
Pfizer PFE.N on Tuesday reported trial results for a key obesity drug acquired in its recent $10 billion Metsera deal, revealing data that raises concerns about how well patients may tolerate it
Median PT of 29 brokerages covering the stock is $28 - data compiled by LSEG
UP AGAINST GLP-1 DRUGS
J.P. Morgan ("neutral") says weight-loss results for the drug look competitive — slightly below Zepbound, but supported by the advantage of monthly dosing
Leerink Partners ("market perform," PT: $26) says U.S. exclusivity for PFE's cardiovascular drug Vyndaqel/Vyndamax would need to extend beyond 2028 for co to return to growth in 2029
Jefferies ("buy," PT: $34) says the drug's once-monthly efficacy looks similar to semaglutide, but says there are lingering questions about gastrointestinal side effects; says co’s long-acting GLP-1/amylin (dual-hormone obesity drugs) combo could be more promising
Morningstar (fair value: $32) says co faces key 2026–28 patent losses led by Vyndaqel and blood thinner Eliquis, and thinks oncology assets, Metsera and small-molecule programs could help it emerge as a strong obesity-market contender by the end of the decade