Pfizer raised its 2025 profit forecast for the second time this year, as ongoing cost cuts helped make up for slow sales growth that’s driving its battle for the obesity start up Metsera https://t.co/6r3l2S0rNT ...

Pfizer said US regulators have cleared it to proceed with its offer to acquire obesity startup Metsera, upping the pressure on Novo, which is attempting to make a rival bid https://t.co/4BuaCavETR ...

Mergers and Acquisitions - Novo Nordisk made a higher offer for obesity startup Metsera [1] - The aim is to outbid Pfizer's existing agreement with Metsera [1] Market Position - Novo Nordisk seeks to strengthen its position in the weight-loss medication market [1]

Core Insights - A new study indicates that nearly 70 percent of American adults are classified as obese under a revised definition that includes additional anthropometric measures alongside BMI [1][5][6] Definition of Obesity - The traditional definition of obesity was based solely on BMI, but a new definition incorporates body measurements such as waist circumference and waist-to-height ratio [3][4] - An individual is classified as obese if they meet one of three criteria: elevated BMI with at least one elevated anthropometric measure, a BMI greater than 40, or at least two elevated anthropometric measures regardless of BMI [4] Prevalence of Obesity - In a study analyzing 301,026 participants, 42.9 percent were classified as obese under traditional BMI criteria, while 68.6 percent were classified as obese under the new definition [5][6] - The study found that obesity prevalence increases with age, with 25.9 percent of participants previously not classified as obese now reclassified under the new criteria [6][8] Clinical and Preclinical Obesity - The study introduces the concepts of clinical and preclinical obesity, where clinical obesity involves organ dysfunction or physical limitations, while preclinical obesity does not [7][10] - Approximately 36.1 percent of participants were found to have clinical obesity, with a higher proportion among those classified under the new definition [8][10] Health Implications - The new definition identifies individuals at higher long-term risk for diabetes, cardiovascular events, and mortality [11] - The study highlights the limitations of BMI as a sole marker for obesity, emphasizing the importance of body fat distribution [13][14] Obesity Statistics in the U.S. - The CDC reports that obesity is a significant chronic disease in the U.S., affecting one in five children and two in five adults [14][15] - Contributing factors to obesity prevalence include low vegetable consumption and insufficient physical activity among the population [16]

That was the president yesterday in a press conference with Dr. . Oz suggesting that out-of- pocket prices for Ozepic could soon be made lower. Shares of Eli Liy and Nova you can see under some pressure this morning as a result of those comments.Joining us now to break down the moveo healthc care strategist Jared Holes. So Jared, what do you make of those comments. What do they mean for either one of these key drug makers.>> Hey David, how are you. Um I'm not that surprised. I mean, this this seems like, yo ...

Heard on the Street: Pfizer’s latest multibillion-dollar deal shows it isn’t backing down from the obesity fight. The stock offers a cheap ticket into the hottest corner of pharma. https://t.co/tD3iq3NtJh ...

Pfizer's Obesity Strategy - Beimo Capital Markets has a buy rating on Pfizer with a $30 price target, viewing Pfizer's entry into obesity treatment as a positive development [1] - Pfizer's portfolio includes once-monthly assets from Metera, differentiating it from competitors like Lily and Novo [2] - Pfizer's oral peptide offering does not require fasting, unlike oral semaglutide [3] Obesity Market Dynamics - The obesity drug market is expected to be large enough to accommodate multiple competitors [4] - The obesity market will be driven by volume rather than price, with pricing already facing pressure from Lily and Novo [5] - Success in the obesity market requires significant infrastructure buildout, including a large field force and complex contracts with payers [7] Novo Nordisk's Developments - Investors are becoming more bullish on Novo Nordisk due to data readouts from a recent diabetes meeting [8] - Investors see a valuation disconnect between Lily and Novo Nordisk, with Novo trading at a discount [9] - There is interest in Novo Nordisk's Evoke trial, which is studying oral semaglutide for Alzheimer's disease, with data expected in December [9][10]

Pfizer agrees to buy the obesity startup Metsera for an enterprise value of about $4.9 billion to bolster its pipeline after a key weight-loss pill foundered https://t.co/FN4cJqE0SM ...

Pfizer is closing in on a potential $7.3 billion takeover of obesity startup Metsera, the Financial Times reported, citing unidentified people familiar with the matter https://t.co/5fMo7L3DaX ...

Market Sentiment & Competition - Investor sentiment has shifted in favor of Novo Nordisk over Eli Lilly, potentially due to data presented at a conference in Vienna [1] - Novo Nordisk is expanding beyond obesity treatments, addressing concerns like food noise, similar to Eli Lilly's approach [2] - The market is moving towards offering different drug options to cater to various patient segments, considering factors like desired weight loss and side effects [3] Drug Development & Offerings - Novo Nordisk has positive data from both oral and injectable medications [2] - Eli Lilly's Lily Direct program allows patients to access different dosages than standard injections, with some needing only 1 milligram instead of 5 milligrams [5] - Research is exploring ways to counter sarcopenia (muscle loss) associated with significant fat loss during weight loss treatments [6] Prescriber & Patient Considerations - GI side effects, medication adherence, and cost are significant factors for prescribers when choosing medications [2] - Cost is a primary concern for medication uptake [3] - Patients desire options that offer strong weight loss with minimal side effects [3][4]