即将被辉瑞收购的Metsera公布GLP-1候选药物两项II期试验积极结果

Minhua笔记

09/30

9月29日，专注减重药物的生物技术公司Metsera公布了其超长效GLP-1受体激动剂MET-097i的两项IIb期研究积极结果，这距离辉瑞同意以最高73亿美元收购Metsera仅一周。根据GlobeNewswire和Reuters报道，VESPER-1试验的顶线数据和VESPER-3的初步耐受性结果支持Metsera计划于2025年底启动III期研究。这些试验在无2型糖尿病的重度或肥胖人群中评估...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b><strong>Minhua笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，专注减重药物的生物技术公司Metsera公布了其超长效GLP-1受体激动剂MET-097i的两项IIb期研究积极结果，这距离辉瑞同意以最高73亿美元收购Metsera仅一周。根据GlobeNewswire和Reuters报道，VESPER-1试验的顶线数据和VESPER-3的初步耐受性结果支持Metsera计划于2025年底启动III期研究。这些试验在无2型糖尿病的重度或肥胖人群中评估...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930191303a6a85010&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1883839398.USD","symbol_name":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) 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Marso称MET-097i为“同类首创和同类最佳”的超长效肠促胰岛素类似物，具有竞争性疗效和领先的可扩展性、耐受性和便利性。此次结果发布强化了辉瑞对Metsera的收购价值，该交易于9月22日宣布，前期款49亿美元，外加潜在里程碑付款24亿美元，总额最高73亿美元。交易预计于2025年第四季度完成，标志着辉瑞重返减重药物市场，旨在通过Metsera的创新管线（如每月一次注射的GLP-1和口服候选药物）与礼来和诺和诺德竞争。VESPER-1试验在VESPER-1试验中，MET-097i在239名参与者中以每周0.4 mg至1.2 mg剂量评估28周，无需滴定，并有一个正在进行的扩展研究探索更少频次的给药方案。Metsera表示，体重减轻呈剂量依赖性，1.2 mg剂量组（n=54）的安慰剂校正平均体重减轻达14.1%，个别参与者体重减轻高达26.5%。VESPER-1扩展研究的36周探索性分析显示“持续显著体重减轻”，表明参与者尚未达到平台期。同时，涉及268名受试者的VESPER-3研究旨在测试MET-097i的多种每月给药策略，在12周时报告腹泻发生率最低，与安慰剂相比恶心的风险差异为13%，呕吐为11%。从安全性来看，VESPER-1研究的整体停药率为2.9%，仅两名参与者因不良事件停止治疗，而VESPER-3正在进行中，据公司称迄今保持“高参与者保留率”。根据1月份公布的IIa期数据，该药物的每周剂量在12周时实现安慰剂校正体重减轻高达11.3%。摩根大通（J.P. Morgan）分析师Chris Scott评论道：“MET-097i的整体特征大致与礼来的双重GLP-1/GIP激动剂Zepbound（tirzepatide）相当。虽然我们继续预计礼来和诺和诺德将主导肥胖领域，但我们认为MET-097i——特别是如果每月给药耐受性良好——有其作用，即使是适度的市场份额，也将为辉瑞带来数十亿美元的机会。”IIb期VESPER-2研究正在评估MET-097i在2型糖尿病参与者中的表现，顶线数据预计于2026年初公布。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}