Pfizer avoided US tariffs by offering big drug discounts (TrumpRx). This deal is a blueprint. European drug stocks (AstraZeneca, Roche) surged hoping for similar agreements to protect their crucial sales from Trump's 100% import tax threat.
Novo Nordisk was downgraded because key drug sales (Ozempic/Wegovy) are slowing. Competition and future patent loss are hurting the stock.
President Trump is hitting imports with massive new tariffs starting October 1st, targeting branded drugs (100%), heavy trucks (25%), and furniture.
Pfizer is buying Metsera for $4.9 billion to gain promising new obesity drugs. The portfolio includes four clinical treatments, like once-a-month shots and future oral pills, aiming for better efficacy and easier patient use to fight the growing obesity epidemic.
The "Wegovy in a pill" (oral semaglutide 25 mg) shows huge promise for weight loss! Patients lost an average of 16.6% body weight, comparable to the injection. It's the first oral GLP-1 for weight management, offering convenience, and awaits FDA approval.
Novo Nordisk is boosting its weight-loss efforts! They'll seek US approval for a high-dose Wegovy to match Lilly's Zepbound and are developing a pill version. They're also testing a new compound, cagrilintide, to regain market leadership.
