Transcript

Sixteen Months of Ordinary Course · Medsolve Dynamics

Yoel Bakas: I have been inside a company while it was being acquired. Everything goes quiet. Nobody signs anything long term. And the one thing leadership cares about is that the books look clean when the regulators go through it. That is the position the two of the largest names in radio pharmaceutical supply are in right now. They signed a definitive merger agreement on August 3rd. If it clears, the imaging agent and the therapy. Sit inside the same company. The coverage says the first half of next year. The agreement says May 2nd of 2027. And caps any extension at November 30th. So it's nine months and it could be 16. That whole stretch is the only period a seller has where there's a real reason to be generous with you. It's also the period. where nobody on their side signs multi-year commitments because a person signing it does not know who they're gonna report to at close. So if you're negotiating a dose apply right now or a delivery window, do it now. The window is real and it has a date on it.