PFIZER (PFE) Company Report

Traws Pharma filed a U.S. IND application for tivoxavir marboxil, targeting influenza treatment and potential inclusion in the Strategic National Stockpile
Interim Phase 2 data (n=50) show ratutrelvir achieved a median time to sustained symptom resolution of 12 days vs 14 days for PAXLOVID® (p<0.014), with no viral rebound observed in the ratutrelvir arm
Ratutrelvir was well tolerated, with mild dyspepsia in 7.6% of patients and no discontinuations, compared to a 30% adverse event rate in the PAXLOVID® cohort
Patients ineligible for ritonavir-boosted regimens (n=13) experienced symptom improvement and safety profiles consistent with the broader ratutrelvir cohort

2 days ago

Press Release

Pfizer outlines 2026 strategic priorities and pipeline catalysts at JPM event

PFE

New Projects/Investments

At the 44th Annual J.P. Morgan Healthcare Conference, CEO Albert Bourla presented Pfizer’s 2026 strategic priorities: maximize value of key transactions, deliver critical R&D milestones, invest to drive post-2028 growth, and scale AI across the business.
Pfizer highlighted regulatory decisions anticipated in 2026, including approvals for HYMPAVZI in Hemophilia A/B with inhibitors, PADCEV in muscle-invasive bladder cancer, and TUKYSA in first-line HER2+ metastatic breast cancer maintenance.
The company expects several key data readouts next year, notably ELREXFIO in double-class exposed relapsed/refractory multiple myeloma, LITFULO for vitiligo, its Lyme disease vaccine candidate, and multiple oncology and weight-management programs.
Pfizer plans 20+ pivotal study starts in 2026, led by ten trials of its ultra-long-acting GLP-1 candidate and four studies of its PD-1×VEGF bispecific antibody.

3 days ago

Presentation

Pfizer outlines 2026 priorities at J.P. Morgan Healthcare Conference

PFE

Guidance Update

M&A

New Projects/Investments

Pfizer delivered three consecutive beats on revenue and profitability in 2025, achieved a $5.6 B OpEx reduction across 2024–2025, and saw COVID revenues decline from $11 B to $6.5 B with raised EPS despite the drop.
Management identified four 2026 priorities: maximize value from key transactions (Seagen, Biohaven/Nurtec, Metsera), deliver on critical R&D milestones, invest for post-2028 growth, and scale AI across the business.
The pipeline is rich in catalysts, including Padcev label expansions (addressable population rising from 19 k to 41 k patients), upcoming readouts for Elrexfio, Litfullo, a Lyme vaccine, Mevrometostat, SV (Seagen ADC in lung cancer) and Metsera’s obesity programs, plus initiation of 20+ pivotal phase III trials (notably 10 ultra-long-acting GLP-1 studies).
2025 revenues reached $62 B, with 2026 guidance at $61 B mid-point reflecting a $1.5 B de-risked COVID assumption and $0.22 EPS MFN headwind; growth from new launches is expected to offset $1.5 B LOEs in 2026 and mitigate larger LOEs through 2028.

3 days ago

Transcript

Pfizer outlines 2026 priorities, guidance, and pipeline catalysts at JPMorgan Healthcare Conference

PFE

Guidance Update

M&A

New Projects/Investments

In 2025 Pfizer delivered three consecutive quarterly beats, achieved $5.6 billion of OpEx savings (2024–25), and offset a COVID revenue drop from $11 billion in 2024 to a projected $6.5 billion in 2025, enabling an EPS raise.
2026 revenue guidance is ~$61 billion (midpoint), embedding $5 billion of COVID de-risking and $1.5 billion of patent expirations, with core and new‐asset growth expected to fully offset headwinds.
Four 2026 strategic priorities: maximize value from Seagen, Biohaven/Nurtec, and Metsera transactions; deliver key R&D milestones; invest for post-2028 growth; and scale AI company-wide.
Major upcoming catalysts include Padcev label expansion (addressable patients rising from ≈19 K to ≈22 K), SV Phase 3 second-line NSCLC readout, Metsera monthly obesity data, and initiation of 20+ pivotal Phase 3 trials (10 Metsera, 4 VEGF bispecific, 2 Nurtec chronic migraine).

