#Acquisition

2 stories

Industry June 10, 2026 · View digest

Berobenatide and the Monthly Dosing Question: Pfizer's $4.9B Metsera Acquisition Pays Out at ADA 2026

Pfizer's ADA Phase 2b readout for berobenatide (15.9% weight loss at 32 weeks, no plateau, monthly dosing via a 0.5 mL low-volume injection) validates the $4.9 billion Metsera acquisition that closed earlier this year. The company now plans more than 20 obesity-related trials in 2026, including 10 Phase 3 studies. Monthly dosing positions berobenatide against once-weekly incumbents on the adherence axis, the same logic behind Amgen's MariTide and Ascletis's ASC30.

Industry April 26, 2026 · View digest

Hims & Hers Eucalyptus Acquisition Closes Mid-2026: $1.15B International Expansion Adds Australia and Japan to Telehealth GLP-1 Footprint

Hims & Hers' announced $1.15 billion acquisition of Eucalyptus continues to be a major catalyst for the company alongside Friday's JPMorgan Overweight upgrade. Eucalyptus brings Australia and Japan exposure, with management targeting more than $1 billion in annual international revenue within three years. Combined with the recent Eli Lilly LillyDirect partnership (Foundayo, Zepbound, KwikPen) and the FDA peptide reclassification framework, Hims now has three strategic catalysts reshaping its 2026 trajectory.