--- title: "Pfizer's Post-Pandemic Transformation: AI-Driven Cost Reduction and Efficiency Improvement, Monthly Weight Loss Drug Data Ignites Future Expectations" type: "News" locale: "en" url: "https://longbridge.com/en/news/274701232.md" description: "Pfizer is undergoing a transformation in the post-pandemic era, expecting revenue of $62.6 billion in 2025, a year-on-year decrease of 2%. Non-COVID business is expected to grow by 6%. The weight loss drug VESPER-3 has positive Phase II clinical data, with plans to initiate 10 Phase III studies in 2026. The company has invested in 1,200 GPUs for AI, expecting to achieve $7.2 billion in cost savings. Through the acquisition of Seagen, the oncology drug PADCEV has performed strongly, expanding the bladder cancer patient population. The company maintains its revenue guidance for 2026 and commits to continuing to grow its quarterly dividend" datetime: "2026-02-03T19:15:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274701232.md) - [en](https://longbridge.com/en/news/274701232.md) - [zh-HK](https://longbridge.com/zh-HK/news/274701232.md) --- # Pfizer's Post-Pandemic Transformation: AI-Driven Cost Reduction and Efficiency Improvement, Monthly Weight Loss Drug Data Ignites Future Expectations 1. Financial Performance: Revenue of $62.6 billion in 2025 (down 2% year-on-year), mainly affected by a significant decline in demand for COVID-19 products. However, non-COVID business revenue grew by 6%, demonstrating the resilience of core operations. 2. Breakthrough in Weight Loss Drug: Positive data from the VESPER-3 Phase II clinical trial disclosed. Its ultra-long-acting GLP-1 agonist (3944) achieved once-monthly injections, with a weight loss effect of 10%-12.3% over 28 weeks (excluding placebo effects), and the high-dose group is projected to lose 16%. The company plans to initiate 10 Phase III clinical studies in 2026, aiming for approval in 2028. 3. AI Strategy: Pfizer will deploy 1,200 GPUs internally within two years, fully embedding AI into research, production, and marketing processes. The $7.2 billion cost savings target for 2025 is primarily leveraged by AI-driven efficiency improvements. 4. Expansion in Oncology: Strong performance of ADC drug PADCEV acquired from Seagen, expanding the target patient population for bladder cancer by approximately 22,500 through combination therapy, becoming an important growth point post-2028. 5. Capital and Guidance: Maintains revenue guidance for 2026 ($59.5 billion - $62.5 billion). Despite facing patent expiration pressures, the company commits to maintaining and growing quarterly dividends (having distributed $9.8 billion in 2025). 6. Risk Points: $4.4 billion asset impairment due to adjustments in the R&D pipeline in the fourth quarter; and due to large-scale acquisitions and patent expirations, the debt ratio is expected to remain around 2.7 times in the coming years ### Related Stocks - [XBI.US](https://longbridge.com/en/quote/XBI.US.md) - [XLV.US](https://longbridge.com/en/quote/XLV.US.md) - [FBT.US](https://longbridge.com/en/quote/FBT.US.md) - [IBB.US](https://longbridge.com/en/quote/IBB.US.md) - [IBBQ.US](https://longbridge.com/en/quote/IBBQ.US.md) - [SBIO.US](https://longbridge.com/en/quote/SBIO.US.md) - [BIB.US](https://longbridge.com/en/quote/BIB.US.md) - [BBH.US](https://longbridge.com/en/quote/BBH.US.md) - [IHE.US](https://longbridge.com/en/quote/IHE.US.md) - [PFE.US](https://longbridge.com/en/quote/PFE.US.md) - [PBE.US](https://longbridge.com/en/quote/PBE.US.md) - [VHT.US](https://longbridge.com/en/quote/VHT.US.md) - [ARKG.US](https://longbridge.com/en/quote/ARKG.US.md) ## Related News & Research - [AI Bots Crashed $10K in 2 Weeks While Our "Beat-the-Bot" Divvie Sails Higher](https://longbridge.com/en/news/287781009.md) - [This Healthcare Stock With 6%-Plus Yield: Is the Dividend Safe?](https://longbridge.com/en/news/287552918.md) - [Clear Harbor Asset Management LLC Acquires 95,532 Shares of Pfizer Inc. $PFE](https://longbridge.com/en/news/288231231.md) - [AbbVie vs. Pfizer: Which Healthcare Stock Is a Better Buy in 2026?](https://longbridge.com/en/news/288315338.md) - [Pfizer’s VESPER-4 Obesity Trial Signals a Serious Push Into the GLP-1 Growth Market](https://longbridge.com/en/news/288097391.md)