View ValuationThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsMetsera 将来の成長Future 基準チェック /06Metseraの収益は年間23.5%で減少すると予測されていますが、年間収益は年間80.8%で増加すると予想されています。EPS は年間7%で減少すると予想されています。主要情報-23.5%収益成長率-6.96%EPS成長率Biotechs 収益成長23.4%収益成長率80.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日27 Oct 2025今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Nov 14+ 2 more updatesMetsera, Inc. Announces Board and Committee Changes, Effective Time of the MergerMetsera, Inc. announced that in accordance with the terms of the Merger Agreement, each of Christopher Whitten Bernard, Paul L. Berns, Kristina Burow, Clive Meanwell, Joshua Pinto, and Jon P. Stonehouse resigned from his or her respective position as a member of the Company’s board of directors, including from any and all committees thereof, effective as of the Effective Time. The resignations described in the preceding sentence were tendered in connection with the Merger and not as a result of any disagreements between the Company and the resigning individuals on any matters related to the Company’s operations, policies or practices. At the Effective Time, Deborah Baron and Alison L.M. O’Neill, each a director of Merger Sub immediately prior to the Effective Time, became directors of the Company. In addition, all of the officers of the Company, including all Section 16 executive officers, ceased serving in their capacity as officers of the Company.Board Change • Nov 12High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Co-Founder & Executive Chairman Clive Meanwell is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 06Pfizer Responds to Delaware Chancery Court RulingPfizer Inc. issued the following statement in response to the Delaware Chancery Court’s decision denying Pfizer’s request for a temporary restraining order to prevent Metsera Inc. from terminating the existing merger agreement in favor of a competing proposal from Novo Nordisk. “The company remain confident in the merits of claims and belief that Metsera has acted in breach of its contractual obligations and that Metsera’s directors have breached their obligations to act in the best interest of Metsera’s shareholders. Today’s decision does not address the merits of the underlying legal issues raised, and Pfizer intends to continue to pursue its claims vigorously through the ongoing litigation process as well as in its parallel antitrust litigation pending in Delaware federal court. The company is confident that Novo Nordisk’s unprecedented and illegal scheme to circumvent antitrust scrutiny will not stand. Novo Nordisk’s proposal is illusory and cannot constitute a superior proposal under the terms of merger agreement with Metsera. The company believes that antitrust regulators in the U.S. and elsewhere around the world will not tolerate Novo Nordisk’s flagrant attempt to make an end run around the antitrust laws and potentially gain the ability to quash an emerging competitor. The FTC’s letter to both Metsera and Novo Nordisk undermines their assertions that their transaction structure is legal and faces little risk, citing precedent cases with similar structures that were deemed illegal under the HSR Act and could constitute illegal gun jumping. Importantly, the FTC has warned Metsera and Novo Nordisk that proceeding with the transaction could result in the unwinding of the transaction, including a refund of any money paid to Metsera, liability to the companies and their directors, as well as daily civil penalties. In parallel, Pfizer will take action to preserve its rights under its previously-signed agreement, which believe offers the best path forward for Metsera’s shareholders by offering certain near-term value as well as value for consumers and patients around the world by ensuring that Metsera’s promising programs are in the hands of a company with the resources, capabilities and incentives to compete vigorously in the market for obesity medications.お知らせ • Nov 04Pfizer Inc. Files Federal Antitrust Claims in Second Lawsuit Against Metsera, its Controlling Stockholders and Novo Nordisk A/SPfizer Inc. announced that it has filed a second lawsuit against Metsera, Inc., its controlling stockholders, and Novo Nordisk A/S in the United States District Court for the District of Delaware. The lawsuit asserting that Novo Nordisk's recent proposal to acquire Metsera constitutes an anticompetitive action by Novo Nordisk to protect its dominant market position in GLP-1s by capturing and killing a nascent American competitor before it gains the support of Pfizer, one of America's leading pharmaceutical companies. The lawsuit claims that Novo Nordisk's proposed transaction violates Section 7 of the Clayton Act because of the anticompetitive effects it would have in the GLP-1 drug markets to the detriment of millions of Americans who suffer from obesity, diabetes, and other metabolic conditions, that it constitutes an anticompetitive conspiracy between Novo Nordisk and Metsera in restraint of trade in violation of Section 1 of the Sherman Act, and that it constitutes attempted monopolization and conspiracy to monopolize under Section 2 of the Sherman Act. The litigation further alleges that Metsera's controlling stockholders, Validae Health, L.P., Population Health Partners GP, LLC, ARCH Venture Fund XII, L.P., and ARCH Venture Fund X.P., and ARCH venture Fund X.P. have conspired with Metsera and Novo Nordisk in furtherance of these anticompetitive activities. Pfizer intends to seek all appropriate remedies, including injunctive relief to ensure that Novo Nordisk's anticompetitive proposed transaction is not permitted to move forward. Pfizer said it "is taking this action to preserve and enhance competition in this important therapeutic area and to stop Novo Nordisk from illegal paying off Metsera and its controlling stockholders to gain control of, and impair and potentially kill, an emerging U.S. competitor. Metsera's and its controlling stockholders' actions, as well as those of Novo Nordisk, are in clear violation of the antitrust laws." As previously announced, Pfizer has also filed a separate lawsuit against Metsera, its Board of Directors and Novo Nordisk in the Delaware Court of Chancery and a motion for a temporary blocking order to block Metsera from terminating the merger agreement.