Did Pfizer overpay for Metsera? (10B deal)
To quote a sage There’s no such thing as a bad product, only a bad price Pfizer’s previous acqusition was Seagen on Dec 14 2023 for 43B. To put the deals in comparision Seagen Metsera Cost 43B 10B Focus Oncology Obesity (GLP-1) FDA Approved Drugs Adcetris, Padcev None The entire Metsera deal hinges on MET-097i […]
GLP-1 Use Prior to Pregnancy Tied to Lower Gestational Diabetes Risk
(MedPage Today) — ATLANTA — Women who had been taking GLP-1 receptor agonist medications prior to becoming pregnant had a lower risk of gestational diabetes but not pre-eclampsia during pregnancy, according to a small retrospective cohort study…
Novel GLP-1 Drug on Attack Path Against Very High Triglycerides
(MedPage Today) — NEW ORLEANS — An investigational triple-receptor agonist made some headway in patients with severe hypertriglyceridemia, a phase II study showed. One Chinese cohort had triglycerides slashed from around 800 mg/dL at baseline…
Pfizer wins $10B bidding war for obesity drug developer Metsera in major pharmaceutical acquisition
Pfizer has won a $10 billion deal to acquire the fast-rising obesity drug developer Metsera, ending a fierce bidding war with Danish rival Novo Nordisk. Metsera accepted a sweetened offer from Pfizer late Friday, citing U.S. antitrust risks in Novo’s bid that it had previously called superior, according to Reuters. The Danish obesity-drug giant said […]
Eli Lilly’s Breakout Is Here – Growing GLP-1 Market Share
I tried microdosing Mounjaro for a very common, debilitating condition – what happened next was life-changing
A growing number of GLP-1 users are ‘microdosing’ – they say small amounts of the drug have helped reduce symptoms of various health conditions, without any of the negative side effects.
Prediction: Eli Lilly Will Be Worth More Than Berkshire Hathaway by 2030
Key Points Eli Lilly has plenty of medium-term catalysts that should power a strong performance through 2030. Berkshire Hathaway, by contrast, is facing some headwinds that may limit its upside. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) don’t have a lot in […]
What's Behind the Drop in US Obesity
While this coincides with an uptick in GLP-1 drug use, some experts told Newsweek they don’t think they are having a major impact.
Odd Lots: The Viral Milk Fueling the US Protein Boom (Podcast)
Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend. But the obsession with protein may have started earlier — with a humble dairy product that defied the broader decline in US milk consumption. Fairlife, which uses a specialized filtering process to boost protein and cut sugar and […]
Eli Lilly Strikes a Landmark Pricing Deal With the U.S. for Its Billion-Dollar Weight Loss Drugs. Here’s What This Means for Investors.
Key Points Eli Lilly struck a deal with President Donald Trump, lowering the prices of its blockbuster weight loss drugs. In return, Lilly gains exemption from import tariffs and other benefits. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has seen revenue soar in recent quarters thanks to one portfolio […]