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美股异动 | 获诺和诺德(NVO.US)加码竞购 Metsera(MTSR.US)涨超15%
智通财经网· 2025-11-04 23:45
此次竞购战聚焦于Metsera的核心资产,旗下处于后期研发阶段的减重及代谢疾病候选药物,被视为继 Wegovy与Zepbound后潜在"下一代爆款"产品。随着全球肥胖治疗市场快速扩张,创新药企正加速卡位 布局。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。 业内人士指出,辉瑞与诺和诺德之争不仅关乎并购溢价,也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。若辉瑞无法在限期内提出更高报价,不排除提前退出竞争可能。 市场将继续关注未来48小时内辉瑞是否加码投标,以及Metsera董事会最终的交易走向。 智通财经APP获悉,周二,Metsera(MTSR.US)股价走高,截至发稿,该股涨超15%,报70.42美元。消 息面上,来自辉瑞(PFE.US)与诺和诺德(NVO.US)的竞购报价进一步加码。 Metsera当天发表声明称,诺和诺德最新提交的收购提案仍被公司董事会认定为"更具优势"的报价,并 正式通知辉瑞须在两个工作日内提出更优条件,否则将失去竞购资格。 根据最新报价,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美元现金报价(此前 ...
获诺和诺德(NVO.US)加码竞购 Metsera(MTSR.US)涨超15%
智通财经· 2025-11-04 23:44
周二,Metsera(MTSR.US)股价走高,截至发稿,该股涨超15%,报70.42美元。消息面上,来自辉瑞 (PFE.US)与诺和诺德(NVO.US)的竞购报价进一步加码。 Metsera当天发表声明称,诺和诺德最新提交的收购提案仍被公司董事会认定为"更具优势"的报价,并 正式通知辉瑞须在两个工作日内提出更优条件,否则将失去竞购资格。 根据最新报价,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美元现金报价(此前为56.50美元),以及最高24美元/股的或有价值权(此前为21.25美元),若相关 药物管线达成预设商业化或监管里程碑,股东可额外获得现金收益。 相比之下,辉瑞近期更新的报价最高仅约每股70美元,总价值约81亿美元,明显低于诺和诺德的提案, 也因此被列为"劣势报价"。 此次竞购战聚焦于Metsera的核心资产,旗下处于后期研发阶段的减重及代谢疾病候选药物,被视为继 Wegovy与Zepbound后潜在"下一代爆款"产品。随着全球肥胖治疗市场快速扩张,创新药企正加速卡位 布局。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。 ...
Pfizer(PFE) - 2025 Q3 - Earnings Call Presentation
2025-11-04 23:00
Third Quarter 2025 Earnings Teleconference November 4, 2025 1 Introduction Chief Investor Relations Officer, Senior Vice President Third Quarter 2025 Earnings 2 Forward-Looking Statements and Non-GAAP Financial Information Third Quarter 2025 Earnings 3 • Our discussions during this conference call will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. We include f ...
Metsera said it received a revised acquisition offer from Novo Nordisk that it called superior to Pfizer's bid
WSJ· 2025-11-04 22:58
The new offer constitutes a superior company proposal to Pfizer's bid, Metsera said. ...
Pfizer's Q3 Earnings Beat on Top and Bottom Lines
247Wallst· 2025-11-04 22:54
Pfizer (NYSE: PFE) beat earnings expectations decisively this morning, posting adjusted EPS of $0.87 against a $0.64 consensus and revenue of $16.65 billion versus $16.50 billion expected. ...
Dow Dips Over 400 Points; Pfizer Earnings Top Estimates - ALPS Group (NASDAQ:ALPS), Denny's (NASDAQ:DENN)
Benzinga· 2025-11-04 22:53
U.S. stocks traded lower this morning, with the Dow Jones index falling more than 400 points on Tuesday.Following the market opening Tuesday, the Dow traded down 0.91% to 46,906.05 while the NASDAQ dipped 1.59% to 23,456.33. The S&P 500 also fell, dropping, 1.17% to 6,772.04.Check This Out: Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For TuesdayLeading and Lagging SectorsConsumer staples shares jumped by 0.5% on Tuesday.In trading on Tuesday, information technology stocks fell by 1.8%.Top ...
Dow Dips Over 400 Points; Pfizer Earnings Top Estimates
Benzinga· 2025-11-04 22:53
U.S. stocks traded lower this morning, with the Dow Jones index falling more than 400 points on Tuesday.Following the market opening Tuesday, the Dow traded down 0.91% to 46,906.05 while the NASDAQ dipped 1.59% to 23,456.33. The S&P 500 also fell, dropping, 1.17% to 6,772.04.Check This Out: Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For TuesdayLeading and Lagging SectorsConsumer staples shares jumped by 0.5% on Tuesday.In trading on Tuesday, information technology stocks fell by 1.8%.Top ...
美股异动|辉瑞涨超2%,上调全年调整后每股盈利指引
格隆汇· 2025-11-04 22:46
辉瑞(PFE.US)涨超2%,报25.2美元。消息面上,辉瑞第三季营收同比下降6%至166.5亿美元,仍高于市 场预期的165.8亿美元;调整后每股收益为0.87美元,高于市场预期的0.63美元。辉瑞预计全年调整后每 股盈利将介乎3至3.15美元之间,高于先前预期的2.9至3.1美元;维持全年营收指引为610亿至640亿美 元。(格隆汇) ...
Metsera says Novo Nordisk's new bid for obesity drugmaker is ‘superior' to revised Pfizer offer
CNBC· 2025-11-04 22:40
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. ...