お知らせ • Nov 01Pfizer Inc. Files Lawsuit Against Metsera, Inc. and Novo Nordisk, S.A. for Breach of Merger AgreementPfizer Inc. announced that it has filed a lawsuit against Metsera, Inc., its Board of Directors, and Novo Nordisk, S.A. in the Delaware Court of Chancery. The lawsuit asserting claims for breach of contract, breach of fiduciary duty, and tortious interference in contract arising from Metsera's breach of its obligations under the merger agreement between Pfizer and Metsera. Pfizer alleges that the Novo Nordisk offer cannot qualify as a "Superior Company Proposal" under the terms of the merger agreement, including because, relative to the Pfizer deal, the Novo Nordisk transaction is not reasonably likely to be completed on the terms proposed in light of the significant regulatory risk of the proposal. By contrast, the U.S. Federal Trade Commission granted early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, with respect to Pfizer's pending acquisition of Metsera. All regulatory approvals in respect of Pfizer's acquisition of Metsera have been obtained, and Pfizer is ready to complete the transaction shortly following the Metsera stockholder meeting on November 13. As set out in the lawsuit, the proposed Novo Nordisk transaction is an illegal attempt by a company with a dominant market position to suppress competition and uses an unprecedented structure designed to deliberately evolve antitrust review. Metsera's Board previously determined that Novo Nordisk's prior proposal with an identical structure posed unacceptable regulatory risks, and these risks have not changed. The lawsuit also Alleges that the proposed special dividend contemplated by Novo Nordisk's proposal is a violation of Delaware law and that the Metsera Directors have breached their fiduciary duties by, among other things, securing a self-interested indemnification provision from Novo Nordisk designed to cover their unlawful conduct. Pfizer has filed a motion with the Court of Chancery requesting that it issue a temporary restraining order to block Metsera from terminating the merger agreement to allow Pfizer time to be heard on this important matter. Pfizer said it " is taking this action to enforce and preserve its rights under the merger agreement. Metsera's and its Directors' actions, as well as those of Novo Nordisk, are in clear violation of their respective contractual and legal obligations. Pfizer seeks all appropriate remedies, including injunctive relief and damages, to address the harm caused by Metsera's and Novo Nordisk's conduct and to ensure that the terms of the merger agreement are fully enforced.Seeking Alpha • Oct 30Metsera Becomes The Prize In Obesity's Biggest Bidding WarSummary Metsera is at the center of a bidding war between Novo Nordisk and Pfizer, driving its stock up 20%. MTSR's lead candidate, MET-097i, shows promising once-monthly dosing and strong efficacy, attracting major pharma interest. While Novo Nordisk's bid is higher, Pfizer's signed agreement and regulatory advantages may give it the edge to close the deal. Given current pricing and uncertainty, holding MTSR shares is recommended, as further upside is likely already priced in. Read the full article on Seeking Alphaお知らせ • Oct 30Novo Nordisk A/S (CPSE:NOVO B) submitted an unsolicited proposal to acquire Metsera, Inc. (NasdaqGS:MTSR) ) for approximately $6 billion.Novo Nordisk A/S (CPSE:NOVO B) submitted an unsolicited proposal to acquire Metsera, Inc. (NasdaqGS:MTSR) for approximately $6 billion on October 25, 2025. Under the terms of the proposal, Novo Nordisk would acquire all outstanding shares of Metsera’s common stock at a price of $56.50 per share in cash (equal to an approximate aggregated equity value of $6.5 billion or approximate enterprise value of $6.0 billion) and contingent value rights (CVRs) for up to $21.25 per share in cash (or an approximate aggregated value of up to $2.5 billion) based on the achievement of certain clinical and regulatory milestones. The cash consideration will be paid at signing in exchange for non-voting preferred stock representing 50% of Metsera’s share capital and the CVRs will be issued upon the closing of the acquisition in exchange for the remaining shares. The Merger Agreement also includes a customary “no shop” provision. Metsera, Inc. will pay Novo Nordisk A/S a termination fee of $227 million. The transaction is subject to shareholder approval of Metsera, Inc. and any waiting period applicable to the merger under the HSR Act and any other costmary closing conditions. The proposal has been unanimously approved by the Board of Directors of both Novo Nordisk A/S and Metsera, Inc. William H. Aaronson and Shanu Bajaj of Davis Polk & Wardwell LLP acted as legal advisor to Novo Nordisk A/S. Scott A. Barshay and Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Metsera, Inc.