Pfizer(US:PFE) Di Yi Cai Jing·2025-09-22 14:42Group 1 - Pfizer announced the acquisition of Metsera for $4.9 billion upfront, with potential milestone payments of approximately $2.4 billion, bringing the total valuation to $7.3 billion, expected to close in Q4 2025 [1][2] - The acquisition led to a significant drop in the stock prices of two Chinese weight-loss drug concept stocks, with Borui Pharmaceutical down 13.15% and Zhongsheng Pharmaceutical down 6.28%, as the market speculated the loss of a potential buyer like Pfizer [1] - Metsera's lead drug, MET-097i, is a long-acting GLP-1 receptor agonist currently in Phase II clinical trials, and the company has two oral GLP-1 RA candidates nearing clinical trials [2][3] Group 2 - Pfizer's CEO Albert Bourla stated that the acquisition aligns with the company's strategy to focus on impactful investment areas, aiming to address unmet medical needs in obesity and related diseases [3] - The trend in drug development is shifting towards long-acting, multi-target, and oral medications, as evidenced by the challenges faced by Pfizer's previous GLP-1 drug candidates due to liver damage [2][3] - The global demand for GLP-1 drugs is driven by their significant weight-loss effects, making them highly sought after in the market [2]