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What is Metsera, the target in Pfizer's and Novo Nordisk's bidding war?
Reuters· 2025-11-06 17:01
Pfizer and Novo Nordisk are locked in a bidding war for biotech firm Metsera as the pharmaceutical giants seek to augment their pipeline in the booming weight-loss drug market. ...
Pfizer To Raise Metsera Bid After Court Denies Attempt To Block Rival Deal
Benzinga· 2025-11-06 16:40
The Delaware Chancery Court denied Pfizer Inc.’s (NYSE:PFE) request for a temporary restraining order to prevent Metsera, Inc. (NASDAQ:MTSR)  from terminating the existing merger agreement in favor of a competing proposal from Novo Nordisk A/S (NYSE:NVO).Pfizer responded: “We remain confident in the merits of our claims and our belief that Metsera has acted in breach of its contractual obligations…We are confident that Novo Nordisk’s unprecedented and illegal scheme to circumvent antitrust scrutiny will not ...
辉瑞、诺和诺德减肥药商战升温
Bei Jing Shang Bao· 2025-11-06 16:26
仅一天后,辉瑞便迅速将报价提升至与诺和诺德持平的水平。根据合并协议条款,若诺和诺德再次提高 报价,辉瑞将有两天时间决定是否匹配。该交易的股东投票计划于11月13日举行。 诺和诺德在减重药市场的主导地位正在受到挑战。2026年,随着该公司核心产品GLP-1药物司美格鲁肽 在中国的专利到期,大量仿制药上市,预计将对其市场份额产生进一步影响。对于辉瑞而言,该公司尚 未推出任何减重药产品,收购Metsera是获得减重药管线最高效的方式。尽管一些分析师认为,大部分 正在开发的减重药物与现有疗法相比,尚未展现出足够的差异性,但一位投行资深医药研究员表示,对 于辉瑞这样的还没有减重药上市产品的制药巨头而言,布局减重药赛道从战略上来讲是"必需",因为该 领域的市场空间巨大,没有任何一家巨头能承担错过该市场的损失。在这一背景下,目前减重药领域的 两大主导者诺和诺德和礼来都已投资数十亿美元加大对下一代减重药的开发力度。不过,从近期发表的 多项数据来看,礼来占据上风,诺和诺德的数据则未达到华尔街预期,导致股价下跌。今年以来,诺和 诺德股价已下跌近40%,公司还下调了今年全年的业绩预期;而礼来今年股价则上涨超过16%。礼来第 三季度 ...
'It's Getting Ugly,' Analyst Says As Pfizer Escalates Its Gloves-Off Fight For Metsera
Investors· 2025-11-06 15:11
TRENDING: Dancing Elephant Stomps 5 Of The Magnificent 7Â The battle between Pfizer (PFE) and Novo Nordisk (NVO) is "getting ugly," an analyst said Thursday as Metsera (MTSR) stock surged on reports that Pfizer has matched Novo's $10 billion bid. Pfizer is trying to salvage the $4.9 billion deal it announced in September to buy the small obesity-focused biotech company. Danish drugmaker Novo Nordisk came in with a strong $6.5 billion bid last week, then hiked it to $10 billion. Pfizer's last reported bid wa ...
Metsera weighs rival bids from Pfizer, Novo in $10 billion obesity drug battle
Reuters· 2025-11-06 13:49
Core Insights - A bidding war is intensifying over U.S. biotech Metsera, with Danish drugmaker Novo Nordisk and U.S. rival Pfizer competing for Metsera's obesity drug assets valued at $10 billion [1] Company Summary - Novo Nordisk is engaged in a competitive bidding process to acquire Metsera's obesity drug assets [1] - Pfizer is also vying for the same assets, indicating a significant interest in the obesity treatment market [1] Industry Summary - The competition for Metsera highlights the growing importance of obesity drug development within the biotech and pharmaceutical industries [1] - The $10 billion valuation of Metsera's assets reflects the high stakes and potential profitability associated with obesity treatments [1]
Pfizer's Slow Burn Comeback
Seeking Alpha· 2025-11-06 12:20
Investors still waiting for Pfizer’s ( PFE ) stock to rebound may need a little more patience, but there are reasons to stay optimistic. The share price hasn’t moved much since my last coverage , but those who valueHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. ...
细胞与基因治疗“变天了”
Ge Long Hui· 2025-11-06 12:03
细胞与基因治疗(CGT)领域就像是一座围城,城外的人想进去,城里的人想出来。 一方面,艾伯维、百时美施贵宝(BMS)等MNC巨头纷纷入局体内CAR-T疗法,礼来也在近期宣布收购一家眼科基因治疗公司Adverum;另一方面,武田 制药、诺和诺德却接连宣布彻底退出细胞疗法战场,罗氏、辉瑞、渤健等跨国巨头也在集体逃离AAV基因治疗赛道。 这一进一退之间,CGT领域的"冰火两重天"格局,从未如此清晰过。这背后到底隐藏着什么秘密?CGT市场的出路究竟在何方? 01 繁荣下的脆弱 因治疗机制独特、临床疗效显著,CGT领域曾一度掀起热潮。 在今年9月举办的FDA公众听证会上,FDA CBER治疗产品办公室(OTP)代理主任VijayKumar博士表示,在过去十年中,CGT领域发展迅速,目前FDA已 经批准了46个CGT产品,并有约3600个活跃的IND。 不过,受生产工艺、成本、支付和市场准入等多重因素影响,CGT药物的销售表现呈现出鲜明的分化特征,且商业化效率远不及传统药物。 尽管目前全球范围内已有超过10款CAR-T疗法获批上市,但诞生的"十亿美元分子"却寥寥无几。其中,吉利德Yescarta(阿基仑赛)在2022年成 ...
Wall Street Breakfast Podcast: Shutdown Hits New Altitude
Seeking Alpha· 2025-11-06 11:29
Susumu Yoshioka/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25) This is an abridged transcript. As we enter day 37 of the government shutdown, the Federal Aviation Adminis ...
Wall Street Breakfast Podcast: Government Shutdown Hits New Altitude
Seeking Alpha· 2025-11-06 11:29
Susumu Yoshioka/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25) This is an abridged transcript. As we enter day 37 of the government shutdown, the Federal Aviation Adminis ...
Why Pfizer's 7%-Yielding Dividend Just Became Safer -- and More Tempting
The Motley Fool· 2025-11-06 09:44
Pfizer just gave income investors four reasons to like its juicy dividend even more.Income investors usually don't mind too much if a stock doesn't deliver tremendous gains, as long as it keeps the dividends flowing. They typically don't like it when a stock tumbles, though, as Pfizer (PFE +1.38%) has done this year.But Pfizer's juicy forward dividend yield of 7% offsets most of the year-to-date decline. The company also reported good news in its third-quarter update earlier this week. Here are four reasons ...