Dear Reader,
We were somewhere in Delaware, stuck in bumper-to-bumper traffic...
Miles from the next rest stop, my 5-year-old son suddenly howled that he had to go.
I veered off at the next exit, pulled into a shopping mall, and unbuckled his car seat as quickly as I could...
But on our sprint to the restroom, something stopped me in my tracks.
It was a robot.
Not just any robot - it was Elon Musk's Optimus.
For months, the financial research firm I work for has been tracking Optimus' development behind closed doors.
Elon has called it "the biggest product of all time."
But we believe the implications for investors could be even bigger.
In fact, there's one stock (not Tesla) that should be on every investor's radar right now.
Months ago, we predicted:
"It won't be long before Tesla's new product is everywhere - on sale in showrooms across America and around the world."
And now that I've seen it with my own eyes, I'm convinced the rollout is happening faster and at a bigger scale than anyone's prepared for.
One of our top stock experts - whose team has briefed the FBI, the Pentagon, and Fortune 500 CIOs - says the tech behind Optimus could trigger one of the most profound wealth transfers of our lifetime.
To understand exactly what’s happening... and get the name of the stock he recommends you buy for free today... I strongly urge you to watch this urgent presentation now:
Sincerely,
Kelly Brown
Managing Director
P.S. I wasn't expecting to see Optimus in person, but now that I have... I get it. It's a 5'8", 125-pound humanoid robot that can carry 45 pounds while walking at 5 miles per hour - perfect for factory work. Musk believes we'll eventually see 10 billion of them in circulation. Why? Because once this rollout begins, every business that makes something will want one. This could spark a financial story even bigger than anything you’ve seen from Tesla and Elon. Click here now to see what’s coming next.
Pfizer Adds to Its Big Bet on Weight Loss Drugs
Submitted by Jordan Chussler. Publication Date: 12/16/2025.
Key Takeaways
- The health care sector has led the S&P 500 over the three months, but Pfizer has lagged of late, slipping 5% since the start of October.
- As the Big Pharma company continues to struggle to replace COVID-19 vaccine revenue, it is heavily learning into the semaglutide and GLP-1 weight loss drug trend.
- Last week, the company signed a $2.1 billion licensing agreement with a Chinese pharma company to develop its early-stage weight loss pill.
Health care stocks have been on a run, leading the S&P 500's 11 sectors over the past three months with a gain of 11.55%. Unfortunately for some investors, that rally has not included all of the Big Pharma mainstays.
Pfizer (NYSE: PFE), the maker of Chantix, Eliquis and Paxlovid, has seen its shares slide 5% since the start of October. By comparison, other mega-cap pharmaceutical companies such as Johnson & Johnson (NYSE: JNJ), Regeneron Pharmaceuticals (NASDAQ: REGN), and Eli Lilly (NYSE: LLY) are up nearly 14%, 24% and 25%, respectively, over the same time frame.
A Backdoor Play on Starlink's IPO for Less than $100? (Ad)
Elon Musk's Starlink project is generating major speculation ahead of a potential IPO that some analysts believe could reach a historic $100 billion valuation. According to James Altucher, there may be a smart "backdoor" way for everyday investors to position ahead of that event without needing traditional IPO access — and he says it can be done for under $100. He's also sharing a free ticker tied to this trend for anyone who wants to take a closer look.
Click here to learn moreAnd despite Pfizer making headlines on Nov. 13 after acquiring obesity biotech Metsera in a $10 billion deal, the stock has only mustered a 0.23% gain since then.
The nearly 177-year-old biopharma company is again looking to expand its role in the weight-loss drug market. Management and shareholders hope that growing its presence in obesity treatments can help offset revenue lost as demand for mRNA-based COVID-19 vaccines has waned.
Pfizer Looks to Gain Market Share After Enormous Deal With YaoPharma
On Tuesday, Dec. 9, Pfizer struck a $2.1 billion licensing deal with China's YaoPharma to develop a GLP‑1 weight-loss pill that is in early-stage development. The drug would work similarly to Wegovy, the game-changing weight-loss injection from competitor Novo Nordisk (NYSE: NVO).
News of an unapproved pill may not move the stock immediately; however, it underscores Pfizer's commitment and momentum in the obesity treatment market.
Under the agreement Pfizer will pay a $150 million fee upfront to YaoPharma's parent company, Shanghai Fosun Pharmaceutical, which has an $8.4 billion market cap.
Pfizer could also pay YaoPharma up to $1.94 billion in milestone payments if the drug advances as expected, in addition to royalty payments on sales if it is approved.
Those milestone payments are contingent on YaoPharma successfully completing Phase I trials, after which Pfizer would assume responsibility for later-stage development.
Pfizer also plans combination studies — currently in mid-stage development — pairing the Chinese firm's pill with its own GIP gut hormone receptor program, a strategy Eli Lilly has adopted with Zepbound and Mounjaro to target both GLP‑1 and GIP.
Pfizer Is Positioning Itself for the Future of the Weight-Loss Drug Market
The deal highlights how aggressively Pfizer's executive team is pursuing a larger, long-term role in the GLP‑1 and broader obesity treatment market.
Over the past month the company has shown a willingness to invest roughly $10.1 billion to build out that position as it targets a rapidly growing industry.
Forecasts from market analysis firm Grand View Research suggest the GLP‑1 weight-loss drug market could grow at a compound annual growth rate (CAGR) of 18.54% from 2025 to 2030 — rising from under $14 billion at the start of this year to an estimated $48.84 billion by 2030.
Grand View Research found North America accounts for the largest revenue share, representing more than 75% of the GLP‑1 agonists market. Although other obesity interventions — including lifestyle changes and bariatric surgery — are available, GLP‑1 drugs remain the preferred option among many physicians and patients.
Patient Investors Can Enjoy PFE's Sizable Dividend
Shareholders are hoping Pfizer's push into weight-loss drugs pays off after the stock has delivered a loss of more than 31% over the past five years. Much of that decline stems from falling COVID-vaccine sales, which helped drive the company's revenue trajectory from increases of over 95% at the end of 2021 to a drop exceeding 41% by the end of 2023.
Last year Pfizer rebounded modestly, registering nearly a 7% increase in revenue. Meanwhile, the stock's yield has softened some investors' concerns. Pfizer remains a strong dividend payer with a current yield of 6.65% — $1.72 per share annually. That payout has increased for 16 consecutive years, making the stock attractive to income investors despite its roughly 100% dividend payout ratio.
For investors more interested in income and a speculative stake in the GLP‑1 market than immediate capital appreciation, Pfizer continues to provide a reliable dividend while maintaining exposure to the fast-growing obesity-treatment space.
However, growth-focused investors may find it difficult to tolerate another year of lackluster performance. Analysts' average 12-month price target implies a little more than 10% potential upside from the stock's current price and comes with a consensus Hold rating.
Meanwhile, short interest has been steadily rising as the stock continues to attract Wall Street bears. Currently, roughly $3.58 billion of the float is shorted — about 84% higher than it was at the end of January 2025.
This email content is a paid advertisement sent on behalf of Altimetry, a third-party advertiser of MarketBeat. Why did I get this email content?.
This ad is sent on behalf of Altimetry, 110 Cambridge Street, Cambridge, MA 02141. If you would like to optout from receiving offers from Altimetry please click here.
If you need assistance with your subscription, feel free to email MarketBeat's U.S. based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2025 MarketBeat Media, LLC.
345 N Reid Place, Suite 620, Sioux Falls, South Dakota 57103. USA..