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Featured Story from MarketBeat.com Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostBy Chris Markoch. Publication Date: 2/5/2026. 
Key Takeaways - 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 boost the Dow Jones Industrial Average (DJIA) the day after reporting 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, adjusted earnings per share (EPS) were $0.69, beating estimates of $0.57. The report also included positive topline results from the Phase 2b study of Pfizer's lead GLP-1 drug candidate. While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough. Click here now to see the full report 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 accelerating use of artificial intelligence across R&D. That narrative starts 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. That represents a compound annual growth rate (CAGR) of 9.7% and helps explain why billions of dollars are flowing into the industry as companies compete for market share. For Pfizer, that 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 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-week period. The Growth Driver Investors May Be Missing Immediately after the report, conventional wisdom attributed the stock's gain to the positive clinical results. That may be true, but investors should be cautious—GLP-1 excitement can be a short-term sugar high. While Pfizer's candidates show promise, it will take time for that to meaningfully affect the company's financials. The GLP-1 trade is expanding, and as Eli Lilly & Co. (NYSE: LLY) demonstrated in its recent earnings, the largest players aren't likely to cede leadership in obesity drugs anytime soon. However, there are other reasons to be bullish on PFE — namely its oncology portfolio. Data from Business Research Insights values the global oncology drugs market at approximately $264.92 billion in 2026 and projects it to reach $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 has roughly 60 candidates in its development portfolio — a large number of opportunities to capture market share. The portfolio was significantly strengthened by the acquisition of Seagen in 2023. Today, Pfizer's late-stage pipeline includes Vepdegestrant — a next-generation targeted protein degrader (PROTAC) — being evaluated with atirmociclib, a selective CDK4 inhibitor, to treat ER+/HER2- metastatic breast cancer. Pfizer also has several other late-stage candidates, including: - Sigvotatug vedotin, an antibody-drug conjugate (ADC) in Phase 3 testing (for example, Be6A LUNG-01) against metastatic non-small cell lung cancer, leveraging Seagen's ADC expertise.
- Sasanlimab, being evaluated for bladder cancer.
- PF-4404, a bispecific PD-1xVEGF agent being tested in combination with Padcev to treat urothelial cancer, positioning it as a potential blockbuster if approved.
But the story gets even stronger when you consider Pfizer'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 (biomolecular modeling), XtalPi (molecular design) and Data4Cure (oncology data analytics), speeding target identification by at least 50% with tools like OncoScout. Internally, platforms like "Charlie" handle data mining, predictions and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) help optimize discovery and manufacturing. These efforts played a key role in Pfizer's rapid development of Paxlovid and support upcoming 2026 catalysts in oncology and obesity. The company is targeting $1.2 billion in savings by 2027 through efficiency gains. Industry-wide, AI is projected to boost productivity by roughly 35% to 45% by improving preclinical decisions and trial design, making it a core competitive advantage rather than optional hype. Pfizer has positioned itself at the forefront of AI adoption in pharma, which should be a meaningful tailwind for investors over the medium and long term.
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