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Pfizer Closes Metsera Buyout, Adding GLP-1 Assets in Cash-Plus-CVR Deal

The cash-plus-CVR deal followed FTC concerns over Novo Nordisk’s bid, setting expectations for near-term dilution.

Overview

  • Pfizer completed the acquisition of Metsera, which becomes a wholly owned subsidiary with Nasdaq trading of its shares ending after market close.
  • Terms include $65.60 per share in cash plus contingent value rights of up to $20.65 per share tied to three milestones, valuing the deal at about $7 billion to roughly $10 billion.
  • The purchase brings MET-097i, a weekly and monthly injectable GLP-1 nearing Phase 3, MET-233i, a monthly amylin analog in Phase 1, an oral GLP-1 in Phase 1, and additional preclinical programs.
  • Metsera’s board pivoted to Pfizer after the FTC warned that Novo Nordisk’s two-step proposal could pose antitrust risks, leading Novo to withdraw following a weeks-long bidding contest.
  • Pfizer targets potential market entry for Metsera-derived obesity treatments in 2028 if development succeeds and says the transaction will be dilutive through 2030 with updated guidance to come alongside its 2026 outlook.