Pfizer Stock Price, News & Analysis

Pfizer (NYSE:PFE) and BioNTech have announced positive topline results from their Phase 3 clinical trial of the LP.8.1-adapted COVID-19 vaccine 2025-2026 Formula. The study involved 100 participants, including adults aged 65+ and those 18-64 with risk conditions for severe COVID-19.

The trial demonstrated that 14 days post-vaccination, participants showed at least a 4-fold increase in LP.8.1-neutralizing antibody titers compared to pre-vaccination levels. The safety profile remained consistent with previous studies, with no new safety concerns identified.

These findings support the recent FDA approval of the LP.8.1-adapted COVID-19 vaccine and reinforce its potential effectiveness against multiple circulating SARS-CoV-2 sublineages.

Pfizer (NYSE:PFE) and Astellas Pharma announced positive Phase 3 trial results for PADCEV plus KEYTRUDA in treating muscle-invasive bladder cancer (MIBC). The EV-303 study demonstrated that the combination therapy, when used before and after surgery, achieved statistically significant improvements in both event-free survival and overall survival compared to surgery alone in cisplatin-ineligible patients.

The groundbreaking results represent the first significant treatment advance in decades for MIBC patients who cannot receive cisplatin treatment. The combination therapy also met its secondary endpoint of pathologic complete response rate. The safety profile remained consistent with known profiles of each treatment.

Pfizer (NYSE:PFE) reported strong Q2 2025 financial results, with revenues reaching $14.7 billion, marking a 10% year-over-year operational growth. The company achieved Adjusted diluted EPS of $0.78, a 30% increase from the previous year. Pfizer reaffirmed its 2025 revenue guidance of $61.0 to $64.0 billion and raised its Adjusted diluted EPS guidance to $2.90-$3.10.

Key growth drivers included the Vyndaqel family (+21%), Comirnaty (+95%), and Paxlovid (+71%). The company remains on track to deliver approximately $7.2 billion in net cost savings by 2027. The guidance includes absorption of a $1.35 billion one-time charge related to the 3SBio transaction, impacting EPS by approximately $0.20.

Pfizer (NYSE:PFE) has completed a global licensing agreement with 3SBio for SSGJ-707, a bispecific antibody targeting PD-1 and VEGF for cancer treatment. The deal excludes China and involves a $1.25 billion payment plus a $100 million equity investment in 3SBio.

SSGJ-707 has shown positive Phase 2 results in non-small cell lung cancer (NSCLC) and is being tested for other cancers. Pfizer plans to manufacture the drug in North Carolina and Kansas facilities, with upcoming Phase 3 global trials focusing on NSCLC and other solid tumors. The agreement includes an option for China rights for up to $150 million in additional payments.

Bristol Myers Squibb (NYSE:BMY) and Pfizer have announced a significant direct-to-patient program for their anticoagulant medication Eliquis® (apixaban). Starting September 8, 2025, eligible U.S. patients can purchase Eliquis directly through the Eliquis 360 Support program at a 40% discount from the current list price.

The program will provide direct shipping across all 50 states and Puerto Rico, offering simplified access and cost transparency. With over 15 million Americans prescribed Eliquis since launch, the medication has generated an estimated $3 billion in healthcare cost savings per 100,000 patients treated through reduced hospitalizations and rehabilitation needs.

ViiV Healthcare, majority owned by GSK with Pfizer (NYSE:PFE) as shareholder, reported significant findings for their HIV treatments. The phase IIIb VOLITION study showed that 89% of treatment-naïve HIV patients chose to switch to long-acting injectable Vocabria + Rekambys after achieving viral suppression with daily Dovato.

Multiple real-world studies demonstrated strong effectiveness: The BEYOND study showed 97% maintained virologic suppression at Month 24, the CARLOS study reported 77.5% virologic suppression with 94.2% on-time injections, and COMBINE-2 revealed 99% virologic suppression across seven European countries.

Implementation studies for Apretude (CAB LA for PrEP) showed 95% satisfaction among participants who switched from oral PrEP, with high acceptability ratings of 4.6/5 at Month 12.

ViiV Healthcare, majority owned by GSK with Pfizer (NYSE:PFE) and Shionogi as shareholders, has expanded its voluntary licensing agreement with the Medicines Patent Pool (MPP) for cabotegravir to include HIV treatment patents.

The expanded agreement allows generic manufacturers to develop and supply long-acting injectable cabotegravir (CAB LA) for HIV treatment in 133 countries, including least-developed, low-income, lower middle-income, and Sub-Saharan African nations. This builds upon their existing agreement for HIV prevention (PrEP).

Three generic manufacturers - Aurobindo, Cipla, and Viatris - will be able to produce generic versions of CAB LA for HIV treatment, following WHO's updated guidance recommending long-acting injectable cabotegravir + rilpivirine as a treatment option.

Pfizer (NYSE:PFE) and Astellas announced positive overall survival (OS) results from their Phase 3 EMBARK study of XTANDI® (enzalutamide) in combination with leuprolide for non-metastatic hormone-sensitive prostate cancer (nmHSPC).

The study demonstrated that XTANDI plus leuprolide achieved statistically significant and clinically meaningful improvement in overall survival compared to placebo plus leuprolide. While XTANDI monotherapy showed a favorable trend, it didn't reach statistical significance. The safety profile remained consistent with previous findings.

XTANDI is currently approved in over 80 countries and has treated more than 1.5 million men with advanced prostate cancer since 2012. The drug is notably the first androgen receptor inhibitor-based regimen to show survival benefits across multiple prostate cancer types.

ViiV Healthcare, majority owned by GSK with Pfizer (NYSE:PFE) and Shionogi as shareholders, presented new data at IAS 2025 demonstrating the effectiveness of its long-acting HIV treatments. The presentations focus on Vocabria + Rekambys (cabotegravir + rilpivirine LA) for HIV treatment and Apretude (cabotegravir long-acting) for HIV prevention.

Key highlights include the phase IIIb VOLITION study results, examining patient preferences for switching to long-acting injectables after achieving viral suppression with Dovato. Additional real-world effectiveness data from multiple studies (COMBINE-2, CARLOS, and BEYOND) demonstrate positive outcomes in various populations. Implementation studies PILLAR and EBONI show promising results for CAB LA in specific demographic groups.

The conference presentations also include new data from the Positive Perspectives wave three study, highlighting the impact of shared decision-making on treatment outcomes and patient satisfaction.