お知らせ • Sep 30Metsera Reports Positive Phase 2B Results for First- and Best-In-Class Ultra-Long Acting GLP-1 RA Candidate MET-097I, Enabling Rapid Transition into Phase 3Metsera, Inc. announced positive topline data from VESPER-1 and positive data from a planned interim analysis for tolerability of VESPER-3 – two Phase 2b trials of MET-097i, a first-in-class fully biased, ultra-long acting GLP-1 receptor agonist (RA) with potential for monthly dosing. In VESPER-1, MET-097i demonstrated mean placebo-subtracted weight loss of up to 14.1% after 28 weekly doses. MET-097i demonstrated potentially class-leading tolerability in both trials. At the highest evaluated dose in VESPER-3, there was minimal diarrhea signal and a risk difference from placebo of 13% nausea and 11% vomiting at 12 weeks after two titration steps. The randomized, placebo-controlled, double-blind VESPER-1 and VESPER-3 Phase 2b trials include populations with overweight or obesity without type 2 diabetes. In VESPER-1, MET-097i was evaluated in 239 participants with doses ranging from 0.4 mg to 1.2 mg, administered once weekly over 28 weeks without titration, with an ongoing study extension that includes less frequent dosing options. VESPER-3 is an ongoing trial with 268 subjects enrolled, designed to evaluate the efficacy and tolerability of multiple monthly doses of MET-097i for 28 weeks. It includes a pre-specified interim analysis after 12 weekly doses to assess the tolerability of various dose escalation strategies. The study populations are representative of a typical Phase 3 chronic weight management trial, with an approximate BMI in both studies of 36 and approximately two thirds female participants. Topline results from these Phase 2b trials include: Body weight loss up to 14.1% in VESPER-1. Body weight loss in VESPER-1 was dose-dependent, ranging up to a placebo-subtracted mean of 14.1% at 28 weeks at the 1.2 mg dose level, with individual responses as high as 26.5%. An exploratory analysis at the end of the weekly dosing phase of the study extension of VESPER-1 at 36 weeks demonstrated substantial continued weight loss, highlighting that no plateau had been reached. An exploratory analysis at the end of the weekly dosing phase of the study extension of VESPER-1 at 36 weeks demonstrated substantial continued weight loss, highlighting that no plateau had been reached. As VESPER-3 is ongoing, weight loss is not reported. Class-leading tolerability results. MET-097i demonstrated placebo-like tolerability at a starting dose of 0.4 mg across multiple arms in both trials, and the potential for class-leading tolerability with one- or two-step titration. In the VESPER-3 trial arm that titrated from 0.4 mg to 0.8 mg to 1.2 mg over 12 weeks, there was minimal diarrhea signal, a 13% risk difference from placebo for nausea, and 11% for vomiting. High participant retention. VESPER-1 had 2.9% total study discontinuation, with only two of 239 participants discontinuing treatment due to adverse events. VESPER-3 is ongoing, with high participant retention to date. Phase 3 dosing confirmed. Clear dose-response on weight loss in VESPER-1 and incremental benefit on tolerability of one- or two-step titration in VESPER-3 enabled Metsera to select final Phase 3 dosing regimens for titration and maintenance, and confirm MET-097i as the most scalable nutrient-stimulated hormone (NuSH) analog in development, with equivalent weight loss to market leaders at a 5- to 10-fold lower dose and substantially fewer titration steps. Dose and exposure-response models informed by these trial results give Metsera a high degree of confidence that doses of MET-097i could match or exceed the performance of tirzepatide 15 mg at steady state.お知らせ • Sep 22+ 1 more updatePfizer Inc. (NYSE:PFE) agreed to acquire Metsera, Inc. (NasdaqGS:MTSR) from Arch Venture Partners, L.P., Population Health Partners, LLC and others for $5 billion.Pfizer Inc. (NYSE:PFE) agreed to acquire Metsera, Inc. (NasdaqGS:MTSR) from Arch Venture Partners, L.P., Population Health Partners, LLC and others for $5 billion on September 22, 2025. Under the terms of the agreement, Pfizer will acquire all outstanding shares of Metsera common stock for $47.50 per share in cash at closing. Additionally, the agreement includes a non-transferable contingent value right (CVR) entitling holders to potential additional payments of up to $22.50 per share in cash tied to three specific clinical and regulatory milestones: $5 per share following the Phase 3 clinical trial start of Metsera’s MET-097i+MET-233i combination, $7 per share following U.S. Food and Drug Administration (FDA) approval of Metsera’s monthly MET-097i monotherapy, and $10.50 per share following FDA approval of Metsera’s monthly MET-097i+MET-233i combination, if achieved. In case of termination of transaction, Arch Venture Partners, L.P. and Population Health Partners, LLC will pay a termination fee of $190 million. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board, approval by the shareholder of Metsera and subject to antitrust regulations. The deal has been unanimously approved by the Board of Directors of both Pfizer and Metsera. The expected completion of the transaction is fourth quarter of 2025. Citigroup Inc. acted as financial advisor and David K. Lam and Steven R. Green of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisors to Pfizer Inc. The Goldman Sachs Group, Inc., Guggenheim Securities, LLC, BofA Securities, Inc. and Allen & Company LLC acted as financial advisors and Scott A. Barshay and Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisors to Metsera, Inc.分析記事 • Jul 31Metsera (NASDAQ:MTSR) Is In A Good Position To Deliver On Growth PlansEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Jun 10Metsera, Inc. Announces Positive Phase 1 Data of First-In-Class Once-Monthly Amylin Candidate Met-233iMetsera, Inc. announced positive topline data from the Phase 1 clinical trial of MET-233i, an ultra-long acting amylin analog engineered for class-leading durability, potency, and combinability with Metsera's fully-biased monthly GLP-1 receptor agonist candidate, MET-097i. In the study, MET-233i demonstrated up to 8.4% mean placebo-subtracted weight loss at Day 36, a 19-day observed half-life supporting once-monthly dosing, and a favorable tolerability profile with no safety signals. Metsera has extended an ongoing co-administration trial of MET-233i and MET-097i to twelve weeks, with topline data expected by year-end 2025 or early 2026. The Company also expects to report topline clinical data from its ultra-long acting GIP receptor agonist, MET-034i, in combination with MET-097i, in late 2025. The company anticip that MET-034i will be the third peptide engineered with Metsera's HALO platform to enter clinical testing. The company is developing the combination of MET-233i and Met-097i via the FDA biologic pathway with the intent to pursue the combination's regulatory approval in the United States under a BLA. All statements contained in this press release other than statements of historical fact should be considered forward-looking statements, including, without limitation, statements related to the timelines, design and results of the Company's clinical trials and data releases; the Company's product candidate pipeline and milestone events; potential benefits of treatment with the Company's product candidates; and anticipated market opportunity and strategy. Actual results could differ materially from those described or implied by such forward-looking statements as a result of various important factors, including, without limitation, limited operating history; ability to generate revenue or become profitable; failure to obtain additional capital when needed on acceptable terms or at all; raising additional capital may cause dilution to stockholders or require us to relinquish rights to our technologies or product candidates; dependence on the success of our product candidates; risks associated with preclinical and clinical development; difficulties or delays in the commencement or completion, or the termination or suspension, of clinical trials; ability to timely enroll patients in clinical trials; if current or future product candidates are associated with side effects, adverse events or other properties or safety risks; risks associated with the regulatory approval processes of the FDA and comparable foreign authorities; risks associated with conducting clinical trials and preclinical studies outside of the United States; reliance on third parties to conduct clinical trials and preclinical studies; reliance on third parties for the manufacture and shipping of product candidates; risks associated with the manufacture and shipping of product candidate candidates; risks associated with the license and collaboration agreements and future strategic alliances; significant competition in our industry; product candidates for which we intend to seek approval as biologic products may face competition sooner than anticipated; its success is dependent on our ability to attract and retain highly qualified management and other clinical and scientific personal; if we or our licensors are unable to obtain, maintain, defend and enforce patent or other intellectual property protection for our current or future product candidates or technology; risks associated with its common stock and the other important factors discussed under the caption "Risk Factors" in its filings with the Securities and Exchange Commission, including in its Annual Report on Form 10-K for the year ended December 31, 2024 and its Quarterly Report on Form 10-Q for the quarterly period ended March March 2024 and its Quarterly Report on March 20, 2024 and its Quarterly Report of 10-Q for the quarterly periods ended March 20, 2024.Seeking Alpha • Feb 26Metsera: Capturing Of Obesity Market With Long-Acting GLP-1 DifferentiationSummary Metsera's IPO raised $316.2 million, funding its obesity drug MET-097i, which shows promise with once-monthly dosing and a strong safety profile. Positive phase 2a results for MET-097i showed significant mean placebo-adjusted weight loss up to 11.3% without plateau after 12 weeks, with phase 2b and monthly dosing data expected in 2025. MET-233i, a long-acting amylin analog being explored in a phase 1 study, is expected to have a data release in mid-2025. The global market for obesity drugs could expand to $200 billion by 2031. Read the full article on Seeking AlphaBoard Change • Feb 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Co-Founder & Executive Chairman Clive Meanwell is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jan 31Metsera, Inc. has completed an IPO in the amount of $275.000004 million.Metsera, Inc. has completed an IPO in the amount of $275.000004 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 15,277,778 Price\Range: $18 Transaction Features: Sponsor Backed Offering業績と収益の成長予測NasdaqGS:MTSR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027N/A-529N/AN/A212/31/2026N/A-390N/AN/A212/31/2025N/A-271N/AN/A29/30/2025N/A-314-232-231N/A6/30/2025N/A-308-178-178N/A3/31/2025N/A-266-139-139N/A12/31/2024N/A-209-100-100N/A9/30/2024N/A-169-77-77N/A12/31/2023N/A-47-35-35N/Aアナリストによる今後の成長予測収入対貯蓄率: MTSR今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: MTSR今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: MTSR今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: MTSR来年は収益がないと予測されています。高い収益成長: MTSR来年は収益がないと予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MTSRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/11/13 21:51終値2025/11/13 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Metsera, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Corinne JohnsonGoldman SachsHiroshi ShibutaniGoldman SachsCorinne JohnsonGoldman Sachs
お知らせ • Nov 14+ 2 more updatesMetsera, Inc. Announces Board and Committee Changes, Effective Time of the MergerMetsera, Inc. announced that in accordance with the terms of the Merger Agreement, each of Christopher Whitten Bernard, Paul L. Berns, Kristina Burow, Clive Meanwell, Joshua Pinto, and Jon P. Stonehouse resigned from his or her respective position as a member of the Company’s board of directors, including from any and all committees thereof, effective as of the Effective Time. The resignations described in the preceding sentence were tendered in connection with the Merger and not as a result of any disagreements between the Company and the resigning individuals on any matters related to the Company’s operations, policies or practices. At the Effective Time, Deborah Baron and Alison L.M. O’Neill, each a director of Merger Sub immediately prior to the Effective Time, became directors of the Company. In addition, all of the officers of the Company, including all Section 16 executive officers, ceased serving in their capacity as officers of the Company.
Board Change • Nov 12High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Co-Founder & Executive Chairman Clive Meanwell is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 06Pfizer Responds to Delaware Chancery Court RulingPfizer Inc. issued the following statement in response to the Delaware Chancery Court’s decision denying Pfizer’s request for a temporary restraining order to prevent Metsera Inc. from terminating the existing merger agreement in favor of a competing proposal from Novo Nordisk. “The company remain confident in the merits of claims and belief that Metsera has acted in breach of its contractual obligations and that Metsera’s directors have breached their obligations to act in the best interest of Metsera’s shareholders. Today’s decision does not address the merits of the underlying legal issues raised, and Pfizer intends to continue to pursue its claims vigorously through the ongoing litigation process as well as in its parallel antitrust litigation pending in Delaware federal court. The company is confident that Novo Nordisk’s unprecedented and illegal scheme to circumvent antitrust scrutiny will not stand. Novo Nordisk’s proposal is illusory and cannot constitute a superior proposal under the terms of merger agreement with Metsera. The company believes that antitrust regulators in the U.S. and elsewhere around the world will not tolerate Novo Nordisk’s flagrant attempt to make an end run around the antitrust laws and potentially gain the ability to quash an emerging competitor. The FTC’s letter to both Metsera and Novo Nordisk undermines their assertions that their transaction structure is legal and faces little risk, citing precedent cases with similar structures that were deemed illegal under the HSR Act and could constitute illegal gun jumping. Importantly, the FTC has warned Metsera and Novo Nordisk that proceeding with the transaction could result in the unwinding of the transaction, including a refund of any money paid to Metsera, liability to the companies and their directors, as well as daily civil penalties. In parallel, Pfizer will take action to preserve its rights under its previously-signed agreement, which believe offers the best path forward for Metsera’s shareholders by offering certain near-term value as well as value for consumers and patients around the world by ensuring that Metsera’s promising programs are in the hands of a company with the resources, capabilities and incentives to compete vigorously in the market for obesity medications.
お知らせ • Nov 04Pfizer Inc. Files Federal Antitrust Claims in Second Lawsuit Against Metsera, its Controlling Stockholders and Novo Nordisk A/SPfizer Inc. announced that it has filed a second lawsuit against Metsera, Inc., its controlling stockholders, and Novo Nordisk A/S in the United States District Court for the District of Delaware. The lawsuit asserting that Novo Nordisk's recent proposal to acquire Metsera constitutes an anticompetitive action by Novo Nordisk to protect its dominant market position in GLP-1s by capturing and killing a nascent American competitor before it gains the support of Pfizer, one of America's leading pharmaceutical companies. The lawsuit claims that Novo Nordisk's proposed transaction violates Section 7 of the Clayton Act because of the anticompetitive effects it would have in the GLP-1 drug markets to the detriment of millions of Americans who suffer from obesity, diabetes, and other metabolic conditions, that it constitutes an anticompetitive conspiracy between Novo Nordisk and Metsera in restraint of trade in violation of Section 1 of the Sherman Act, and that it constitutes attempted monopolization and conspiracy to monopolize under Section 2 of the Sherman Act. The litigation further alleges that Metsera's controlling stockholders, Validae Health, L.P., Population Health Partners GP, LLC, ARCH Venture Fund XII, L.P., and ARCH Venture Fund X.P., and ARCH venture Fund X.P. have conspired with Metsera and Novo Nordisk in furtherance of these anticompetitive activities. Pfizer intends to seek all appropriate remedies, including injunctive relief to ensure that Novo Nordisk's anticompetitive proposed transaction is not permitted to move forward. Pfizer said it "is taking this action to preserve and enhance competition in this important therapeutic area and to stop Novo Nordisk from illegal paying off Metsera and its controlling stockholders to gain control of, and impair and potentially kill, an emerging U.S. competitor. Metsera's and its controlling stockholders' actions, as well as those of Novo Nordisk, are in clear violation of the antitrust laws." As previously announced, Pfizer has also filed a separate lawsuit against Metsera, its Board of Directors and Novo Nordisk in the Delaware Court of Chancery and a motion for a temporary blocking order to block Metsera from terminating the merger agreement.
