Competitors

Competitors describe Pfizer Inc.'s market in their own filings and calls. These verified passages and visual pages show where their strategies meet, using source documents preserved in Sources.

Moderna, Inc. (MRNA)

Moderna is Pfizer's most direct, by-name rival: the two firms are the leading mRNA COVID-19 vaccine competitors (Spikevax vs. Comirnaty), now also collide in adult RSV vaccines, and are locked in cross-border mRNA patent litigation. Moderna's 10-K names Pfizer explicitly more than any other peer here.

Moderna names Pfizer/BioNTech as its principal COVID-19 vaccine rival and Pfizer as an RSV vaccine rival that reached the U.S. market first

We largely compete against Pfizer and BioNTech for sales of our COVID vaccines, whose vaccine is also based on mRNA technology. […] With respect to our RSV vaccine, we compete against Pfizer and GlaxoSmithKline, who entered the U.S. market prior to us, and our RSV sales have been minimal to date.

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Moderna says it is shut out of many European COVID-vaccine markets by a competitor's European Commission contract running to end-2026

including against Pfizer and Sanofi for sales of our COVID vaccines and Pfizer and GSK for our RSV vaccine. […] we have been excluded from selling our COVID vaccines in many European markets due to a competitor's contract with the European Commission, which does not lapse until year-end 2026.

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Moderna's summary of its multi-country patent-infringement campaign against Pfizer and BioNTech over its mRNA platform

We have brought patent-infringement actions against Pfizer Inc. (Pfizer), BioNTech SE (BioNTech) and related entities in the U.S. District Court for the District of Massachusetts, Germany, the Netherlands, the UK, Ireland and Belgium concerning our mRNA platform technology and disease-specific vaccine designs.

p. 217 · Read in context →

Merck & Co., Inc. (MRK)

Merck attacks Pfizer's single largest vaccine franchise — the Prevnar pneumococcal line — from both sides: a dedicated adult 21-valent vaccine (Capvaxive) and a pediatric/adult vaccine (Vaxneuvance). Merck's own filing quantifies Capvaxive's ramp and blames competition for Vaxneuvance's flat U.S. sales.

Merck describes Capvaxive, its adult-only 21-valent pneumococcal vaccine launched in 2024 that competes with Pfizer's Prevnar (2025 sales ~$759M)

Sales of Capvaxive, a vaccine for the prevention of invasive pneumococcal disease and pneumococcal pneumonia caused by certain serotypes in individuals 18 years of age and older

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Merck attributes flat U.S. sales of its pneumococcal vaccine Vaxneuvance partly to competition — the same pediatric/adult market Pfizer's Prevnar leads

U.S. sales of Vaxneuvance were nearly flat year over year as a benefit from public and private sector purchasing patterns in the U.S. was offset by lower demand due to competition.

p. 84 · Read in context →

GSK plc (GSK)

GSK is Pfizer's sharpest adult-vaccines rival: its Arexvy competes head-to-head with Pfizer's Abrysvo in adult RSV, and its Shingrix anchors the adult-immunization market Pfizer is trying to grow into. GSK also earns royalties on Pfizer's Abrysvo and Comirnaty.

GSK says its adult RSV vaccine Arexvy held market-leading U.S. share among older adults — the market Pfizer's Abrysvo also contests (Q3 FY2025 call)

Luke Miels, Chief Commercial Officer: Turning to Arexvy […] in the U.S., we maintained our market-leading share in the older adults population.

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GSK notes royalty income tied to Pfizer's Abrysvo (RSV) and Comirnaty (COVID) vaccines (Q1 FY2026 call)

Royalties benefited from Abrysvo and Comirnaty income streams.

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GSK reports a record quarter for its Shingrix shingles vaccine, sizing the scaled adult-vaccine franchise Pfizer competes against (Q1 FY2026 call)

Shingrix was a key driver in Q1, setting a record for quarterly sales, delivering more than GBP 1 billion, up 20%.

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AstraZeneca PLC (AZN)

AstraZeneca is Pfizer's largest-cap oncology rival, overlapping in breast cancer (Truqap vs. Pfizer's Ibrance) and in the PARP/prostate/ovarian space (Lynparza vs. Pfizer's Talzenna). AZN's oncology franchise is larger and faster-growing, and its filing claims share gains in exactly those tumor types.

AstraZeneca cites rapidly reached peak share for Truqap in second-line metastatic breast cancer — a market anchored by Pfizer's Ibrance

Truqap sales in the US increased by 44% […] as a result of a rapidly reached peak share in second line biomarker-altered metastatic breast cancer

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AstraZeneca reports U.S. share gains for its PARP inhibitor Lynparza across ovarian, breast and prostate cancers — the same indications Pfizer's Talzenna targets

Lynparza sales in the US increased by 8% […] as a result of share gains across ovarian, breast and prostate indications.

p. 27 · Read in context →

Johnson & Johnson (JNJ)

J&J's Innovative Medicine segment competes with Pfizer in oncology and immunology. Its multiple-myeloma franchise (led by DARZALEX) is the incumbent wall Pfizer's Elrexfio must displace, while its immunology book (STELARA, TREMFYA) sits in the same market as Pfizer's Cibinqo, Litfulo and Velsipity.

J&J's DARZALEX is its single largest product at ~15% of revenue — the entrenched multiple-myeloma incumbent Pfizer's Elrexfio competes against

Sales of the Company's largest product, collectively DARZALEX (daratumumab) and DARZALEX FASPRO (daratumumab and hyaluronidase-fihj), accounted for approximately 15.0% of the Company's total revenues for fiscal 2025.

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J&J's immunology sales fell as STELARA lost ground to biosimilars while TREMFYA gained share — the psoriasis/IBD market where Pfizer's I&I drugs compete

Immunology products sales were […] a decline of 11.8% as compared to the prior year primarily due to the decline of STELARA (ustekinumab) sales driven by the impact of biosimilar competition and Medicare Part D redesign. The growth of TREMFYA (guselkumab) was due to share gains and market growth.

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Bristol-Myers Squibb Company (BMY)

Bristol Myers Squibb competes with Pfizer in immuno-oncology (Opdivo) and in oral immunology (Sotyktu vs. Pfizer's Litfulo and Cibinqo), even as the two firms co-market Eliquis as alliance partners. BMS's own filing describes the crowded IO market Pfizer's oncology portfolio also plays in.

Bristol Myers Squibb on the crowded immuno-oncology market where its lead PD-1 drug Opdivo competes in lung cancer and melanoma

Our IO products, particularly Opdivo, operate in a highly competitive marketplace. In addition to competing for market share with other IO products in approved indications such as lung cancer and melanoma, we face increased competition from existing competing IO products that receive FDA approval for additional indications and for new IO agents that receive FDA approval and enter the market.

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Bristol Myers Squibb's oral psoriasis drug Sotyktu, a TYK2 inhibitor competing in the same market as Pfizer's Litfulo and Cibinqo

Sotyktu (deucravacitinib) is an oral, selective, allosteric tyrosine kinase 2 inhibitor indicated for the treatment of adults with moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy.

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