Pfizer's Fourth Quarter Awaits Judgment Gods or Investors

• Pfizer's Q4 earnings surpass expectations despite declining Covid product demand.
• The company invests in obesity biotech Metsera and reports positive early data on a once-monthly obesity injection.
• Pfizer aims to cut costs by $7.7 billion by 2027 through strategic initiatives.
• 2026 guidance remains modest, reflecting expected declines in Covid product sales and loss of market exclusivity for some drugs.

A Titan's Report

Hmph. Pfizer speaks of beating expectations. They report figures, numbers… Like entrails spread before the gods. Their Covid sales weaken, yet they boast of new medicines. This is the way of mortals, always seeking new battles. A fitting parallel for my own existence, perpetually seeking new challenges after conquering old ones. They think their tricks will solve their problems but time will tell. Boy will have to see for himself if they succeed.

The Obesity Gambit

These mortals chase fleeting victories. Pfizer acquires Metsera, seeking to control the… obesity? A curious foe. They claim an injection, once a month, will bring weight loss. Such weakness disgusts me. But even gods must adapt to changing tides. Pfizer is navigating similar turbulent seas as Amazon's Risky Gamble: Is Jassy's Spending Spree Worth the Squeeze?, making investments in new frontiers to compensate for changes in the market. Like a warrior seeking new weapons when his old ones fail, they invest in what they hope is the next profitable thing. Boy, take note this is how the world changes, you must learn to adapt or parish.

Cost-Cutting Carnage

Pfizer speaks of cutting costs. A necessary evil when facing defeat. They claim billions will be saved. Such promises are easily made, rarely kept. Mortals always seek shortcuts. Their focus is on immediate gains while the future remains uncertain. This is unlike my battles, where every blow has long-lasting consequences. Mortals should know the importance of cost benefit analysis. A skill I have learned after countless battles. It is important to always be effective and precise.

The Disappointment

Investors are displeased. Pfizer shares fall. They crave constant growth, these mortals. They do not understand the ebb and flow of life, the necessary periods of rest and rebuilding. Their expectations are as fragile as glass. They demand constant miracles, blind to the slow, grinding work required for true progress. Like spoiled children demanding their reward.

2026 and Beyond

Pfizer predicts flat growth. They blame declining Covid sales and lost market exclusivity. Excuses. A true warrior takes responsibility. They point to drug pricing deals, to Medicaid discounts. They claim these are the reasons for their struggles. The gods do not care for excuses, and neither should investors. It is your obligation to succeed no matter the cost. This is the path of a true warrior.

Negotiating with Hades

Medicare drug price negotiations… Another battle for Pfizer. They face new prices, new challenges. Like facing Hades himself, they must negotiate for their survival. The path ahead is fraught with peril, but even gods must sometimes engage in diplomacy. A skill I've yet to master, but even I can appreciate its necessity. Boy, remember words can be stronger than any weapon. Learn to use them carefully.