tradingkey.logo

Street View: Pfizer’s new weight-loss drug data gets mixed appraisals

ReutersFeb 4, 2026 11:02 AM

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

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

Related Articles

KeyAI