Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’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 — 10 in all, peaking in Nov 2025 with 3.
Appearances
Excellent.
This is good.
Today, we're talking about non-AI stocks.
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?
Showing 901–920 of 1,508 · page 46 of 76
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