Pfizer's Q1 earnings are expected to show a YoY decline in both EPS and revenue, with analysts anticipating EPS of $0.68 on revenue of $14.11B. The company's recent strategic efforts, such as cost-cutting and redeployment of COVID cash flow towards oncology-related M&A, are expected to take time to reflect in its stock price. The company is grappling with patent expirations and increased regulatory scrutiny on drug pricing.

Pfizer's recent discontinuation of danuglipron, an oral weight-loss therapy, highlights ongoing R&D struggles. However, the company is expected to benefit from the expansion of RSV vaccine recommendations, with ACIP voting to recommend a single shot for adults aged 50-59 at increased risk. The company is also focusing on strategic investments in R&D and cost-saving measures to drive long-term growth.

Pfizer's stock is trading near a 12-year low, with sell-side analysts having a Buy rating while Seeking Alpha’s Quant Rating holds a more cautious Hold. The company has beaten EPS estimates in a straight 8 quarters, exceeding revenue estimates in 5 of those reports. The stock is considered oversold according to the relative strength index (RSI) technical indicator. Seeking Alpha’s Quant Rating system has a valuation grade of 3.40.

Pfizer faces risks from potential drug-induced liver injury, as seen with the discontinuation of danuglipron. The company is also exposed to increased regulatory scrutiny on drug pricing and potential pharma tariffs, which could raise prescription drug costs. Additionally, the company faces patent expirations and questionable management decisions.

Pfizer is focused on advancing promising programs in oncology, vaccines, and antivirals. The company's RSV vaccine, Abrysvo, has received ACIP backing for expanded use. However, the company has faced setbacks in its obesity drug development program, discontinuing danuglipron due to liver injury concerns.

Pfizer faces intense competition in the weight loss drug market from Eli Lilly and Novo Nordisk. The company's strategic efforts, such as cost-cutting and redeployment of COVID cash flow towards oncology-related M&A, can take time to get reflected in its stock price. Goldman Sachs downgraded Pfizer to Neutral, noting that the fruits of these efforts are a multi-year journey.

The healthcare sector is under pressure due to potential tariff implications and increased regulatory scrutiny. President Trump's executive order to lower prescription drug prices could impact Pfizer's revenue. Changes at the FDA and potential vaccine skepticism from HHS leadership also create uncertainty.

Pfizer is targeting a weight loss drug market that could reach $130B by 2030. The company is also expected to benefit from the expansion of RSV vaccine recommendations. However, the company's recent strategic efforts, such as cost-cutting and redeployment of COVID cash flow towards oncology-related M&A recently, can take time to get reflected in its stock price.

The news mentions potential tariffs on pharmaceutical imports, which could raise prescription drug costs. There are no specific geopolitical or ownership risks mentioned in the provided news articles.