3 days ago

Transcript

Pfizer outlines 2026 priorities and pipeline catalysts

PFE

Guidance Update

M&A

New Projects/Investments

Pfizer delivered a strong 2025 performance, beating revenue and profitability estimates for three consecutive quarters, cutting $5.6 B of OpEx from 2024–25, and resolved key overhangs including tariffs, a COVID sales decline from $11 B in 2024 to guidance of $6.5 B, and obesity strategy uncertainties via the Metsera acquisition.
The company set four 2026 priorities: maximize value of Seagen, Biohaven (Nurtec) and Metsera investments; deliver critical R&D milestones; invest for post-2028 LOE growth; and scale AI across operations.
Key 2026 catalysts include regulatory approvals for two Padcev indications (doubling its addressable population), plus data readouts for Elrexfio, Litfullo, Lyme disease vaccine, Mevrometostat and talazoparib combinations, SV in lung cancer, and Metsera’s obesity programs (monthly dosing and ultra long-acting amylin/GLP-1).
Pfizer plans to initiate 20+ pivotal phase 3 trials in 2026, including 10 for Metsera’s ultra long-acting GLP-1, 4 VEGF–PD-1 bispecific studies, and additional studies for Nurtec in chronic migraine, hemophilia, alopecia areata, Padcev bladder-sparing, PCV25 and a third SV lung-cancer trial.

3 days ago

Transcript

Pfizer reports BRAFTOVI data in BRAF-mutant mCRC

PFE

In BREAKWATER cohort 3, BRAFTOVI + cetuximab + FOLFIRI achieved a 64% confirmed ORR versus 39% for FOLFIRI ± bevacizumab.
57.4% of patients in the BRAFTOVI arm had responses lasting ≥6 months compared with 34.5% in the comparator arm.
The trial remains ongoing with an expected completion in 2027; cohort 3 findings were shared at the 2026 ASCO Gastrointestinal Cancers Symposium.
Johnson & Johnson’s RYBREVANT + chemotherapy showed >70% response rates with durability beyond 16 months in first-line RAS/BRAF wild-type mCRC.

5 days ago

Morningstar

Pfizer reports improved response rates in Phase 3 metastatic colorectal cancer trial

PFE

In the BREAKWATER Phase 3 Cohort 3 analysis, BRAFTOVI + cetuximab + FOLFIRI achieved a 64.4% confirmed objective response rate vs 39.2% with FOLFIRI ± bevacizumab (OR = 2.76; p = 0.001).
The median duration of response was not estimable, with 57.4% of responders on the BRAFTOVI regimen maintaining response ≥ 6 months vs 34.5% for control.
Overall survival data showed a hazard ratio of 0.49 (95% CI: 0.24–1.03) at a median follow-up of approximately 10 months.
The BREAKWATER trial is ongoing, with estimated completion in 2027.

5 days ago

Press Release

Pfizer trial date set for MDL over Depo-Provera lawsuits

PFE

Legal Proceedings

A federal Multidistrict Litigation (MDL No. 3140) against Pfizer over Depo-Provera has been set for trial in December 2026, with 2,132 lawsuits filed—a fivefold increase since May.
The FDA approved a label change in December adding a brain tumour warning to Depo-Provera, underscoring plaintiffs’ allegations of inadequate prior disclosure by Pfizer.
Plaintiffs cite a March 2024 EPI-PHARE study showing users of Depo-Provera for over one year face a 5.6× higher risk of intracranial meningioma, alleging Pfizer knew of this link and failed to warn.

7 days ago

Press Release

Pfizer partners with Cartography Biosciences on tumor-selective antigen discovery

PFE

New Projects/Investments

Pfizer has entered a multi-year collaboration with Cartography Biosciences to identify tumor-selective antigens using Cartography’s ATLAS and SUMMIT platforms, with Pfizer responsible for subsequent development and commercialization.
Cartography will receive an upfront and near-term payment structure including up to $65 million in upfront, milestone and option exercise payments.
The agreement carries a potential total deal value of over $850 million if all development, regulatory and commercial milestones are achieved.
Pfizer may opt in on multiple validated antigens and will lead all research and development activities under the collaboration.
Cartography’s lead T-cell engager program, CBI-1214, remains wholly owned and independently advanced by Cartography.

Jan 6, 2026, 12:30 PM

Press Release

Pfizer reports patient death in Hympavzi trial

PFE

On Dec. 14, a patient in Pfizer’s long-term extension trial of hemophilia therapy Hympavzi died due to a stroke and cerebral hemorrhage during perioperative management with recombinant factor VIIa.
Following the trial fatality report, Pfizer’s stock declined about 1%, reflecting market sensitivity to safety issues in blood-disorder treatments.
Pfizer has engaged the trial investigator and an independent Data Monitoring Committee, notified regulators, and is reviewing surgical protocols and potential contributing factors including coexisting conditions and concurrent medications.
Hympavzi, approved in the U.S. in October 2024, remains under ongoing safety monitoring for thrombotic risks, amid Pfizer’s broader strategic shifts in blood-disorder programs such as discontinuation of Beqvez and Oxbryta over safety concerns.

Dec 23, 2025, 12:11 PM

Bloomberg