0744 GMT - Faster price erosion and high rebates by insurers in the U.S. obesity market could overshadow Roche's long-term opportunities there, Morgan Stanley analysts say in a note. The Zealand Pharma deal to co-develop a weight-loss therapy with petrelintide allows the Swiss pharma giant to access a differentiated and current best-in-class obesity treatment and signals a commitment to the segment, they say. Morgan Stanley analysts expect petrelintide peak sales of 7 billion Swiss francs, which could support a consensus upgrade by 4%. Recent share-value increase suggest that the market has already priced in this. (helena.smolak@wsj.com)
(END) Dow Jones Newswires
March 13, 2025 03:46 ET (07:46 GMT)
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