This Could Be Key to Pfizer's Turnaround in 2026

Core Insights - Pfizer has experienced a significant decline in stock value, losing approximately half of its worth over the past three years due to concerns about future growth and patent expirations [1] - The company is focusing on GLP-1 drugs as a potential growth opportunity, which could significantly improve its stock trajectory [2] Group 1: Recent Developments - Pfizer has been actively pursuing acquisitions to enhance growth opportunities, including a recent licensing deal with YaoPharma worth up to $2.1 billion for a GLP-1 drug in early development [4] - In November, Pfizer agreed to acquire Metsera for up to $10 billion, which has multiple assets in development, including MET-0971 in phase 2b trials [5] Group 2: Market Potential - An approved GLP-1 drug could be transformative for Pfizer, with market projections estimating the GLP-1 receptor agonist market could exceed $200 billion by 2033, nearly tripling from approximately $70 billion in 2025 [6] - The success of Eli Lilly in the GLP-1 market, achieving a $1 trillion valuation, highlights the potential upside for Pfizer if it successfully develops GLP-1 treatments [7]