Metsera Inc(MTSR)
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异动盘点1105 |中国中免逆市涨近4%,蜜雪集团午前涨超3%;热门中概股普跌,比特币概念股走低
贝塔投资智库· 2025-11-05 04:00
Group 1: Stock Movements and Company Announcements - China Duty Free Group (01880) saw a rise of over 3.9% after announcing its first interim dividend plan, proposing a distribution of 2.50 yuan per 10 shares, totaling approximately 517 million yuan, which accounts for 16.95% of its net profit for the first three quarters [1] - Gu Ming Holdings (01364) experienced an early morning increase of nearly 4%, with a current rise of 1.39%, following the announcement of a board meeting scheduled for November 14, 2025, to consider a special dividend [1] - Yuejiang (02432) rose over 4.38% after announcing a strategic partnership with Lens Technology, involving a procurement order of 1,000 robots, marking a new phase in their collaboration [1] - Tianli International Holdings (01773) increased by over 4.4% after a successful event in Chengdu focused on AI in education [1] - Yihua Tong (02402) surged by nearly 8% after reporting a positive cash flow of 4.61 million yuan for the first three quarters, a significant improvement from a loss of 221 million yuan in the same period last year [2] - Home Control (01747) fell over 14% after the Hong Kong Securities and Futures Commission raised concerns about its highly concentrated shareholding structure [2] - XPeng Motors (09868) saw a decline of over 5%, currently down 3.26%, ahead of its AI Technology Day scheduled for November 5 [2] - Shanghai Petrochemical (00338) dropped over 2.2% after reporting a 10.77% decrease in revenue and a net loss of 432 million yuan for the first three quarters [3] - Sanhua Intelligent Control (02050) fell over 2.1% amid speculation regarding Tesla's upcoming annual shareholder meeting [3] - Mixue Group (02097) rose over 3% following a strategic cooperation signing ceremony with Anjun Express in Brazil [4] Group 2: U.S. Market Movements - Palantir (PLTR.US) stock fell over 7.94% despite reporting a 63% year-on-year revenue increase to 1.18 billion USD for the third quarter [5] - The Nasdaq Golden Dragon China Index declined over 2%, with notable drops in several Chinese stocks, including Futu Holdings (FUTU.US) down over 7.57% and XPeng (XPEV.US) down nearly 4% [5] - Metsera (MTSR.US) surged over 20% following increased acquisition bids from Pfizer (PFE.US) and Novo Nordisk (NVO.US) [5] - Yum China (YUMC.US) rose over 1.9% after a positive earnings call highlighted the success of its new business model [5] - Cryptocurrency-related stocks fell, with Coinbase (COIN.US) down over 6.9% and Bitcoin dropping over 1.7% [6] - Tesla (TSLA.US) dropped over 5% due to multiple negative factors, including a lawsuit related to a serious accident and a rejection of a significant compensation proposal for CEO Elon Musk [6] - Baidu (BIDU.US) rose over 3.1% after announcing that its autonomous driving platform surpassed 250,000 weekly orders, marking a significant milestone [6] - Uber (UBER.US) fell over 5% after reporting lower-than-expected operating profit for the third quarter [7] - Philips (PHG.US) increased nearly 3% after reporting a 2% decline in sales but exceeding market expectations for adjusted EBITA [7] - Spotify Technology (SPOT.US) saw fluctuations in its stock price following the release of its third-quarter earnings report, with several key metrics surpassing market expectations [7]
Pfizer, Novo Nordisk Intensify Fight For Metsera As Buyout Offers Continue To Climb


Benzinga· 2025-11-04 19:45
Adding more drama to Metsera Inc.’s (NASDAQ:MTSR) acquisition deal, Novo Nordisk A/S (NYSE:NVO) increased the deal proposal to $62.20 per share in cash, up from $56.50. • Watch the MTSR momentum here.Metsera said the amended proposal constitutes a “Superior Company Proposal.”Additionally, Metsera would issue Novo Nordisk non-voting preferred stock representing 50% of Metsera’s share capital.On the same day, Metsera would declare a dividend of $62.20 per share in cash (up from $56.50).Metsera shareholders co ...
