Pfizer Just Scored a Win That Wall Street Can't Ignore
Key Points
Pfizer persuaded three drugmakers to delay the production of generic Vyndamax.
That settlement will buy Pfizer more time to develop new blockbuster drugs.
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Pfizer (NYSE: PFE) recently reached settlements with three generic drugmakers -- Hikma, Cipla, and Dexcel -- to extend the patent protection of Vyndamax, one of its best-selling drugs, through June 2031. Let's see why that deal is bullish for Pfizer's stock.
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Vyndamax, which treats heart problems in adults with cardiomyopathy, along with its related drugs, generated $6.3 billion in revenue for Pfizer in 2025. That represented 17% growth from 2024 and accounted for 10% of its top line. Vyndamax's rising sales offset its slowing sales of COVID vaccines and drugs, but its key patents will start expiring in 2028 and 2029.
Most analysts had expected Pfizer's Vyndamax revenue to start declining in 2029 as those three drugmakers launched their generic versions. However, the settlement will delay those launches and give Pfizer two more years to fill that void with new drugs. The terms of that deal were confidential, but it likely included cash payments, licensing deals, or other incentives.
By locking in Vyndamax through 2031, Pfizer is giving its investors a clear outlook for the next five years. That stabilization -- along with the expansion of its respiratory vaccine portfolio, its new GLP-1 obesity drugs, and new cancer drugs -- could help it generate steady growth again.
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Leo Sun has positions in Pfizer. The Motley Fool has positions in and recommends Pfizer. The Motley Fool has a disclosure policy.
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