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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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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($62.4B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Rakipler

Moderna, Inc.

mRNA vaccines and therapeutics

Etki: Primary mRNA rival

Eli Lilly and Company

Oncology, weight loss

Etki: Competing in large-cap pharma

Novo Nordisk

GLP-1 and obesity

Etki: Competing in metabolic space

Ortaklar

Regeneron Pharmaceuticals

Potential co-development

Etki: Collaborative pipeline

Makro ve piyasa bağlamı

제약 / 바이오Sektör haberleri

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%

Yaklaşan katalizörler

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

Tedarik zinciri sorunları

★ 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.

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Kurumsal Sahiplik

13F bazlı · Q4 2025
KurumDeğişimSahiplik %Önceki ÇeyrekHisselerDeğerSEC
VanguardKorundu8.40%—1050.0M hisse$9,200M13F
BlackRockKorundu6.50%—810.0M hisse$7,100M13F
Dodge & CoxArtırıldı1.10%—137.0M hisse$1,200M13F
Causeway CapitalYeni Pozisyon0.41%—51.0M hisse$450M13F
Toplam takip edilen sahiplik: 16.41%Toplam değer: $17,950MSEC EDGAR 13F-HR bazlı · 45 günlük raporlama gecikmesi

Son haberler

Haberler yükleniyor...

AI Analizi

Pfizer Inc. için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

İlgili Makro Temalar

Tüm Temaları Gör

Regulatory Capture

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

Revolving doorRegulatory moatLobbying spend

Şirket Bilgisi

Merkez

New York, New York, USA

Kuruluş

1849

Çalışanlar

88,000+

Web Sitesi

pfizer.com

Haber Boşluğu Puanı

Boşluk Puanı45
Düşük BoşlukYüksek Boşluk

Kurumsal Aktivite

68

Medya Puanı

55

Kaskad Pozisyonu

Kaskaddaki Rol

mid cap

Tipik Gecikme

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.

Tam Kaskadı Gör

Sektör genel bakışı — 제약 / 바이오

Sektör haberleri

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%

Temel temalar

  • •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

Yaklaşan katalizörler

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