Novo Nordisk Is Still Beating Pfizer in Battle Over Metsera
Barrons· 2025-11-04 18:35
Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Novo Nordisk Is Still Beating Pfizer in Battle Over Metsera By Josh Nathan-Kazis Updated Nov 04, 2025, 1:35 pm EST / Original Nov 04, 2025, 12:26 pm EST Share Resize Reprints VKTX Buying ...
Why Metsera stock's 20% surge signals a fierce Pfizer-Novo Nordisk bidding war
Invezz· 2025-11-04 18:02
Core Viewpoint - Metsera stock (NASDAQ: MTSR) experienced a significant increase of approximately 20% following the announcement that Novo Nordisk's revised $10 billion acquisition proposal is considered "superior" to that of Pfizer [1] Company Summary - Metsera, a biotech company focused on obesity, has seen its stock price surge due to the competitive acquisition interest from major pharmaceutical companies [1] - The acquisition proposal from Novo Nordisk, valued at $10 billion, highlights the growing importance of obesity treatment in the biotech sector [1] Industry Summary - The biotech industry is witnessing heightened activity in mergers and acquisitions, particularly in the obesity treatment segment, as major players like Novo Nordisk and Pfizer vie for strategic positions [1] - The competitive landscape in the obesity-focused biotech market is intensifying, with significant financial commitments being made by leading pharmaceutical companies [1]
Pfizer and Novo Nordisk both raise bids for Metsera
Youtube· 2025-11-04 17:18
We got an oldfashioned bidding war going on between Nova Nordisk and Fizer to take control of Metsera. Our viewers may remember it was last week or actually a few weeks ago Fizer had a deal to acquire this company to try to build its presence uh in the GLP1 arena essentially uh reducing obviously people's uh weight um where it really has not had a great deal of success going up against the incumbents Eli Liy and Nova Nordis. But then Novo came in last week with an interesting offer in terms of its structure ...
Novo Sweetens Its Bid For Metsera As Takeover Drama With Pfizer Escalates
Investors· 2025-11-04 16:40
TESLA WATCH: Elon Musk Pay Deal In Focus Novo Nordisk (NVO) said it would pay up to $10 billion to acquire obesity-focused Metsera (MTSR), topping Pfizer's (PFE) recently hiked $8.1 billion proposal. The news sent Metsera stock flying more than 15% to 70. Meanwhile, Pfizer stock rose a fraction, while Novo shares gained 1.2%. Pfizer and Metsera have been locked in a heated battle over the last week to buy Metsera. Pfizer's first bid, in September, was for $4.9 billion. Last week, Novo Nordisk made an unsoli ...
美股异动 | 获诺和诺德(NVO.US)加码竞购 Metsera(MTSR.US)涨超15%
智通财经网· 2025-11-04 15:45
此次竞购战聚焦于Metsera的核心资产,旗下处于后期研发阶段的减重及代谢疾病候选药物,被视为继 Wegovy与Zepbound后潜在"下一代爆款"产品。随着全球肥胖治疗市场快速扩张,创新药企正加速卡位 布局。据摩根士丹利测算,到2030年全球减重药物市场规模有望突破千亿美元。 业内人士指出,辉瑞与诺和诺德之争不仅关乎并购溢价,也反映出大型药企正面临专利到期压力与产品 管线补位需求。若辉瑞无法在限期内提出更高报价,不排除提前退出竞争可能。 市场将继续关注未来48小时内辉瑞是否加码投标,以及Metsera董事会最终的交易走向。 智通财经APP获悉,周二,Metsera(MTSR.US)股价走高,截至发稿,该股涨超15%,报70.42美元。消 息面上,来自辉瑞(PFE.US)与诺和诺德(NVO.US)的竞购报价进一步加码。 Metsera当天发表声明称,诺和诺德最新提交的收购提案仍被公司董事会认定为"更具优势"的报价,并 正式通知辉瑞须在两个工作日内提出更优条件,否则将失去竞购资格。 根据最新报价,诺和诺德将收购价格提升至每股总价值86.20美元,交易规模约100亿美元。其中包含每 股62.20美元现金报价(此前 ...
