ALLKA Research
Summary
- Pfizer shares edged higher after Q2 earnings, shrugging off criticism over the discontinuation of two obesity drug candidates, MET-224o and PF-07976016.
- PFE highlighted Metsera’s rapid progress and plans to strategically deploy its remaining $6 billion-$7 billion toward bolt-on opportunities in oncology, IMIDs, and obesity.
- In Q2, sales of the tafamidis franchise were $1.76 billion, up 10% QoQ.
- Meanwhile, Abrysvo, an RSV vaccine, generated $208 million in revenue for PFE, up 45.5% from the second quarter of 2025.
- In this article, I explain why I continue to cover PFE with a ‘Strong Buy’ rating.
2 days ago, on August 4, Pfizer (PFE) released another strong earnings report
In Q2, its revenue was $15.03 billion, up 4% quarter-over-quarter and 2.6% YoY
At the same time, Pfizer’s non-GAAP EPS of 77
ALLKA Research
With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research’s journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Research thrives on simplifying investment strategies, ensuring accessibility for both seasoned investors and those just starting.Driven by an unwavering passion for empowering others financially, Allka Research seeks to share its wealth of knowledge through Seeking Alpha. Its mission is to contribute thought-provoking analyses and informed perspectives to the Seeking Alpha community. With a desire to demystify the intricacies of investing, Allka Research aims to inspire confidence in its readers, fostering a community of informed investors who can navigate the markets with intelligence and understanding. Join Allka Research on this exciting journey of discovery and wealth creation as it continues to unravel the secrets of the financial world on Seeking Alpha.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
