BUZZ-Street View: Pfizer’s new weight-loss drug data gets mixed appraisals

Reuters
2026.02.04 11:02
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Pfizer reported mixed trial results for its new obesity drug from the $10 billion Metsera deal, raising concerns about patient tolerance. Analysts have varying opinions: J.P. Morgan sees competitive weight-loss results, while Leerink Partners emphasizes the need for U.S. exclusivity extension for growth. Jefferies notes similar efficacy to semaglutide but highlights gastrointestinal side effects. Morningstar warns of patent losses but believes Pfizer's oncology assets and new programs could position it well in the obesity market by the end of the decade.