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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“all led, by the way, with Pfizer and Albert who decided to be the number first one.”
Pfizer was the lead early adopter of Salesforce Life Sciences Cloud, anchoring the vertical's momentum.
“And then the last customer I really want to hit on, which I'm so excited about is Pfizer. And Albert is an incredible CEO. They are doing unbelievable things. They've been a tremendous customer, but now they're really going all in on our Life Sciences Cloud.”
Pfizer is expanding its Salesforce relationship by going all-in on Life Sciences Cloud, extending Agentforce sales agents to 20,000 customer-facing employees.
“And Adobe, KPMG, Pfizer, Wells Fargo all purchased over 25,000 seats this quarter.”
Pfizer purchased over 25,000 Microsoft 365 Copilot seats this quarter, part of a wave of large enterprise seat buys.
“in Pfizer yesterday, talked about that they are generating about 83% share in the new prescribers for in the migraine market.”
An analyst cites Pfizer's claimed 83% new-prescriber share in migraine; AbbVie disputes the framing given its larger combined Qlipta/Ubrelvy revenue, a competitive read-through in oral CGRP migraine.
“I think Pfizer and maybe some others have talked about using AI in terms of trial efficient, improving trial efficiency.”
An analyst cites Pfizer publicly discussing AI to improve clinical-trial efficiency, a read-through on large-pharma AI adoption relevant to CRO demand.
“We presented data with Pfizer's TCE at ASH.”
Bristol Myers references presenting combination data using Pfizer's T-cell engager, indicating a clinical collaboration touchpoint with Pfizer in multiple myeloma.
“Amvuttra approached parity with tafamidis in share of new starts based on available estimates.”
Alnylam's Amvuttra approached parity with tafamidis (Pfizer's Vyndaqel/Vyndamax) in ATTR-CM share of new starts, implying share erosion for Pfizer's tafamidis franchise.
“Key new e-commerce wins include Pfizer, global sports streaming network DAZN, European rideshare app, Bolt and a notable omnichannel cross-sell with Polish Airlines.”
Pfizer was named a new e-commerce payments win for Global Payments, indicating Pfizer adopting GPN for digital payment acceptance.
“We are deepening our partnership with Pfizer, one of the world's top pharmaceutical and biotech companies to lead the next wave of reinvention, using Gen AI and Agentic technologies to transform operations, empower talent and accelerate digital maturity.”
Accenture is embedding Agentic AI into Pfizer's technology managed services via its Gen Wizard platform, aiming to reduce redundancy and speed up issue resolution.
“in the tone of discussions with biotech and pharmaceutical customers since the Pfizer MFN announcement came out”
An analyst cites Pfizer's most-favored-nation pricing announcement as a potential catalyst improving pharma customers' confidence to invest in bioprocessing capacity.
“the loss of Pfizer, which impacted us”
Omnicom's healthcare portfolio was hit by the loss of the Pfizer account over the prior nine months, though management remains confident in the segment.
“Like the agreements with Pfizer and AstraZeneca, and that's been a big part of the change in sentiment.”
Healthpeak points to Pfizer's agreement with the administration as a positive that has improved biopharma sector sentiment and life science leasing demand.
“compete in that ultra-high efficacy tier with agents like Lilly's g g g”
An analyst frames Pfizer's obesity assets as competing with Lilly's high-efficacy agents, positioning Lilly as the key obesity competitor.
“this recent divestment of your stake in the HIV joint venture with Glaxo”
Pfizer is divesting its stake in the ViiV HIV joint venture (majority-owned by GSK/Glaxo), a portfolio pruning move.
“we've acquired it through an exclusive global collaboration and license agreement with Yao Pharma”
Pfizer licensed an oral GLP-1 small molecule (PF-5002) from Yao Pharma via an exclusive global collaboration.
“our oncology team is moving very quickly with a robust program for 4404, the bispecific antibody licensed last year from 3S bio”
Pfizer licensed the 4404 PD-1/VEGF bispecific antibody from 3S bio and is advancing it as a potential backbone oncology therapy.
“primarily reflecting the Metcera acquisition and the 3S bio licensing deal”
Pfizer's acquisition of obesity biotech Metsera anchors its differentiated weight-management pipeline.
“excluding Commodity, which has a fifty-fifty profit split with our partner, BioNTech”
Pfizer's COVID vaccine (Comirnaty) carries a fifty-fifty profit split with partner BioNTech; lower COVID sales weigh on both.
