... it's a radical pivot that could see the end of Tesla as we know it.
It could launch as soon as November 6, with Tesla insiders already flagging the date as a "critical inflexion point".
And when it does, the Tesla we all know could disappear forever.
In its place will be a company unlike anything any of us have ever seen. Insiders have even claimed the company is about to grow 3,000% - despite the fact it is already near record highs.
That's why – as the co-founder of a stock market research group that has been followed by professionals inside JP Morgan, Goldman Sachs, BlackRock and many of the world's biggest money managers – I'm stepping forward today...
I want to show you exactly what my research says is really going on inside Tesla...
Reveal whether you should buy or sell Tesla before November 6...
And give you the name and ticker of a company everyone is going to want to own when Tesla's dramatic pivot plays out.
I name it free of charge right here.
Best,
Rob Spivey
Research Director, Altimetry
Just For You
Pfizer is Locking in New Growth Through a New Acquisition
Written by Gabriel Osorio-Mazilli. Published 9/26/2025.
Key Points
- Pfizer is undergoing a new acquisition, which will expose it to the weight loss market and provide additional revenue growth potential, which has yet to be priced in.
- Wall Street analysts will soon have to react to the news with a likely boost in price targets.
- Short sellers are leaving, and institutions have been buying ahead of the announcement.
In the U.S. healthcare sector, weight loss drug manufacturing and distribution—much like artificial intelligence in tech—have become the industry's hottest theme, with nearly every company eager to participate.
Broadly, there are two ways to capitalize on this trend.
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One route is developing proprietary weight loss therapies—but by the time candidates enter regulatory trials, competitors may already have captured the lead.
The other is acquisition, a strategy primarily employed by the sector's largest players, who can leverage their financial muscle to merge with smaller firms and scale them rapidly.
Enter Pfizer Inc. (NYSE: PFE), a $136.9 billion pharmaceutical giant that opted for the latter. In a recent press release, Pfizer announced plans to acquire Metsera Inc. (NASDAQ: MTSR) in a deal valued between $4.9 billion and $7.3 billion.
The announcement sent Metsera's shares up 57.6% in a single week, though the true upside may emerge as integration with Pfizer progresses.
How Pfizer Stock May Benefit
Firstly, Pfizer gains exposure to the high-growth weight loss market. By applying its expertise and resources to Metsera's pipeline, Pfizer boosts the odds of successful product launches—diversifying beyond vaccines and traditional pharmaceuticals while smoothing earnings volatility.
Moreover, Pfizer's existing manufacturing and commercial infrastructure—already running near capacity—can absorb weight loss drug production with minimal incremental cost.
As a result, weight loss drugs, which typically command higher margins, could drive EPS expansion and support higher stock valuations.
Despite these prospects, Pfizer still trades at roughly 80% of its 52-week high, offering a potential entry point for investors.
Buying at current levels allows investors to benefit from this growth before the broader market catches on. A key catalyst lies ahead: Wall Street's reaction.
Where Pfizer Could Be Headed Next
Excluding Metsera's upside, the current Wall Street consensus price target for Pfizer stands at $28.12 per share with a Hold rating—implying about 16.8% upside from today's levels.
However, Pfizer said it will revise its financial guidance when it reports fourth-quarter 2025 results. Analysts are now racing to update their price targets ahead of that release.
Given the expected benefits of the Metsera deal, these revised targets should exceed the current consensus. While speculative, this catalyst, alongside other indicators, may bolster investor confidence.
In the past month, Pfizer's short interest declined by 9.1% despite sideways price action—perhaps reflecting early bearish covering ahead of the weight loss play.
Institutional buyers have also been accumulating shares ahead of the acquisition news. Canada Life Assurance Co., for example, boosted its Pfizer holdings by 19.6% through August 2025, building a $207.7 million stake.
Whether Canada Life anticipated this deal is unclear, but its activity, combined with other institutional interest and the expected analyst upgrades, presents an appealing setup for investors.
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