Key TakeawaysU.S. equities continued their pre-Christmas rally in the last week of 2023, with the Dow, S&P 500, and Nasdaq all up.Intel received a $3.2 billion incentive deal from the Israeli government, and shares of the chipmaker rose.Bristol-Myers Squibb will pay $4.1 billion to buy RayzeBio as the drug maker moves to expand its cancer portfolio.Christmas may be over, but the so-called “Santa Claus rally” continued for U.S. equities at midday in the shortened final trading week of 2023. The Dow, S&P 500, ...

About this content About Andrew Kessel Andrew is a financial journalist with experience covering public companies in a wide breadth of industries, including tech, medicine, cryptocurrency, mining and retail. In addition to Proactive, he has been published in a Financial Times-owned newsletter covering broker-dealer firms and in the Columbia Misourian newspaper as the lead reporter focused on higher education. He got his start with an internship at Rolling Stone magazine.  Read more About the publisher Pr ...

收购交易 - 布里斯托尔迈尔斯斯奎布宣布将以约41亿美元收购RayzeBio，以加强其癌症药物业务[1] - 该交易将使布里斯托尔获得RayzeBio的晚期靶向癌症疗法RYZ101，该疗法通过将杀死细胞的放射性粒子与附着在肿瘤上的分子结合起来发挥作用[2] - 布里斯托尔表示将以每股62.50美元的现金收购RayzeBio，这相当于股票上次收盘价的104%溢价[6] 药物市场竞争 - 布里斯托尔正寻求交易，因为其两款畅销药物——血癌治疗药物Revlimid和抗凝血药Eliquis正面临仿制药竞争[3] - 其另一款畅销药物——癌症免疫疗法Opdivo，预计也将面临收入损失，因为该药物将在本十年后期失去专利保护[4] 财务影响 - RayzeBio的股价在盘前交易中几乎翻倍，达到60.9美元[7] - 布里斯托尔表示预计将主要通过新债务融资该交易。根据布里斯托尔的说法，该交易预计将使其2024年的调整每股利润减少约13美分[8]

Bristol Myers to Acquire RayzeBio in Deal Valued at $4.1 Billion ...

Bristol Myers Squibb Co. BMY, +2.01% announced Tuesday an agreement to buy radiopharmaceutical therapeutics company RayzeBio Inc. RYZB, +9.37% in a deal valued at $4.1 billion. Under terms of the deal, Bristol Myers will pay $62.50 in cash for each RayzeBio share outstanding, which represents a premium of 104.4% over Friday’s closing price of $30.57. RayzeBio’s stock was halted for new until 7:30 a.m. Eastern and Bristol Myers’ stock tacked on 0.2% in premarket trading. “This transaction enhances our incre ...

公司历史 - Johnson & Johnson是一家医疗巨头，由Robert、James和Edward Johnson于1886年创立[5] - 公司在战争期间迅速扩张，为满足对无菌手术产品的需求，发明并分发了一种流行病口罩[7] 股价评估 - 公司的股价目前已经达到29.10倍的市盈率，被认为是高估价，比Pfizer Inc.和Bristol-Myers Squibb Company都要高[14]

分组1 - Karuna Therapeutics Inc (NASDAQ: KRTX) 在周五结束时上涨近50%，因为Bristol-Myers Squibb Co (NYSE: BMY) 表示将以140亿美元收购这家生物制药公司[1] - Bristol-Myers 期望在约六个月内完成这笔收购，这表明生物技术行业将迎来一波繁荣，据Jefferies的高级分析师Michael Yee称[6] 分组2 - Jefferies分析师预计，肿瘤学、减肥和神经学是预计在未来一年推动并购活动的关键领域[11] - Yee认为，参与2024年最多并购活动的公司包括辉瑞、默克、吉利德和Bristol-Myers[13]

photoschmidtWe previously discussed Bristol-Myers Squibb Company (NYSE:BMY) in September 2023, discussing its Loss Of Exclusivity issue with its leading product, Revlimid, leading to a significant decline in annualized sales to $5.5B in 2023, compared to $12.82B in 2021. Combined with the inability of its other pipelines to offset the losses in the near term, we had preferred to rate the stock as a Hold then. In this article, we shall discuss why our previous Hold rating has proven to be prudent, with t ...

Karuna Therapeutics与Bristol Myers Squibb的合并 - Karuna Therapeutics宣布与Bristol Myers Squibb达成协议，后者同意以每股330.00美元的现金收购Karuna，总股权价值为140亿美元，或净现金收购估值为127亿美元[1] - Bristol Myers Squibb同意收购Karuna的明确合并协议[26] Karuna Therapeutics的业务和产品 - Karuna是一家生物制药公司，致力于为患有精神和神经疾病的人们发现、开发和提供变革性药物[1] - Karuna的主力资产KarXT（xanomeline-trospium）是一种抗精神病药物，具有新颖的作用机制和差异化的疗效和安全性[1] - KarXT预计将于2024年9月26日在美国上市，用于成人精神分裂症的治疗[1] - KarXT针对M1和M4肌胆碱受体，具有差异化的安全性和疗效特性。KarXT已经证明在认知方面有改善，并且不会出现目前批准的治疗方法常见的副作用[11] 公司财务信息 - Bristol Myers Squibb提供的非GAAP财务信息和财务指导[20] - 非GAAP收益和相关EPS信息的调整[21] - 非GAAP财务指标不应被视为优于或替代按照GAAP编制的相关财务指标[22] PureTech Health的信息 - PureTech Health是一家临床阶段的生物治疗公司[24] - PureTech Health的研发引擎已开发了28种治疗药物和治疗候选药物[24] - PureTech Health的更多信息，请访问其官方网站[25]

Proactive公司概况 - Andrew Kessel是一位有丰富经验的金融记者，涵盖了多个行业，包括科技、医药、加密货币、矿业和零售[2] - Proactive是一家提供快速、易于获取、信息丰富且可操作的商业和金融新闻内容的公司，由经验丰富的新闻记者团队独立制作所有内容[3] - Proactive的新闻团队遍布全球主要的金融和投资中心，拥有办事处和工作室[4] Proactive公司业务范围 - Proactive团队专注于中小市值市场，同时也让社区了解蓝筹公司、大宗商品和更广泛的投资故事[5] - Proactive团队提供市场上的新闻和独特见解，涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等领域[6] Proactive公司工作流程 - Proactive始终是一个前瞻性和热情的技术采用者，团队拥有许多年宝贵的专业知识和经验，同时利用技术来辅助和增强工作流程[7] - Proactive偶尔会使用自动化和软件工具，包括生成式人工智能，但所有由Proactive发布的内容都是由人类编辑和撰写的，符合内容制作和搜索引擎优化的最佳实践[8]