Novo Nordisk said on Thursday that it had adhered to all restrictions under the Pfizer merger agreement in its unsolicited offer for drugmaker Metsera , and that the value of its proposal far exceeded... ...

医生在问诊后，给他开出了处方——"枸橼酸西地那非片"，一种形状为菱形的蓝色小药丸。 被误读的药，被利用的名字， 和被忽视的风险。 文 ｜ 李辉 来源｜ 21世纪商业评论（ID：weixin21cbr） 封面来源 ｜ IC photo 贝志武来自江苏，今年47岁，在一次检查中，他被确诊为轻度勃起功能障碍（简称ED）。 吃完医生开的药后，贝志武试图自行购药时，陷入了巨大困惑。 他在某电商平台上搜索"伟哥"，手机页面弹出各种各样的产品结果，包装各异，卖家的标题也是五花八门——"美国同款正品""可查可溯源""假一赔十""阳 春"…… 最终，他被一款销量排名前三的产品吸引，价格仅为医院药房的一半。 他服下后，迎来的不是期待中的效果，而是突如其来的剧烈心悸、头晕和持续的胸闷感。紧急就医后，医生告诉他："你服用的根本不是正规药品。" 贝志武的经历并不孤单。 黑猫投诉平台数据显示，涉及"伟哥"关键词的投诉中， 约28%为虚假宣传，20%为货不对板，近19%为假药或三无产品。 ED，困扰全球数以亿计男性，而受传统文化观念影响，它又成为一个包裹着沉默、羞耻与焦虑的私密话题。许多男性不想直面医生，而转向更加隐蔽和便 捷的网络世界。 ...

Group 1 - US stock index futures experienced slight declines, with Nasdaq futures down 0.35%, S&P 500 futures down 0.24%, and Dow futures down 0.33% [1] - Major European indices collectively fell, with Germany's DAX down 0.15%, UK's FTSE 100 down 0.61%, France's CAC down 0.91%, and the Euro Stoxx 50 down 0.52% [1] - OpenAI is reportedly planning to apply for an IPO as early as 2026, with a potential valuation of up to $1 trillion [1] - Alphabet, Google's parent company, reported record Q3 revenue of $102.3 billion, with a 34% year-over-year increase in cloud computing revenue [1] - Microsoft reported Q1 FY2026 revenue of $77.67 billion and earnings per share of $3.72, both exceeding expectations; however, Azure and other cloud revenue fell short of buyer expectations [1] - Meta's Q3 revenue was $51.2 billion, with net profit declining to $2.7 billion due to one-time tax expenses; the company raised its full-year capital expenditure guidance [1] Group 2 - Eli Lilly reported a 54% year-over-year revenue increase to $17.6 billion in Q3, raising its full-year revenue forecast [2] - Merck's Q3 sales reached $17.28 billion, with adjusted earnings per share of $2.58, both exceeding expectations [2] - Stellantis reported a 13% year-over-year revenue increase to €37.2 billion in Q3, noting that US tariffs have caused approximately €1 billion in losses this year [2] - Shell's Q3 adjusted profit was $5.43 billion, surpassing expectations; the company announced a $3.5 billion stock buyback plan [2] - ServiceNow reported Q3 revenue of $3.41 billion, with adjusted earnings per share of $4.82, both exceeding expectations; the company plans a 1-for-5 stock split [2] - eBay's Q3 sales grew 9% year-over-year to $2.82 billion, with adjusted earnings per share of $1.36, exceeding expectations [2] - Carvana, a US used car retailer, reported a 54.5% year-over-year revenue increase to $5.65 billion in Q3, with earnings per share of $1.03, which fell short of analyst expectations [2] - KLA Corporation, a semiconductor testing equipment manufacturer, reported a 13% year-over-year revenue increase to $3.21 billion in Q1 FY2026, with adjusted earnings per share of $8.81, exceeding expectations [2] - Novo Nordisk is reportedly increasing its bid for Metsera, while Pfizer's $4.9 billion acquisition may face uncertainties [2] Group 3 - S&P has downgraded Strategy's credit rating to junk status at B-, citing significant "currency mismatch" risks [3]

新华财经上海10月30日电（记者杜康）2005年10月31日，辉瑞中国研发中心在上海张江正式成立，成为 跨国药企在中国设立最早、规模最大的研发中心之一。在成立20周年之际，辉瑞研发开放创新中心近日 在上海正式启用。 辉瑞研发副总裁、辉瑞（中国）研究开发有限公司总经理陈朝华日前在接受记者采访时表示，研发开放 创新中心的启动，是辉瑞与中国本土创新力量深化合作的重要里程碑。下一步，辉瑞将进一步整合全球 资源，推动中国生物医药行业创新生态建设。 辉瑞在华二十年：一部从学习、执行到深度参与全球研发的进化史 中国创新药开始在全球舞台崭露头角。近两年，中国创新药行业掀起"出海"大潮，与跨国药企连签大单 完成管线的授权交易。相关数据显示，2024年FDA批准的IND分子中，超过50%的分子都是来自中国。 与之同频，陈朝华表示，回顾辉瑞在华研发的二十年成长历程，是一部从学习、执行到深度参与全球研 发的进化史。 2005年10月31日，辉瑞中国研发中心在上海张江正式成立，成为跨国药企在中国设立最早、规模最大的 研发中心之一。2010年，辉瑞在武汉光谷生物城设立了研发分中心，拓展了在华研发布局。陈朝华表 示，辉瑞在中国的第一个十年 ...

