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More Reading from MarketBeat Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostAuthor: Chris Markoch. Date Posted: 2/5/2026. 
At a Glance - 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 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. My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to help regular investors generate enough income to become financially independent…
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Then as much as $625 on Friday. Click here to reserve a copy and put yourself on the path to better trading. PFE stock closed up 4% on Feb. 4 as analysts and investors digested the results. 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 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 implies a compound annual growth rate (CAGR) of 9.7%, which helps explain why billions of dollars 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 week 28. The Growth Driver Investors May Be Missing Immediately after the report, conventional wisdom pointed to the positive clinical trial results as the reason for the stock's gain. That may be true, but investors should recognize it's likely a near-term sugar high. While Pfizer's GLP-1 candidate shows promise, it will take time for those results to meaningfully affect the company's balance sheet. The GLP-1 trade is expanding, and as Eli Lilly & Co. (NYSE: LLY) demonstrated in its earnings, the largest players aren't ceding obesity-drug leadership easily. However, there are other reasons to be bullish on PFE—chiefly, its oncology portfolio. Business Research Insights values the global oncology drugs market at approximately $264.92 billion in 2026, with projections 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 significantly enhanced after Pfizer's acquisition of Seagen in 2023. Today, Pfizer's pipeline combines late-stage candidates such as Vepdegestrant—a next-gen targeted protein degrader (PROTAC)—and atirmociclib, a selective CDK4 inhibitor, both advancing in later-stage trials to tackle ER+/HER2- metastatic breast cancer. Pfizer also has several other late-stage programs, including: - Sigvotatug vedotin, an antibody-drug conjugate (ADC) in Phase 3 testing (e.g., Be6A LUNG-01) against metastatic non-small cell lung cancer, leveraging Pfizer's Seagen-acquired ADC expertise.
- Sasanlimab for bladder cancer, and a bispecific PD-1xVEGF agent (PF-4404) being studied in combination with Padcev to treat urothelial cancer—positions that could become blockbusters amid oncology growth.
Beyond individual drug prospects, Pfizer's commitment to artificial intelligence (AI) is an important part of its strategy and is becoming essential across the biopharmaceutical sector. Pfizer integrates AI across R&D through partnerships like Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology data analytics, accelerating target identification by at least 50% with tools such as OncoScout. Internally, platforms like "Charlie" support data mining, predictions, and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) optimize discovery and manufacturing. These efforts helped enable 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 35% to 45% by improving preclinical decisions and trial design, making it a competitive necessity rather than optional hype. Pfizer's early adoption and broad partnerships position it to benefit from these trends, which could be a meaningful catalyst for investors over the medium and long term.
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