News Brief
English Version
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 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,” anticompetitive, and unlikely to be completed.
- Novo Nordisk’s Stance: Confirms the bid, stating it maximizes Metsera’s drug portfolio potential and complies with all laws.
- Legal Action: Pfizer has filed a second lawsuit against Novo Nordisk and Metsera, alleging anticompetitive behavior.
- Market Context: Reflects intense competition in the obesity drug market, where Novo Nordisk is trailing Eli Lilly, and Pfizer seeks entry.
- Metsera’s Pipeline: Includes potential once-monthly oral and injectable treatments targeting GLP-1 and amylin hormones.
新闻简报
中文版本
总结
Metsera已宣布诺和诺德新的收购要约（价值高达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董事会认为诺和诺德的新报价优于辉瑞修订后的提案。
- 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： 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出价是”虚幻的”、反竞争的，并且不太可能完成。
- 诺和诺德的立场： 确认了该报价，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： 反映了肥胖症药物市场的激烈竞争，诺和诺德目前落后于礼来，而辉瑞正寻求进入该领域。
- Metsera的研发管线： 包括针对GLP-1和胰淀素激素的潜在每月一次口服和注射疗法。
Original Article Link: https://www.cnbc.com/2025/11/04/novo-nordisk-pfizer-metsera-acquisition.html