Feb. 11 at 11:13 AM
$PFE | Obesity program raises more questions than confidence
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Hard to ignore the disconnect in Pfizer’s dosing model. 9.6 mg monthly ≈ 2.4 mg weekly with sharp PK peaks — yet little discussion around receptor saturation, mechanism limits, or AE escalation. That’s a big red flag for a company of this caliber.
For context: Metsera capped weekly dosing at 1.6 mg in Phase 1 and didn’t advance it — likely due to tolerability. Chasing deeper weight loss often comes at the cost of patient adherence.
nausea/vomiting spikes, that’s not a commercial win.
Early signals don’t inspire confidence:
• Questionable dose strategy
• High emesis rates emerging in amylin programs (Phase 1 MAD already elevated)
• Risk that efficacy is being “bought” with poor tolerability
Meanwhile,
$NVO dodges a bullet and
$LLY openly signals confidence, letting competitors “fight for it.”
In obesity, tolerability is the moat — not headline % weight loss.
