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11-08
太惨了
辉瑞胜出!100亿美元收购Metsera,打败诺和诺德
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14:43","market":"fut","language":"zh","title":"辉瑞胜出!100亿美元收购Metsera,打败诺和诺德","url":"https://stock-news.laohu8.com/highlight/detail?id=2581385166","media":"华尔街见闻","summary":"辉瑞以100亿美元击败诺和诺德,成功收购减肥药初创公司Metsera,溢价高达159%。凭借FTC批准,辉瑞获得战略突破,布局千亿美元减肥药市场,抢占下一代疗效更强、副作用更低的新药赛道。制药巨头们的竞争风暴正迅速席卷全球医药产业。","content":"<html><head></head><body><blockquote><p>辉瑞以100亿美元击败诺和诺德,成功收购减肥药初创公司Metsera,溢价高达159%。凭借FTC批准,辉瑞获得战略突破,布局千亿美元减肥药市场,抢占下一代疗效更强、副作用更低的新药赛道。制药巨头们的竞争风暴正迅速席卷全球医药产业。</p></blockquote><p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司在一场与<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>的激烈竞购战后,最终以100亿美元的价格成功收购了减肥药初创公司<a href=\"https://laohu8.com/S/MTSR\">Metsera Inc.</a>。</p><p>根据Metsera周五晚间的声明,<strong>辉瑞将以每股最高86.25美元的价格进行收购。</strong>该报价包括每股65.60美元的初始现金支付,以及在达成特定里程碑后,最高可达20.65美元的额外潜在付款。这一最终报价较9月22日辉瑞首次宣布收购意向前Metsera的收盘价33.32美元,溢价高达159%。</p><p>Metsera在声明中指出,诺和诺德的收购提议会给公司及其股东带来“不可接受的法律和监管风险”,并提及美国联邦贸易委员会(FTC)曾就诺和诺德交易结构的潜在风险发出问询。相比之下,<strong>辉瑞的收购方案已获得FTC的批准,为交易的确定性提供了保障。</strong>辉瑞方面表示,预计在11月13日Metsera股东大会后不久即可完成交易。</p><p>这场戏剧性的竞购战尘埃落定,也标志着两家制药巨头各自的部分战略困境得以缓解。诺和诺德一直在努力追赶竞争对手<a href=\"https://laohu8.com/S/LLY\">礼来</a>公司,而辉瑞在多次尝试自主研发减肥药失败后,迫切需要一条进入这一热门领域的有效途径。</p><h2 id=\"id_2620395563\">制药巨头的战略算盘</h2><p>据华尔街见闻此前文章,辉瑞最初在9月份同意以每股70美元的价格收购总部位于纽约的Metsera,但随后诺和诺德以更高的报价震惊了华尔街,发起了竞购。面对挑战,辉瑞曾向特拉华州衡平法院申请阻止诺和诺德的竞标,但请求被法官驳回。辉瑞还在特拉华州联邦法院以反垄断为由起诉诺和诺德,但Metsera称其论点为“无稽之谈”。</p><p>随着辉瑞和诺和诺德的持续加价,Metsera的股价一路飙升。<strong>自辉瑞最初宣布交易意向以来,其股价已上涨约150%。</strong>据报道,辉瑞在最后阶段上调了其报价。周五,Metsera股价在纽约交易中上涨2%,至83.18美元,公司市值达到约87.5亿美元。公司盘后股价在盘后交易中继续上涨7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48b0a1aa050c6d434b104adf1affbacf\" tg-width=\"460\" tg-height=\"141\"/></p><p><strong>对于辉瑞和诺和诺德而言,收购Metsera都是解决各自核心业务压力的关键一步。</strong>辉瑞首席执行官Albert Bourla一直以激进的交易风格著称,在新冠业务收入下滑以及多款自研减肥药在试验中失败的背景下,他亟需一场重大胜利来提振公司。预计到本十年末,专利到期将侵蚀辉瑞超过150亿美元的销售额,补充其研发管线已是当务之急。</p><p>与此同时,诺和诺德面临着来自竞争对手礼来公司的巨大压力,其股价也表现低迷。通过收购Metsera,诺和诺德本希望能够增强其在减肥药领域的竞争力,以应对日益激烈的市场格局。</p><h2 id=\"id_1145306756\">千亿市场的下一代赌注</h2><p>最终,美国政府的态度成为决定哪家公司胜出的关键。Metsera在声明中明确表示,其董事会认为辉瑞的新报价“无论从价值还是交易完成的确定性来看,都是对股东而言最好的交易”。</p><p>这一“确定性”主要来源于监管层面。<strong>FTC对诺和诺德的收购方案提出了担忧,认为其提议“可能违反”并购前审查法律的程序性规定。</strong>相反,FTC已明确表示对辉瑞收购Metsera的交易没有异议。</p><p>此次收购的核心目标是赢得下一代减肥药的竞争。据预测,到2030年,全球减肥药市场规模有望达到1000亿美元。下一代药物预计将拥有与礼来公司的Zepbound等现有周注射剂相当甚至更好的疗效,同时可能具备注射频率更低、恶心呕吐等副作用更少的优势。</p><p>成立于2022年的Metsera正是一家专注于下一代减肥药研发的公司。它拥有三款处于早期至中期开发阶段的药物管线,这些药物有望提供比诺和诺德的Wegovy等现有药物更长的药效或更低的副作用。任何能够实现这些增量但实用性极强的改进的制药商,都有可能在未来的市场中占据重要份额。