This 7% Yielder Could Be a Top AI Play

Shares of the pharmaceutical giant Pfizer (NYSE: PFE) have suffered over the last three years, falling some 50% since December 2022. Shares have been weighed down by the collapse in revenue from its COVID-19 vaccine, Comirnaty, and its COVID-19 pill, Paxlovid, which together brought in over 54% of Pfizer's $100.3 billion in revenue in 2022. In the third quarter of 2025, Paxlovid revenue fell by 55% year over year, while revenue from Comirnaty fell 20%.You can see the importance of a few blockbuster treatments for Pfizer by comparing last quarter's revenue to that of Q3 2022. Three years ago, Pfizer reported Q3 revenue of $22.6 billion, compared to $16.7 billion last quarter. Clearly, the enormous tailwind that its COVID-19 vaccine and treatment presented for Pfizer is winding down.A looming patent cliff has also weighed on its share price. In 2026, its pneumococcal vaccine Prevnar 13 patent will expire, with patents for its anticoagulant Eliquis, its breast cancer treatment Ibrance, and its prostate cancer therapy Xtandis expiring in 2027. Eliquis alone brought in $7.4 billion in revenue in 2024, and all told, the looming patent cliff is expected to affect $236 billion in revenue for pharmaceutical companies worldwide by 2030.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool