PFE · 8-K · 20260804PR000094

Geographic Market Commentary

PFIZER INC · 2026-08-04 · Importance 10 · Surprise 6 · Contradicted

Eliquis delivered global growth, with higher U.S. net price and demand partly offset by generic entry and price erosion in some international markets. Vyndaqel’s international performance benefited from strong demand, increased diagnosis and improved access, while U.S. growth faced price erosion from new payer contracts. Lorbrena increased patient share in the U.S., China and selected other international markets. COVID-19 demand declined across both U.S. and international markets, with lower government purchases additionally affecting Paxlovid internationally.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenueunclearrealized0.0%Total U.S. revenues for Second-Quarter 2026: $8,857 million, unchanged versus prior period (—)