Mergers and Acquisitions

Asia Leaders

Reshma Kewalramani Is Betting Vertex’s Balance Sheet on a US$10 Billion Endocrine Expansion

Vertex’s agreement to buy Crinetics for about US$10 billion is Reshma Kewalramani’s largest strategic wager. The deal could accelerate non-cystic-fibrosis revenue, but its financing, integration and peak-sales assumptions now demand unusually close scrutiny.

Asia Leaders

Vasant Narasimhan Is Funding Novartis’s Next Growth Cycle with Debt, Deals and China Capacity

Vasant Narasimhan has committed Novartis to a rapid sequence of acquisitions and Chinese investment while net debt rises. The strategy could rebuild growth across RNA medicine, oncology and radioligand therapy, but execution now matters more than portfolio rhetoric.

Asia Leaders

Ameera Shah Shifted From Operator to Capital Allocator. Metropolis’s Acquisitions Must Now Earn Their Margin

Metropolis Healthcare delivered stronger revenue and margins after acquiring three diagnostic businesses. Ameera Shah's next task is to integrate specialised science, local brands and a national network without overpaying for consolidation.

Asia Leaders

Nadav Zafrir Bought Four Pieces of an AI Security Stack. Check Point Must Turn Them Into Growth

Check Point has accelerated acquisitions under Nadav Zafrir to close gaps around AI and cloud security. The test is whether one operating platform emerges quickly enough to improve product growth without sacrificing margins or repurchase discipline.