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Pfizer Inc.

PFEleader

Pfizer 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.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($62.4B)

Données statiques (chargement des finances en temps réel…)

Oncology (38%)
Vaccines (18%)
Internal Medicine (20%)
Hospital / Anti-Infectives (14%)
Rare Disease & Other (10%)

Composition des segments et principaux clients

Détails du produit

Paxlovid10%

Oral antiviral treatment for COVID-19

Prevnar 2012%

Pneumococcal conjugate vaccine for adults and children

Eliquis (co-marketed with BMS)14%

Blood thinner for stroke prevention

Oncology Portfolio (Ibrance, Xtandi, Adcetris)28%

Breast cancer, prostate cancer, and lymphoma treatments

Seagen Oncology (ADCs)18%

Antibody-drug conjugates acquired via Seagen deal

Relations dans la chaîne d'approvisionnement

Concurrents

Moderna, Inc.

mRNA vaccines and therapeutics

Impact: Primary mRNA rival

Eli Lilly and Company

Oncology, weight loss

Impact: Competing in large-cap pharma

Novo Nordisk

GLP-1 and obesity

Impact: Competing in metabolic space

Partenaires

Regeneron Pharmaceuticals

Potential co-development

Impact: Collaborative pipeline

Contexte macro et de marché

제약 / 바이오Actualités du secteur

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Prochains catalyseurs

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

Problèmes de chaîne d'approvisionnement

★ 기회비만약 Danuglipron 2상 결과 긍정적
2026-04

경구용 GLP-1 Danuglipron 2상 체중감소 효과 확인. LLY Orforglipron 대비 1일 2회 투여 단점 있으나 개선 중.

⚠ 공급 차질코로나 의약품 수요 급감 — 구조조정 진행
2026-03

Paxlovid·Comirnaty 매출 급감으로 $4B 비용 절감 프로그램 실행. 연구직 포함 2,000명 감원 진행.

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$363M2024.062024-08-13↑
BlackRockreducing$130M2024.062024-08-13↓
BlackRockaccumulating$147M2024.062024-08-13↑
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
BlackRockaccumulating$405M2024.062024-08-13↑
BlackRockaccumulating$207M2024.062024-08-13↑
BlackRockaccumulating$4.2B2024.062024-08-13↑
BlackRockaccumulating$3.4B2024.062024-08-13↑
BlackRockaccumulating$270M2024.062024-08-13↑
BlackRockaccumulating$313M2024.062024-08-13↑
BlackRockaccumulating$195M2024.062024-08-13↑
BlackRockaccumulating$357M2024.062024-08-13↑
BlackRockreducing$478K2024.062024-08-13↓
BlackRockaccumulating$1.3B2024.062024-08-13↑
BlackRockreducing$36M2024.062024-08-13↓
BlackRockreducing$22M2024.062024-08-13↓
BlackRockaccumulating$309M2024.062024-08-13↑
BlackRockreducing$23M2024.062024-08-13↓
BlackRockreducing$37M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockaccumulating$182M2024.062024-08-13↑
Vanguard Groupaccumulating$264M2025.122026-01-29↑
Vanguard Groupaccumulating$72M2025.122026-01-29↑
Vanguard Groupaccumulating$12.0B2025.122026-01-29↑
Vanguard Groupreducing$345K2025.122026-01-29↓
Vanguard Groupaccumulating$790M2025.122026-01-29↑
Vanguard Groupreducing$5K2025.122026-01-29↓
Vanguard Groupaccumulating$311M2025.122026-01-29↑
State Streetaccumulating$7.5B2025.122026-02-13↑
Wellington Managementaccumulating$1.3B2025.122026-02-17↑
Wellington Managementaccumulating$25M2025.122026-02-17↑
Wellington Managementreducing$693K2025.122026-02-17↓
Wellington Managementreducing$629K2025.122026-02-17↓
Wellington Managementaccumulating$13M2025.122026-02-17↑
Wellington Managementaccumulating$883K2025.122026-02-17↑
FMR (Fidelity)accumulating$85M2025.122026-02-17↑
FMR (Fidelity)accumulating$3M2025.122026-02-17↑
FMR (Fidelity)accumulating$197M2025.122026-02-17↑
FMR (Fidelity)accumulating$21M2025.122026-02-17↑
FMR (Fidelity)accumulating$171K2025.122026-02-17↑

Actionnariat institutionnel

Base 13F · Q4 2025
InstitutionVariation% de détentionTrim. préc.ActionsValeurSEC
VanguardMaintenue8.40%—1050.0M actions$9,200M13F
BlackRockMaintenue6.50%—810.0M actions$7,100M13F
Dodge & CoxAugmentée1.10%—137.0M actions$1,200M13F
Causeway CapitalNouveau0.41%—51.0M actions$450M13F
Détention totale suivie: 16.41%Valeur totale: $17,950MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Thèmes Macro Connexes

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Regulatory Capture

How powerful entities design legislation to entrench their advantage — turning regulators into protectors of incumbents.

Revolving doorRegulatory moatLobbying spend

Informations sur l'entreprise

Siège social

New York, New York, USA

Fondée en

1849

Effectifs

88,000+

Site web

pfizer.com

Score d'écart médiatique

Score d'écart45
Écart faibleÉcart élevé

Activité institutionnelle

68

Score médiatique

55

Position dans la cascade

Rôle dans la cascade

mid cap

Délai typique

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.

Voir la cascade complète

Aperçu du secteur — 제약 / 바이오

Actualités du secteur

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Thèmes clés

  • •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

Prochains catalyseurs

  • ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
  • ◆MRNA 암백신 FDA BLA 제출 예정