Pfizer - SinoDrugWatch

Met-097i

Pfizer’s $7.3B Obesity Gamble Pays Early with MET-097i Phase 2b Success

Pfizer’s $7.3 billion acquisition of Metsera is backed by new Phase 2b data for MET-097i, an ultra-long-acting GLP-1 candidate showing 14% weight loss and promising tolerability. Phase 3 initiation is slated for late 2025. Monthly dosing could give Pfizer an edge in the obesity race.

Metsera

Pfizer Finalizes $7.3B Metsera Buy for Next-Gen Obesity Therapy with Monthly Dosing

fizer has entered into a definitive agreement to acquire Metsera for up to $7.3B, gaining MET-097i, a next-gen GLP-1 therapy with ultra-long acting, potentially monthly dosing, strong Phase 2a efficacy, and promising tolerability.

Vepdegestrant

Vepdegestrant: First PROTAC at the FDA Gate — Promise Meets Clinical and Commercial Hurdles

Arvinas and Pfizer’s Vepdegestrant is the first PROTAC to reach FDA review, a milestone for the modality. But Pfizer’s retreat after mixed Phase 3 data—showing benefit only in ESR1-mutant patients—raises doubts over its commercial impact and leaves PROTAC oncology’s future hanging on this outcome.

Pharma Industry

Pharma at a Turning Point 2025: Global Recalibration, Strategic Pullbacks, and China’s Out-Licensing Surge

Merck’s UK exits, AstraZeneca’s paused investment, Lilly’s stalled Gateway Labs project, Novo Nordisk’s workforce cuts, and China’s record out-licensing deals with Hengrui and Pfizer/3SBio mark a turning point for the global pharmaceutical industry in 2025.

PD-L1 ADC

Global PD-L1 ADC Race Heats Up as Pfizer’s PF-08046054 Becomes First in Phase III

Pfizer’s PF-08046054 is the first PD-L1 ADC in Phase III. The competitive landscape includes China’s Henlius, highlighting growing global innovation in ADC therapies.