Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon,
The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
Special Report Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostSubmitted by Chris Markoch. First Published: 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) the day after it reported a double beat in its fourth-quarter earnings. 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. The report also highlighted Pfizer's announcement of positive topline results from the Phase 2b study for its lead GLP-1 drug candidate. 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 growing from $62.2 billion in 2025 to $157 billion by 2035, a compound annual growth rate (CAGR) of 9.7%. That potential is why billions of dollars are flooding 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 reported results from its Phase 2b VESPER-3 study, which 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 driver of the stock's gain. That may be true, but investors should recognize that GLP-1 momentum can be a near-term catalyst rather than a durable lift to revenue — it will take time for trial success to translate into meaningful sales. And the GLP-1 trade, while still expanding, is already competitive; as Eli Lilly & Co.'s (NYSE: LLY) earnings show, established players intend to defend their obesity drug leadership. There are other reasons to be bullish on PFE, notably its oncology portfolio. Business Research Insights values the global oncology drugs market at approximately $264.92 billion in 2026, projected to climb 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 pipeline — a large set of opportunities to capture future market share. The portfolio was greatly strengthened by the acquisition of Seagen in 2023, which added capabilities and late-stage assets. Pfizer's roster now combines late-stage candidates such as Vepdegestrant, a next-generation targeted protein degrader (PROTAC), and atirmociclib, a selective CDK4 inhibitor, aimed at ER+/HER2- metastatic breast cancer in later-stage trials. Other late-stage candidates include: - Sigvotatug vedotin, an antibody-drug conjugate (ADC) in Phase 3 testing (e.g., Be6A LUNG-01) for metastatic non-small cell lung cancer, leveraging Pfizer's Seagen-acquired ADC expertise.
- Sasanlimab, which targets bladder cancer, and a bispecific PD-1xVEGF agent (PF-4404) that is being studied in combination with Padcev to treat urothelial cancer — positioning these programs for potential blockbuster status amid oncology growth.
Pfizer could bring multiple drugs to market over the next five to 10 years, and that outlook is supported by the company's growing commitment to artificial intelligence (AI), which is becoming essential across the biopharmaceutical sector. Pfizer integrates AI across R&D through partnerships with firms like Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology data analytics. These tools — including OncoScout — have sped target identification and other discovery activities, with the company citing reductions in timelines of at least 50% in some areas. Internally, platforms such as "Charlie" are used for data mining, predictions, and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) support discovery and manufacturing optimization. These efforts were important in the rapid development of Paxlovid and help underpin Pfizer's 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 35% to 45% by improving preclinical decisions and trial design, making it a competitive advantage rather than optional hype. Pfizer has positioned itself among the early adopters of these tools, which could provide a meaningful tailwind for investors over the medium to long term.
| 
