2026

– July –

17 July 2026  Why the World’s Smartest Acquisitions Are No Longer About Buying Companies

26 July 2026 The Proof-of-Concept Premium: Why Biotech’s 2026 Boom Is a Correction, Not a Bubble

– August –

07 August 2026  The 5 Types of Chinese Assets Foreign Investors Are Scrambling to Acquire in 2026: A Structural Shift from “Cost Arbitrage” to “Technology Premium”

13 August 2026  China Is No Longer Just the World’s Factory. It Wants to Supply the Factories Too

19 August 2026  The Niu Lai Lesson: What a Hand-Made Box-Office Surprise Teaches Corporate Dealmakers About Real Options

26 August 2026  Why Big Pharma Is Buying Time: The New Economics of Biotech M&A

– September –

4 September 2026  Eli Lilly’s $2.875 Billion Merida Bet: Why Big Pharma Is Buying Platforms, Not Just Pipelines

10 September 2026  From Licensing Molecules to Buying Optionality: Why the China Biotech Boom Is Rewriting the M&A Equation

16 September 2026  The Seller’s Option: A New Playbook for M&A Exit Strategies and Retained Optionality

24 September 2026  Greater China Private Capital Is Recovering — But the Money Is Moving Into a Narrower Set of Bets

– October –

3 October 2026  The Upfront Is the Signal: What Big Biotech Deals Reveal About the New Economics of China Licensing

10 October 2026  The Barbell Market: Why Private Capital’s Recovery Is a Concentration, Not a Return