Pfizer: Headwinds Dissipating, New Obesity Pipeline Update Coming Soon


  • A difficult period for Pfizer might be coming to an end, as serious setbacks and tough Y/Y comps are in the rearview mirror.
  • The first quarter performance of the commercial business exceeded Street expectations, and the company maintained its full-year revenue guidance while slightly increasing the EPS guidance range.
  • The new Chief Strategy and Innovation Officer may lead to changes in business development approach, although his hands may be tied by the debt burden in the near-term.
  • The upcoming update on danuglipron in obesity should shed more light on Pfizer’s position and plans for this side of the pipeline.


A difficult period for Pfizer (NYSE:PFE) might be coming to an end. The series of setbacks, such as the failures of the obesity pipeline during 2023, and the commercial underperformance that led to expectations reset with a “kitchen sink” guidance for 2024, are now

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