Shirish Agarwal
speaker
10,336 appearances
81 recordings
1 series
first heard May 2026
last heard 4 Aug
Shirish Agarwal’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Jun 2026 with 40.
Appearances
Which could kill the deal.
Right.
And if they have to divest assets or pay a massive premium to get this past regulators, that leads right into who actually benefits here.
Let us look at the specific market winners, starting with the direct takeover targets and related biotechnology companies.
Based on the material, the direct beneficiary in this specific scenario is Bristol-Myers Squibb, ticker BMY.
You have to offer current shareholders a financial incentive to actually hand over their stock.
But the speculation never stays contained to just the target company, does it?
The material highlights a mature biotech player acting as a secondary beneficiary.
That is Biogen, ticker B-I-I-B.
Because they have actual products.
Makes sense.
We also see movement in the cell therapy and specialist oncology space.
The material mentions Gilead Sciences, ticker GILD, and CRISPR Therapeutics, ticker CRSP.
Gilead owns Kite, which is an established cell therapy platform.
They could gain if more pharmaceutical companies pursue advanced cancer treatment assets.
And CRISPR Therapeutics offers speculative exposure to gene editing and engineered cell therapies.
which often gain value during periods of high merger activity.
But I have to pose a direct question to you and to the listener evaluating this trade.
Are investors assigning value to the actual underlying medical technology of companies like BIIB and CRSP, or are they just speculating on who gets bought next?
I mean, is this about the clinical science, or is this just a casino where people are betting on the next acquisition target?
Showing 41–60 of 10,336 · page 3 of 517
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