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Biopharma M&A
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 22, 2026 |
Arquitos Capital Management Steven L. Kiel
|
View | Technology, Biopharma M&A | ENDI, FNCH, LQDA, MRK, UTHR | Biotechnology, Concentration, Patents, SmallCap, special situations, value |
| 2025 Q4 | Jan 23, 2026 |
Baron Health Care Fund Neal Kaufman
|
View | GLP1, Life Science Tools, Biopharma M&A, Biotechnology | ABBV, ACLX, ARGX, ARQT, AZN, BSX, DHR, DSXY, EHC, ELAN, INSM, ISRG, LLY, MASI, MTD, PEN, RDNT, RGEN, SYK, TEVA, TMO, WELL | Biotechnology, GLP1, healthcare, Life Sciences, M&A, Medical Devices, Pharmaceuticals |