MergerPie

M&A News, Analysis and Rumors. Tweets & posts are my own honest opinions. No affiliation.😬

[Michel Doepke @doepke_michel]

$GSK to acquire $NUVL - $124 per share or $10.6B. @mroliverbarnes https://t.co/iK117CCouk

[InsideArbitrage @InsideArbitrage]

GSK $GSK in Talks to Buy Cancer Biotech Nuvalent $NUVL - FT @mroliverbarnes @JFK_America @aanuadeoye

🧬The companies were locked in discussions late on Monday with the aim of agreeing on a deal as soon as this week.

🧬A potential deal could value Nuvalent at between $9 billion and $10 billion.

[S A I ™️ @WallStSai]

$RHHBY ROCHE ENTERS $2.3 BILLION BLOOD CANCER DRUG DEAL WITH $NRIX NURIX THERAPEUTICS

NURIX WILL RECEIVE AN UPFRONT CASH PAYMENT OF $700 MILLION AND IS ELIGIBLE TO RECEIVE MILESTONES FOR POTENTIAL TOTAL PAYMENTS OF UP TO $2.3 BILLION

[S A I ™️ @WallStSai]

$GSK GSK IS IN TALKS TO ACQUIRE CANCER-FOCUSED BIOTECH $NUVL NUVALENT IN A DEAL VALUED AT MORE THAN $9 BILLION - FT

[Thoma Bravo @thomabravo]

Digital validation & quality process automation global leader @KneatSoftware has entered into a definitive agreement to be acquired by Thoma Bravo in an all-cash transaction, valuing Kneat at approx. C$650 million.

More in the full release: https://t.co/aA4v8vRG8F

[ArbLens - Merger Arbitrage Tool @ArbLens]

$TWO update today.

Special meeting postponed AGAIN. Now June 23.

TWO board challenges UWMC: submit a clean all-cash offer with no stock component. CCM waived non-solicitation to enable direct engagement.

The stock default risk just got worse as UWMC hit an all-time low of $2.49. Miss the election → ~$5.81/share.

https://t.co/nI44PJM6UI

[Psyduck Capital Management @psyduckcapital]

Italian version of Constellation Software going public at USD 20bn valuation (>15x Revenue / >30x adj. EBIT '25) $BSP $CSU.TO

[David N @DavidNStocks1]

Ingredion in talks to buy UK's Tate & Lyle for $3.6 billion, Bloomberg News reports
https://t.co/A7SCa0xrbb via @LondonSouthEast

[ArbLens - Merger Arbitrage Tool @ArbLens]

$WBD arb heating up: Skydance drops concessions to dodge state antitrust suit. Plus today’s options flow? Massive call buying (139k vs 24k puts). Regulatory path clearing + options conviction = spread compression setup. Still like it into Q3. #MergerArbitrage

[Special Situations Digest @specsitsdigest]

$SILA 🤝 Merger
Acquired by Blue Owl Capital for $30.38 cash; vote June 26
Is being acquired by affiliates of Blue Owl Capital Inc. for $30.38 per share in cash. A special meeting of stockholders is scheduled for June 26, 2026, to…
Px $30.27 · Mkt cap $1.67B · EV $2.37B

[Jamal @3mJamal]

Let's decode the $SRXH / $EMJX announcement to buy a 4.99% stake in SmartKem $SMTK.

What is SmartKem ?
Formally, it's a UK-based micro-cap developer of organic semiconductor inks for flexible electronic displays.

[The Fly @theflynews]

Incyte to acquire Vega Therapeutics for $1.25B $INCY https://t.co/RJYR29ZyvQ

[Special Situations Digest @specsitsdigest]

$CKX still undergoing a strategic review (since 2023!)

[Adam Feuerstein ✡️ @adamfeuerstein]

$JNJ acquiring a pan-KRAS degrader via Firefly Bio for $1B

https://t.co/NTQlkHOeuM

[ArbLens - Merger Arbitrage Tool @ArbLens]

Biggest spread moves in merger arb last week:

$AXTA ($25B) — 26.5% → 0.8% ▼25.7pts
Nippon/SHW withdrew hostile bid for AkzoNobel
$AAUC ($5.5B) — 26.1% → 20.3% ▼5.8pts
Market repricing Beijing risk post-ICA clearance
$GSAT ($11.6B) — 6.9% → 8.9% ▲2.0pts
Amazon deal regulatory timeline uncertainty
$QRVO ($22B) — 3.5% → 5.1% ▲1.5pts
Spreads drifting wider on macro risk-off

Merger arb isn’t passive. Spreads move fast.
https://t.co/nI44PJM6UI

[domoshi @heydomoshi]

Since GameStop offered to buy eBay for $125/share on May 3, eBay insiders have been selling their own stock at an average price of approximately $112.

If the board truly believes the company is worth more than $125, why are they unloading their own stock at significantly less?

$GME $EBAY

[Josh Sisco @joshua_sisco]

CA-led states are gearing up to challenge the $110b Paramount/Warner Bros deal as soon as this month.
Fresh details include NY, CO, CT, NV, MA, OR, WA, TN & PA could all potentially join a bipartisan suit. States are speaking w outside counsel for help
https://t.co/D3xTihGqvu

[Clark Square Capital @ClarkSquareCap]

Created a live feed of US special situations (spin-offs, divestments, rights offerings, etc).

Refreshed every 5 minutes.

Check it out! It's free!

[J Mintzmyer @mintzmyer]

$ZIM $35-$37.50 in 6-9 months if takeover goes through.

If not: 👇👇

[InsideArbitrage @InsideArbitrage]

California to decide soon whether it will seek to block Paramount deal https://t.co/actCXUKNWe