[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  BowTiedBiotech 🧪🔬🧬 [@BowTiedBiotech](/creator/twitter/BowTiedBiotech) on x 19.7K followers Created: 2025-07-22 02:17:45 UTC Short-term arbitrage targets if you believe the deal closes on time and without conditions. ✅ Short-Term Merger Arbitrage Trades (Event-driven, low risk) Target low-spread, near-term closings: $LNSR (Alcon): XXXX% yield, guided close mid-to-late 2025. Long wait, but very clean deal. $BPMC (Sanofi): Tight spread (–0.36%), Q3 close. Safe bet, but little upside. $VERV (Eli Lilly): –4.28% spread, Q3 close, $X CVR , potential for upside if CVR is credible. $VRNA (Merck): XXXX% yield, closing Q4. Possible upside with low risk. 💥 Speculative CVR-Asymmetric Plays These are riskier but could offer high returns if CVRs hit: $MGRM (ZBH): –28.62% spread, but $XXXXX CVR vs $XXXX base, market is heavily discounting it. $SAGE (Supernus): –5.24% spread, XXX CVR, deal close Q3, CVR likely linked to clinical event. $EPIX (XOMA): XXXX% yield with tiny $XXXX CVR, low risk, small optionality. 🧪 Optionality & Deep Value Bets For tiny caps or odd-lots: $TSBX ($0.36 stock for $XXXX buyout) potential deep optionality if CVR is real. $IGMS $CRGX: Undefined CVRs, but near acquisition price. Worth a flyer if you can source info on CVR terms. 📉 Avoid (or Hedge)** $MGRM: CVR is large, but far dated (2025) and hard to value. $THRD: Liquidation. Negative yield, CVR small (~$0.30). Only worth if you have inside view on liquidation timeline. Not financial advice - just ideas - do your own research! XXXXX engagements  **Related Topics** [Sentiment](/topic/sentiment) [eli](/topic/eli) [$verv](/topic/$verv) [$lnsr](/topic/$lnsr) [corporate finance](/topic/corporate-finance) [$bpmc](/topic/$bpmc) [sanofi](/topic/sanofi) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/BowTiedBiotech/status/1947481157647450463)
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BowTiedBiotech 🧪🔬🧬 @BowTiedBiotech on x 19.7K followers
Created: 2025-07-22 02:17:45 UTC
Short-term arbitrage targets if you believe the deal closes on time and without conditions.
✅ Short-Term Merger Arbitrage Trades (Event-driven, low risk)
Target low-spread, near-term closings:
$LNSR (Alcon): XXXX% yield, guided close mid-to-late 2025. Long wait, but very clean deal.
$BPMC (Sanofi): Tight spread (–0.36%), Q3 close. Safe bet, but little upside.
$VERV (Eli Lilly): –4.28% spread, Q3 close, $X CVR , potential for upside if CVR is credible.
$VRNA (Merck): XXXX% yield, closing Q4. Possible upside with low risk.
💥 Speculative CVR-Asymmetric Plays
These are riskier but could offer high returns if CVRs hit:
$MGRM (ZBH): –28.62% spread, but $XXXXX CVR vs $XXXX base, market is heavily discounting it.
$SAGE (Supernus): –5.24% spread, XXX CVR, deal close Q3, CVR likely linked to clinical event.
$EPIX (XOMA): XXXX% yield with tiny $XXXX CVR, low risk, small optionality.
🧪 Optionality & Deep Value Bets
For tiny caps or odd-lots:
$TSBX ($0.36 stock for $XXXX buyout) potential deep optionality if CVR is real.
$IGMS $CRGX: Undefined CVRs, but near acquisition price. Worth a flyer if you can source info on CVR terms.
📉 Avoid (or Hedge)** $MGRM: CVR is large, but far dated (2025) and hard to value.
$THRD: Liquidation. Negative yield, CVR small (~$0.30). Only worth if you have inside view on liquidation timeline.
Not financial advice - just ideas - do your own research!
XXXXX engagements
Related Topics Sentiment eli $verv $lnsr corporate finance $bpmc sanofi stocks healthcare