Eli Lilly Strengthens Position in $150B Obesity Drug Competition Amid Novo and Pfizer Rivalry — Potential Benefits for ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
0mins
Should l Buy PFE?
Source: Benzinga
Healthcare ETFs Capitalizing on Obesity Drug Boom: Healthcare ETFs are benefiting from the $150 billion obesity-drug market, with major players like Eli Lilly, Novo Nordisk, and Pfizer competing for market share, leading to increased investor interest in diversified ETFs.
Eli Lilly's Strong Performance: Eli Lilly's stock rose nearly 5% following impressive third-quarter earnings, prompting a raised profit forecast, while its significant presence in major healthcare ETFs like XLV and IHE highlights its dominance in the sector.
Novo Nordisk's Strategic Moves: Novo Nordisk is making headlines with a $6.5 billion counterbid for biotech Metsera, which is developing innovative weight-loss treatments, intensifying competition in the GLP-1 market against Pfizer's earlier bid.
Emergence of Themed ETFs: The Roundhill GLP-1 & Weight Loss ETF offers a focused investment opportunity in companies leading the anti-obesity trend, reflecting the growing interest in specialized funds within the pharmaceutical landscape.
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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: 27.190
Low
24.00
Averages
28.56
High
35.00
Current: 27.190
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.
The Importance of Pfizer's Drug Pipeline
- Vaccine Sales Fluctuation: Pfizer's COVID-19 vaccine revenue surged from $41.6 billion in 2020 to $81.2 billion in 2021, but sales plummeted to around $58 billion in 2023, highlighting the direct impact of changing vaccine demand on the company's financial health.
- Acquisition Strategy: Pfizer's acquisitions of Metsera, which focuses on weight-loss drug candidates in trials, and Seagen, aimed at bolstering its oncology business, reflect a strategic effort to fill future drug pipeline gaps and maintain market competitiveness.
- Stock Performance: Despite significant revenue growth during the COVID-19 vaccine period, Pfizer's stock price has declined by approximately 29% over the past five years, indicating market concerns regarding the company's future growth potential amid waning vaccine demand.
- Investor Caution: Analysts have noted that Pfizer did not make the current list of top stocks to buy, underscoring the need for investors to carefully assess the company's future return potential given its weaker drug pipeline.
See More
QSM Asset Management Initiates Position in Mobileye
- New Investment Position: According to an SEC filing dated April 15, 2026, QSM Asset Management initiated a new position in Mobileye Global Inc. by acquiring 611,003 shares during Q1 2026, with an estimated transaction value of $5.54 million, indicating confidence in the company's potential.
- Value Fluctuation: By the end of the quarter, the value of Mobileye's position was $4.13 million, reflecting price movements during the period and suggesting a cautious market sentiment regarding its future performance.
- Asset Allocation Insight: This new position constituted 2.02% of QSM's total reportable assets, highlighting the strategic diversification within the firm's investment portfolio, even as Mobileye's stock price has declined by 41.1% over the past year.
- Market Outlook Analysis: Despite facing significant market challenges, QSM's acquisition may signal an optimistic outlook for future profitability, particularly as autonomous driving technologies gain increasing importance in the automotive sector.
See More
QSM Asset Management Increases Stake in Mobileye
- Increased Holdings: QSM Asset Management acquired 611,003 shares of Mobileye in Q1 2026, with an estimated trade value of $5.54 million, reflecting confidence in the company's future prospects.
- Quarter-End Valuation: At quarter-end, the value of Mobileye's stake was $4.13 million, representing 2.02% of QSM's reportable assets under management, indicating its significance within the investment portfolio.
- Market Response: Despite Mobileye's stock being down over 80% from its all-time high, analysts project a forward P/E ratio of 30, suggesting the company is poised for profitability and rapid growth.
- Investment Timing: QSM's acquisition is viewed as a bullish signal in the current market climate, particularly as autonomous driving technology gains traction, potentially offering significant returns for investors.
See More
Trump Nominates New CDC Director Amid Turmoil
- Leadership Changes: Trump has nominated Erica Schwartz to serve as the CDC director, concluding a months-long search, with her confirmation pending Senate approval, which could significantly influence the agency's future direction.
