• Pfizer transcript from the Jefferies Global Healthcare Conference in New York, featuring CEO Albert Bourla in a Q&A with Jefferies CEO Richard Handler.
• Bourla framed oncology as the company’s top strategic priority, citing the Seagen acquisition to scale antibody-drug conjugates alongside Pfizer’s small-molecule base.
• He called early Seagen performance “very positive,” highlighting Padcev data that more than doubled survival in bladder cancer; a bladder-sparing study is being initiated.
• Bourla flagged upcoming results this year for Seagen pipeline candidate “SV” in second-line lung cancer monotherapy, with a first-line combination study also underway.
• He said Pfizer is “all in” on AI, targeting an AI-native operating model by 2027, with partnerships to build R&D tools where AI remains limited.

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