Skip to content

NYSE · large · thesis board

PFE Pfizer

Hemophilia gene therapy / factor franchise

View race

Thesis

Editorial summary — not a primary filing

Hemophilia gene therapy and broader rare disease; scale offsets single-asset risk.

Next gate

2026-11-20Estimatedlabel expand

Uptake / durability update

99 days · Estimated: Estimated window

Survive-to-Event

ok

Cash covers the next gate with ~20 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~709d)100%
Days to gate (99d)14%
Show math

$14.0B cash ÷ $600M/mo burn ≈ 709 days. Source: curated SEC quarter figures.

Cash $14.0B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved
Secondary assets (1)
  • Talazoparib PARP prostate · Approved · prostate-cancer

Rivals in this race

Open race →
BMRNApprovedokNVOFiledokSGMOPh3tight

Risks

  • Durability questions
  • Uptake
  • Competition from mimetics
  • Portfolio focus

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT04323098as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01