News Focus
News Focus
icon url

DewDiligence

11/04/25 11:18 AM

#256343 RE: DewDiligence #256342

PFE/MTSR—As a matter of policy, most companies won't comment on matters under litigation. You don't want to inadvertently say something that your adversary might use against you in court. Hence, Bourla’s non-answer regarding MTSR on PFE's 3Q25 CC was par for the course.

p.s. I'm surprised that PFE raised its offer while its request for a TRO is pending at the Delaware Chancery Court.
icon url

dewophile

11/09/25 2:31 PM

#256416 RE: DewDiligence #256342

PFE / ENTA /SNY

I just got around to reading the PFE transcript and in response to a question about a new oral phase 2 drug they admitted it is indeed a stat6 inhibitor that was previously in stealth mode. This puts them about even with KYMR and ahead of the SNY partnered program and ENTA


https://s206.q4cdn.com/795948973/files/doc_events/2025/Nov/04/PFE-USQ_Transcript_2025-11-04.pdf

KYMR has a market cap of 4B largely on the back of their stat6 program