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Special Report Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostAuthored by Chris Markoch. Publication Date: 2/5/2026. 
Quick Look - Pfizer stock jumped after a beating on the top and bottom lines, but the rally may reflect more than just strong quarterly results and short-term GLP-1 excitement.
- Positive Phase 2b GLP-1 obesity data gives Pfizer optionality, though meaningful revenue from weight-loss drugs is still several years away.
- An expanding oncology pipeline and AI-driven R&D strategy could be the most overlooked long-term growth catalysts for PFE.
Pfizer Inc. (NYSE: PFE) helped lift the Dow Jones Industrial Average (DJIA) after delivering a double beat in its fourth-quarter earnings report. Revenue of $17.56 billion topped analysts' estimates of $16.93 billion. On the bottom line, Pfizer delivered adjusted earnings per share (EPS) of $0.69, beating estimates of $0.57. A highlight of the report was Pfizer's announcement of positive topline results from the Phase 2b study for its lead GLP-1 drug candidate. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> PFE stock closed up 4% on Feb. 4 as analysts and investors digested the report. The bullish thesis is that while GLP-1 headlines may drive near-term excitement, Pfizer's more durable upside is likely to come from its expanding oncology pipeline and its accelerating use of artificial intelligence across R&D. That story begins with the company's push into obesity, where it reported a notable clinical update alongside the quarter. Pfizer Wants a Piece of the Weight-Loss Drug Pie The weight-loss drug market is expanding rapidly. Data show the global GLP-1 market will grow from $62.2 billion in 2025 to $157 billion by 2035, a compound annual growth rate (CAGR) of about 9.7%. That growth explains why billions of dollars are flowing into the industry as companies try to carve out market share. For Pfizer, the opportunity centers on its lead GLP-1 candidate, MET-097i. The company reported results from its Phase 2b VESPER-3 study: the trial met its primary endpoint, showing a statistically significant, placebo-adjusted weight loss of up to 12.3% at 28 weeks. Pfizer also noted that patients continued to lose weight after transitioning from weekly to monthly dosing, with no plateau observed by the end of the 28 weeks. The Growth Driver Investors May Be Missing Immediately after the report, conventional wisdom attributed the stock's gain to the positive clinical trial results. That may be true, but investors should be aware that those headlines can produce a short-lived boost. While Pfizer's GLP-1 candidate shows promise, it will take time for that to translate into meaningful revenue. And the GLP-1 trade, while not yet saturated, is becoming crowded—Eli Lilly's recent earnings show the largest players aren't likely to cede leadership in obesity drugs anytime soon. There are, however, other reasons to be bullish on PFE—most notably its oncology portfolio. Business Research Insights values the global oncology drugs market at roughly $264.92 billion in 2026, with projections to rise to $648.08 billion by 2035, reflecting a CAGR of about 10.3%. A Growing Pipeline Gives Pfizer Many Shots on Goal As of late 2025, Pfizer had roughly 60 candidates in its product portfolio—each a potential revenue driver. The portfolio was significantly bolstered by its acquisition of Seagen in 2023. Pfizer's late-stage candidates include Vepdegestrant, a next-generation targeted protein degrader (PROTAC), and atirmociclib, a selective CDK4 inhibitor, both being evaluated for ER+/HER2- metastatic breast cancer in later-stage trials. Other notable late-stage programs include: - Sigvotatug vedotin — an antibody-drug conjugate (ADC) in Phase 3 testing (for example, Be6A LUNG-01) against metastatic non-small cell lung cancer, leveraging Pfizer's Seagen-acquired ADC expertise.
- Sasanlimab — targeting bladder cancer; and a bispecific PD-1xVEGF agent (PF-4404) combined with Padcev to treat urothelial cancer, positioning these therapies as potential blockbusters amid oncology growth.
As noted, Pfizer could bring multiple drugs to market over the next five to 10 years. That outlook improves further because of the company's commitment to artificial intelligence (AI), which is becoming essential across the biopharmaceutical sector. Pfizer integrates AI across R&D through partnerships with companies such as Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology data analytics. These collaborations—and tools like OncoScout—have sped target identification by an estimated 50% or more. Internally, platforms like "Charlie" handle data mining, predictions, and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) optimize discovery and manufacturing. These efforts were instrumental in Pfizer's rapid development of Paxlovid and support potential 2026 catalysts in oncology and obesity. The company is targeting $1.2 billion in savings by 2027 through efficiency gains driven by AI. Industry-wide, AI is projected to boost productivity 35% to 45% by improving preclinical decision-making and trial design, making it a core competitive advantage rather than optional hype. Pfizer's early and broad adoption of AI should be a meaningful tailwind for investors over the medium and long term.
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