A series of cardiometabolic-related news items has been observed from Pfizer/Metsera/Novo, Amgen, Madrigal Pharmaceuticals, Vertex Pharmaceuticals, and Hims & Hers. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Pfizer/Metsera, Lilly, and GSK. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Pfizer, Dexcom, Merck, AbbVie, Alnylam Pharmaceuticals, Gilead, and Ascletis Pharma. Below, FENIX provides highlights and insights for the respective news items.
Novo Nordisk announced it submitted an unsolicited proposal to acquire Metsera in a deal valued up to $9.0B. Recall, last month, Pfizer announced it entered into a definitive merger agreement to acquire the New York-based biotech in a deal valued up to $7.3B (previous FENIX insight). Following the news, Metsera’s stock price soared ~23% to $64/share. Below, FENIX provides insight into the Metsera bidding war, including thoughts on Novo as a strategic fit, Pfizer’s potential response, and readthrough to other acquisition targets. FENIX’s bold prediction: Pfizer will ultimately win and acquire Metsera.
Pfizer announced it entered into a definitive agreement to acquire Metsera, providing the company access to Metsera’s obesity portfolio, including MET-097i (QW/QM SC GLP-1RA), MET-233i (QM SC amylin analog), MET-224o (oral GLP-1RA), and MET-097o (oral GLP-1RA). An associated call was held (view slides). The deal comes following a series of setbacks to Pfizer’s own obesity development program, including the danuglipron discontinuation earlier this year (previous FENIX insight). Below, FENIX provides an overview of the acquisition, commentary from Pfizer, and insight into how this move transforms the future obesity landscape.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, Pfizer, Madrigal, Vertex, Innovent Biologics, Corbus, Esperion, and Vivani Medical. Below, FENIX provides highlights and insights for the respective news items.
In the fifth installment of FENIX’s Obesity Spotlight Series, FENIX has conducted a deep dive analysis of Pfizer’s current position in the obesity market. The analysis includes insights into Pfizer’s recent discontinuation of danuglipron (oral GLP-1RA; previous FENIX insight) and potential next steps for the company, including how Pfizer’s history with CVRM alliances may influence its obesity strategy.
A series of cardiometabolic-related news items has been observed from Novo Nordisk, AstraZeneca, Pfizer, Novartis, Regeneron Pharmaceuticals, Abbott, and Sequel Med Tech/Senseonics. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items has been observed from Pfizer, Verve Therapeutics, Novo Nordisk, and Syntis Bio. Below, FENIX provides highlights and insights for the respective news items.
A series of cardiometabolic-related news items have been observed from Novo Nordisk, Viking Therapeutics/Pfizer, and Insulet. Below, FENIX provides highlights and insights for the respective news items.