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n辉瑞胜出!100亿美元收购Metsera,打败诺和诺德\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-08 14:43 北京时间 <a href=https://wallstreetcn.com/articles/3758972><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>辉瑞以100亿美元击败诺和诺德,成功收购减肥药初创公司Metsera,溢价高达159%。凭借FTC批准,辉瑞获得战略突破,布局千亿美元减肥药市场,抢占下一代疗效更强、副作用更低的新药赛道。制药巨头们的竞争风暴正迅速席卷全球医药产业。辉瑞公司在一场与诺和诺德的激烈竞购战后,最终以100亿美元的价格成功收购了减肥药初创公司Metsera Inc.。根据Metsera周五晚间的声明,辉瑞将以每股最高...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758972\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4592":"伊斯兰概念","SG9999001176.USD":"United Global Healthcare Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1057294990.SGD":"Blackrock World Healthscience A2 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Inc.","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0058720904.USD":"联博国际健康护理基金A","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"https://wallstreetcn.com/articles/3758972","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581385166","content_text":"辉瑞以100亿美元击败诺和诺德,成功收购减肥药初创公司Metsera,溢价高达159%。凭借FTC批准,辉瑞获得战略突破,布局千亿美元减肥药市场,抢占下一代疗效更强、副作用更低的新药赛道。制药巨头们的竞争风暴正迅速席卷全球医药产业。辉瑞公司在一场与诺和诺德的激烈竞购战后,最终以100亿美元的价格成功收购了减肥药初创公司Metsera Inc.。根据Metsera周五晚间的声明,辉瑞将以每股最高86.25美元的价格进行收购。该报价包括每股65.60美元的初始现金支付,以及在达成特定里程碑后,最高可达20.65美元的额外潜在付款。这一最终报价较9月22日辉瑞首次宣布收购意向前Metsera的收盘价33.32美元,溢价高达159%。Metsera在声明中指出,诺和诺德的收购提议会给公司及其股东带来“不可接受的法律和监管风险”,并提及美国联邦贸易委员会(FTC)曾就诺和诺德交易结构的潜在风险发出问询。相比之下,辉瑞的收购方案已获得FTC的批准,为交易的确定性提供了保障。辉瑞方面表示,预计在11月13日Metsera股东大会后不久即可完成交易。这场戏剧性的竞购战尘埃落定,也标志着两家制药巨头各自的部分战略困境得以缓解。诺和诺德一直在努力追赶竞争对手礼来公司,而辉瑞在多次尝试自主研发减肥药失败后,迫切需要一条进入这一热门领域的有效途径。制药巨头的战略算盘据华尔街见闻此前文章,辉瑞最初在9月份同意以每股70美元的价格收购总部位于纽约的Metsera,但随后诺和诺德以更高的报价震惊了华尔街,发起了竞购。面对挑战,辉瑞曾向特拉华州衡平法院申请阻止诺和诺德的竞标,但请求被法官驳回。辉瑞还在特拉华州联邦法院以反垄断为由起诉诺和诺德,但Metsera称其论点为“无稽之谈”。随着辉瑞和诺和诺德的持续加价,Metsera的股价一路飙升。自辉瑞最初宣布交易意向以来,其股价已上涨约150%。据报道,辉瑞在最后阶段上调了其报价。周五,Metsera股价在纽约交易中上涨2%,至83.18美元,公司市值达到约87.5亿美元。公司盘后股价在盘后交易中继续上涨7%。对于辉瑞和诺和诺德而言,收购Metsera都是解决各自核心业务压力的关键一步。辉瑞首席执行官Albert Bourla一直以激进的交易风格著称,在新冠业务收入下滑以及多款自研减肥药在试验中失败的背景下,他亟需一场重大胜利来提振公司。预计到本十年末,专利到期将侵蚀辉瑞超过150亿美元的销售额,补充其研发管线已是当务之急。与此同时,诺和诺德面临着来自竞争对手礼来公司的巨大压力,其股价也表现低迷。通过收购Metsera,诺和诺德本希望能够增强其在减肥药领域的竞争力,以应对日益激烈的市场格局。千亿市场的下一代赌注最终,美国政府的态度成为决定哪家公司胜出的关键。Metsera在声明中明确表示,其董事会认为辉瑞的新报价“无论从价值还是交易完成的确定性来看,都是对股东而言最好的交易”。这一“确定性”主要来源于监管层面。FTC对诺和诺德的收购方案提出了担忧,认为其提议“可能违反”并购前审查法律的程序性规定。相反,FTC已明确表示对辉瑞收购Metsera的交易没有异议。此次收购的核心目标是赢得下一代减肥药的竞争。据预测,到2030年,全球减肥药市场规模有望达到1000亿美元。下一代药物预计将拥有与礼来公司的Zepbound等现有周注射剂相当甚至更好的疗效,同时可能具备注射频率更低、恶心呕吐等副作用更少的优势。成立于2022年的Metsera正是一家专注于下一代减肥药研发的公司。它拥有三款处于早期至中期开发阶段的药物管线,这些药物有望提供比诺和诺德的Wegovy等现有药物更长的药效或更低的副作用。任何能够实现这些增量但实用性极强的改进的制药商,都有可能在未来的市场中占据重要份额。","news_type":1,"symbols_score_info":{"MTSR":1.5,"NVO":1.5,"PFE":1.5}},"isVote":1,"tweetType":1,"viewCount":25,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/497927612076088"}
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