智通财经网·2025-11-04 15:45Core 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 offer 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 commercialization or regulatory milestones [1] - Pfizer's updated bid stands at approximately $70 per share, totaling around $8.1 billion, which is significantly lower than Novo Nordisk's proposal and categorized as a "less favorable offer" [1] Group 2: Market Context - The acquisition battle 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 [2] - The global weight loss drug market is projected to exceed $100 billion by 2030, indicating rapid expansion and increasing competition among innovative pharmaceutical companies [2] - The competition reflects the pressures large pharmaceutical companies face from patent expirations and the need to replenish their product pipelines [2] Group 3: Future Developments - Market attention will remain on whether Pfizer will increase its bid within the next 48 hours and the ultimate direction of the transaction as determined by Metsera's board [3]