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▶ 30:00 · $1530.HK · Pfizer licenses Chinese innovation via 3SBio deal as early-stage R&D shifts to China

now playing · $1530.HK

$PFE···bullish· high· posalbert bourla

Bourla details $80B acquisition spree and R&D overhaul to drive post-COVID growth

Pfizer invested $80B+ in acquisitions (led by Seagen for ADC tech and MyThera for obesity) while restructuring R&D to improve focus, raising phase 2 success rates from 20% to 50%+…

$SGEN···bullish· high· posalbert bourla

Seagen ADC platform validated as Pfizer's $40B bet pays off with marketed products

Seagen's antibody-drug conjugate (ADC) technology — four marketed products and 13 clinical programs — represents a 'precision missile' approach to cancer therapy that can target m…

$MYTHERAbullish· high· posalbert bourla

MyThera monthly obesity candidate de-risks post-acquisition with Phase 2 confirmation

MyThera's monthly GLP-1 candidate differentiated from weekly competitors (Lilly, Novo) and Phase 2 data confirmed monthly dosing feasibility, validating Pfizer's acquisition thesi…

$1530.HK···neutral· medium· posalbert bourla

Pfizer licenses Chinese innovation via 3SBio deal as early-stage R&D shifts to China

Pfizer is tapping Chinese biotech innovation through licensing deals like 3SBio, but Bourla views this as transitional since Chinese companies will eventually take molecules globa…

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