PFE

AI Research

Atirmociclib Phase 2 breast cancer -40% progression → 2026 revenue $59.5-62.5B guided

Pfizer announced positive topline Phase 2 results for atirmociclib in combination with fulvestrant for HR+ advanced/metastatic breast cancer, meeting its primary endpoint with statistically significant improvement in progression-free survival. The company guided full-year 2026 revenues at $59.5–$62.5 billion and adjusted diluted EPS of $2.80–$3.00. The $0.43 Q1 2026 dividend was declared; risks include approximately $3 billion headwinds from COVID product revenue decline and loss-of-exclusivity impacts expected to reduce revenue by $1.5 billion.