Roche 89bio deal involves a $2.4 billion acquisition, targeting MASH with a late-stage drug that could impact the market significantly.
• Roche acquires 89bio for $2.4 billion on 10 September 2025.
• The deal includes rights to a late-stage MASH drug.
• Potential market impact due to best-in-disease efficacy.
Background
Roche has announced a significant acquisition of 89bio for $2.4 billion, aiming to enhance its portfolio with a promising drug for Metabolic Associated Steatohepatitis (MASH). The drug, known as FGF21 pegozafermin, is currently in late-stage testing and has shown potential for best-in-disease efficacy. This acquisition aligns with Roche’s strategy to expand its presence in the metabolic disease sector. Read more about the deal here.
News details
The acquisition was finalized on 10 September 2025, with Roche securing full rights to the late-stage MASH drug. The drug targets a significant unmet need in the treatment of MASH, a condition affecting millions globally. Roche’s CEO highlighted the drug’s potential to deliver best-in-disease efficacy, which could position it as a leader in the market.
Market impact
The acquisition of 89bio and its promising MASH drug could significantly impact the market. Analysts predict that the drug’s efficacy could lead to substantial market share gains for Roche. The global MASH market is expected to grow, driven by increasing prevalence and demand for effective treatments.
Competitive landscape
Roche’s entry into the MASH market intensifies competition among major pharmaceutical companies. Rivals such as Gilead Sciences and Novo Nordisk are also developing treatments for MASH. However, Roche’s acquisition of a potentially best-in-disease drug could give it a competitive edge.
Outlook
Looking ahead, Roche’s strategic acquisition of 89bio positions it well in the growing MASH market. The company’s focus on innovative treatments aligns with its long-term growth strategy. As the drug progresses through late-stage trials, Roche aims to solidify its leadership in metabolic diseases. For more insights on similar deals, visit our insights page.