Pharma BD Deal Intelligence

Roche Holding AG / Carmot Therapeutics Inc.

2023 · Acquisition/Merger · $2.7B · Complete

CALLED IT — OFF BY 11
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The coverage arc

Mar 24, 2004 Wikipedia Neutral

Roche acquired Carmot Therapeutics for $2.7B for anti-obesity drug development.

Dec 04, 2023 STAT News Neutral

Roche to acquire obesity-focused Carmot Therapeutics for $2.7 billion, entering the intensely competitive obesity drug market with three clinical-stage…

Jan 27, 2026 Roche Media Release Bullish

Roche announces positive Phase II results for its dual GLP-1/GIP receptor agonist CT-388: placebo-adjusted weight loss of 22.5% (p<0.001) at 48 weeks (24 mg);…

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Roche acquired Carmot Therapeutics in an all-cash deal of $2.7 billion upfront (plus up to $400 million in milestone payments, ~$3.1 billion total), announced December 4, 2023 and completed January 29, 2024, to enter the GLP-1 obesity/cardiometabolic market. The deal brought Roche three clinical-stage incretin assets: CT-388 (an injectable dual GLP-1/GIP receptor agonist), CT-996 (an oral small-molecule GLP-1 receptor agonist) and CT-868 (a dual GLP-1/GIP agonist for type 1 diabetes). Lead asset CT-388 has since validated the thesis: on January 27, 2026 Roche reported positive Phase 2 topline data (trial CT388-103) showing 22.5% placebo-adjusted weight loss at 48 weeks at the 24 mg dose (p<0.001), with no weight-loss plateau observed — efficacy in the same range as Eli Lilly's tirzepatide. Roche said the Phase 3 program (Enith1 and Enith2) would begin in Q1 2026, and is also developing CT-388 as a combination asset with the Zealand-partnered amylin analog petrelintide. CT-996 remains in development (Roche licensed related IP from Structure Therapeutics for $100M in January 2026), positioning Roche as a credible late-mover across injectable and oral obesity.

Key facts

Related deals — scored

DealYearValueOutcome
Roche Holding AG / Carmot Therapeutics Inc. (this deal)2023$2.7B72
Roche Holding AG / Chugai Pharmaceutical Co. Ltd.2002$1.4B100
Roche Holding AG / Ventana Medical Systems Inc.2008$3.4B88
Roche Holding AG / Corange Ltd. (Boehringer Mannheim Group)1997$11.0B88
Roche Holding AG / Ventana Medical Systems Inc.2007$3.4B88
Roche Holding AG / Foundation Medicine, Inc.2015$1.1B87
Roche Holding AG / Foundation Medicine, Inc.2018$5.3B85

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