PFE · 10-Q · 2026Q2 · Full report

Competition and Market Share

PFIZER INC · 2026-08-04 · Importance 46 · Surprise 56

Prevnar family revenue declined 2% operationally year to date to $3.0 billion, primarily because of lower U.S. pediatric and adult vaccination rates and adult-indication market-share erosion, partly offset by increased international demand. Padcev revenue increased 30% operationally year to date to $1.3 billion, driven by increased share in first-line locally advanced or metastatic urothelial cancer and launch uptake in cisplatin-ineligible muscle-invasive bladder cancer. Ibrance demand increased in the U.S. and developed markets, but performance was constrained by competitive pressure in certain emerging markets, unfavorable U.S. buying patterns and lower U.S. net price. Xtandi revenue decreased 4% operationally year to date because of lower U.S. net price, despite higher demand.