异动解读 | 辉瑞斥资100亿美元收购减肥药新贵,股价盘前大跌5%

异动解读
Nov 14

美国制药巨头辉瑞(PFE)在盘前交易中股价大跌5%,引发市场关注。这一股价下跌可能与该公司最近宣布的一项重大收购有关。

据报道,辉瑞以近100亿美元的高价成功收购了减肥药新贵公司Metsera。这家成立仅三年的公司专注于开发针对肥胖及相关代谢疾病的治疗药物,凭借其颠覆性的技术平台与差异化管线,迅速成为全球代谢疾病领域最具潜力的公司之一。

对辉瑞而言,这次收购是一场战略性的突围。公司此前在减重药研发上屡遭挫折,其管线内的GLP-1减重药Danuglipron因安全隐患被迫终止研发。在高速增长的减重市场上,辉瑞几乎处于"缺位"状态。然而,投资者似乎对这笔高额收购持谨慎态度,担心这可能会对公司的财务状况造成压力。尽管辉瑞此举旨在快速进入蓬勃发展的减重药市场,但100亿美元的收购价格是否物有所值,以及能否为公司带来预期的回报,仍然存在不确定性。这些因素可能是导致辉瑞股价在盘前大幅下跌的主要原因。

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