Pfizer’s (NYSE:PFE) Oncology Revenue, which includes revenues from Sutent, Xalkori, Inlyta, Ibrance, and other productions, rose from around $9 billion in 2019 to about $11 billion in 2020. We expect the metric to rise to around $12.6 billion in 2021 and $13.6 billion in 2022.
Growth is being driven by market share gains for Ibrance, as well as the launch of new biosimilars.
We think the projected growth is largely priced into PFE stock. We value Pfizer at about $58 per share, roughly in line with the current market price.
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 Month-to-date and year-to-date as of 1/13/2022
 Cumulative total returns since the end of 2016