Avidity Biosciences, Inc. (RNA) - A Bullish M&A Thesis
ByAinvest
Friday, Dec 5, 2025 8:43 pm ET1min read
NVS--
RNA--
Avidity Biosciences, Inc. (RNA) is a biotech company that is being acquired by Novartis in a deal expected to close in H1 2026. The transaction includes a SpinCo entity with $270 million in cash and rights from collaborations with BMY and Lilly. Assuming the main deal closes at $40 per share, the cash portion would be worth $70.3 per share, with potential upside if the SpinCo assets are monetized. The market may be undervaluing the deal due to timing uncertainty and reallocation of biotech funds.

Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue

Comments
No comments yet