Tim Beyers

Seriously, we are being serious about this.

Non-AI stocks.

Did you even know that there was such a thing as non-AI stocks?

We'll be digging into reports from four stocks, really three stocks that we don't often talk about and give a buy, sell, or hold rating on each as we do.

Let's get into it, starting with Carl.

This

Close to $10 billion deal.

I'm rounding up, but it's not quite $10 billion, but a $10 billion deal between Sedara, that is ticker CDTX, and Merck, the pharmaceutical giant, MRK.

What's going on here?

This is a strategic purchase, I assume here.

It's a lot of money.

So what are we getting here?

Seems timely, yeah.

One of the things I saw here, Karl, again, $221.50 in cash, that is more than double the prior closing price, huge premium here.

I want to ask whether or not that is a premium that Merck feels it must pay.

order to get an active drug that fills a pipeline because one of the things i saw in the notes i and bear in mind i rely on you for 100 of my insights as it relates to pharmaceuticals and biotech but there is apparently a patent cliff upcoming for merc in in the form of a blockbuster cancer cancer drug called keytruda

Does this help fill the gap?

And is that the reason the premium is so big?

Let me get your take on this then, and then we're going to keep moving.

Buy, sell, or hold Merck on the basis of this deal?