Tantangan potensial Pfizer terhadap duopoli GLP-1 Lilly dan Novo

Pfizer's GLP-1 candidate will fail to meet primary efficacy endpoints in Phase 3 trials or face manufacturing/supply chain delays, pushing commercial launch beyond Q4 2025.

LLY stock will outperform PFE stock by at least 12% over the next 6 months despite GLP-1 competition concerns, as Mounjaro's first-mover advantage and pipeline depth maintain investor confidence.

Pfizer's monthly GLP-1 injection will capture at least 15% market share from Eli Lilly (LLY) and Novo Nordisk (NVO) within 24 months of FDA approval, driven by superior dosing convenience and comparable efficacy data.