“What does the drug pricing deal with Trump allow Pfizer to do that other companies will not be able to do other than, of course, AstraZeneca?”
An analyst notes AstraZeneca as the other large pharma to have struck a comparable U.S. government drug-pricing (MFN) agreement.
“We know J&J had a similar trial in a similar patient population that just read out.”
An analyst compares Pfizer's Elrexfio MagnetisMM-5 multiple-myeloma trial timing against a similar J&J trial that recently read out.
“including obviously p40/TL1a, which we co-developed or which is being co-developed with Roche, which covers IL-12 and IL-23 by p40.”
Pfizer's p40/TL1a immunology asset is being co-developed with Roche, part of Pfizer's differentiated I&I portfolio.
“excluding Comirnaty, which has a 50-50 profit split with our partner, BioNTech.”
Pfizer notes its 50-50 Comirnaty COVID-vaccine profit split with partner BioNTech when explaining gross-margin dynamics.
“The licensing agreement with 3SBio is another way we have strategically enhanced our pipeline.”
Pfizer's licensing deal with China's 3SBio brings in the SSGJ-707 PD-1/VEGF bispecific as a foundational oncology asset with early positive lung and colorectal data.
“We believe that Novo Nordisk offer is illusory and cannot constitute superior proposal under the terms of our merger agreement with Metsera because it violates antitrust law and there is a high risk it will never be consummated.”
Pfizer characterizes rival bidder Novo Nordisk's competing offer for Metsera as an illegal, anticompetitive attempt to catch-and-kill an emerging obesity competitor.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Schott | JPMorgan | 11 (0%) |
| Terence Flynn | Morgan Stanley | 8 (13%) |
| Steve Scala | TD Cowen | 8 (38%) |
| Vamil Divan | Guggenheim | 8 (25%) |
| Courtney Breen | Bernstein | 7 (0%) |
| Umer Raffat | Evercore ISI | 7 (14%) |
| Dave Risinger | Leerink Partners | 7 (14%) |
| Evan Seigerman | BMO Capital Markets | 6 (0%) |
| Trung Huynh | UBS | 6 (0%) |
| Asad Haider | Goldman Sachs | 6 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 11 (0%) |
| Morgan Stanley | 1 | 8 (13%) |
| Goldman Sachs | 2 | 8 (25%) |
| Guggenheim | 1 |
Pfizer closed FY2025 with reported diluted GAAP loss per share of $0.29 and adjusted EPS of $0.66. Full-year 2025 beat expectations despite COVID headwinds, with recently launched and acquired products delivering $10.2 billion growing 14% operationally. The VESPA-3 monthly GLP-1 dosing showed proof of concept. Non-cash impairments distorted GAAP results. FY2026 guidance was reaffirmed at $59.5-62.5 billion revenue and $2.80-$3.00 adjusted EPS. The LOE cycle was beginning.
Innovation & R&D | M&A | Regulation Policy | Competitive Dynamics | Demand | Capital Allocation | Trade Tariffs | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 4 | 3 | 5 | 6 | 3 | 6 | |
| 2025Q1 | 4 | 3 | 4 | 1 | 2 | 3 | 9 | 1 |
| 2025Q2 | 5 | 5 | 9 | 3 | 2 | 1 | 4 | 1 |
| 2025Q3 | 5 | 8 | 6 | 3 | 4 | 3 | 1 | 2 |
| 2025Q4 | 15 | 3 | 6 | 1 | 1 | |||
| 2026Q1 | 3 | 2 | 2 | 1 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 10 | 4 | 5 | 5 | 15 | 3 |
| M&A | 4 | 3 | 5 | 8 | 3 | 2 |
| Regulation Policy | 3 | 4 | 9 | 6 | ||
| Competitive Dynamics | 5 | 1 | 3 | 3 | 6 | 2 |
| Demand | 6 | 2 | 2 | 4 | 1 | |
| Capital Allocation | 3 | 3 | 1 | 3 | 1 | 4 |
| Trade Tariffs | 9 | 4 | 1 | |||
| Product Launch | 6 | 1 | 1 | 2 | 1 | 1 |
| 8 (25%) |
| TD Cowen | 1 | 8 (38%) |
| Evercore ISI | 1 | 7 (14%) |
| Bernstein | 1 | 7 (0%) |
| Leerink Partners | 1 | 7 (14%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PFE Pfizer | 5 | +5.4% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% |