Pfizer's New Drug Intensifies Competition in Weight Loss Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2026
0mins
Source: Fool
- Pfizer's Drug Introduction: Pfizer's weight loss drug berobenatide, requiring only monthly injections, is set to compete with Novo Nordisk's Wegovy and Eli Lilly's Zepbound, potentially putting market pressure on both companies.
- Clinical Trial Results: The latest phase 2b trial showed an average weight loss of 15.9%, and while Novo Nordisk and Eli Lilly's drugs may perform better under clinical management, the convenience of berobenatide could attract more patients.
- Market Outlook Analysis: Morgan Stanley projects the weight loss drug market will reach $150 billion by 2035, and Pfizer's entry may weaken the pricing power of Novo Nordisk and Eli Lilly, impacting their future revenues.
- Long-term Strategic Impact: Pfizer plans to launch multiple weight loss drugs in the coming years, and although the short-term revenue contribution may be limited, the enhanced competitiveness poses a potential threat to shareholders of Novo Nordisk and Eli Lilly.
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Analyst Views on PFE
Wall Street analysts forecast PFE stock price to rise
16 Analyst Rating
5 Buy
11 Hold
0 Sell
Moderate Buy
Current: 25.920
Low
24.00
Averages
28.56
High
35.00
Current: 25.920
Low
24.00
Averages
28.56
High
35.00
About PFE
Pfizer Inc. is a research-based, global biopharmaceutical company. The Company is engaged in the discovery, development, manufacture, marketing, sale and distribution of biopharmaceutical products worldwide. Its Biopharma segment includes the Pfizer U.S. Commercial Division, and the Pfizer International Commercial Division. Its product categories include oncology, primary care and specialty care. Its oncology products include Ibrance, Xtandi, Padcev, Adcetris, Inlyta, Lorbrena, Bosulif, Tukysa, Braftovi, Mektovi, Orgovyx, Elrexfio, Tivdak and Talzenna. Its primary care products include Eliquis, Nurtec ODT/Vydura, Zavzpret, the Prevnar family, Comirnaty, Abrysvo, FSME/IMMUN-TicoVac, Nimenrix, Trumenba, and Paxlovid. Its specialty care products include Xeljanz, Enbrel (outside the United States and Canada), Inflectra, Abrilada, Cibinqo, Litfulo, Eucrisa, Velsipity, the Vyndaqel family, Genotropin, and others. Its PF-08653944 is an ultra-long-acting fully biased GLP-1 receptor agonist.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Handover Collaboration: Pfizer noted that Denton and Guegan will collaborate during the transition period, aiming to ensure a smooth handover of financial functions and mitigate potential risks associated with executive changes.
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