Jan 14, 2026 2 min read 0 views

Pfizer Enters AI Partnership with Boltz Following UBS Neutral Rating

Pfizer announced a strategic AI collaboration with Boltz to accelerate drug discovery, after UBS initiated coverage with a Neutral rating citing revenue uncertainty.

Pfizer Enters AI Partnership with Boltz Following UBS Neutral Rating

Pfizer Inc. (NYSE:PFE) has been named among the 13 Best Dividend Stocks Paying Over 6%.

On January 7, UBS began covering Pfizer with a Neutral rating and set a price target of $25. The firm noted ongoing uncertainty in Pfizer's revenue outlook, with approximately $15 billion to $20 billion linked to major drugs that are expected to lose patient exclusivity within the next three years. UBS expressed approval of Pfizer's recent MTSR obesity deal but stated that additional steps are needed to mitigate longer-term risks related to loss of exclusivity by 2028.

The following day, on January 8, Pfizer revealed a new partnership focused on artificial intelligence. The company said it has entered a strategic collaboration with Boltz, PBC, an applied AI research lab, to broaden the application of biomolecular AI models and generative workflows across Pfizer's research and development teams. The goal is to enable scientists to design small-molecule medicines and biologics more rapidly.

Boltz is recognized for its open-source biomolecular foundation models, such as Boltz-2 and BoltzGen, which are extensively utilized in the pharmaceutical industry for tasks including protein design, structure prediction, and affinity estimation. The company also provides a platform that integrates these tools with proprietary generative workflows, user-friendly interfaces, and high-performance computing, making them applicable in real-world preclinical discovery efforts.

As part of the collaboration, Boltz will refine its latest models using Pfizer's extensive historical data. This process is anticipated to yield exclusive, next-generation models for structure prediction, small-molecule affinity prediction, and biologics design. Pfizer confirmed it will retain full ownership of any compounds discovered or developed with assistance from Boltz's models and platform.

Pfizer Inc. (NYSE:PFE) is a global, research-driven biopharmaceutical company engaged in discovering, developing, manufacturing, and commercializing medicines and vaccines worldwide.

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