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A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43

  • November 3, 2025

Episode 43 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

The Special Situations Report Podcast

We discussed four key special situations stories including:

  • A potential deal for satellite connectivity company Globalstar (GSAT)
  • The battle between Pfizer (PFE) and Novo Nordisk (NOVO) for the obesity drug company Metsera (MTSR
  • Novartis’ (NVS) acquisition of Avidity Biosciences (RNA) with an embedded spinoff that reminds us a lot of Pfizer’s acquisition of Biohaven 
  • A large buyback at gas stations operator Murphy USA (MUSA)

Disclaimer: This podcast is for general informational and educational purposes only. The content does not constitute financial, investment, legal, or tax advice. We do not warrant the completeness or accuracy of the content or data provided in this podcast. Nothing discussed in this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Investing involves substantial risks, including the potential loss of principal. You should conduct your own research and due diligence before making any investment decisions.