To regain the top 1 of global pharmaceuticals?

Recently, the well-known pharmaceutical company Pfizer announced its financial report, announcing that it will achieve revenue of $81.

Compared with the first three quarters, Pfizer changed its financial report structure in the fourth quarter of 2021, and classified the six general categories of vaccines, oncology, internal medicine, hospitals, inflammation and immunity, and rare diseases as Pfizer Biopharma (BioPharma).

● Pfizer CentreOne is a global CDMO, providing CDMO business of small molecule APIs, macromolecular biologics, oral solid dosage forms and sterile injectables, and also produces Comirnaty products for BioNTech

Table 1 2020-2021 Pfizer fourth quarter and full year revenue data comparison

Table source: Pfizer public financial report

At present, among the six major segments of Pfizer Biopharmaceuticals, the vaccine business presents a dominant situation (Figure 1), contributing as much as US$42.

Figure 1 2021 Pfizer biopharmaceutical revenue in various segments (data source: Pfizer's public financial report)

Strong catch up

Comirnaty beats Humira to win the throne of "Drug King"

In the context of the spread of the epidemic, Pfizer's high revenue has benefited from the anti-coronavirus-related weekly products, of which more than half of the revenue comes from its two new crown products - the new crown vaccine Comirnaty (Figure 2) and the new crown oral drug Paxlovid, and the new crown vaccine Comirnaty Its influence is self-evident, and the influence of popular items is highlighted here

Figure 2 Pfizer’s new crown vaccine Comirnaty (Source: Pfizer’s official website)

Before that, Humira, developed by AbbVie, has been sitting firmly on the throne of the "Drug King"

● Humira is an adalimumab injection product produced by AbbVie, with indications for rheumatoid arthritis, ankylosing spondylitis, psoriasis, Crohn's disease, and uveitis

Pfizer’s new crown vaccine Comirnaty was officially approved by the FDA on August 23, 2021, with total revenue of $36.

rising star

Paxlovid expected to shine

Following Merck’s development of the new oral drug Molnupiravir for the new crown, on November 5, 2021 Pfizer announced that it had developed the new oral drug Paxlovid (Figure 3).

Figure 3 New crown oral drug Paxlovid (Source: Pfizer official website)

Subsequently, Paxlovid showed a positive trend (Figure 4), and was quickly processed in the multi-country approval channel:

Figure 4 The progress of the new crown oral drug Paxlovid in many countries (Information source: Oriental Fortune Network)

Recently, affected by the good news of Paxlovid's approval, the demand for Pfizer's orders has surged.

Seize the advantages of the whole industry chain

Overweight layout mRNA track

The new crown epidemic has brought mRNA technology into the public eye.

Figure 5 mRNA development process (source of information [8])

In view of the broad application prospects of mRNA technology in medical treatment and therapy, a number of companies in the industry have begun to pay attention to the development of mRNA vaccines and plan the layout of mRNA technology platforms.

Figure 6 Pfizer mRNA strategic roadmap (Source: Pfizer official website)

Since the beginning of this year, Pfizer has successively announced that it has reached cooperation agreements with many biopharmaceutical companies, among which many business development agreements involve mRNA technology:

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4.

Under the background that many companies are beginning to move closer to mRNA technology, Pfizer is trying to invest in overweight and establish its advantages in the whole industry chain covering upstream and downstream in the mRNA field
.

References:

[1] https:// https:// https:// https:// https:// https://ir.
codexdna.
com/news-releases/news-release-details/codex-dna-signs-early-access-collaboration-and-licensing

[7] Pfizer's 2021 annual report is out! "The King of Medicine" changed hands, and the "Cosmic Factory" returned!

http://k.
sina.
com.
cn/article_6066470577_16996feb101900xs2k.
html

[8]Schlake T, Thess A, Fotin-Mleczek M, et al.
Developing mRNA-vaccine technologies.
RNA Biol.
2012 Nov;9(11):1319-30.
doi: 10.
4161/rna.
22269.
Epub 2012 Oct 12 .
PMID: 23064118; PMCID: PMC3597572.

(Original abridged)