During a January interview on the Money Movers program, Pfizer CEO Albert Bourla highlighted data showing that U.S. list prices for branded prescription medicines increased by just 0.5% in 2025, the smallest annual rise in two decades. Bourla attributed this moderation to heightened scrutiny from payers and policymakers, and noted that net prices—after rebates and discounts—fell by 1.2% last year. He projected further downward pressure in 2026 as the Inflation Reduction Act’s inflation rebates come into full effect and as competition from biosimilars intensifies.

Pfizer completed the sale of its entire 11.7% equity interest in ViiV Healthcare for $1.875 billion in late December 2025. The move followed Shionogi’s increased investment, which lifted its stake to 21.7%. Pfizer intends to deploy the proceeds to accelerate its share repurchase program and fund late–stage pipeline projects, including multiple mRNA and oncology candidates now slated for Phase III trials in 2026.

In its latest earnings outlook, Pfizer forecast that Q4 revenue from key non-oncology franchises will grow low-single digits year-over-year, driven by continued strength in the anticoagulant Eliquis—expected to deliver mid-teens percentage volume growth globally. Management cautioned that COVID-19 vaccine and antiviral sales will contract approximately 40% versus the year-ago quarter but underscored stable demand for Prevnar 20 and the pneumococcal adult vaccine pipeline.

In Part 7 of MoneyShow’s Best Investment Ideas for 2026, Pfizer was featured by HedgeFundTips editor Tom Hayes as a core holding in healthcare. Hayes cited the company’s diversified portfolio, an improving U.S. pricing environment, and a late‐stage pipeline that includes a potential blockbuster Alzheimer’s candidate. Analysts contributing to the series assign a consensus upside of roughly 15% over the next 12 months based on projected earnings per share growth of 10% in fiscal 2026.