UBS Likes Pfizer’s MTSR Obesity Deal but Stays Neutral on PFE

Pfizer Inc. (NYSE:PFE) is included among the 13 Best Dividend Stocks Paying Over 6%.

On January 7, UBS initiated coverage of Pfizer Inc. (NYSE:PFE) with a Neutral rating and a $25 price target. The firm pointed to lingering uncertainty around Pfizer’s revenue outlook, with roughly $15 billion to $20 billion tied to major drugs expected to lose patient exclusivity over the next three years. UBS said it likes the recent MTSR obesity deal, but added that Pfizer still needs additional moves to reduce the longer-term 2028 LOE risk.

A day later, Pfizer Inc. (NYSE:PFE) announced a new AI-focused partnership. On January 8, the company said it has entered a strategic collaboration with Boltz, PBC, an applied AI research lab, to expand the use of biomolecular AI models and generative workflows across Pfizer’s R&D teams. The aim is to help scientists move faster in designing both small-molecule medicines and biologics.

Boltz is known for its open-source biomolecular foundation models, including Boltz-2 and BoltzGen, which are widely used in the pharmaceutical industry for protein design, structure prediction, and affinity estimation. The company also offers a platform that combines these tools with proprietary generative workflows, user-friendly interfaces, and high-performance computing, making them usable in real-world preclinical discovery work.

Under the collaboration, Boltz will fine-tune its latest models using Pfizer’s large set of historical data. That work is expected to produce exclusive, next-generation models for structure prediction, small-molecule affinity prediction, and biologics design. Pfizer said it will keep full ownership of any compounds that are discovered or developed with support from Boltz’s models and platform.

Pfizer Inc. (NYSE:PFE) is a global, research-driven biopharmaceutical company focused on discovering, developing, manufacturing, and commercializing medicines and vaccines worldwide.

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Disclosure: None.