If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have a beneficial long position in the shares of PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in ...

Key Takeaways Viking is advancing VK2735 in oral and subcutaneous forms to treat obesity.Pfizer's $4.9B Metsera buy will add four obesity drug programs to its pipeline.Mixed trial results for VKTX's oral VK2735 shift focus to the injectable version.Viking Therapeutics (VKTX) remains one of the few clinical-stage biotechs making meaningful progress in obesity drug development. The company is developing VK2735, an investigational novel dual GLP-1 and GIP receptor agonist (RA), in multiple clinical studies as ...

Leerink downgraded Metsera (MTSR) to Market Perform from Outperform with a price target of $57, down from $77, after Pfizer (PFE) announced an agreement to acquire Metsera for $4.9B upfront and total potential deal value of about $7.3B contingent on hitting various pipeline-related targets. Metsera’s novel obesity pipeline should help drive Pfizer revenue growth beyond 2028, says the analyst, who believes Metsera’s assets could collectively generate greater than $5B in peak sales. Elevate Your Investing S ...

一个曾被遗忘近20年的来靶点，正在成为搅动千亿减重市场的新爆点。 9月16日，诺和诺德在欧洲糖尿病研究协会大会（EASD）上公布了Amylin类似物cagrilintide（卡格列 肽）的3期REDEFINE 1研究最新数据。结果显示：治疗68周后，cagrilintide单药治疗实现了11.8%的平 均体重减轻。 更引人瞩目的是，其与司美格鲁肽组成的复方制剂CagriSema，平均减重效果达20.4%，显著优于单药 治疗。与此同时，CagriSema组的胃肠道副作用明显低于司美格鲁肽，做到了控糖与安全性的兼顾。 诺和诺德的布局远不止于此。9月22日，诺和诺德在Clinicaltrials.gov网站上注册了NNC0662-0419用于减 重的2期临床试验，该药物是GLP-1/GIP/Amylin三靶点激动剂（NN9662）。 同日，辉瑞宣布以49亿美元现金以及24亿美元里程碑付款的方式收购Metsera公司，此举动意在强化自 身的减重管线。消息一出，Metsera股价大幅飙升，一度暴涨超63%。 在此之前，罗氏、阿斯利康、礼来、艾伯维等多家国际药企已纷纷通过BD合作或重金收购等方式，加 速押注Amylin。 ...

Sep 25, 2025 6:45 AM Eastern Daylight Time Pfizer Highlights Momentum in Redefining Standards of Care in Cancer at ESMO 2025 Share More than 45 abstracts, including five late-breaking presentations and recognition in Presidential Symposium, showcase impact of approved medicines and potential of next-generation pipeline NEW YORK--(BUSINESS WIRE)--Pfizer Inc. (NYSE: PFE) will highlight data across its extensive Oncology portfolio at the European Society for Medical Oncology (ESMO) Congress 2025, being held Oc ...

Market Analysis by covering: Eli Lilly and Company, Pfizer Inc, Novo Nordisk A/S, Metsera Inc. Read 's Market Analysis on Investing.com ...

【文/王力 编辑/周毅】 当诺和诺德凭借司美格鲁肽系列产品在减肥药市场攫取百亿美元收入时，传统制药巨头们也逐渐加入这场角逐战。 9月22日，辉瑞宣布以49亿美元现金收购生物技术公司Metsera，这家成立仅三年的公司拥有四个处于临床阶段的肥胖治疗项目。这笔交易不仅标志着辉瑞正 式进军千亿美元规模的减肥药赛道，更预示着全球肥胖治疗市场即将迎来新一轮的竞争洗牌。 在诺和诺德的Wegovy占据60.7%市场份额、礼来Zepbound紧随其后的格局下，辉瑞的入局时机看似滞后。然而，通过收购拥有差异化产品管线的Metsera， 辉瑞试图以"每月给药"、"联合疗法"等创新优势实现弯道超车。 辉瑞CEO Albert Bourla直言："肥胖是一个巨大且不断增长的领域，与之相关的健康状况超过200种。"这场收购案背后，隐藏着整个行业转型升级的深层密 码，也将重新定义全球减肥药市场的竞争格局。 辉瑞重金入局：49亿美元收购背后的战略考量 辉瑞对Metsera的收购堪称近年来减肥药领域最重磅的并购案之一。 根据协议条款，辉瑞将以每股47.50美元的现金价格收购Metsera全部流通股，交易总价值约49亿美元。更值得关注的是，该 ...

