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Pfizer and investors alike look forward to further developments within the pharma’s newly acquired obesity portfolio. Image credit: ShU studio via ShutterStock.com. New York-based pharma giant Pfizer has met targets for its fiscal year 2025 (FY25) financials, which come as the company looks to refresh its portfolio amid looming patent losses and waning Covid vaccine sales. In FY25, Pfizer generated full-year revenues of $62.6bn. While this meets the company’s previously adjusted FY25 profit forecast of $62bn , it represents a 2% operational decline compared to FY24. Earnings per share (EPS) were in line with Citi analyst consensus, standing at $1.36, although they were lower than the 2024 rate of $1.41. The company also reaffirmed its 2026 financial guidance, with revenues between $59.5bn and $62.5bn expected, with a diluted EPS range of $2.80 to $3.00. The results follow a tough 2025 for Pfizer, in which the company has battled with declining Covid-19 vaccine sales and the upcoming loss of exclusivity impacting several key drugs in its portfolio, including Janus kinase (JAK) inhibitor, Xeljanz (tofacitinib). Currently, Pfizer forecasts that patent expiries will result in $1.5bn of revenue losses in FY26. Despite this overall loss, 2025 revenues were looking more favourable when Covid-19 vaccines Paxlovid (nirmatrelvir/ritonavir) and Comirnaty (Covid-19 vaccine, mRNA) were discounted from the equation – with the rest of the company’s pipeline achieving operational growth of 6%. Within its wider primary care portfolio, Pfizer’s respiratory syncytial virus (RSV) vaccine, Abrysvo was a strong driver of growth, bringing in $1bn across the global market – up 37% from the $755m in total sales achieved in FY24. This offset the 9% total revenue decline observed in the US, which comes amid the Trump administration’s continued efforts to alter vaccine policy . Sanofi’s RSV jab, Beyfortus (nirsevimab), experienced a similar, but steeper decline in US sales during FY2025 . GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Pfizer and Bristol Myers Squibb’s (BMS) best-selling blood thinner, Eliquis (apixaban), also had a good year, posting an 8% sales increase compared to 2024, with $7.96bn in total sales for 2025. However, this may be one of the last years of consistent growth for the factor Xa blocker, as its key patents are set to expire between 2027 and 2029. Within its oncology portfolio, Pfizer touted positive financial results from its antibody-drug conjugate (ADC) Padcev (enfortumab vedotin), which made 22% more than 2024 by generating global sales of $1.94bn. It was a similar story for anaplastic lymphoma kinase (ALK) inhibitor Lorbrena (lorlatinib), which hit blockbuster status while demonstrating YoY growth of 40%. Despite these wins, investors do not appear to be best pleased with Pfizer’s overall FY25 sales outcome, as the pharma’s stock value dropped by 4.9% from $26.66 at market close on 2 February to $25.36 at market open on 3 February after the results debuted. The New York-based pharma has a market cap of $144.4bn. Pfizer focuses on R&D to foster future growth In an investor call held on 3 February, Pfizer’s CEO, Albert Bourla, touted 2026 as a “key catalyst” for the company’s future growth up to 2030, noting that the initiation of 20 key pivotal studies will help “maximise opportunities” for the company. At the recent 2026 J.P. Morgan Healthcare Conference in San Francisco, Bourla shared Pfizer’s plans to deliver a “catalyst-rich R&D agenda,” while maximising the value of its recent transactions – including its $10bn buyout of obesity biotech, Metsera . This deal already appears to be reaping benefits for Pfizer, as its newly acquired, once-monthly glucagon-like peptide 1 receptor agonist (GLP-1RA), PF3994, met its primary trial endpoint of significant weight reduction at 28 weeks during the Phase IIb VESPER-3 study (NCT06973720). The therapy, which was previously known as MET-097i, is now expected to enter 10 Phase III trials in 2026 across the obesity space. In a research note, Citi analysts noted that they were most compelled by the successful transition to a monthly dosing schedule, as well as the continued weight loss trajectory with no observed plateau, which they say could “reinforce confidence in the asset’s potential”. To help fund studies on its clinical pipeline, Bourla noted that Pfizer has been, and will continue to create cost savings within R&D and across the wider business through the deployment of artificial intelligence (AI). Adding to Bourla’s point, Chris Boshoff, CSO and president of R&D, says the company is “recruiting and embedding AI engineers” across discovery, medical regulatory, safety, pharmacovigilance and clinical trial execution to “measure success, productivity, speed and costs”.

Sanofi had previously touted SPO125 as the \"first RSV vaccine designed to protect toddlers.” \n Sanofi has dropped its respiratory syncytial virus (RSV) vaccine for toddlers after the candidate underperformed in a phase 3 study.The French Big Pharma was evaluating the intranasal live attenuated vaccine, dubbed SP0125, in a late-stage study of about 6,300 children aged between 6 months and 22 months. The study launched last year, according to the federal trials database, and was scheduled to complete at the end of 2027.But Sanofi—which markets the AstraZeneca-partnered RSV blockbuster Beyfortus—revealed this morning that it has recently terminated the SP0125 program after the study’s independent data monitoring committee (IDMC) decided it was unlikely to demonstrate suitable efficacy.“The safety profile was acceptable, and no signals of vaccine-associated enhanced respiratory disease were observed by the IDMC,” Sanofi explained in its third-quarter earnings results (PDF).At a vaccines R&D day back in 2023, Sanofi had touted SPO125 as the \"first RSV vaccine designed to protect toddlers” and referenced “positive phase 1/2 data for the asset.” While the vaccine’s subsequent phase 3 failure may be a blow to Sanofi’s RSV plans, the company has been expanding its presence in the space.Sanofi already has mRNA vaccines for older adults in the clinic in the form of SP0256, which targets RSV and hMPV, as well as SP0291, which targets RSV, hMPV and PIV3. In July, Sanofi paid $1.15 billion upfront for Vicebio for its non-mRNA vaccine for RSV. GSK’s Arexvy and Pfizer’s Abrysvo are the top-selling RSV vaccines for older adults and will be joined this RSV season by Moderna’s recently approved mRESVIA.Meanwhile, Sanofi and AZ’s Beyfortus had an unchallenged spot as the lone prophylactic RSV antibody for children. But that all changed in June when the FDA approved Merck & Co.’s monoclonal antibody Enflonsia to prevent lower respiratory tract disease from RSV in children who are born during or entering their first RSV season.