Sign in

You're signed outSign in or to get full access.

Umar Rafiq

Vice President and Equity Research Analyst at Evercore Inc.

Umar Rafiq is a Vice President and Equity Research Analyst at Evercore Inc., specializing in the software sector with a focus on enterprise software, cybersecurity, and SaaS companies. He covers specific firms such as CrowdStrike, Palo Alto Networks, Snowflake, and ServiceNow, boasting a strong performance track record with a 68% success rate on TipRanks, ranking in the top 10% of analysts, and generating average returns of 14.2% per rating. Rafiq joined Evercore in 2022 after previous roles at Wolfe Research from 2019 to 2022 and BofA Securities earlier in his career, starting as an analyst post his MBA. He holds Series 7, 63, and 86/87 FINRA licenses, along with a CFA designation.

Umar Rafiq's questions to PFIZER (PFE) leadership

Question · Q4 2025

Umar Rafiq from Evercore Inc. asked if the 9.6 mg monthly dose for the GLP-1 monotherapy was a reaction to current data or previously contemplated, and inquired about the emerging tolerability data for the GLP-1 plus amylin combination, specifically if it could be delivered in a single pill.

Answer

Dr. Chris Boshoff, Chief Scientific Officer, Pfizer, clarified that the 9.6 mg monthly dose is equivalent to the 2.4 mg weekly dose already being tested in VESPER-4, and this decision was based on modeling-based meta-analysis. He stated that the GLP-1 plus amylin combination is a monthly subcutaneous injection, not a pill, but mentioned Pfizer's separate oral portfolio including GLP-1 and GIP. He also noted that early data for the combination showed 5% weight loss at day 8, with updated data expected later this year.

Ask follow-up questions

Fintool

Fintool can predict PFIZER logo PFE's earnings beat/miss a week before the call

News for Covered Companies

Pfizer Licenses Novavax's Matrix-M Adjuvant for Up to $530M

Pfizer Licenses Novavax's Matrix-M Adjuvant for Up to $530M

PFEJan 20
Pfizer Goes 'All In' on Obesity With 10 Phase 3 Trials Planned After $10B Metsera Bet

Pfizer Goes 'All In' on Obesity With 10 Phase 3 Trials Planned After $10B Metsera Bet

PFEJan 13
350 Drug Price Hikes Set for January Despite Trump's 'Historic' Pharma Deals

350 Drug Price Hikes Set for January Despite Trump's 'Historic' Pharma Deals

PFEDec 31, 2025