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Obesity Drugs News 17 September 2025 - 30 October 2025

Novo Nordisk (NVO) Stock Tanks as Weight-Loss Empire Faces Boardroom Coup and Fierce Rivalry

Novo Nordisk hijacks Pfizer’s Metsera deal with a $9B bid – obesity-drug war heats up

Novo’s counter-offer details Novo Nordisk’s proposal is unsolicited, meaning Metsera’s board and shareholders will now review it against Pfizer’s agreement. Novo emphasizes that Metsera’s experimental therapies would be “complementary” to its own obesity portfolio reuters.com. According to MarketScreener (Dow Jones Newswires), the bid is $56.50 in cash per Metsera share plus $21.25 in milestone CVRs marketscreener.com. By contrast, Pfizer’s September deal was $4.9B upfront (about $28.50/share) plus CVRs, for up to ~$7.3B ts2.tech reuters.com. Novo’s offer thus values the company at roughly $6.5B upfront, sweetened to ~$9B with earnouts. Novo’s CEO Maziar “Mike” Doustdar hailed the move as proof of
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly (LLY) Stock Soars on Obesity-Drug Boom — Is $1,000 Next?

Stock Performance and Recent Moves Eli Lilly (NYSE: LLY) has been on a tear in October 2025. After closing around $726 on Sept. 29, the stock surged more than 9% in the following days, briefly spiking to about $832 on Oct. 1 ts2.tech ts2.tech. Trading volume was heavy and analysts pointed to a “perfect storm” of news – Eli Lilly’s weight-loss and Alzheimer’s drug advances were cited as key drivers. As one tech-stock analysis observed, traders noted “bullish options activity and growing excitement over Lilly’s weight-loss drugs and Alzheimer’s research” fueling the rally ts2.tech. By Oct. 23, LLY was trading
Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

Viking Therapeutics (VKTX) Rides Obesity Drug Wave: Stock Steadies as Analysts Eye Big Upside

What to Know Before Markets Open on October 20, 2025 VKTX Stock Steadies After Volatile Stretch Viking’s stock has stabilized in recent sessions, trading in the mid-$30s after a roller-coaster few months. It ended Friday at $33.53 marketbeat.com, roughly flat on the week and not far from its intraday high of ~$36.80 on Thursday ir.vikingtherapeutics.com. This marks a dramatic recovery from mid-August, when VKTX plunged over 40% in one day following a crucial trial announcement ts2.tech. Back then, Viking had unveiled results from a Phase 2 study of its oral obesity pill that missed investor expectations, triggering a sharp selloff.
Big Pharma’s Billion-Dollar Bet: Inside Eli Lilly’s $5B Virginia Factory and America’s New Drug Manufacturing Boom

Eli Lilly’s Weight-Loss Pill Sheds Pounds Fast—But Hits a Plateau: What New Trial Results Mean for the Obesity Drug Race

Trial Results: Big Early Losses, Then Weight Loss Levels Off This highly anticipated trial put Lilly’s oral GLP-1 drug, orforglipron, to the test in a large group of adults struggling with obesity. The study enrolled 3,127 overweight or obese participants (none had diabetes, but all had weight-related health issues) and randomly assigned them to various daily doses of the pill or a placebo for 72 weeks reuters.com. The outcomes were encouraging yet mixed. Patients on the highest dose (36 mg daily) lost on average about 11–12% of their starting body weight by week 72 theguardian.com. In practical terms, that’s roughly
17 September 2025
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