Pfizer CEO Albert Bourla asserts that the company's bold pursuit of Metsera demonstrates its 'right to dominate' the obesity market.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Source: Yahoo Finance
Pfizer's Acquisition of Metsera: Pfizer CEO Albert Bourla announced the $10 billion acquisition of GLP-1 maker Metsera, emphasizing its importance in competing against Novo Nordisk in the obesity drug market. Pfizer had to increase its initial bid significantly to secure the deal.
Market Performance and Future Outlook: Following the acquisition announcement, Pfizer's stock remained stable initially but has since increased by about 4.9%. Bourla anticipates that Metsera's new GLP-1 products could be available by 2028 if development proceeds smoothly.
Challenges and Activist Campaigns: Pfizer has faced challenges, including a decline in share prices and an activist campaign from Starboard Value, which criticized the company's management of pandemic revenues. Starboard has since begun to unwind its stake as the campaign lost momentum.
Strategic Positioning and Manufacturing Independence: Bourla expressed confidence in Pfizer's future, highlighting its leadership potential in oncology and obesity treatments. He also noted that Pfizer is not reliant on China for manufacturing, which positions the company favorably amid trade tensions.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 47.030
Low
17.00
Averages
32.47
High
63.00
Current: 47.030
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is engaged in developing medicines across infectious disease vaccines, oncology therapeutics and rare disease therapeutics. Its platform incorporates advances across three components, mRNA, delivery, and the manufacturing process, to advance its medicines. Its products are Spikevax and mNEXSPIKE (its COVID vaccines), and mRESVIA (its vaccine against respiratory syncytial virus (RSV)). It also has a diverse development pipeline that consists of 35 therapeutic and vaccine programs, six of which are in late-stage development. It has regulatory filings under review for its seasonal flu+COVID vaccine (mRNA-1083) in Europe and Canada and for its seasonal flu vaccine (mRNA-1010) in the United States, Europe, Canada and Australia. Its rare disease programs are Propionic acidemia (mRNA-3927); Methylmalonic acidemia (mRNA-3705), and Cystic Fibrosis (mRNA-3692/VX-522).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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