Pfizer PFE is likely one of the largest and most profitable drugmakers in oncology. It boasts a powerful portfolio of authorised most cancers medicines in addition to a sturdy pipeline of most cancers candidates with a concentrate on a number of modalities, together with small molecules, antibody-drug conjugates (ADCs) and immuno-oncology biologics.
The addition of Seagen in 2023 strengthened its place in oncology by including 4 ADCs — Adcetris, Padcev, Tukysa and Tivdak. The acquired Seagen merchandise contributed meaningfully to Pfizer’s revenues within the first 9 months of 2025.
Oncology gross sales comprise round 28% of its whole revenues. Its oncology revenues grew 7% within the first 9 months of 2025. Traders might be eager to know the way its oncology section carried out within the fourth quarter when the corporate pronounces outcomes on Feb. 3.
Pfizer’s oncology gross sales within the fourth quarter are anticipated to have been pushed by greater gross sales of key medicine like Xtandi, Lorbrena and the Braftovi-Mektovi mixture, which ought to make up for declining gross sales of medication like Ibrance.
Gross sales of Ibrance are more likely to have declined as a result of continued aggressive stress throughout markets, generic entry in choose worldwide markets, and the influence of Medicare Half D redesign in the US. Medicare Half D redesign is anticipated to have had a adverse influence on gross sales of another oncology medicine like Xtandi and Lorbrena. Gross sales of Inlyta are additionally more likely to have declined.
As regards the antibody-drug conjugates or ADCs added from 2023’s Seagen acquisition, aggressive stress in the US is more likely to have harm gross sales of Adcetris, whereas robust demand traits, primarily as a result of market share beneficial properties in first-line metastatic urothelial most cancers, are more likely to have benefited Padcev’s gross sales.
Pfizer has ventured into the oncology biosimilars house and markets six biosimilars for most cancers. Revenues from oncology biosimilars are more likely to have risen within the fourth quarter.
Pfizer is probably going to offer updates on its oncology candidates in late-stage growth, like atirmociclib, vepdegestrant and sigvotatug vedotin on the fourth-quarter convention name. Sasanlimab, for the remedy of BCG-naive high-risk non-muscle invasive bladder most cancers, is underneath assessment in the US and the EU.
Competitors within the Oncology Area
Pfizer is likely one of the largest drugmakers of most cancers medicines. Different massive gamers within the oncology house are AstraZeneca AZN, Merck MRK, J&J JNJ and Bristol-Myers.
For AstraZeneca, oncology gross sales now comprise round 43% of whole revenues. Gross sales in its oncology section rose 16% within the first 9 months of 2025. AstraZeneca’s robust oncology efficiency was pushed by medicines reminiscent of Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo).
Merck’s key oncology medicines are PD-LI inhibitor, Keytruda and PARP inhibitor, Lynparza, which it markets in partnership with AstraZeneca. Keytruda, authorised for a number of kinds of most cancers, alone accounts for greater than 50% of Merck’s pharmaceutical gross sales. Keytruda recorded gross sales of $23.3 billion within the first 9 months of 2025, up 8% 12 months over 12 months.
Bristol-Myers’ key most cancers drug is PD-LI inhibitor, Opdivo, which accounts for round 20% of its whole revenues. Opdivo’s gross sales rose 8% to $7.54 billion within the first 9 months of 2025.
J&J’s oncology gross sales now comprise round 27% of its whole revenues. Its oncology gross sales rose 20.6% on an operational foundation within the first 9 months to $18.52 billion. Whereas J&J’s older most cancers medicine, a number of myeloma remedy Darzalex and prostate most cancers drug Erleada, are key contributors to its top-line progress, new medicine reminiscent of Carvykti, Tecvayli, Talvey and Rybrevant, plus Lazcluze, maintain the important thing to long-term progress.
PFE’s Worth Efficiency, Valuation and Estimates
Pfizer’s inventory has declined 4.4% up to now 12 months towards a rise of 21.8% for the business.
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From a valuation standpoint, Pfizer seems engaging relative to the business and is buying and selling beneath its 5-year imply. Going by the value/earnings ratio, the corporate’s shares at present commerce at 8.40 ahead earnings, decrease than 17.56 for the business and the inventory’s 5-year imply of 10.32.
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The Zacks Consensus Estimate for 2026 earnings has declined from $3.14 to $3.02 per share over the previous 60 days.
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Pfizer has a Zacks Rank #4 (Promote).
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