Apr. 7 at 1:05 AM
Attached is a history of all commercial-stage oncology & non-oncology focused biopharma M&A exits by month & year since 1/1/2017. Our apologies for not tracking both peer groups in the same format
It's been hot with DAWN, APLS & SLNO but notice this time the last few years was just as hot. If history is any guide there will be at least 1 or 2 in each peer group by the end of June.
$ANAB may be a candidate after announcing the spin-off
$GERN has been running but we think there is no universe they sell until after the data read
$KALV has been one of the strongest stocks in commercial-stage oncology. It will be 1 year since approval (7/7/25)
$MDGL finally? Don't forget fully diluted shares are ~35% higher than traditional
$CYTK per a user we respect.
This is not investment advice. We're just sharing our calendars for entertainment purposes only.
