Pfizer Discontinues MET-224o Oral GLP-1 (Ex-Metsera) in Q2 Portfolio Clearout, Leaves Only PF-08642534 in Oral Obesity Pipeline
Pfizer (NYSE: PFE) in its Q2 2026 quarterly clearout discontinued clinical development of MET-224o, an oral fully-biased ultra-long-acting GLP-1 receptor agonist in Phase 1 for chronic weight management that came over in the $10 billion Metsera acquisition completed November 2025. MET-224o was developed by D&D Pharmatech (KOSDAQ: 259540) using its ORALINK oral peptide delivery platform. D&D Pharmatech stated the discontinuation was a strategic decision by Pfizer to focus on differentiated products as a late entrant in the oral obesity market rather than a technical issue with the platform. With MET-224o out, Pfizer's oral obesity pipeline collapses to a single asset: PF-08642534 (Pfizer's name for YP05002). The pruning continues Pfizer's pattern of aggressive Metsera-portfolio triage (a GIPR prospect was also dropped in the same clearout) and narrows an already-crowded oral GLP-1 field where Lilly's Foundayo (orforglipron) and Novo's Wegovy pill (oral semaglutide 25/50 mg) are already commercial.