感觉粮食价格要看空了_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

丸子帅爸
09-22

感觉粮食价格要看空了[得意]

每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法

智通财经APP获悉，据报道，辉瑞即将以73亿美元收购减肥药初创公司Metsera，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。

每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":481370414428936,"tweetId":"481370414428936","gmtCreate":1758545998156,"gmtModify":1758546000537,"author":{"id":3545732952498700,"idStr":"3545732952498700","authorId":3545732952498700,"authorIdStr":"3545732952498700","name":"丸子帅爸","avatar":"https://static.tigerbbs.com/78d8b6a812d331f749157d9e13074fe7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.04","exceedPercentage":"93.94%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":751,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":740,"starInvestorOrderShareNum":319,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"showRor":false,"investmentPhilosophy":"静如处子，动如脱兔。一剑封喉","winRationPercentage":65,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>感觉粮食价格要看空了<span>[得意]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>感觉粮食价格要看空了<span>[得意]&nbsp;</span>&nbsp;</p></body></html>","text":"感觉粮食价格要看空了[得意]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/481370414428936","repostId":2569206233,"repostType":2,"repost":{"id":"2569206233","kind":"news","pubTimestamp":1758524084,"share":"https://www.laohu8.com/m/news/2569206233?lang=&edition=full","pubTime":"2025-09-22 14:54","market":"fut","language":"zh","title":"每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法","url":"https://stock-news.laohu8.com/highlight/detail?id=2569206233","media":"智通财经","summary":"智通财经APP获悉，据报道，辉瑞 即将以73亿美元收购减肥药初创公司Metsera，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。","content":"<html><body><p>智通财经APP获悉，据报道，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)即将以73亿美元收购减肥药初创公司Metsera(MTSR.US)，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。据知情人士透露，该交易最早可能于周一正式宣布。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。截至非工作时间，双方暂未对此置评。</p><p>作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。收购完成后，辉瑞将获得Metsera的减肥针剂MET-233i——在早期小型试验中，该药物帮助患者在36天内减重最多达8.4%。</p><p>值得关注的是，与<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>(NVO.US)、<a href=\"https://laohu8.com/S/LLY\">礼来</a>(LLY.US)等市场龙头的现有产品相比，MET-233i可能实现更低频次给药，使患者从每周注射一次减少至每月一次，可能与现有疗法形成差异。</p><p>据悉，辉瑞计划今年完成两至三笔总规模达150亿美元的交易以补充产品线，其自有减肥药业务此前被视为进军该市场的核心突破口，但其减肥药丸项目的失败加大了首席执行官阿尔伯特·布尔拉的压力。</p><p>分析师推测，通过收购小型减肥药企业，辉瑞有望重返竞争赛道。当前，辉瑞正面临新冠疫苗及治疗药物需求下滑的困境，预计到本十年末，专利到期将导致超过150亿美元的销售额损失。</p><p>Metsera是新一代有望进入肥胖症市场的公司之一，总部位于纽约，正在测试多种实验性疗法，其中包括一种模仿GLP-1激素作用机制的药物，与诺和诺德的Wegovy和Ozempic类似。</p><p>Metsera的研发策略包含双重路径：既将MET-233i作为独立疗法推进，也探索其与GLP-1药物的联合应用——这与诺和诺德在下一代药物CagriSema中采用的技术路线相似。</p><p>据公司披露，MET-233i在临床试验中展现出约19天的半衰期，显著长于当前市场主流疗法，这一特性可能支持更低的给药频率。截至试验阶段，未观察到严重不良事件，已记录的副作用多为轻度且与胃肠道相关。</p><p>不过，该药物仍处于早期开发阶段，距离真正上市还需数年。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。</p><p>据悉，MET-233i属于长效胰淀素类似物，相比GLP-1类药物可能具有更温和的副作用表现——后者常见恶心、呕吐等不良反应。