堪比商战大片！“减肥药新贵”遭巨头争抢，最新进展来了

Core Viewpoint - Pfizer has reached a revised merger agreement with Metsera, valuing the company at up to $86.25 per share, amidst competition from Novo Nordisk [2][3] Group 1: Merger Agreement Details - The revised agreement includes a cash payment of $65.60 per share and a contingent value right (CVR) that allows for an additional payment of up to $20.65 per share [2] - The valuation of $86.25 per share is significantly higher than Pfizer's initial offer of $47.50 per share and slightly above Novo Nordisk's competing offer of $86.20 per share [3][5] - Metsera's board unanimously supports the revised agreement, stating it provides real, certain, and immediate value to shareholders [3][4] Group 2: Competitive Landscape - Novo Nordisk entered the bidding war with an initial offer of $8.5 billion, later increasing it to a maximum of $10 billion [6] - Pfizer has filed a lawsuit against Metsera and its board, alleging breach of contract and interference, although the court dismissed Pfizer's request [6] - Metsera's stock price has surged from approximately $36 per share in September to $83 per share, indicating strong market interest and potential for further gains [6] Group 3: Industry Context - Metsera is recognized as a rising player in the pharmaceutical market, focusing on obesity and related metabolic disease treatments, with a promising technology platform [5] - The competition in the GLP-1 drug market is intensifying, with major pharmaceutical companies like Pfizer, Eli Lilly, and Novo Nordisk vying for market share [7] - The ongoing mergers and acquisitions in this sector highlight the significant potential and long-term prospects of the obesity treatment market [7]