J P M O R G A N North America Equity Research 04 August 2026 Pfizer Inc. 2Q First Take – Topline Beat/Raise With Eliquis/Core Upside Offsetting COVID Weakness This morning, PFE reported 2Q results ahead of expectations and modestly raised 2026 guidance, both of which appear largely attributable to Eliquis (not surprising post BMY's earnings). On the quarter, PFE reported sales of $15bn (+$634mm vs cons), with upside attributable to Eliquis (+$345mm) while the broader portfolio also came in ahead, including ...