Stock Movers CVC Drops, Mankind Rises, Revolution Medicines Drops on Merck News
Jan 26, 2026
A quick rundown of a major acquisition where a credit firm agreed to buy an asset manager and shares reacted. A regulatory dosing update for an inhaled insulin that moved the drugmaker’s stock. A stalled biotech deal after a major pharma stopped talks, shaking markets. Market context about why big drugmakers are hunting deals.
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CVC Expands Into U.S. Credit
- CVC agreed to buy Marathon Asset Management to expand in U.S. credit markets and fill a strategic white space.
- Analysts say the deal should help CVC grow in private wealth and insurance businesses.
FDA Eases Dosing For Inhaled Insulin
- The FDA updated dosing guidance for Mankind's inhaled insulin AFRESA, easing conversion from injected mealtime insulin or pumps.
- Isabelle Lee notes such regulatory updates often move biotech stocks higher due to improved usability and market acceptance.
Revolution Shares Drop After Merck Talks Stall
- Revolution Medicines plunged after talks with Merck over a potential acquisition ended due to price disagreements.
- The reported $30 billion potential valuation and Merck's search for deals to offset future patent losses framed the market reaction.