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Just For You Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostSubmitted by Chris Markoch. Publication Date: 2/5/2026. 
In Brief - 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 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 reported 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 of its lead GLP-1 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 shares closed up 4% on Feb. 4 as analysts and investors digested the report. The bullish thesis is that while GLP-1 headlines can drive near-term excitement, Pfizer's more durable upside is likely to come from an expanding oncology pipeline and accelerated use of artificial intelligence across R&D. That 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 project 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 pouring into the industry from companies looking to carve out 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, 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 week 28. The Growth Driver Investors May Be Missing Immediately after the report, many attributed the stock's gain to the positive clinical trial results. That may be true, but investors should recognize that GLP-1 excitement can be a short-term sugar high. While Pfizer's GLP-1 program shows promise, it will take time for those results to translate into material revenue. Moreover, the GLP-1 trade is expanding, and established players are not likely to cede market leadership quickly — as recent results from Eli Lilly & Co. (NYSE: LLY) demonstrate. There are other reasons to be bullish on PFE, notably its oncology portfolio. Business Research Insights values the global oncology drugs market at roughly $264.92 billion in 2026, projecting it to rise to $648.08 billion by 2035 — about a 10.3% CAGR. A Growing Pipeline Gives Pfizer Many Shots on Goal As of late 2025, Pfizer had roughly 60 candidates in its product portfolio, providing numerous opportunities to capture market share. The portfolio was significantly bolstered by the company's acquisition of Seagen in 2023. Today, Pfizer's pipeline includes late-stage candidates such as vepdegestrant — a next-generation targeted protein degrader (PROTAC) — paired with atirmociclib, a selective CDK4 inhibitor, in trials for ER+/HER2- metastatic breast cancer. Pfizer also has other late-stage candidates, 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 Seagen-acquired ADC expertise.
- Sasanlimab, which targets bladder cancer; and PF-4404, a bispecific PD-1xVEGF agent being tested in combination with Padcev to treat urothelial cancer — positioning these treatments as potential blockbusters amid oncology growth.
As noted earlier, Pfizer could bring multiple drugs to market over the next five to 10 years. That potential is amplified by 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 firms such as Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology data analytics — reportedly 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) optimize discovery and manufacturing. These efforts were important in the company's 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 roughly 35% to 45% by improving preclinical decisions and trial design, making it a core competitive advantage rather than optional hype. Pfizer's early and broad adoption of AI techniques should be a meaningful tailwind for the company over the medium and long term.
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