Pfizer Is Still Struggling to Replace Its COVID Revenue. Here's What We Could See From the Pharmaceutical Giant in 2026.

5 days ago 10

Prosper Junior Bakiny, The Motley Fool

Fri, December 12, 2025 astatine 10:52 AM CST 5 min read

  • Pfizer's coronavirus-related income person fallen sharply -- and they whitethorn diminution adjacent further adjacent year.

  • The institution is processing immoderate promising products, including a flu vaccine and a value nonaccomplishment therapy.

  • Though it mightiness inactive conflict adjacent year, Pfizer is making the close moves to rebound eventually.

  • 10 stocks we similar amended than Pfizer ›

It present seems truthful agelong agone that Pfizer (NYSE: PFE) became the archetypal institution successful the biopharmaceutical manufacture to make implicit $100 cardinal successful yearly sales. The drugmaker achieved this milestone acknowledgment to its dominance successful the coronavirus vaccine market. However, this niche has since shrunk considerably -- and it could go adjacent smaller adjacent year. Regulators successful the U.S. are making it harder for steadfast individuals to get vaccinated.

Pfizer needs a mode to regenerate this dwindling franchise, but truthful far, it has had small luck. Could the institution marque advancement toward that extremity adjacent year? What should we expect from Pfizer successful 2026?

Person raising some  fists successful  the air.

Image source: Getty Images.

Pfizer's Comirnaty is an mRNA-based COVID vaccine and became the archetypal specified campaigner to gain support from the U.S. Food and Drug Administration. Pfizer has since developed a liking of mRNA vaccines and has been exploring the improvement of caller ones successful different areas. Pfizer has made important advancement with astatine slightest 1 of them, which is being developed to support against influenza. Even though determination are already approved flu vaccines, their efficacy typically fluctuates betwixt astir 40% to 60% successful astir years, and it tin sometimes autumn importantly little than that.

For instance, successful the 2014/2015 season, flu vaccines were lone 19% effective, according to the U.S. Centers for Disease Control and Prevention. One crushed for this is that scientists person to foretell which strains of the flu volition beryllium astir prevalent during an upcoming play and manufacture the vaccine accordingly. However, sometimes they get it precise wrong, starring to subpar efficacy. mRNA vaccines are overmuch faster to manufacture and tin let scientists to hold until person to the play to commencement the process, perchance starring to accrued efficacy.

In a signifier 3 objective trial, Pfizer's mRNA influenza campaigner was associated with importantly less flu-like illnesses than 1 of the marketplace leaders. Pfizer hasn't shared details connected regulatory submissions for this candidate, but it is apt to determination guardant adjacent year. If approved, it could yet assistance the institution boost its vaccine sales.

Pfizer should besides marque important objective advancement adjacent twelvemonth with 2 candidates: PF-4404 and MET-097i. The erstwhile is an investigational crab medicine that looks highly promising. It has a dual mechanics of enactment -- it blocks the enactment of 2 abstracted proteins that play a cardinal relation successful the maturation of definite cancers. This attack could marque PF-4404 highly effectual and broadly applicable crossed assorted forms of cancer.


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