获诺和诺德(NVO.US)加码竞购 Metsera(MTSR.US)涨超15%
Zhi Tong Cai Jing· 2025-11-04 15:44
Core Viewpoint - Metsera's stock price surged over 15% to $70.42 amid intensified bidding from Pfizer and Novo Nordisk for the company, with Novo Nordisk's latest offer deemed more favorable by Metsera's board [1] Group 1: Acquisition Bids - Novo Nordisk raised its acquisition proposal to a total value of $86.20 per share, comprising $62.20 in cash and up to $24 in contingent value rights, contingent on achieving specific commercialization or regulatory milestones [1] - Pfizer's updated bid is approximately $70 per share, totaling around $8.1 billion, which is significantly lower than Novo Nordisk's offer and categorized as a "less favorable bid" [1] Group 2: Market Context - The bidding war centers on Metsera's core asset, a late-stage candidate for weight loss and metabolic diseases, seen as a potential "next-generation blockbuster" following Wegovy and Zepbound [1] - The global obesity treatment market is rapidly expanding, with Morgan Stanley estimating that the market for weight loss drugs could exceed $100 billion by 2030 [1] Group 3: Industry Dynamics - The competition between Pfizer and Novo Nordisk highlights the pressures large pharmaceutical companies face from patent expirations and the need to replenish their product pipelines [2] - There is a possibility that Pfizer may withdraw from the bidding if it fails to submit a higher offer within the stipulated timeframe [2] Group 4: Market Monitoring - The market will closely watch whether Pfizer increases its bid within the next 48 hours and the final decision of Metsera's board regarding the acquisition [3]
Metsera said it received a revised acquisition offer from Novo Nordisk that it called superior to Pfizer's bid

WSJ· 2025-11-04 14:58
Core Viewpoint - The new offer is presented as a superior company proposal compared to Pfizer's bid according to Metsera [1] Company Summary - Metsera claims that their new offer surpasses the existing bid from Pfizer, indicating a competitive landscape in the pharmaceutical industry [1]
Metsera says Novo Nordisk's new bid for obesity drugmaker is ‘superior' to revised Pfizer offer
CNBC· 2025-11-04 14:40
Core Viewpoint - Novo Nordisk's new bid for Metsera is considered superior to Pfizer's revised offer, intensifying competition between the two pharmaceutical companies in the obesity biotech sector [1][2]. Group 1: Bid Details - Novo Nordisk's proposal values Metsera at up to $86.20 per share, totaling approximately $10 billion, which represents a 159% premium over Metsera's closing price before Pfizer's initial acquisition announcement [2]. - Pfizer's revised offer values Metsera at up to $70 per share, amounting to around $8.1 billion [2]. Group 2: Legal and Competitive Landscape - Pfizer has filed a second lawsuit against Novo Nordisk and Metsera, claiming that Novo's attempt to outbid Pfizer is anticompetitive [3]. - The competition highlights a changing landscape in the weight loss and diabetes drug market, with Novo Nordisk currently losing market share to Eli Lilly and facing challenges from cheaper alternatives [3][4]. Group 3: Strategic Implications - For Pfizer, acquiring Metsera could provide a crucial opportunity to enter the obesity treatment market, especially after facing difficulties in launching its own obesity products [4]. - Novo Nordisk, while a pioneer in the market, is struggling to maintain investor confidence due to its drug pipeline and increasing competition [4].