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This Week's Bonus Story Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostSubmitted by Chris Markoch. First Published: 2/5/2026. 
Article Highlights - 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. Highlighting the report was Pfizer's announcement of positive topline results from the Phase 2b study for its lead GLP-1 drug candidate. The largest gold buyer in the world is expected to release a revolutionary way to invest in gold in 2026, potentially changing how everyday Americans save their wealth with a click of a button. Gold would need to climb another $4,500 for you to double your money at current prices. But one gold stock trading around $1.60 only needs to rise another $1.60 for you to double. That's the conservative estimate of what could happen when this new investment method becomes available to the public. Get the details on this opportunity before the 2026 launch. PFE stock closed up about 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 helps explain why billions are flowing into the industry from companies trying to carve out market share. For Pfizer, the opportunity centers on its lead GLP-1 candidate, MET-097i. The company announced results from its Phase 2b VESPER-3 study. The trial met its primary endpoint and showed 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 pointed to the positive clinical trial results as the cause for the stock's gain. That may be true, but investors should note that GLP-1–driven enthusiasm can be a near-term sugar high. While Pfizer's obesity drugs show promise, it will take time for that to translate into meaningful contributions to the company's revenue. And the GLP-1 trade is expanding—large competitors, as evident in recent reports from Eli Lilly & Co. (NYSE: LLY), are unlikely to cede leadership easily. However, there are other reasons to be bullish on PFE—most notably its oncology portfolio. Business Research Insights values the global oncology drugs market at approximately $264.92 billion in 2026 and projects it to climb to $648.08 billion by 2035, reflecting a CAGR of roughly 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 an opportunity to capture market share. The portfolio was strengthened considerably after its acquisition of Seagen in 2023. Today, Pfizer's lineup includes both late-stage candidates such as Vepdegestrant, a next-generation targeted protein degrader (PROTAC), and atirmociclib, a selective CDK4 inhibitor, which are being evaluated to treat ER+/HER2- metastatic breast cancer in later-stage trials. Other late-stage programs include: - Sigvotatug vedotin, an antibody-drug conjugate (ADC) in Phase 3 testing (e.g., Be6A LUNG-01) targeting metastatic non-small cell lung cancer, leveraging Pfizer's Seagen-acquired ADC expertise.
- Sasanlimab, which targets bladder cancer, and the bispecific PD-1xVEGF agent (PF-4404), being evaluated in combination with Padcev to treat urothelial cancer—potential candidates for blockbuster status amid oncology growth.
Beyond having multiple drugs that could reach the market over the next five to 10 years, Pfizer's commitment to artificial intelligence (AI) is another differentiator. AI is becoming increasingly essential across the biopharmaceutical sector. Pfizer integrates AI across R&D through partnerships with firms such as Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology analytics. Pfizer says these tools—including OncoScout—can speed target identification by at least 50%. Internally, platforms like "Charlie" are used for data mining, predictions, and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) help optimize discovery and manufacturing. These efforts were important in the rapid development of Paxlovid and support 2026 catalysts in oncology and obesity. Pfizer is targeting $1.2 billion in savings by 2027 through efficiency gains. Industry-wide, AI is projected to boost productivity by 35% to 45% by improving preclinical decisions and trial design, making it a core competitive edge rather than optional hype. Pfizer has positioned itself near the forefront of AI adoption in biopharma, which should be a tailwind for investors over the medium and long term.
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