explore -WSS

explore

author：explore 2025-10-01 12:36:07 - browse：1951

A screen at the New York Stock Exchange last November. Michael M. Santiago/Getty Images

Pfizer spent more than four hours Thursday laying out its oncology program to investors. But the company also spent some time talking about the effects of the Inflation Reduction Act on its pipeline.

The drug giant, which is facing investor dissatisfaction after a year in which its stock dropped 44%, said it would be focusing on drugs that are based on proteins, not small molecule pills as it has traditionally developed. (Pfizer’s current best-seller in oncology, Ibrance for breast cancer, is a small molecule pill.) It said the mix of small molecule drugs in its cancer portfolio will drop from 94% last year to 35% in 2030.

That matters because small molecules are more vulnerable to generic competition and the Medicare price negotiation introduced by the IRA. Suneet Varma, the commercial president of Pfizer’s oncology unit, said “this planned shift to biologics is expected to support the accelerated growth in both the top and bottom line,” referring to the revenue and profit lines of a balance sheet.

Get unlimited access to award-winning journalism and exclusive events.

Subscribe Log In

Previous article： Affirmative action in medical school literally saved lives
Next article： Shionogi licenses Pompe disease therapy from Maze Therapeutics

knowledge

WSS

Elizabeth Holmes banned from government health programs

Readout LOUD podcast: brain research, obesity drug sales, Novartis

Software glitch causes Tandem insulin pump to shutdown, FDA warns

Elevance, private equity launch primary care company

Medicare says breakthrough device reimbursement rule to come by summer

How to improve immunocompromised access to mAb treatments

leisure time

explore

hotspot

Food as medicine: CMS rules hamper 'prescribing' of fruits, veggies

Why doctors need education on FDA device approval process

Cancer drug shortages should be causing more outrage

Dairy farmers resist CDC push for PPE against bird flu virus

Jerome Adams on the need for new antivirals for Covid

Study: AI not yet building 'n

DIEP, the 'gold standard' of breast reconstruction, is under threat

H5N1 communication has been strictly for the birds

Peter Hotez and the public health issue of online harassment

Medicare Advantage today, explained in one chart

focus

Readout Newsletter: BridgeBio, Madrigal, and Silicon Valley Bank

Readout LOUD podcast: What to know about H5N1 bird flu

Research misconduct: Proposed new rules face resistance

Readout LOUD podcast: What to know about H5N1 bird flu

Medicare says breakthrough device reimbursement rule to come by summer

Making AI in medicine accessible to smaller, and rural hospitals

leisure time

knowledge

knowledge

leisure time