Novo Nordisk A/S made an unsolicited bid for US biotech firm Metsera Inc., sparking a heated battle with Pfizer Inc. to get their hands on weight-loss treatments that both drugmakers want in order to regain lost ground in the booming market. Novo offered to buy Metsera Inc. for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer. Metsera called the new offer, which Bloomberg News reported earlier on Thursday, superior to the previous one from Pfizer that it had accepted last month. ...

Core Viewpoint - Novo Nordisk is attempting to outbid Pfizer for Metsera to strengthen its position in the $100 billion weight loss drug market, with negotiations ongoing and a potential deal expected soon [1][2]. Group 1: Company Actions - Novo Nordisk has raised its offer to acquire Metsera, which had previously reached an agreement with Pfizer [1]. - Pfizer's initial offer for Metsera was $47.50 per share, valuing the company at approximately $4.9 billion, with potential additional payments based on milestones [1]. - Metsera's stock price has surged nearly threefold this year, reaching $52.21, with a market capitalization of about $5.5 billion [1]. Group 2: Market Context - The obesity market is projected to reach $100 billion by 2030, attracting major pharmaceutical companies to acquire promising candidates [2]. - Metsera is developing several weight loss drugs, including a long-acting injection that may have a lower dosing frequency compared to Novo Nordisk's Wegovy and Eli Lilly's Zepbound [2]. - Metsera's pipeline focuses on "long-acting insulin analogs," which are seen as potentially milder alternatives to GLP-1, a class of drugs known for common side effects like nausea and vomiting [2]. Group 3: Competitive Landscape - Novo Nordisk remains a leader in the weight loss sector but needs next-generation therapies to surpass Eli Lilly [3].

格隆汇10月30日｜辉瑞(PFE.US)：已准备好通过一切法律途径，以维护其与Metséra协议项下的各项权 利。根据与Metséra的协议，诺和诺德的提议不符合更优条件的要求。诺和诺德对Metséra的收购存在重 大的监管和执行风险。 ...

Core Viewpoint - Denmark's Novo is making an offer of $56.50 per share in cash for Metsera, with the potential for an additional $21.25 per share contingent on achieving clinical and regulatory milestones [1] Group 1 - Novo's initial cash offer for Metsera is set at $56.50 per share [1] - The total potential value of the offer could reach $77.75 per share if certain milestones are met [1] - The additional $21.25 per share is based on specific clinical and regulatory achievements [1]

Accessibility StatementSkip Navigation Metsera Declares Novo Nordisk Proposal "Superior" Novo Nordisk Proposal Values Metsera at up to $77.75 per Share, a Total of Approximately $9 Billion Pursuant to Pfizer Merger Agreement, Metsera and Pfizer May Negotiate Potential Adjustments to Existing Transaction Pfizer Merger Agreement Remains in Effect; No Action Required by Metsera Shareholders At this time, the Pfizer Merger Agreement remains in full effect, and Metsera's Board of Directors reaffirm their recomme ...

美股盘前，Metsera股价飙升近20%。截至周三收盘，Metsera股价今年以来已上涨190%至52.21美元，市 值约为55亿美元。 诺和诺德声称，已提出每股56.50美元的全现金报价，对应企业价值约60亿美元；而辉瑞此前报价为每 股47.50美元现金，对应企业价值约49亿美元。 此外，诺和诺德与Metsera双方均提供了或有价值权证(CVR)，若后者在临床和监管审批里程碑上达成既 定目标，总收购价有望再增加数十亿美元。 另据知情人士透露，诺和诺德向减重药物初创公司Metsera提出更高的收购报价，意在抢夺辉瑞已达成 的交易，进一步巩固其在减肥药市场的领先地位。 据悉，诺和诺德曾在Metsera与辉瑞签约前就提交过初步收购提议，如今该公司重启报价，并在价格与 交易结构上均有所提升。目前诺和诺德与Metsera已进入深入谈判阶段，最早有望于周四达成最终协 议。 辉瑞今年9月宣布，已同意以每股47.50美元现金收购Metsera，对应企业价值约49亿美元。若达到特定研 发目标，辉瑞还将额外支付每股22.50美元，使得交易总价值达到73亿美元。 减肥药市场竞赛 全球减肥药市场预计到2030年将达到1000亿美元 ...