即將被輝瑞收購的Metsera公布GLP-1候選藥物兩項II期試驗積極結果

Minhua筆記

2025/09/30

9月29日，專注減重藥物的生物技術公司Metsera公布了其超長效GLP-1受體激動劑MET-097i的兩項IIb期研究積極結果，這距離輝瑞同意以最高73億美元收購Metsera僅一周。根據GlobeNewswire和Reuters報道，VESPER-1試驗的頂線數據和VESPER-3的初步耐受性結果支持Metsera計劃於2025年底啓動III期研究。這些試驗在無2型糖尿病的重度或肥胖人羣中評估...

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18:05","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2572740923","market":"us","top_or_hot":-1,"title":"即將被輝瑞收購的Metsera公布GLP-1候選藥物兩項II期試驗積極結果","media":"Minhua筆記","content":"<div>\n<p>9月29日，專注減重藥物的生物技術公司Metsera公布了其超長效GLP-1受體激動劑MET-097i的兩項IIb期研究積極結果，這距離輝瑞同意以最高73億美元收購Metsera僅一周。根據GlobeNewswire和Reuters報道，VESPER-1試驗的頂線數據和VESPER-3的初步耐受性結果支持Metsera計劃於2025年底啓動III期研究。這些試驗在無2型糖尿病的重度或肥胖人羣中評估...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","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>即將被輝瑞收購的Metsera公布GLP-1候選藥物兩項II期試驗積極結果</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b\">Minhua筆記</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z3581.USD","symbol_name":"Legg Mason ClearBridge - Value A Acc USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b","article_id":"2572740923","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Marso稱MET-097i為「同類首創和同類最佳」的超長效腸促胰島素類似物，具有競爭性療效和領先的可擴展性、耐受性和便利性。此次結果發布強化了輝瑞對Metsera的收購價值，該交易於9月22日宣佈，前期款49億美元，外加潛在里程碑付款24億美元，總額最高73億美元。交易預計於2025年第四季度完成，標誌着輝瑞重返減重藥物市場，旨在通過Metsera的創新管線（如每月一次注射的GLP-1和口服候選藥物）與禮來和諾和諾德競爭。VESPER-1試驗在VESPER-1試驗中，MET-097i在239名參與者中以每周0.4 mg至1.2 mg劑量評估28周，無需滴定，並有一個正在進行的擴展研究探索更少頻次的給藥方案。Metsera表示，體重減輕呈劑量依賴性，1.2 mg劑量組（n=54）的安慰劑校正平均體重減輕達14.1%，個別參與者體重減輕高達26.5%。VESPER-1擴展研究的36周探索性分析顯示「持續顯著體重減輕」，表明參與者尚未達到平台期。同時，涉及268名受試者的VESPER-3研究旨在測試MET-097i的多種每月給藥策略，在12周時報告腹瀉發生率最低，與安慰劑相比噁心的風險差異為13%，嘔吐為11%。從安全性來看，VESPER-1研究的整體停藥率為2.9%，僅兩名參與者因不良事件停止治療，而VESPER-3正在進行中，據公司稱迄今保持「高參與者保留率」。根據1月份公布的IIa期數據，該藥物的每周劑量在12周時實現安慰劑校正體重減輕高達11.3%。摩根大通（J.P. Morgan）分析師Chris Scott評論道：「MET-097i的整體特徵大致與禮來的雙重GLP-1/GIP激動劑Zepbound（tirzepatide）相當。雖然我們繼續預計禮來和諾和諾德將主導肥胖領域，但我們認為MET-097i——特別是如果每月給藥耐受性良好——有其作用，即使是適度的市場份額，也將為輝瑞帶來數十億美元的機會。」IIb期VESPER-2研究正在評估MET-097i在2型糖尿病參與者中的表現，頂線數據預計於2026年初公布。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}