目前，诺和诺德、礼来及<a href=\"https://laohu8.com/S/ZEAL\">Zealand Pharma A/S</a>均在推进胰淀素疗法研发。</p><p>彭博行业研究高级制药分析师迈克尔·沙阿此前指出，MET-233i在肥胖治疗领域具备\"同类最佳潜力\"，其长半衰期特性支持每月一次给药，有望与竞争对手形成显著差异化。</p></body></html>","source":"stock_zhitongcaijing","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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每月仅需一针?辉瑞(PFE.US)73亿美元收购Metsera(MTSR.US)，押注长效胰淀素疗法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 14:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1347837.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据报道，辉瑞(PFE.US)即将以73亿美元收购减肥药初创公司Metsera(MTSR.US)，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。据知情人士透露，该交易最早可能于周一正式宣布。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。截至非工作时间，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347837.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4007":"制药","MTSR":"Metsera Inc.","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4581":"高盛持仓","PFE":"辉瑞","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","BK4599":"减肥药","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU0225284248.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" ACC","BK4585":"ETF&股票定投概念","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4139":"生物科技","LU0058720904.USD":"联博国际健康护理基金A","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999001176.USD":"United Global Healthcare Acc USD","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4592":"伊斯兰概念","SG9999002232.USD":"Allianz Global High Payout USD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4568":"美国抗疫概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347837.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569206233","content_text":"智通财经APP获悉，据报道，辉瑞(PFE.US)即将以73亿美元收购减肥药初创公司Metsera(MTSR.US)，此举旨在其备受关注的减肥药项目近期受挫后强化产品线布局。据知情人士透露，该交易最早可能于周一正式宣布。辉瑞将以每股47.50美元现金收购Metsera，若达成特定业绩里程碑，还将额外支付每股22.50美元，这一报价较Metsera上周五33.32美元的收盘价显著溢价。截至非工作时间，双方暂未对此置评。作为新一代减肥药物领域的潜力企业之一，Metsera正参与争夺规模达数十亿美元的减肥药市场。收购完成后，辉瑞将获得Metsera的减肥针剂MET-233i——在早期小型试验中，该药物帮助患者在36天内减重最多达8.4%。值得关注的是，与诺和诺德(NVO.US)、礼来(LLY.US)等市场龙头的现有产品相比，MET-233i可能实现更低频次给药，使患者从每周注射一次减少至每月一次，可能与现有疗法形成差异。据悉，辉瑞计划今年完成两至三笔总规模达150亿美元的交易以补充产品线，其自有减肥药业务此前被视为进军该市场的核心突破口，但其减肥药丸项目的失败加大了首席执行官阿尔伯特·布尔拉的压力。分析师推测，通过收购小型减肥药企业，辉瑞有望重返竞争赛道。当前，辉瑞正面临新冠疫苗及治疗药物需求下滑的困境，预计到本十年末，专利到期将导致超过150亿美元的销售额损失。Metsera是新一代有望进入肥胖症市场的公司之一，总部位于纽约，正在测试多种实验性疗法，其中包括一种模仿GLP-1激素作用机制的药物，与诺和诺德的Wegovy和Ozempic类似。Metsera的研发策略包含双重路径：既将MET-233i作为独立疗法推进，也探索其与GLP-1药物的联合应用——这与诺和诺德在下一代药物CagriSema中采用的技术路线相似。据公司披露，MET-233i在临床试验中展现出约19天的半衰期，显著长于当前市场主流疗法，这一特性可能支持更低的给药频率。截至试验阶段，未观察到严重不良事件，已记录的副作用多为轻度且与胃肠道相关。不过，该药物仍处于早期开发阶段，距离真正上市还需数年。尽管如此，鉴于肥胖症市场预计到2030年将达1300亿美元，投资者正密切关注Metsera等新一代公司。据悉，MET-233i属于长效胰淀素类似物，相比GLP-1类药物可能具有更温和的副作用表现——后者常见恶心、呕吐等不良反应。目前，诺和诺德、礼来及Zealand Pharma A/S均在推进胰淀素疗法研发。彭博行业研究高级制药分析师迈克尔·沙阿此前指出，MET-233i在肥胖治疗领域具备\"同类最佳潜力\"，其长半衰期特性支持每月一次给药，有望与竞争对手形成显著差异化。","news_type":1,"symbols_score_info":{"MTSR":1.5,"PFE":1.5}},"isVote":1,"tweetType":1,"viewCount":311,"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":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}