お知らせ • Nov 01Pfizer Inc. Files Lawsuit Against Metsera, Inc. and Novo Nordisk, S.A. for Breach of Merger AgreementPfizer Inc. announced that it has filed a lawsuit against Metsera, Inc., its Board of Directors, and Novo Nordisk, S.A. in the Delaware Court of Chancery. The lawsuit asserting claims for breach of contract, breach of fiduciary duty, and tortious interference in contract arising from Metsera's breach of its obligations under the merger agreement between Pfizer and Metsera. Pfizer alleges that the Novo Nordisk offer cannot qualify as a "Superior Company Proposal" under the terms of the merger agreement, including because, relative to the Pfizer deal, the Novo Nordisk transaction is not reasonably likely to be completed on the terms proposed in light of the significant regulatory risk of the proposal. By contrast, the U.S. Federal Trade Commission granted early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, with respect to Pfizer's pending acquisition of Metsera. All regulatory approvals in respect of Pfizer's acquisition of Metsera have been obtained, and Pfizer is ready to complete the transaction shortly following the Metsera stockholder meeting on November 13. As set out in the lawsuit, the proposed Novo Nordisk transaction is an illegal attempt by a company with a dominant market position to suppress competition and uses an unprecedented structure designed to deliberately evolve antitrust review. Metsera's Board previously determined that Novo Nordisk's prior proposal with an identical structure posed unacceptable regulatory risks, and these risks have not changed. The lawsuit also Alleges that the proposed special dividend contemplated by Novo Nordisk's proposal is a violation of Delaware law and that the Metsera Directors have breached their fiduciary duties by, among other things, securing a self-interested indemnification provision from Novo Nordisk designed to cover their unlawful conduct. Pfizer has filed a motion with the Court of Chancery requesting that it issue a temporary restraining order to block Metsera from terminating the merger agreement to allow Pfizer time to be heard on this important matter. Pfizer said it " is taking this action to enforce and preserve its rights under the merger agreement. Metsera's and its Directors' actions, as well as those of Novo Nordisk, are in clear violation of their respective contractual and legal obligations. Pfizer seeks all appropriate remedies, including injunctive relief and damages, to address the harm caused by Metsera's and Novo Nordisk's conduct and to ensure that the terms of the merger agreement are fully enforced.
Seeking Alpha • Oct 30Metsera Becomes The Prize In Obesity's Biggest Bidding WarSummary Metsera is at the center of a bidding war between Novo Nordisk and Pfizer, driving its stock up 20%. MTSR's lead candidate, MET-097i, shows promising once-monthly dosing and strong efficacy, attracting major pharma interest. While Novo Nordisk's bid is higher, Pfizer's signed agreement and regulatory advantages may give it the edge to close the deal. Given current pricing and uncertainty, holding MTSR shares is recommended, as further upside is likely already priced in. Read the full article on Seeking Alpha
お知らせ • Oct 30Novo Nordisk A/S (CPSE:NOVO B) submitted an unsolicited proposal to acquire Metsera, Inc. (NasdaqGS:MTSR) ) for approximately $6 billion.Novo Nordisk A/S (CPSE:NOVO B) submitted an unsolicited proposal to acquire Metsera, Inc. (NasdaqGS:MTSR) for approximately $6 billion on October 25, 2025. Under the terms of the proposal, Novo Nordisk would acquire all outstanding shares of Metsera’s common stock at a price of $56.50 per share in cash (equal to an approximate aggregated equity value of $6.5 billion or approximate enterprise value of $6.0 billion) and contingent value rights (CVRs) for up to $21.25 per share in cash (or an approximate aggregated value of up to $2.5 billion) based on the achievement of certain clinical and regulatory milestones. The cash consideration will be paid at signing in exchange for non-voting preferred stock representing 50% of Metsera’s share capital and the CVRs will be issued upon the closing of the acquisition in exchange for the remaining shares. The Merger Agreement also includes a customary “no shop” provision. Metsera, Inc. will pay Novo Nordisk A/S a termination fee of $227 million. The transaction is subject to shareholder approval of Metsera, Inc. and any waiting period applicable to the merger under the HSR Act and any other costmary closing conditions. The proposal has been unanimously approved by the Board of Directors of both Novo Nordisk A/S and Metsera, Inc. William H. Aaronson and Shanu Bajaj of Davis Polk & Wardwell LLP acted as legal advisor to Novo Nordisk A/S. Scott A. Barshay and Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to Metsera, Inc.
