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Thursday's Exclusive Article Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters MostBy Chris Markoch. Date Posted: 2/5/2026. 
Key Points - 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 reporting a beat on both revenue and earnings in its fourth-quarter earnings report. Revenue of $17.56 billion exceeded 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. 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. The Wall Street Journal is asking whether a stock market crash is coming. Research from Weiss Ratings suggests the first half of 2026 could be very tough for certain stocks as a radical shift hits the market. Some of America's most popular names could take serious damage. Analysts have identified five stocks you should consider avoiding before this event plays out. If these are in your portfolio, you'll want to review your positions carefully. See the five stocks to avoid and learn what's driving this shift. PFE shares closed up 4% on Feb. 4 as analysts and investors digested the report. The bullish case 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 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 shows 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 helps explain why billions of dollars are flowing into the industry from companies looking 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-week period. The Growth Driver Investors May Be Missing Immediately after the report, much of the conventional wisdom pointed to the positive clinical trial results as the catalyst for the stock's gain. That may be true, but investors should recognize that GLP-1 enthusiasm can be a near-term sugar high. While Pfizer's obesity drug shows promise, it will take time for that to meaningfully affect the company's financials. And the GLP-1 trade is already expanding — as the recent earnings report from Eli Lilly & Co. (NYSE: LLY) demonstrates, the largest players aren't surrendering their leadership in obesity anytime soon. 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, 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 product portfolio — a similar number of opportunities to capture market share. The portfolio was significantly strengthened after its acquisition of Seagen in 2023. Today, Pfizer's pipeline includes late-stage candidates such as Vepdegestrant (a next-generation targeted protein degrader, or PROTAC) paired with Atirmociclib (a selective CDK4 inhibitor) for ER+/HER2- metastatic breast cancer. Other late-stage candidates include: - 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 the bispecific PD-1xVEGF agent (PF-4404), which is being tested in combination with Padcev for urothelial cancer — positioning these treatments as potential blockbusters amid oncology growth.
Beyond the pipeline, Pfizer's commitment to artificial intelligence (AI) is another potential differentiator for investors in the biopharmaceutical sector. Pfizer applies AI across R&D through partnerships with firms such as Boltz (biomolecular modeling), XtalPi (molecular design), and Data4Cure (oncology data analytics). These collaborations help accelerate target identification by at least 50% with tools like OncoScout. Internally, platforms such as "Charlie" handle data mining, predictions, and content generation, and collaborations with NVIDIA (NASDAQ: NVDA) optimize discovery and manufacturing workflows. These efforts were important in the company's rapid development of Paxlovid and support catalysts in oncology and obesity for 2026. Pfizer is targeting $1.2 billion in savings by 2027 through efficiency gains from AI and related technologies. Industry-wide, AI is expected to boost productivity by 35% to 45% by refining preclinical decisions and trial design, making it a core competitive edge rather than optional hype. Pfizer's positioning at the forefront of AI adoption should provide a meaningful tailwind for investors over the medium and long term.
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