Feb. 21 at 3:01 PM
$SLS The 2 BUYOUT BOYS!
1. Pfizer
$PFE : The
$31 Billion Debt Hammer
On February 9, 2026, Pfizer finalized a
$31 Billion debt offering—this is a dedicated war chest.
Pfizer is notorious for overpaying when they see a "Category King." They paid
$43B for Seagen to own ADCs. If they see GPS as the missing piece for AML—a "Keytruda-style" foundation—they won't blink at a
$30B+ price tag! they have
$31B in CASH ready to drop instantly!
The "War" Mindset: NO buybacks in 2026 - Let's stay liquid for M&A. They aren't just "bidding"—they are looking to END THE F*CKING conversation before it starts.
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2. Merck: The
$30B+ Keytruda Defender
Merck’s failure to close the Revolution Medicines
$RVMD deal means that
$30B is still sitting on the balance sheet, burning a hole in their pocket.
Keytruda is a
$35B /year monopoly. Combining Keytruda w/ GPS extends their monopoly for another 10–15 years. If
$SLS is halted, Merck will fight tooth and nail to keep it away from Pfizer.
$100+ is my starter!