- Interim Leadership Issues: Prior to Schwartz's nomination, Jay Bhattacharya served as acting director, but his term expired last month, highlighting instability within the CDC as the Vacancies Act limits interim officials to 210 days.
- Vaccine Policy Controversy: Amid leadership upheaval, declining morale, and significant staff turnover, the CDC faces major changes to U.S. vaccine policy, particularly after a judge blocked efforts to reduce the number of recommended childhood vaccinations, exacerbating public trust issues.
- Declining Public Trust: A February poll from KFF indicates a significant drop in public trust in federal health agencies during Kennedy's tenure as Secretary of Health and Human Services, which may hinder the CDC's effectiveness and implementation of future public health policies.
See More
The Importance of Pfizer's Drug Pipeline Analysis
- Vaccine Sales Fluctuation: Pfizer's COVID-19 vaccine propelled revenue from $41.6 billion in 2020 to $81.2 billion in 2021, but sales plummeted to around $58 billion in 2023, highlighting the direct impact of changing vaccine demand on the company's financials.
- Declining Stock Trend: Although Pfizer's revenue remains higher than pre-pandemic levels, its stock price has dropped approximately 29% over the past five years, reflecting market concerns about future growth potential, especially amid waning vaccine demand.
- Acquisition Strategy: Pfizer's acquisition of Metsera, which has no market drugs but weight-loss candidates in trials, and Seagen in 2023 to enhance its oncology business, demonstrates the company's proactive efforts to identify new growth drivers.
- Importance of Drug Pipeline: Pfizer's situation underscores the critical importance of a robust drug pipeline, as failure to adapt when patents expire or drug demand declines can lead to significant shareholder losses, emphasizing the necessity for ongoing innovation and R&D.
See More
White House Nominates Erica Schwartz as Next CDC Director
- Nomination of Schwartz: The White House is set to nominate Erica Schwartz, who served as deputy U.S. surgeon general under Trump, as the next CDC director, pending Trump's approval, indicating a desire for a nominee who minimizes controversy.
- CDC Leadership Vacancy: The CDC has been without permanent leadership since August when former director Susan Monarez was fired over disagreements with Trump's healthcare policies, which has impacted the agency's policy execution and public trust.
- Schwartz's Background: Schwartz holds a master's degree in public health and a law degree, and her experience as a Navy physician and chief medical officer at the U.S. Coast Guard may bring new perspectives and leadership to the CDC.
- Deputy Director Candidate: The Trump administration is also considering Sean Slovenski, a former Walmart executive, as Schwartz's deputy, further indicating the strategic reshaping of leadership within the CDC.
See More
The Importance of Pfizer's Drug Pipeline
- Vaccine Sales Fluctuation: Pfizer's COVID-19 vaccine revenue surged from $41.6 billion in 2020 to $81.2 billion in 2021, but sales plummeted to around $58 billion in 2023, highlighting the direct impact of changing vaccine demand on the company's financial health.
- Acquisition Strategy: Pfizer's acquisitions of Metsera, which focuses on weight-loss drug candidates in trials, and Seagen, aimed at bolstering its oncology business, reflect a strategic effort to fill future drug pipeline gaps and maintain market competitiveness.
- Stock Performance: Despite significant revenue growth during the COVID-19 vaccine period, Pfizer's stock price has declined by approximately 29% over the past five years, indicating market concerns regarding the company's future growth potential amid waning vaccine demand.
- Investor Caution: Analysts have noted that Pfizer did not make the current list of top stocks to buy, underscoring the need for investors to carefully assess the company's future return potential given its weaker drug pipeline.
See More
QSM Asset Management Initiates Position in Mobileye
- New Investment Position: According to an SEC filing dated April 15, 2026, QSM Asset Management initiated a new position in Mobileye Global Inc. by acquiring 611,003 shares during Q1 2026, with an estimated transaction value of $5.54 million, indicating confidence in the company's potential.
- Value Fluctuation: By the end of the quarter, the value of Mobileye's position was $4.13 million, reflecting price movements during the period and suggesting a cautious market sentiment regarding its future performance.
