公司股价与竞购动态 - 公司股价在周二大幅上涨超过15% 报收70.42美元 [1] - 诺和诺德最新收购报价被公司董事会认定为更具优势 辉瑞被要求在两个工作日内提出更优条件否则将失去竞购资格 [1] - 诺和诺德将收购价格提升至每股总价值86.20美元 交易规模约100亿美元 其中包含每股62.20美元现金以及最高24美元/股的或有价值权 [1] - 辉瑞近期更新的报价最高约每股70美元 总价值约81亿美元 明显低于诺和诺德的提案并被列为劣势报价 [1] 竞购标的与市场背景 - 竞购战聚焦于公司旗下处于后期研发阶段的减重及代谢疾病候选药物 被视为潜在下一代爆款产品 [2] - 全球肥胖治疗市场快速扩张 据摩根士丹利测算到2030年全球减重药物市场规模有望突破千亿美元 [2] - 辉瑞与诺和诺德之争反映出大型药企正面临专利到期压力与产品管线补位需求 [2] 后续关注要点 - 市场将继续关注未来48小时内辉瑞是否加码投标以及公司董事会最终的交易走向 [3]

公司股价与竞购动态 - Metsera股价在周二大幅上涨超过15% 报收70 42美元 [1] - 诺和诺德最新收购报价被公司董事会认定为更具优势 辉瑞被要求在两个工作日内提出更优条件 [1] - 诺和诺德将收购价格提升至每股总价值86 20美元 交易规模约100亿美元 [1] - 辉瑞近期更新的报价最高约每股70美元 总价值约81亿美元 被列为劣势报价 [1] 竞购报价细节 - 诺和诺德报价包含每股62 20美元现金 以及最高24美元 股的或有价值权 [1] - 诺和诺德的现金报价较此前56 50美元有所提升 或有价值权此前为21 25美元 [1] - 或有价值权与药物管线达成预设商业化或监管里程碑挂钩 股东可获额外现金收益 [1] 核心资产与市场背景 - 竞购战聚焦于Metsera处于后期研发阶段的减重及代谢疾病候选药物 [1] - 该候选药物被视为继Wegovy与Zepbound后的潜在下一代爆款产品 [1] - 全球肥胖治疗市场快速扩张 创新药企正加速卡位布局 [1] - 据摩根士丹利测算 到2030年全球减重药物市场规模有望突破千亿美元 [1] 行业战略动因 - 辉瑞与诺和诺德之争反映出大型药企面临专利到期压力与产品管线补位需求 [2] 后续关注点 - 市场关注未来48小时内辉瑞是否加码投标 [3] - 市场关注Metsera董事会最终的交易走向 [3]

The new offer constitutes a superior company proposal to Pfizer's bid, Metsera said. ...

The logos of Danish drugmaker Novo Nordisk, maker of the blockbuster diabetes and weight-loss treatments Ozempic and Wegovy is seen outside theri building as the company presents the annual report at Novo Nordisk in Bagsvaerd, Denmark, on February 5, 2025.Metsera on Tuesday said Novo Nordisk's new bid for the obesity biotech is "superior" to a revised offer from Pfizer, escalating a heated tussle over the startup between the two pharmaceutical giants. Novo Nordisk's new proposal values Metsera at up to $86. ...

Novo Nordisk and Pfizer have revised their bids for Metsera , the obesity drug developer said on Tuesday. ...

Accessibility StatementSkip Navigation Novo Nordisk Amended Proposal Values Metsera at up to $ 86.20 per Share, a Total of Approximately $ 10.0 Billion Pfizer Merger Agreement Remains in Effect; No Action Required by Metsera Shareholders Superior to Revised Pfizer Proposal that Valued Metsera at up to $ 70.00 per Share, a Total of Approximately $ 8.1 Billion Pursuant to Pfizer Merger Agreement, Metsera and Pfizer May Negotiate Potential Adjustments for Two Business Days NEW YORK, Nov. 4, 2025 /PRNewswire/ - ...

智通财经APP获悉，辉瑞(PFE.US)公布了好于预期的2025年第三季度业绩，同时上调了全年盈利预期。该公司表示，持续推进的成本削减措施 帮助弥补了销售增长放缓带来的压力，这也为其竞购减肥药初创公司Metsera(MTSR.US)提供了资金支持。 财报显示，辉瑞Q3营收同比下降6%至166.54亿美元，好于分析师普遍预期的165亿美元;调整后的净利润为49.49亿美元，同比下降18%;调整后的 每股收益为0.87美元，好于分析师普遍预期的0.64美元。 | ($ in millions, except per share | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | amounts) | Third-Quarter | | | | Nine Months | | | | 2025 | 2024 | % Change | 2025 | 2024 | % Change | | Revenues | $ 16,654 | $ 17,702 | (6%) | $ 45,022 | $ 45,864 | (2%) | | Reported(3) ...

TESLA WATCH: Elon Musk Pay Deal In Focus Metsera (MTSR) called Pfizer's (PFE) claims "nonsense" in a follow-up Monday to Pfizer's lawsuit against Metsera and Novo Nordisk (NVO) over their proposed merger. The company's statement is the most recent salvo in a battle that began last week when Novo made an unsolicited $6.5 billion bid to buy Metsera. Metsera, an obesity-focused biotech company, had already agreed to a smaller $4.9 billion deal with Pfizer. Pfizer is suing the duo, claiming Novo is trying to st ...

Denmark's Novo Nordisk said on Monday it is confident that its proposed takeover of U.S. drugmaker Metsera does not raise any antitrust issues. ...

A Pfizer logo is displayed at a research facility in the La Jolla neighborhood of San Diego, California, U.S., Sept. 30, 2025.Pfizer on Monday said it filed a second lawsuit against Novo Nordisk and Metsera, alleging that the Danish drugmaker's attempt to outbid Pfizer to acquire the obesity biotech is anticompetitive. Pfizer alleges that Ozempic maker Novo Nordisk's proposed acquisition of Metsera would help it maintain its dominant position in the blockbuster obesity market by eliminating a smaller potent ...