Metsera Inc

MTSR

Market cap $5.58B

Sometimes value can be hidden in plain sight. Berenberg thinks that is the case with IP Group PLC (LSE:IPO), the London-listed investor in university spin-outs, where it sees a “significant" opportunity in a licensing deal linked to the booming obesity-drug market.

Shares in IP Group PLC (LSE:IPO) rose 9% on Monday after investors welcomed the potential for future royalty income from Metsera, a biotech company that Pfizer has agreed to acquire for up to $7.3 billion. The agreement, announced in September, includes $4.9 billion in upfront cash and gives Pfizer control of Metsera's portfolio of next-generation obesity treatments.

Metsera released data from mid-stage trials on its lead obesity drug candidate, while a high stakes Medicare open enrollment approaches.

Pfizer said last week it would pay $47.50 per share for Metsera, and an extra $22.50 per share if its drugs hit certain milestones.

Metsera said on Monday that its experimental obesity drug showed significant weight loss and favorable tolerability in mid-stage studies.

Placebo-subtracted mean weight loss up to 14.1% after 28 weeks with no plateau Potential for best-in-class tolerability with minimal diarrhea signal, 13% nausea, and 11% vomiting High study and treatment retention in both VESPER-1 and VESPER-3 trials Data support Phase 3 initiation in late 2025 NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Metsera, Inc. (Nasdaq: MTSR), today announced positive topline data from VESPER-1 and positive data from a planned interim analysis for tolerability of VESPER-3 – two Phase 2b trials of MET-097i, a first-in-class fully biased, ultra-long acting GLP-1 receptor agonist (RA) with potential for monthly dosing.

Making a major move in the obesity drug market, Pfizer (PFE) announced on Monday that it plans to acquire biotechnology firm Metsera (MTSR).

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale Metsera, Inc. (NasdaqGS: MTSR) to Pfizer Inc. (NYSE: PFE). Under the terms of the proposed transaction, shareholders of Metsera will receive $47.50 per share in cash at closing, plus a non-transferable contingent value right entitling holders to potential additional payments of up to $22.50 per sh.

NEW YORK , Sept. 23, 2025 /PRNewswire/ -- Class Action Attorney  Juan Monteverde  with Monteverde & Associates PC  (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report.

UBS has warned that Pfizer Inc's (NYSE:PFE, ETR:PFE) $7.3 billion acquisition of Metsera will sharpen competition for Novo Nordisk (NYSE:NVO) in the fast-growing obesity drug market, particularly towards the end of the decade. The bank kept its 'neutral' rating on Novo shares with a DKr340 price target, implying 12.5% downside from the current level.