CLAIM #48610 · Pfizer Inc (PFE) · 2025Q2 earnings call · Aug 5, 2025 · due Aug 5, 2026
“Moving forward, we think we're going to continue to grow on this product for three reasons.”
David Denton · CFO
How to check this claim
Look at: International patients treated / international revenue growth for the product (Vydura/Vynda) year-over-year
It came true if: International growth rate > 0% year-over-year (continued growth) for the quarters through mid-2026
Where: Company quarterly earnings release / management commentary on international product performance
In context
“. Now we do expect continued TRx volume growth, but there will be GTM pressure on U.S. performance, and that's a function of both the Medicare Part D design, but also a result of contracting to maintain access for Vynda, both in Medicare and commercial, where we've maintained 90% access for the brand. So we do expect those dynamics to impact our sequential growth in the back half of this year. David M. Denton: Yes. For international, so we have a very strong dynamic. So we have grown 32% for the quarter. But actually, since the beginning of the year, we have grown our patient treated by 50%. So it's clearly the -- what I was describing at the beginning in terms of focus on the key assets where we think we can have an impact. This one is clearly the demonstration of our focus on execution. Moving forward, we think we're going to continue to grow on this product for three reasons. First, the WCS rate in international in most of our key markets is still significantly below what we have in the U.S. and we normally see in this type of disease. Two, the access. Access takes a lot of time in international. You need to negotiate price and access in every single country, and it took us 5 years just to get to where we are, and competition will have to follow the same time line to get to the type of access that we get. Just to illustrate my point is we just unlock U.K. and Australia at the end of last year. And we just unlocked South Korea at the beginning of this quarter. So just to give you a sense of it takes time and now we have access, we are unlocking the potential of those patients being in treated. And then finally, we think that the profile of our product and the e”
Verify independently
SEC filings for PFE ↗ · Claim quote is verbatim from the 2025Q2 earnings call.