Replies to post #256048 on Biotech Values

[DewDiligence]

PFE-MTSR CC slides:

https://s206.q4cdn.com/795948973/files/doc_events/2025/Sep/22/Pfizer-Metsera-Analyst-Call-Slides_vFINAL.pdf

[DewDiligence]

(PFE)—Metsera reports phase-2b data_for MET-097i, the long-acting GLP-1 agonist that is the company’s lead drug and the main impetus for PFE’s acquisition:

https://www.globenewswire.com/news-release/2025/09/29/3158095/0/en/Metsera-Reports-Positive-Phase-2b-Results-for-First-and-Best-in-Class-Ultra-long-Acting-GLP-1-RA-Candidate-MET-097i-Enabling-Rapid-Transition-into-Phase-3.html

Metsera says phase-3 will start in late 2025. Please see #msg-176726919 for related info.

[WorstLuck]

MTSR Sched 14A https://www.sec.gov/Archives/edgar/data/2040807/000119312525230880/d53787dprem14a.htm#toc53787_28a

Had 6 other bidders in including one higher offer which was on a timeline that the MTSR board felt, among other items, put the transaction at risk.