Pfizer Inc.
PFEleaderPfizer is one of the world's largest pharmaceutical companies, transformed by its COVID vaccine and Paxlovid revenues. Its $43B acquisition of Seagen bolstered its oncology pipeline with antibody-drug conjugates, while it faces patent cliffs and reinvention challenges in the post-pandemic era.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($62.4B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
Oral antiviral treatment for COVID-19
Pneumococcal conjugate vaccine for adults and children
Blood thinner for stroke prevention
Breast cancer, prostate cancer, and lymphoma treatments
Antibody-drug conjugates acquired via Seagen deal
Lieferkettenbeziehungen
Wettbewerber
Makro- und Marktkontext
GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Nächste Katalysatoren
Lieferketten-Probleme
경구용 GLP-1 Danuglipron 2상 체중감소 효과 확인. LLY Orforglipron 대비 1일 2회 투여 단점 있으나 개선 중.
Paxlovid·Comirnaty 매출 급감으로 $4B 비용 절감 프로그램 실행. 연구직 포함 2,000명 감원 진행.
Institutionelle Signale
| Institution | Aktion | Wert | Quartal | Einreichungsdatum |
|---|---|---|---|---|
| BlackRock | accumulating | $363M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $130M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $147M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $22M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $405M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $207M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $270M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $313M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $195M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $357M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $478K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $1.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $36M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $22M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $309M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $23M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $37M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $182M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $264M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $72M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $12.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $345K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $790M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $5K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $311M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $7.5B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $1.3B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $25M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $693K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $629K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $13M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $883K | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $85M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $197M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $171K | 2025.12 | 2026-02-17↑ |
Institutioneller Besitz
13F Basis · Q4 2025| Institution | Änderung | Beteiligung % | Vorquartal | Aktien | Wert | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Gehalten | 8.40% | — | 1050.0M Aktien | $9,200M | 13F |
| BlackRock | Gehalten | 6.50% | — | 810.0M Aktien | $7,100M | 13F |
| Dodge & Cox | Erhöht | 1.10% | — | 137.0M Aktien | $1,200M | 13F |
| Causeway Capital | Neue Position | 0.41% | — | 51.0M Aktien | $450M | 13F |
Aktuelle Nachrichten
KI-Analyse
Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Pfizer Inc..
Verwandte Makro-Themen
Alle ThemenUnternehmensinformationen
Nachrichtenlücken-Score
Institutionelle Aktivität
68
Medien-Score
55
Kaskadenposition
Rolle in der Kaskade
mid cap
Typische Verzögerung
1-3 trading days
Pfizer's oral GLP-1 candidate (danuglipron) is a distant follower; strong Lilly data validates the obesity market while highlighting Pfizer's competitive gap.
Vollständige Kaskade anzeigenSektorübersicht — 제약 / 바이오
SektornachrichtenGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Hauptthemen
- •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
- •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
- •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성
Nächste Katalysatoren
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정