Pfizer's Q3 Non-Oncology Performance: Here's What to Expect

Core Insights - Pfizer is set to report its third-quarter 2025 results on November 4, with a focus on oncology drug sales, which represent over 25% of total revenues [1] - The company has a strong presence in other therapeutic areas, including internal medicine, vaccines, inflammation & immunology, and rare diseases [2] Oncology Segment - Key oncology drugs include Ibrance, Xtandi, Lorbrena, Braftovi/Mektovi, and ADCs from the Seagen acquisition, such as Padcev [1] Primary Care Segment - Alliance revenues and direct sales from Eliquis are expected to rise due to increased global demand, though partially offset by lower pricing from the Inflation Reduction Act [3] - Sales of the Prevnar vaccine family are anticipated to increase, driven by strong adult uptake, despite lower pediatric sales [3] COVID-19 Related Products - Revenues from the COVID-19 vaccine Comirnaty and antiviral pill Paxlovid are likely to have increased, with most Paxlovid sales coming from commercial channels [4] Newer Products - Sales of the RSV vaccine Abrysvo are expected to be limited due to restricted recommendations for RSV vaccinations [5] - Strong demand for Nurtec ODT/Vydura is anticipated, although impacted by the IRA Medical Part D redesign and the 340B program [5] Specialty Care Segment - Sales of Vyndaqel are expected to remain strong due to continued demand growth, while sales of Xeljanz and Enbrel are likely to decline [6][7]