CLAIM #48599 · Pfizer Inc (PFE) · 2025Q2 earnings call · Aug 5, 2025 · due Dec 31, 2025
“I just -- I would just say that the underlying strength of our business is allowing us to raise our guidance in the back half of the year. And with -- to Albert's point, with the work that's going on across the industry, we're able to come up with a range of scenarios, and we believe that those range of scenarios associated with potential timing of all this would allow us to absorb any impact this year based again on the underlying strength of our business today and performance today.”
David Denton · CFO
In context
“in the way that they listen to us and the way that we are trying collectively to find solutions that on one hand, could make medicines affordable in the U.S. On the other hand, we will make our industry even more competitive compared to China, who is progressing very rapidly to us. On the tariffs also, I don't have much news to add. We are waiting the 232 report. And once we have that, we will see how these discussions. Again, on the tariffs, I had good discussions with the Secretary Latni, with the U.S. Trade Representative, with Secretary [indiscernible] and of course, with the President, but we have a special relation through the times of COVID. So that's all I can say. I don't know if, Dave, you want to add something on what is included and how we think about it. David M. Denton: Yes. I just -- I would just say that the underlying strength of our business is allowing us to raise our guidance in the back half of the year. And with -- to Albert's point, with the work that's going on across the industry, we're able to come up with a range of scenarios, and we believe that those range of scenarios associated with potential timing of all this would allow us to absorb any impact this year based again on the underlying strength of our business today and performance today. Albert Bourla: And maybe, Amit, you can comment on the CDC. Unidentified Company Representative: Yes. So I think your question was largely around Comirnaty. So I'll mention the quarter and then our expectations for the season. Comirnaty had a very strong quarter in Q2, and I think that's driven partially by gross to net capability. We've just become much more efficient and managing inventory in the marketplace, and we also saw a continued increase in our market share in the quarter. So that's the quarter. Now as it relates to the season, we don't have a crystal ball, but what we are planning for is we anticipate an indication for the 65- plus population as well as those under 64 with underlying medical conditions. And that largely reflects the dynamic of how people vaccinate in the U.S. t”
Verify independently
SEC filings for PFE ↗ · Claim quote is verbatim from the 2025Q2 earnings call.