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Fractyl Health (NasdaqGM:GUTS) Earnings Call Presentation
2025-09-26 11:00
Developing Durable Therapies to Break the Pattern of Obesity Corporate Presentation | September 2025 NASDAQ:GUTS Legal Disclaimer The study database has not been locked as this is an ongoing study, and the data are subject to further cleaning and validation. Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact a ...
Roche targets becoming top 3 obesity player as experimental drug enters late-stage trial
CNBC· 2025-09-25 06:01
Swiss pharmaceutical firm Roche is targeting becoming a top three obesity player globally, posing a potential rival to heavyweights Novo Nordisk and Eli Lilly as it advances one of its experimental weight-loss drugs to a late-stage trial."I want you to know that I am serious about this goal," Teresa Graham, CEO of Roche Pharmaceuticals, told investors and analysts on at Roche's Pharma Day in London on Monday."We know how to break into new markets," she added.The drugmaker said earlier this week that its CT- ...
《自然》重磅解读“双效减脂法”!全新瘦身利器有望让“爆款减肥药”相形失色
GLP1减重宝典· 2025-09-25 03:35
以下文章来源于肥胖世界ObesityWorld ,作者肥胖世界 肥胖世界ObesityWorld . 《肥胖世界》Obesity World - 同步传真肥胖及代谢国际新学术进展,为医学减重临床、教研人员搭建一座与国际接轨的桥梁,「每医健」旗下内容平台。 实际上,GLP-1受体激动剂最初获批用于治疗2型糖尿病。从机理上看,肠道产生的GLP-1激素能刺激胰岛素分泌,有效降低并稳定血糖水 平。正是早期临床试验中意外发现的体重减轻效果,催生了这一减肥"神药"的后续爆红。 动物实验发现,NMDA受体拮抗剂(MK-801)可诱导小鼠产生厌食反应并减轻体重,这一发现与GLP-1效应极为相似。然而,研究者在直接使 用MK-801非选择性阻断NMDA受体时,小鼠出现高热、兴奋性运动等严重不良反应,迫使团队放弃单独使用该药物。 2021年,FDA批准了名为司美格鲁肽的胰高血糖素样肽-1(GLP-1)受体激动剂用于长期控制肥胖和超重成人患者体重。临床试验显示,每周一 次的司美格鲁肽注射能使肥胖患者体重平均减少15%。凭借其在肥胖治疗领域的革命性影响,GLP-1激动剂荣获《科学》杂志2023年度科学突 破称号。 然而,单一GLP- ...
LLY vs. NVO: Which Obesity Drug Stock Is the Better Buy Now?
ZACKS· 2025-09-24 17:25
Key Takeaways Lilly's Mounjaro and Zepbound now drive about half of its total revenues.Novo Nordisk cut 2025 guidance as Wegovy and Ozempic face supply and pricing pressures.LLY forecasts $60B-$62B revenues in 2025, up over 30% year over year.Novo Nordisk (NVO) and Eli Lilly (LLY) dominate the diabetes and obesity market on the back of the tremendous success of their GLP-1 products.  Lilly markets its dual GIP and GLP-1 receptor agonist, tirzepatide, as Mounjaro for type II diabetes and as Zepbound for obes ...
2 stocks to reach $1 trillion market cap in 2026
Finbold· 2025-09-24 14:47
Amid the ongoing United States stock market rally, several equities have experienced increased buying pressure, pushing their valuations closer to the coveted $1 trillion market capitalization mark.With the new year on the horizon, the following two U.S. companies are increasingly showing the potential to break into the trillion-dollar club, driven by ambitious fundamentals.Oracle (NASDAQ: ORCL)At roughly $867 billion in market value, Oracle (NASDAQ: ORCL) is only 15% away from the trillion-dollar threshold ...
Pfizer bets $7.3 billion on obesity drugs with Metsera buy
Fastcompany· 2025-09-22 18:50
公司战略与收购 - 辉瑞公司正在通过收购Metsera及其四种药物组合来扩大其减肥药物产品线 [1] - 此次收购旨在满足市场对减肥药物日益增长的需求 [1] 药物组合与市场机会 - Metsera拥有四种针对减肥治疗的药物组合 [1] - 辉瑞公司认为更多人群将寻求减肥解决方案 因此加强在该领域的布局 [1]
Pfizer buys monthly GLP-1RA developer Metsera for $4.9bn
Yahoo Finance· 2025-09-22 16:26
Pfizer has acquired Metsera for $4.9bn, as the drugmaker targets longer-lasting glucagon-like peptide-1 receptor agonists (GLP-1RAs) to cement market share in the burgeoning weight loss treatment sector. Pfizer has agreed to buy all of Metsera’s shares for a price of $47.50 each, representing a 43% premium to Metsera’s closing share price of $33.32 on 19 September. The deal, forecast to close in Q4 2025, also includes potential additional payments of up to $22.50 per share in cash tied to three specific c ...
Pfizer to buy obesity startup Metsera for $4.9 billion; shares jump on Wall Street — Details here
MINT· 2025-09-22 15:05
(Bloomberg) -- Pfizer Inc. will pay $4.9 billion for the obesity startup Metsera Inc. in a bid to catch up to rival drugmakers after failing to compete with its own weight-loss medications.The US drugmaker agreed to buy Metsera for $47.50 in cash per share, and further payments of up to $22.50 per share if three specific and regulatory milestones are met, it said Monday, with a total potential value of $7.3 billion. The deal represents a 43% premium to Metsera’s closing share price on Friday. Also Read | TC ...
Pfizer Claws Deeper Into The Obesity Space With $4.9 Billion Metsera Deal
Investors· 2025-09-22 13:10
BREAKING: Futures Fall With Market At Highs; Tesla Climbs After two high-profile failures, Pfizer (PFE) is clawing deeper into the obesity space with the $4.9 billion acquisition of Metsera (MTSR). Metsera, a small clinical-stage biotech company, is working on multiple approaches to weight loss. It has a potential weekly and monthly GLP-1-targeting drug — similar to Novo Nordisk's Wegovy — and a drug dosed monthly that mimics amylin. Amylin plays a role in regulating blood sugar levels, appetite and gastric ...