Pfizer Reports $15.18B in ADC Sales for H1 2025 and Holds $13B BD War Chest

Aug 06, 2025 08:05 CST Updated 08:05

Pfizer

Pharmaceutical R&D Developer

On August 5, Pfizer announced its 2025H1 performance, with a total revenue of $28.367 billion (+1%) in the first half of the year.In terms of business segments, the three major businesses—Oncology, Primary Care, and Specialty Care—generated revenues of $8.145 billion (+9%), $11.236 billion (-8%), and $8.364 billion (+6%), respectively, in the first half of this year.

The flagship product in the oncology sector is still the blockbuster breast cancer drug Ibrance (palbociclib).CDK4/6 Inhibitors), despite its sales continuing to decline due to fierce competition, it still reached 2.026 billion US dollars in the first half of this year.（-7%）The volume.

Androgen Receptor Signaling InhibitorXtandi(Enzalutamide) Generates Revenue of 10.23Billion US dollars（+12%）。The third-generation ALK inhibitor Lorbrena (lorlatinib) also performed well, with sales reaching $473 million in the first half of the year.+42%). PARP inhibitor Talzenna revenue 0.86Billion US dollars（+42%）。

Pfizer Highlighted the 2023 Product Approvals in Its Earnings PresentationUsed for the treatment of multiple myelomaTheCD3/BCMA Bispecific AntibodyElrexfio. The drug generated $145 million in sales revenue in the first half of this year and is now available in China.New markets (such as Japan) take the leading share, Pfizer believesElrexfioExpected to become the standard therapy for BCMA bispecific antibodies.

Most of the products Pfizer acquired through its $43 billion acquisition of Seagen at the end of 2023 are experiencing growth in sales volume. In the first half of this year, these products generated a combined revenue of approximately $1.752 billion.billion dollars, of which ADC products account for approximately 15.18 billion dollars.

Specifically, Padcev (enfortumab vedotin), the world's first Nectin-4 ADC drug, generated $967 million in revenue in the first half of the year.（+32%）, the world's first CD30 ADC drug Adcetris (Brentuximab Vedotin) generated $472 million in revenue（-12%）HER2 Inhibitor Tukysa (Tucatinib) Revenue $234 Million（+3%）, the world's first tissue factor (TF) ADC drug Tivdak generated $79 million in revenue（+31%）。

It is worth mentioning that Pfizer's breast cancer product line is expected to add a new face in the near future, developed by Pfizer andVepdegestrant, co-developed by Arvinas, has been submitted for marketing approval and is expected to become the world's first PROTAC drug.

In primary care services, powerful anticoagulantsEliquis（Apixaban) andPrevnar Family Pneumococcal Vaccines (Prevnar 20 & 13) Two Major FlagshipsGrowth has stagnated for both, with the former inSales in the first half of the year were $3.926 billion, and the drug will face the challenge of a patent cliff in 2026; the latterSales were $3.043 billion。

Pfizer Spends $11.6 BillionBillion-dollar acquisitionBiohavenCompanyMigraine Medications ObtainedNurtec ODT/Vydura（Rimegepant), in the first half of the yearContributed 6.07Billion USD in revenue (+14%). In addition, launched in 2023RSV Vaccine Abrysvo Generates $274 Million in Revenue（+36%）。

In terms of R&D, Pfizer describes3SBio'sPD-1/VEGF Bispecific AntibodySSGJ-707（(PF-08634404）The project is "Seamless Strategic Alignment," and it was revealed that they are comprehensively planning its Phase III development opportunities, including those under its subsidiaryPotential Combination Regimens for ADC Drugs. FollowingAfter the closing of the 3SBio deal, Pfizer still has $13 billion in BD firepower to help achieve continuous growth for its business over the next decade.

Chairman and Chief Executive Officer of PfizerAlbert Bourla stated："Pfizer has once again demonstrated strong execution this quarter. We are pleased with the progress we have made in advancing our R&D pipeline, enhancing commercial performance, and expanding profit margins. We continue to lay a solid foundation for the company's future development and firmly believe in our ability to create greater value for patients and shareholders."

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