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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Jun 2026 with 40.
Appearances
The fundamentals.
So it lifts everything.
Meaning investors are buying it for what it might become rather than what it is currently earning.
Oh, wow.
So the valuation becomes entirely about the premium someone else might pay.
But pharmaceutical companies and biotech firms are not the only ones benefiting from this environment.
The financial sector gains from the sheer mechanics of getting a deal of this size across the finish line.
The heavy hitters.
People often use the cliche of selling shovels during a gold rush for these banks.
But I look at this more like the wedding planners and divorce lawyers of the corporate world.
I mean, the advisory banks get paid a fortune to organize the ceremony and drop the contracts, regardless of whether the marriage actually succeeds for the pharmaceutical companies five years down the line.
They take none of the operational risk, but they collect their cash up front.
Yeah, let us hear the mechanics.
Okay, step one.
And the banks are the ones actually finding the buyers for that debt.
Very lucrative.
They just clip a ticket on everything.
Every fee paid to those banks ultimately comes out of the acquiring company's pocket.
Which brings us to the other side of the trade.
Who faces pressure or risk from this headline?
Showing 61–80 of 10,336 · page 4 of 517
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