The M&A Hunter
Tracking biotech acquisition targets before big pharma strikes. Featuring acquisition targets with detailed analysis M&A probability signals and catalysts Valuation insight and deal timing estimates Big pharma strategy patterns "NOT Pro Advice"
- Indexed issues, last 90 days
- 29
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 15, 2026
Latest issues
Wednesday Deep Dive (opens the original)
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Monte Rosa Therapeutics (GLUE): The Day Before the DataThis Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.Tomo
Gifts in chat (opens the original)
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<img alt="" class="sizing-normal" height="316" src="https://substackcdn.com/image/fetch/$s_!zzVV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4463d4a9-3f41-4b87-b60a-19ab8361bea6_474x316.png" w
12 Rules That Keep You in the Game (opens the original)
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Investing is not about being the smartest person in the room. It is about staying in the game long enough to let good decisions compound. These are the rules I live by, and every one of them has saved me money. If you are new here, pin this.This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<input class="button
The WTF Overnight Limit (opens the original)
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The dumbest-looking thing I do on purpose, and why I keep doing it.When I actually want to buy or sell, I don’t just sit a limit at a “reasonable” price during regular hours. I park a wild overnight limit. A shot-in-the-dark number. The kind of print that makes you say wait, that can’t be right when you wake up.Most of the time it does nothing. That’s the point. It’s a lottery ticket with a defined price, sitting in a thin book while everyone else is asleep.Two recent examples: one buy, one sell
Monthly Picks & Shovel Deep Dive Oct 2026 (opens the original)
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COR (Cencora, Inc.) : the toll booth on every prescription in AmericaNo binary catalyst on the calendar. This is a compounder entry, not an event trade. Next earnings November 4, 2026.Price $306.92, off the 52 week high of $377.54 set earlier this year but still well above the $244.82 low, a wide enough range that it tells you this is a name the market keeps repricing on sentiment about specialty distribution and regulatory risk rather than on any single data point.Cencora was founded by Emil P.
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