Investors once speculated that Pfizer might consider acquiring Viking.Weight loss drugs have represented an enormous growth area for biotech and pharma companies over the past couple of years. Pharma giants Eli Lilly and Novo Nordisk dominate the market with their drugs and have brought in billions of dollars in revenue as demand skyrocketed. In fact, last year demand was so high -- surpassing supply at certain points -- that these drugs were on the U.S. Food and Drug Administration's drug shortage list.Sin ...

涉及的行业或公司 * 行业涉及能源转型、人工智能、生物科技、量子计算、机器人、国防、太空、半导体、清洁技术、制药[2][11][14][17][18] * 公司包括英伟达、华为、XtalPi、阿里巴巴、字节跳动、腾讯、辉瑞、DoveTree、特斯拉、苹果、Astellas[1][5][7][11][45] 核心观点和论据 * 中国在57项关键技术中的64项领先全球 技术领域涵盖国防、太空、机器人、能源、生物科技、人工智能和量子[2] * 2024年全球领先学术机构前十名中有八所是中国大学[2] * 中国在清洁技术领域占据主导地位 控制除电解槽外约70%的细分市场[18] * 中国对新兴市场的清洁技术出口份额从24%上升至43%[18] * 中国互联网监管机构要求科技公司停止采购英伟达AI芯片 以减少对美国的依赖[11] * 华为首次公开其昇腾AI和鲲鹏服务器芯片的详细长期路线图[11] * 中国生物科技/AI公司XtalPi宣布与西方公司（辉瑞、DoveTree）建立多项战略合作伙伴关系 提供AI驱动的早期药物发现服务[11] * 腾讯宣布全面适配支持中国设计处理器的内部基础设施[11] * 中国制造2025政策实施后 进口依赖度下降 国内企业竞争力增强 但部分高科技领域（如航空航天）仍缺乏竞争力[15] * 中国在2000年至2022年间发布了超过300万份政策文件 其中约50%有明确目标 仅40%使用财政刺激工具 24%针对技术研发与采用[16] 其他重要内容 * 随着中国技术领导地位日益明显 美国和欧洲政府的反应函数包括贸易壁垒、工业与保护主义政策以及国家资本主义的兴起[4] * 西方消费者面临选择低成本、高质量的中国产品（如电动汽车、热泵、消费科技）还是支付更高价格购买国产产品的决策 这将直接影响公司收益[5] * 西方公司（如特斯拉、苹果、英伟达、Astellas）都曾受益于在中国的访问与合作 失去中国市场可能对多个行业的销售和未来创新前景产生深远影响[7][12] * 中国是许多美国及欧洲以外国家（如亚太、拉美、中东和北非地区）的最大贸易伙伴 这些国家在能源、生物科技、消费等领域的反应将塑造欧美公司的前景[6] * 存在资本流动风险 投资者和企业需要更好地应对这一重要动态[3]

Pfizer Inc. (NYSE:PFE)  is included among the Best Retirement Stocks for a Dividend Stock Portfolio. Dividend Stock Portfolio for Retirement: Pfizer’s (PFE) Reliable Payouts Pfizer Inc. (NYSE:PFE) is an American multinational pharmaceutical and biotech company. The last three years have been challenging for its investors. The company’s COVID-19 vaccine and treatment initially sent the stock soaring during the pandemic, but once demand peaked, the share price followed suit. The stock has declined by nearl ...