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Pfizer's Non-Oncology Portfolio in Focus Ahead of Q1 Earnings
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Key Takeaways
Pfizer's non-oncology units are set for mixed Q1 trends across Primary Care and Specialty Care segments.
Pfizer expects Eliquis and Prevnar growth, while Comirnaty and Paxlovid sales likely declined on weak demand.
Pfizer sees strength in Vyndaqel, but Xeljanz and Enbrel sales are expected to decline in Specialty Care.
Pfizer (PFE - Free Report) is scheduled to report its first-quarter 2026 results on May 5, with investor focus firmly on its oncology portfolio, which contributes roughly 27% of total revenues. Leading cancer therapies in its lineup include Ibrance, Xtandi, Lorbrena, Braftovi/Mektovi, as well as antibody-drug conjugates like Padcev acquired through Seagen.
Beyond oncology, Pfizer maintains a diversified presence across internal medicine, vaccines, inflammation and immunology, and rare diseases. Outside the Oncology segment, the company operates through its Primary Care and Specialty Care divisions.
Now, let’s take a closer look at how therapies within these two non-oncology segments are expected to have performed during the first quarter.
In Primary Care, alliance revenues and direct sales from Bristol-Myers (BMY - Free Report) -partnered Eliquis are likely to have risen, driven by higher demand trends globally, partially offset by price and generic erosion in some ex-U.S. markets. Sales of key vaccine Prevnar are likely to have benefited from higher sales in ex-U.S. markets, which will likely offset the impact of lower demand in the United States. The Prevnar family includes revenues from Prevnar 13/Prevenar 13 (pediatric and adult) and Prevnar 20 (adult and pediatric).
The Zacks Consensus Estimate for alliance revenues from Eliquis is pegged at $1.82 billion, while that for the Prevnar family of vaccines is pinned at $1.67 billion.
Pfizer records direct sales and alliance revenues from its partner, BioNTech (BNTX - Free Report) , for the COVID-19 vaccine, Comirnaty. Revenues from Pfizer/BioNTech’s Comirnaty are likely to have declined in the first quarter due to narrower COVID-19 vaccine recommendations in the United States that have reduced Comirnaty’s eligible patient population. Sales of the antiviral pill for COVID, Paxlovid, should also have declined due to lower infection rates, which will have hurt demand trends.
The Zacks Consensus Estimate for direct sales and alliance revenues from Comirnaty is $356 million, while that for Paxlovid is $279.0 million.
Among the newer products, sales of the RSV vaccine, Abrysvo, are likely to have gained from favorable net price and market share for the adult indication in the United States and launch uptake in some international markets.
In the Specialty Care unit, while sales of Vyndaqel are expected to have remained strong, driven by increased diagnosis rates and expanded use in transthyretin amyloid cardiomyopathy, sales of Xeljanz and Enbrel are likely to have declined.
The Zacks Consensus Estimate for sales of Vyndaqel/Vyndamax is $1.68 billion.
PFE’s Price Performance, Valuation and Estimates
Pfizer’s stock has risen 20.8% in the past year compared with a return of 21.7% for the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its five-year mean. Going by the price/earnings ratio, Pfizer’s shares currently trade at 9.25 forward earnings, significantly lower than 17.08 for the industry as well as the stock’s five-year mean of 10.02.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings per share has risen from $2.97 to $2.98, while that for 2027 has declined from $2.83 to $2.82 over the past 60 days.
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Pfizer's Non-Oncology Portfolio in Focus Ahead of Q1 Earnings
Key Takeaways
Pfizer (PFE - Free Report) is scheduled to report its first-quarter 2026 results on May 5, with investor focus firmly on its oncology portfolio, which contributes roughly 27% of total revenues. Leading cancer therapies in its lineup include Ibrance, Xtandi, Lorbrena, Braftovi/Mektovi, as well as antibody-drug conjugates like Padcev acquired through Seagen.
Beyond oncology, Pfizer maintains a diversified presence across internal medicine, vaccines, inflammation and immunology, and rare diseases. Outside the Oncology segment, the company operates through its Primary Care and Specialty Care divisions.
Now, let’s take a closer look at how therapies within these two non-oncology segments are expected to have performed during the first quarter.
In Primary Care, alliance revenues and direct sales from Bristol-Myers (BMY - Free Report) -partnered Eliquis are likely to have risen, driven by higher demand trends globally, partially offset by price and generic erosion in some ex-U.S. markets. Sales of key vaccine Prevnar are likely to have benefited from higher sales in ex-U.S. markets, which will likely offset the impact of lower demand in the United States. The Prevnar family includes revenues from Prevnar 13/Prevenar 13 (pediatric and adult) and Prevnar 20 (adult and pediatric).
The Zacks Consensus Estimate for alliance revenues from Eliquis is pegged at $1.82 billion, while that for the Prevnar family of vaccines is pinned at $1.67 billion.
Pfizer records direct sales and alliance revenues from its partner, BioNTech (BNTX - Free Report) , for the COVID-19 vaccine, Comirnaty. Revenues from Pfizer/BioNTech’s Comirnaty are likely to have declined in the first quarter due to narrower COVID-19 vaccine recommendations in the United States that have reduced Comirnaty’s eligible patient population. Sales of the antiviral pill for COVID, Paxlovid, should also have declined due to lower infection rates, which will have hurt demand trends.
The Zacks Consensus Estimate for direct sales and alliance revenues from Comirnaty is $356 million, while that for Paxlovid is $279.0 million.
Among the newer products, sales of the RSV vaccine, Abrysvo, are likely to have gained from favorable net price and market share for the adult indication in the United States and launch uptake in some international markets.
In the Specialty Care unit, while sales of Vyndaqel are expected to have remained strong, driven by increased diagnosis rates and expanded use in transthyretin amyloid cardiomyopathy, sales of Xeljanz and Enbrel are likely to have declined.
The Zacks Consensus Estimate for sales of Vyndaqel/Vyndamax is $1.68 billion.
PFE’s Price Performance, Valuation and Estimates
Pfizer’s stock has risen 20.8% in the past year compared with a return of 21.7% for the industry.
From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its five-year mean. Going by the price/earnings ratio, Pfizer’s shares currently trade at 9.25 forward earnings, significantly lower than 17.08 for the industry as well as the stock’s five-year mean of 10.02.
The Zacks Consensus Estimate for 2026 earnings per share has risen from $2.97 to $2.98, while that for 2027 has declined from $2.83 to $2.82 over the past 60 days.
Pfizer has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.