News Brief
Summary
Metsera has declared Novo Nordisk’s new acquisition bid, valued at up to $10 billion, as superior to a revised offer from Pfizer. This intensifies the bidding war between the two pharmaceutical giants for the obesity drugmaker.
Key Points
- Superior Bid: Metsera’s board favors Novo Nordisk’s new offer over Pfizer’s revised proposal.
- Novo Nordisk’s Offer: Values Metsera at up to $86.20 per share, totaling approximately $10 billion.
- Pfizer’s Revised Offer: Values Metsera at up to $70 per share, totaling roughly $8.1 billion.
- Negotiation Window: Pfizer has two business days to renegotiate its offer under the original agreement terms.
- Pfizer’s Stance: CEO Albert Bourla claims Novo Nordisk’s bid is “illusory,” citing antitrust concerns and a high risk of the deal not being completed.
- Novo Nordisk’s Stance: Confirms its bid, stating it maximizes the potential of Metsera’s drug portfolio and complies with all laws.
- Legal Action: Pfizer has filed a second lawsuit against Novo Nordisk and Metsera, alleging anticompetitive behavior.
- Market Context: The clash highlights the intense competition in the obesity and diabetes drug market, where Novo Nordisk is facing pressure from Eli Lilly and others.
- Metsera’s Pipeline: The company, founded in 2022, has a pipeline of oral and injectable treatments, including potential once-monthly GLP-1 and amylin-targeting drugs.
新闻简报
总结
Metsera已宣布诺和诺德新的收购要约（估值高达100亿美元）优于辉瑞修订后的报价。这加剧了两家制药巨头对这家肥胖症药物制造商的竞购战。
关键点
- 更优报价： Metsera董事会倾向于诺和诺德的新报价，而非辉瑞修订后的提案。
- 诺和诺德的报价： 对Metsera的估值高达每股86.20美元，总计约100亿美元。
- 辉瑞的修订报价： 对Metsera的估值高达每股70美元，总计约81亿美元。
- 谈判窗口期： 根据原始协议条款，辉瑞有两个工作日的时间重新谈判其报价。
- 辉瑞的立场： 首席执行官阿尔伯特·布尔拉声称诺和诺德的报价是”虚幻的”，并援引反垄断担忧和交易无法完成的高风险。
- 诺和诺德的立场： 确认其报价，称其能最大化Metsera药物组合的潜力，并符合所有法律。
- 法律行动： 辉瑞已对诺和诺德和Metsera提起第二起诉讼，指控其存在反竞争行为。
- 市场背景： 此次冲突凸显了肥胖和糖尿病药物市场的激烈竞争，诺和诺德正面临来自礼来公司及其他公司的压力。
- Metsera的研发管线： 该公司成立于2022年，拥有口服和注射疗法的研发管线，包括针对GLP-1和另一种肠道激素胰淀素的潜在月度治疗药物。
Original Article Link: https://www.cnbc.com/2025/11/04/novo-nordisk-pfizer-metsera-acquisition.html