お知らせ • Sep 30Metsera Reports Positive Phase 2B Results for First- and Best-In-Class Ultra-Long Acting GLP-1 RA Candidate MET-097I, Enabling Rapid Transition into Phase 3Metsera, Inc. announced positive topline data from VESPER-1 and positive data from a planned interim analysis for tolerability of VESPER-3 – two Phase 2b trials of MET-097i, a first-in-class fully biased, ultra-long acting GLP-1 receptor agonist (RA) with potential for monthly dosing. In VESPER-1, MET-097i demonstrated mean placebo-subtracted weight loss of up to 14.1% after 28 weekly doses. MET-097i demonstrated potentially class-leading tolerability in both trials. At the highest evaluated dose in VESPER-3, there was minimal diarrhea signal and a risk difference from placebo of 13% nausea and 11% vomiting at 12 weeks after two titration steps. The randomized, placebo-controlled, double-blind VESPER-1 and VESPER-3 Phase 2b trials include populations with overweight or obesity without type 2 diabetes. In VESPER-1, MET-097i was evaluated in 239 participants with doses ranging from 0.4 mg to 1.2 mg, administered once weekly over 28 weeks without titration, with an ongoing study extension that includes less frequent dosing options. VESPER-3 is an ongoing trial with 268 subjects enrolled, designed to evaluate the efficacy and tolerability of multiple monthly doses of MET-097i for 28 weeks. It includes a pre-specified interim analysis after 12 weekly doses to assess the tolerability of various dose escalation strategies. The study populations are representative of a typical Phase 3 chronic weight management trial, with an approximate BMI in both studies of 36 and approximately two thirds female participants. Topline results from these Phase 2b trials include: Body weight loss up to 14.1% in VESPER-1. Body weight loss in VESPER-1 was dose-dependent, ranging up to a placebo-subtracted mean of 14.1% at 28 weeks at the 1.2 mg dose level, with individual responses as high as 26.5%. An exploratory analysis at the end of the weekly dosing phase of the study extension of VESPER-1 at 36 weeks demonstrated substantial continued weight loss, highlighting that no plateau had been reached. An exploratory analysis at the end of the weekly dosing phase of the study extension of VESPER-1 at 36 weeks demonstrated substantial continued weight loss, highlighting that no plateau had been reached. As VESPER-3 is ongoing, weight loss is not reported. Class-leading tolerability results. MET-097i demonstrated placebo-like tolerability at a starting dose of 0.4 mg across multiple arms in both trials, and the potential for class-leading tolerability with one- or two-step titration. In the VESPER-3 trial arm that titrated from 0.4 mg to 0.8 mg to 1.2 mg over 12 weeks, there was minimal diarrhea signal, a 13% risk difference from placebo for nausea, and 11% for vomiting. High participant retention. VESPER-1 had 2.9% total study discontinuation, with only two of 239 participants discontinuing treatment due to adverse events. VESPER-3 is ongoing, with high participant retention to date. Phase 3 dosing confirmed. Clear dose-response on weight loss in VESPER-1 and incremental benefit on tolerability of one- or two-step titration in VESPER-3 enabled Metsera to select final Phase 3 dosing regimens for titration and maintenance, and confirm MET-097i as the most scalable nutrient-stimulated hormone (NuSH) analog in development, with equivalent weight loss to market leaders at a 5- to 10-fold lower dose and substantially fewer titration steps. Dose and exposure-response models informed by these trial results give Metsera a high degree of confidence that doses of MET-097i could match or exceed the performance of tirzepatide 15 mg at steady state.
お知らせ • Sep 22+ 1 more updatePfizer Inc. (NYSE:PFE) agreed to acquire Metsera, Inc. (NasdaqGS:MTSR) from Arch Venture Partners, L.P., Population Health Partners, LLC and others for $5 billion.Pfizer Inc. (NYSE:PFE) agreed to acquire Metsera, Inc. (NasdaqGS:MTSR) from Arch Venture Partners, L.P., Population Health Partners, LLC and others for $5 billion on September 22, 2025. Under the terms of the agreement, Pfizer will acquire all outstanding shares of Metsera common stock for $47.50 per share in cash at closing. Additionally, the agreement includes a non-transferable contingent value right (CVR) entitling holders to potential additional payments of up to $22.50 per share in cash tied to three specific clinical and regulatory milestones: $5 per share following the Phase 3 clinical trial start of Metsera’s MET-097i+MET-233i combination, $7 per share following U.S. Food and Drug Administration (FDA) approval of Metsera’s monthly MET-097i monotherapy, and $10.50 per share following FDA approval of Metsera’s monthly MET-097i+MET-233i combination, if achieved. In case of termination of transaction, Arch Venture Partners, L.P. and Population Health Partners, LLC will pay a termination fee of $190 million. The transaction is subject to approval of merger agreement by target board, approval of offer by acquirer board, approval by the shareholder of Metsera and subject to antitrust regulations. The deal has been unanimously approved by the Board of Directors of both Pfizer and Metsera. The expected completion of the transaction is fourth quarter of 2025. Citigroup Inc. acted as financial advisor and David K. Lam and Steven R. Green of Wachtell, Lipton, Rosen & Katz LLP acted as legal advisors to Pfizer Inc. The Goldman Sachs Group, Inc., Guggenheim Securities, LLC, BofA Securities, Inc. and Allen & Company LLC acted as financial advisors and Scott A. Barshay and Benjamin Goodchild of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisors to Metsera, Inc.
