Editor's Note: Tech legend Jeff Brown — the same man who picked Tesla before it soared 2,150% — says while everyone thinks Elon's empire is crumbling, there's a $25 trillion revolution brewing that could 10X Tesla's past success. Click here to see what he uncovered or read more below...
Dear Reader,
While everyone obsesses over Tesla's car sales plummeting...
Jensen Huang — CEO of Nvidia and arguably the most powerful man in AI — just made a stunning declaration about Tesla's future.
He said Tesla's work on what I call “Manifested AI” could be part of a "multi-trillion-dollar future industry."
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Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters Most
Reported by Chris Markoch. Publication Date: 2/5/2026.
Quick Look
- Pfizer stock jumped after a beating on the top and bottom lines, but the rally may reflect more than just strong quarterly results and short-term GLP-1 excitement.
- Positive Phase 2b GLP-1 obesity data gives Pfizer optionality, though meaningful revenue from weight-loss drugs is still several years away.
- An expanding oncology pipeline and AI-driven R&D strategy could be the most overlooked long-term growth catalysts for PFE.
Pfizer Inc. (NYSE: PFE) helped boost the Dow Jones Industrial Average (DJIA) the day after delivering a double beat in its fourth-quarter earnings report.
Revenue of $17.56 billion topped analysts' estimates of $16.93 billion. On the bottom line, Pfizer delivered adjusted earnings per share (EPS) of $0.69, beating estimates of $0.57. Highlighting the report was Pfizer's announcement of positive topline results from the Phase 2b study for its lead GLP-1 candidate.
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[[Click here now to view.]]PFE stock closed up 4% on Feb. 4 as analysts and investors digested the report.
The bullish thesis is that while GLP-1 headlines may drive near-term excitement, Pfizer's more durable upside is likely to come from its expanding oncology pipeline and its accelerating use of artificial intelligence across R&D. That story begins with the company's push into obesity, where it reported a notable clinical update alongside the quarter.
Pfizer Wants a Piece of the Weight-Loss Drug Pie
The weight-loss drug market is expanding rapidly. Data shows the global GLP-1 market will grow from $62.2 billion in 2025 to $157 billion by 2035.
That's a compound annual growth rate (CAGR) of 9.7% and explains why billions of dollars are flowing into the industry from companies trying to carve out market share.
For Pfizer, that opportunity comes from its lead GLP-1 candidate, MET-097i. The company announced results from its Phase 2b VESPER-3 study. The trial met its primary endpoint and showed a statistically significant, placebo-adjusted weight loss of up to 12.3% at 28 weeks.
Pfizer also noted that patients continued to lose weight after transitioning from weekly to monthly dosing, with no plateau observed by the end of the 28 weeks.
The Growth Driver Investors May Be Missing
Immediately after the report, conventional wisdom pointed to the positive clinical trial results as the cause for the stock's gain. That may be true, but if so, investors should note it could be a short-lived sugar high.
While Pfizer's obesity drugs show promise, it will take time for that to translate meaningfully to the company's balance sheet. And the GLP-1 trade, while not yet overcrowded, is expanding. As Eli Lilly's recent earnings show, the largest players aren't planning to cede leadership in obesity anytime soon.
However, there are other reasons to be bullish on PFE — notably, the company's oncology portfolio. Business Research Insights values the global oncology drugs market at approximately $264.92 billion in 2026, projected to climb to $648.08 billion by 2035, reflecting a CAGR of about 10.3%.
A Growing Pipeline Gives Pfizer Many Shots on Goal
As of late 2025, Pfizer has roughly 60 candidates in its product portfolio — each representing another chance to capture market share. The company's pipeline was significantly enhanced after its acquisition of Seagen in 2023.
Today, Pfizer's portfolio includes late-stage candidates such as Vepdegestrant, a next-gen targeted protein degrader (PROTAC), paired with atirmociclib, a selective CDK4 inhibitor, both aimed at ER+/HER2- metastatic breast cancer in later-stage trials.
Pfizer also has other late-stage programs, including:
- Sigvotatug vedotin, an antibody-drug conjugate (ADC) in Phase 3 testing (e.g., Be6A LUNG-01) for metastatic non-small cell lung cancer, leveraging Seagen-acquired ADC expertise.
- Sasanlimab, targeting bladder cancer, and a bispecific PD-1xVEGF agent (PF-4404) that is being studied in combination with Padcev for urothelial cancer — positioning these programs as potential blockbusters amid oncology growth.
But as noted earlier, Pfizer could be bringing multiple drugs to market in the next five to 10 years. That potential is amplified by the company's commitment to artificial intelligence (AI), which is becoming essential to many companies in the biopharmaceutical sector.
Pfizer integrates AI across R&D via partnerships like Boltz for biomolecular modeling, XtalPi for molecular design, and Data4Cure for oncology data analytics, speeding target identification by at least 50% with tools like OncoScout. Internally, platforms such as "Charlie" handle data mining, predictions, and content generation, while collaborations with NVIDIA (NASDAQ: NVDA) optimize discovery and manufacturing workflows.
These efforts were critical in the company's rapid development of Paxlovid and support 2026 catalysts in oncology and obesity. Pfizer is targeting $1.2 billion in savings by 2027 through efficiency gains.
Industry-wide, AI is projected to boost productivity 35% to 45% by improving preclinical decisions and trial design, making it a core competitive advantage rather than optional hype. Pfizer has positioned itself near the forefront of AI adoption in biopharma, which should benefit investors over the medium and long term.
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