Motley Fool Money Can AI Drive Peloton’s Comeback?
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Nov 12, 2025 
Join equity analyst Jon Quast and investment reporter Rachel Warren as they dive into Pfizer's strategic $10 billion acquisition of Metsera, focusing on its potential impact in the weight loss sector. They also explore Peloton's potential comeback, discussing new management strategies, subscriber growth, and AI-enhanced features. Additionally, the duo analyzes Circle's stablecoin growth and Coinbase's role in capitalizing on these trends, revealing fascinating insights into cryptocurrency dynamics.
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Pfizer's Fast Track Into Weight-Loss Drugs
- Pfizer bought Metsera to enter the competitive obesity/GLP-1 market and gain candidates with monthly dosing potential.
- Monthly injectables and oral candidates could differentiate Pfizer but face established leaders Eli Lilly and Novo Nordisk.
Monthly Dosing Is Incremental, Not Disruptive
- New GLP-1 candidates that offer monthly dosing are incremental improvements versus established weekly and upcoming oral treatments.
- Increased competition will likely erode dominance of current leaders over time.
Telehealths Should Partner With Pharma
- Partner with branded pharma companies instead of competing on compounding or gray‑area offerings.
- Seek partnerships to improve safety oversight and access to lower-cost, direct-to-consumer supply.