Group 1 - The U.S. FDA has approved the first-ever GLP-1 pill for obesity from Novo Nordisk, which could increase treatment access for more patients [1] - This approval positions Novo Nordisk ahead of its main competitor, Eli Lilly, in the obesity treatment market, which is projected to be worth around $100 billion by the 2030s [2] - Analysts believe that oral pills could capture a 24% market share, equating to approximately $22 billion, in the global weight loss drug market by 2030 [3] Group 2 - Novo Nordisk's executive vice president emphasized that having an oral option will motivate different patient segments to seek treatment, enhancing access and ease of use compared to injections [4]

Group 1 - Pfizer is acquiring Metsera for at least $47.50 per share, with potential total payments reaching up to $7.2 billion as Metsera's drug candidates progress [3][4][6] - Metsera has four clinical-stage candidates in the GLP-1 weight loss drug space, including MET-097i and MET-233i [7] - Pfizer's current market capitalization is over $136 billion, but it carries $50 billion in net debt, affecting its financial position [4][5] Group 2 - Analysts expect Pfizer's profits to decline in the coming years, making the acquisition a risky and expensive bet [5][8] - The acquisition price is considered high, and if Metsera's drugs fail, Pfizer could face significant financial losses [8] - Pfizer is not currently favored by analysts, with recommendations for other stocks that may offer better returns [9]