- Asset Allocation Insight: This new position constituted 2.02% of QSM's total reportable assets, highlighting the strategic diversification within the firm's investment portfolio, even as Mobileye's stock price has declined by 41.1% over the past year.
- Market Outlook Analysis: Despite facing significant market challenges, QSM's acquisition may signal an optimistic outlook for future profitability, particularly as autonomous driving technologies gain increasing importance in the automotive sector.
See More
QSM Asset Management Increases Stake in Mobileye
- Increased Holdings: QSM Asset Management acquired 611,003 shares of Mobileye in Q1 2026, with an estimated trade value of $5.54 million, reflecting confidence in the company's future prospects.
- Quarter-End Valuation: At quarter-end, the value of Mobileye's stake was $4.13 million, representing 2.02% of QSM's reportable assets under management, indicating its significance within the investment portfolio.
- Market Response: Despite Mobileye's stock being down over 80% from its all-time high, analysts project a forward P/E ratio of 30, suggesting the company is poised for profitability and rapid growth.
- Investment Timing: QSM's acquisition is viewed as a bullish signal in the current market climate, particularly as autonomous driving technology gains traction, potentially offering significant returns for investors.
See More
Trump Nominates New CDC Director Amid Turmoil
- Leadership Changes: Trump has nominated Erica Schwartz to serve as the CDC director, concluding a months-long search, with her confirmation pending Senate approval, which could significantly influence the agency's future direction.
- Interim Leadership Issues: Prior to Schwartz's nomination, Jay Bhattacharya served as acting director, but his term expired last month, highlighting instability within the CDC as the Vacancies Act limits interim officials to 210 days.
- Vaccine Policy Controversy: Amid leadership upheaval, declining morale, and significant staff turnover, the CDC faces major changes to U.S. vaccine policy, particularly after a judge blocked efforts to reduce the number of recommended childhood vaccinations, exacerbating public trust issues.
- Declining Public Trust: A February poll from KFF indicates a significant drop in public trust in federal health agencies during Kennedy's tenure as Secretary of Health and Human Services, which may hinder the CDC's effectiveness and implementation of future public health policies.
See More
The Importance of Pfizer's Drug Pipeline Analysis
- Vaccine Sales Fluctuation: Pfizer's COVID-19 vaccine propelled revenue from $41.6 billion in 2020 to $81.2 billion in 2021, but sales plummeted to around $58 billion in 2023, highlighting the direct impact of changing vaccine demand on the company's financials.
- Declining Stock Trend: Although Pfizer's revenue remains higher than pre-pandemic levels, its stock price has dropped approximately 29% over the past five years, reflecting market concerns about future growth potential, especially amid waning vaccine demand.
- Acquisition Strategy: Pfizer's acquisition of Metsera, which has no market drugs but weight-loss candidates in trials, and Seagen in 2023 to enhance its oncology business, demonstrates the company's proactive efforts to identify new growth drivers.
- Importance of Drug Pipeline: Pfizer's situation underscores the critical importance of a robust drug pipeline, as failure to adapt when patents expire or drug demand declines can lead to significant shareholder losses, emphasizing the necessity for ongoing innovation and R&D.
See More
White House Nominates Erica Schwartz as Next CDC Director
- Nomination of Schwartz: The White House is set to nominate Erica Schwartz, who served as deputy U.S. surgeon general under Trump, as the next CDC director, pending Trump's approval, indicating a desire for a nominee who minimizes controversy.
- CDC Leadership Vacancy: The CDC has been without permanent leadership since August when former director Susan Monarez was fired over disagreements with Trump's healthcare policies, which has impacted the agency's policy execution and public trust.
- Schwartz's Background: Schwartz holds a master's degree in public health and a law degree, and her experience as a Navy physician and chief medical officer at the U.S. Coast Guard may bring new perspectives and leadership to the CDC.
- Deputy Director Candidate: The Trump administration is also considering Sean Slovenski, a former Walmart executive, as Schwartz's deputy, further indicating the strategic reshaping of leadership within the CDC.
See More
