InsideArbitrage Special Situations Newsletter: November 2025

Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.

Nov 01, 2025

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M&A Slips Into Hyperdrive Mode

M&A activity appears to have slipped into hyperdrive mode recently and biotech M&A activity appears to be leading the way. We saw 26 new deals worth $112 billion announced just in the month of October. And the month ended with a bang. The $4.9 billion acquisition of obesity therapy company Metsera (MTSR) by Pfizer (PFE) ran…

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