3 Things to Watch When Pfizer Announces Earnings

What does Pfizer think a higher Covid-19 vaccine price will mean for the future of its vaccine business?

Pfizer disclosed its potential list price for its Covid-19 vaccine, Comirnaty, almost in passing on an investor call dedicated largely to data on its experimental vaccine for respiratory syncytial virus, which is common but can cause serious complications in newborns and older adults. The U.S. government has paid for all Covid-19 vaccines distributed in the country so far, but that is set to change soon, as the vaccines move onto the commercial market. 

Will Pfizer be able to hold off its RSV competition? 

Pfizer is battling GSK ( GSK ), among other peers, for what is expected to be an enormous market for RSV vaccines. GSK struck a solid blow in October, disclosing strong data on an experimental RSV vaccine for older adults. But unlike its competitors, Pfizer is also moving forward with an RSV vaccine that would protect newborns. 

Any more M&A? 

Some important Pfizer drugs will lose patent protection over the next few years, so investors are concerned about how the company will replace revenue lost as those products face competition from generics. The company has laid out an M&A strategy that it says is aimed at adding at least $25 billion worth of risk-adjusted revenue to its pre-existing revenue expectations for 2030, and has made some big acquisitions, including an $11.6 billion deal for Biohaven Pharmaceutical Holding.

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