Flowvium
Back to Explorer

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.

Share:
⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($62.4B)

Static data (loading live financials…)

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

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Competitors

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

Partners

Regeneron Pharmaceuticals

Potential co-development

Impact: Collaborative pipeline

Macro & Market Context

제약 / 바이오Sector News

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%

Upcoming Catalysts

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

Supply Chain Issues

★ 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.

Institutional Signals

InstitutionActionValueQuarterFiling Date
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↑

Institutional Ownership

13F basis · Q4 2025
InstitutionChangeOwnership %Prev. QuarterSharesValueSEC
VanguardMaintained8.40%—1050.0M shares$9,200M13F
BlackRockMaintained6.50%—810.0M shares$7,100M13F
Dodge & CoxIncreased1.10%—137.0M shares$1,200M13F
Causeway CapitalNew Position0.41%—51.0M shares$450M13F
Total tracked ownership: 16.41%Total value: $17,950MBased on SEC EDGAR 13F-HR · 45-day reporting delay

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Pfizer Inc..

Related Macro Themes

View All Themes

Regulatory Capture

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

Revolving doorRegulatory moatLobbying spend

Company Info

Headquarters

New York, New York, USA

Founded

1849

Employees

88,000+

Website

pfizer.com

News Gap Score

Gap Score45
Low GapHigh Gap

IB Activity

68

Media Score

55

Cascade Position

Role in Cascade

mid cap

Typical Delay

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.

View Full Cascade

Sector Overview — 제약 / 바이오

Sector News

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%

Key Themes

  • •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

Upcoming Catalysts

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