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GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

GLP-1 Exposures Beyond NVO and LLY.

Jonathan Poyer

2 hours ago2 min read

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Ondas Holdings (ONDS) Announces Acquisition of DYNZE Technologies for $875M

Jonathan Poyer

2 days ago1 min read

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

GSK Acquires Nuvalent (NUVL) for $10.6B. Another Biotech M&A for the Industry

Jonathan Poyer

3 days ago3 min read

Vertex Acquires Crinetics for 102% Premium

Vertex Acquires Crinetics for 102% Premium

Vertex Acquires Crinetics for 102% Premium

Jonathan Poyer

3 days ago1 min read

Why Some Mortgage Bonds Can Return More Than Par

Why Some Mortgage Bonds Can Return More Than Par

Why Some Mortgage Bonds Can Return More Than Par

Jonathan Poyer

4 days ago2 min read

In the Weeds of AeroVironment (AVAV) FY 2026 Results

In the Weeds of AeroVironment (AVAV) FY 2026 Results

In the Weeds of AeroVironment (AVAV) FY 2026 Results

Jonathan Poyer

4 days ago2 min read

AeroVironment (AVAV) Stock Up After String of Good News from 4th Quarter and Fiscal Year Results

AeroVironment (AVAV) Stock Up After String of Good News from 4th Quarter and Fiscal Year Results

AeroVironment (AVAV) Stock Up After String of Good News from 4th Quarter and Fiscal Year Results

Jonathan Poyer

Jul 11 min read

Ondas Holdings (ONDS) Acquires Cyberhawk Holdings for $125M

Ondas Holdings (ONDS) Acquires Cyberhawk Holdings for $125M

Ondas Holdings (ONDS) Acquires Cyberhawk Holdings for $125M

Jonathan Poyer

Jun 251 min read

Merger Monday - AbbVie Acquires Apogee for $10.9B

Merger Monday - AbbVie Acquires Apogee for $10.9B

Merger Monday - AbbVie Acquires Apogee for $10.9B

Jonathan Poyer

Jun 221 min read

Parabilis Medicines Announces Largest IPO in Biotech History - $670M

Parabilis Medicines Announces Largest IPO in Biotech History - $670M

Parabilis Medicines Announces Largest IPO in Biotech History - $670M

Jonathan Poyer

Jun 121 min read

SpaceX IPO – Separating the Story from the Stock

SpaceX IPO – Separating the Story from the Stock

SpaceX IPO – Separating the Story from the Stock

Jonathan Poyer

Jun 121 min read

Palladyne (PDYN) Makes a Major Move Through Strategic Partnership with Israel Aerospace Industries

Palladyne (PDYN) Makes a Major Move Through Strategic Partnership with Israel Aerospace Industries

Palladyne (PDYN) Makes a Major Move Through Strategic Partnership with Israel Aerospace Industries

Jonathan Poyer

Jun 101 min read

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