分析記事 • Jul 31Metsera (NASDAQ:MTSR) Is In A Good Position To Deliver On Growth PlansEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Jun 10Metsera, Inc. Announces Positive Phase 1 Data of First-In-Class Once-Monthly Amylin Candidate Met-233iMetsera, Inc. announced positive topline data from the Phase 1 clinical trial of MET-233i, an ultra-long acting amylin analog engineered for class-leading durability, potency, and combinability with Metsera's fully-biased monthly GLP-1 receptor agonist candidate, MET-097i. In the study, MET-233i demonstrated up to 8.4% mean placebo-subtracted weight loss at Day 36, a 19-day observed half-life supporting once-monthly dosing, and a favorable tolerability profile with no safety signals. Metsera has extended an ongoing co-administration trial of MET-233i and MET-097i to twelve weeks, with topline data expected by year-end 2025 or early 2026. The Company also expects to report topline clinical data from its ultra-long acting GIP receptor agonist, MET-034i, in combination with MET-097i, in late 2025. The company anticip that MET-034i will be the third peptide engineered with Metsera's HALO platform to enter clinical testing. The company is developing the combination of MET-233i and Met-097i via the FDA biologic pathway with the intent to pursue the combination's regulatory approval in the United States under a BLA. All statements contained in this press release other than statements of historical fact should be considered forward-looking statements, including, without limitation, statements related to the timelines, design and results of the Company's clinical trials and data releases; the Company's product candidate pipeline and milestone events; potential benefits of treatment with the Company's product candidates; and anticipated market opportunity and strategy. Actual results could differ materially from those described or implied by such forward-looking statements as a result of various important factors, including, without limitation, limited operating history; ability to generate revenue or become profitable; failure to obtain additional capital when needed on acceptable terms or at all; raising additional capital may cause dilution to stockholders or require us to relinquish rights to our technologies or product candidates; dependence on the success of our product candidates; risks associated with preclinical and clinical development; difficulties or delays in the commencement or completion, or the termination or suspension, of clinical trials; ability to timely enroll patients in clinical trials; if current or future product candidates are associated with side effects, adverse events or other properties or safety risks; risks associated with the regulatory approval processes of the FDA and comparable foreign authorities; risks associated with conducting clinical trials and preclinical studies outside of the United States; reliance on third parties to conduct clinical trials and preclinical studies; reliance on third parties for the manufacture and shipping of product candidates; risks associated with the manufacture and shipping of product candidate candidates; risks associated with the license and collaboration agreements and future strategic alliances; significant competition in our industry; product candidates for which we intend to seek approval as biologic products may face competition sooner than anticipated; its success is dependent on our ability to attract and retain highly qualified management and other clinical and scientific personal; if we or our licensors are unable to obtain, maintain, defend and enforce patent or other intellectual property protection for our current or future product candidates or technology; risks associated with its common stock and the other important factors discussed under the caption "Risk Factors" in its filings with the Securities and Exchange Commission, including in its Annual Report on Form 10-K for the year ended December 31, 2024 and its Quarterly Report on Form 10-Q for the quarterly period ended March March 2024 and its Quarterly Report on March 20, 2024 and its Quarterly Report of 10-Q for the quarterly periods ended March 20, 2024.
Seeking Alpha • Feb 26Metsera: Capturing Of Obesity Market With Long-Acting GLP-1 DifferentiationSummary Metsera's IPO raised $316.2 million, funding its obesity drug MET-097i, which shows promise with once-monthly dosing and a strong safety profile. Positive phase 2a results for MET-097i showed significant mean placebo-adjusted weight loss up to 11.3% without plateau after 12 weeks, with phase 2b and monthly dosing data expected in 2025. MET-233i, a long-acting amylin analog being explored in a phase 1 study, is expected to have a data release in mid-2025. The global market for obesity drugs could expand to $200 billion by 2031. Read the full article on Seeking Alpha
Board Change • Feb 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Co-Founder & Executive Chairman Clive Meanwell is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jan 31Metsera, Inc. has completed an IPO in the amount of $275.000004 million.Metsera, Inc. has completed an IPO in the amount of $275.000004 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 15,277,778 Price\Range: $18 Transaction Features: Sponsor Backed Offering