Pfizer(US:PFE) Di Yi Cai Jing·2026-01-13 07:25Core Insights - Pfizer is increasing its investment in new drug development, particularly in the weight loss drug market, which is seen as having significant potential [1][3] - The CEO of Pfizer, Albert Bourla, expressed expectations that the weight loss drug market could experience explosive growth similar to that of Viagra [1][3] - Pfizer's acquisition of Metsera, a weight loss drug manufacturer, positions the company as a key player in the weight loss drug sector [1][3] Group 1: Market Potential and Strategy - Pfizer anticipates that consumer willingness to pay for weight loss drugs will be strong, even without insurance reimbursement [3] - The company is in a restructuring phase due to declining demand for COVID-19 drugs and upcoming patent expirations on several blockbuster drugs, making weight loss therapies a promising asset [3] - Pfizer plans to initiate 10 Phase III clinical trials for weight loss therapies developed by Metsera by the end of this year [3] Group 2: Competitive Landscape - Competition in the weight loss drug market is intensifying, with Novo Nordisk and Eli Lilly leading in the next-generation oral weight loss drugs [4] - Amgen announced promising mid-stage clinical trial results for its weight loss drug MariTide, which can help patients lose up to 20% of their weight after six months of treatment [4] - Novo Nordisk's first oral GLP-1 weight loss drug has been launched in the U.S., with expectations that oral weight loss drugs will capture over one-third of the GLP-1 market by 2030 [4] Group 3: Supply Readiness - Eli Lilly has prepared for the supply of its oral weight loss drug and plans to seek distribution in multiple countries outside the U.S. once approved [5]