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Tag:
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M&A
Consumer & Retail
Energy
This “Broken” Biotech Just Forced Wall Street To Blink
M&A
Ishan Majumdar
-
April 1, 2026
Apellis Pharmaceuticals (NASDAQ:APLS) did not suddenly discover a miracle on Tuesday. What changed was the price investors were willing...
This Medical Device Stock Just Got CRUSHED On One Hidden Number; Did Wall Street Misread It?
Healthcare
Ishan Majumdar
-
March 31, 2026
Boston Scientific (NYSE:BSX) spent the weekend putting forward what looked, at first glance, like a clinically solid case for...
A First-In-Class Biotech Is Still Trading Below Its Strategic Value Today
Healthcare
Ishan Majumdar
-
March 27, 2026
A mid-cap biotech with the first approved therapy in a large, long-underfunded liver disease category is not supposed to...
Is Align A Classic Activist Win, Or A HARDER Consumer Story?
Healthcare
Ishan Majumdar
-
March 19, 2026
Align Technology (NASDAQ:ALGN) has become a useful test case for a very modern market question. What happens when Wall...
Agilent’s $950M Biocare Acquisition Could Unlock A Powerful Recurring Revenue Flywheel
M&A
Ishan Majumdar
-
March 14, 2026
The diagnostics and life sciences equipment industry rarely stands still. But recent developments around Agilent Technologies (NYSE:A) have drawn...
Qiagen Just Dropped Two Magic Words—And Wall Street Heard “Buyout”
Healthcare
Ishan Majumdar
-
March 7, 2026
Qiagen (NYSE:QGEN) just did the thing companies do right before Wall Street starts whispering louder. On March 2, CEO...
Is Merck’s HIV Win Really About Keytruda?
Healthcare
Ishan Majumdar
-
February 28, 2026
When Merck & Co. (NYSE:MRK) reported Phase 3 data showing its two-drug HIV regimen of doravirine and islatravir matched...
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Healthcare
Ishan Majumdar
-
February 28, 2026
It has been a bruising few weeks for Novo Nordisk (NYSE:NVO). First came the clinical disappointment: CagriSema, the company’s...
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Healthcare
Ishan Majumdar
-
February 16, 2026
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 16, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Healthcare
Ishan Majumdar
-
February 16, 2026
Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test....
Pfizer Takes On Eli Lilly & Novo: Who Gets OUTPLAYED in the Obesity Arms Race?
Healthcare
Ishan Majumdar
-
February 16, 2026
Pfizer just released mid-stage data from its Metsera-acquired obesity drug showing 12.3% weight loss at 28 weeks with monthly...
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This “Broken” Biotech Just Forced Wall Street To Blink
M&A
Ishan Majumdar
-
April 1, 2026
Apellis Pharmaceuticals (NASDAQ:APLS) did not suddenly discover a miracle on Tuesday. What changed was the price investors were willing...
This Medical Device Stock Just Got CRUSHED On One Hidden Number; Did Wall Street Misread It?
Healthcare
Ishan Majumdar
-
March 31, 2026
Boston Scientific (NYSE:BSX) spent the weekend putting forward what looked, at first glance, like a clinically solid case for...
A First-In-Class Biotech Is Still Trading Below Its Strategic Value Today
Healthcare
Ishan Majumdar
-
March 27, 2026
A mid-cap biotech with the first approved therapy in a large, long-underfunded liver disease category is not supposed to...
Is Align A Classic Activist Win, Or A HARDER Consumer Story?
Healthcare
Ishan Majumdar
-
March 19, 2026
Align Technology (NASDAQ:ALGN) has become a useful test case for a very modern market question. What happens when Wall...
Agilent’s $950M Biocare Acquisition Could Unlock A Powerful Recurring Revenue Flywheel
M&A
Ishan Majumdar
-
March 10, 2026
The diagnostics and life sciences equipment industry rarely stands still. But recent developments around Agilent Technologies (NYSE:A) have drawn...
Qiagen Just Dropped Two Magic Words—And Wall Street Heard “Buyout”
Healthcare
Ishan Majumdar
-
March 3, 2026
Qiagen (NYSE:QGEN) just did the thing companies do right before Wall Street starts whispering louder. On March 2, CEO...
Is Merck’s HIV Win Really About Keytruda?
Healthcare
Ishan Majumdar
-
February 26, 2026
When Merck & Co. (NYSE:MRK) reported Phase 3 data showing its two-drug HIV regimen of doravirine and islatravir matched...
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Healthcare
Ishan Majumdar
-
February 25, 2026
It has been a bruising few weeks for Novo Nordisk (NYSE:NVO). First came the clinical disappointment: CagriSema, the company’s...
Did Moderna’s Flu Rejection Signal A Deeper FDA SHIFT?
Healthcare
Ishan Majumdar
-
February 12, 2026
Moderna’s seasonal flu vaccine application was refused review by the FDA, triggering an immediate stock decline. The agency issued...
Is Eli Lilly’s Orna Acquisition About RNA Or Something MUCH BIGGER?
M&A
Ishan Majumdar
-
February 10, 2026
Eli Lilly’s move to acquire Orna Therapeutics landed quietly, framed as another pipeline add-on in a year already defined...
Hims & Hers Just Went Big on Cancer—But the DOJ Is Watching
Healthcare
Ishan Majumdar
-
February 7, 2026
Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test....
Pfizer Takes On Eli Lilly & Novo: Who Gets OUTPLAYED in the Obesity Arms Race?
Healthcare
Ishan Majumdar
-
February 4, 2026
Pfizer just released mid-stage data from its Metsera-acquired obesity drug showing 12.3% weight loss at 28 weeks with monthly...