$APGE Apogee Tape Reports
Per Ticker.id: $APGE Apogee Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-06-22 16:16 UTC.
I hate to say this time is different, but it is interesting how in 2021, when we had that peak of the biotech sector, the bubble, et cetera, it was marked by having a lot of very, very speculative companies coming to the market via IPO. I call those situations, you know, grab the money and run, you know, where they're trying to raise money and then a drug candidate fails and the stock does badly. Investors get burned and people stay away from the sector, you know, hot hands touching a hot stove. And what's nice this time around is it feels like much of the current optimism or euphoria is driven by fundamentals. The very, very heavy M&A appetite. Even within the last month, we saw 3 $10 billion plus buyouts with Nuvalent, Apogee, and Kinetix. Kinetix was announced today. And so also I'm seeing with a lot of the newer IPOs coming to market, what's been nice is Several of them have been pretty good performers. They've reported positive results, not all of course, but there's been enough of them that have performed very well that investors have been rewarded, which in turn is a self-reinforcing cycle. If you're an investor in the stock market and you keep doing well in a sector, you'll probably stick with it. And if you keep getting burned, you'll stay away. So that aspect of it bodes quite well also, I'd say.
Jonathan Fazon — Investing Experts · Biotech euphoria driven by fundamentals · 2026-07-08David, when we started to get traction, our demand was going to consume all the capacity that Apogee could make. And if you're on the Epigee side, it's really hard to scale an ingredient company because you have this chicken or the egg problem. You want people to adopt your ingredient. There's not enough supply to service the demand. There's not enough demand to justify the creation of more supply. And so the Apogee team was like. They basically came to me like, we have a crazy idea. And I was like, let's hear it. Let's merge. And you guys take it over because you really kind of need to vertically integrate these businesses. So it wasn't just a straight acquisition. They're on the cap table today.
Peter Rahal — Masters of Scale · $300m in year two. The controversy came free, with David Protein’s Peter Rahal · 2026-06-23Bloomberg's Michael McKee More sad news. Legendary music executive Clive Davis died at his home in Manhattan this morning. The music mogul and Arista Records co founder is credited with signing some of the biggest names in the music industry including Billy Joel, Bruce Springsteen, Aerosmith and Earth, Wind and Fire. Clive Davis was 94 years old. AbbVie has agreed to buy apogee Therapeutics for $10.9 billion to bolster its anti inflammatory drug portfolio amid growing competition for its bestselling product Skyriz. Nvidia is working to make humanoid robots safer around people arguing that they'll need to handle split second decisions before they can be trusted to work closely with humans. And chevron signed a 20 year deal with Microsoft today to provide natural gas fired power for a proposed West Texas data center. The proposed plant project Kilby is expected to start producing power by 2028 and will ramp up to 2.67 gigawatts over time, enough to power more than 530,000 Texas homes. And after guiding the Michigan basketball team to a national title back in April, head coach Dusty May is leaving Ann Arbor and headed to the NBA. May is reportedly finalizing a deal to take over as head coach of the Dallas Mavericks. That's news when you want it. With Bloomberg News now, I'm Erica Herskowitz and this is Bloomberg.
Erica Herskowitz — Bloomberg News Now · Vance and Iran Cite 'Progress', UK PM Starmer Quits, More · 2026-06-22watching and that's Bloomberg's Joe Mays. Whoever succeeds Starmer will become Britain's fifth prime minister since 2022 and its seventh since the Brexit referendum in 2016. Qatar's energy minister says an explosion killed at least 13 people at a key gas export terminal. The explosion was described as related to an industrial accident. ABBVIE agreed to buy apogee therapeutics for $10.9 billion. This to bolster its anti inflammatory drug portfolio. It comes amid growing competition for its best selling product. Skyrizi. Morgan Stanley, weighing a $1.3 billion office tower in Dallas hits the latest Wall street giant to bet on Texas as a financial hub. Nvidia is working to make humanoid robots safer around people. It's arguing that they'll need to handle split second decisions before they can be trusted to work closely with humans. Helen Greenspan, the Federal Reserve chairman proclaimed a wizard for guiding a then record US economic expansion, only to see his luster dimmed by the financial crisis that erupted less than two years after he stepped down has died. He was 100. We get more with Bloomberg's Michael McKee.
Karen Moscow — Bloomberg News Now · US Stocks Gain. Oil Drops, Progress in US-Iran Peace Talks, More · 2026-06-22Starmer's announcement paves the way for Andy Burnham to succeed him. Starmer's exit opens the doors to Britain's fifth premiere since 2022. France is enduring a grueling heat wave with temperatures soaring above 104 degrees Fahrenheit. The National Weather Service describes the situation as a plateau of unrelenting heat. It's not expected to ease until Friday. The extreme heat and dry, windy conditions are fueling several wildfires in the West. That includes an uncontained blaze in Utah that forced the evacuation of a small town that was southwest of Salt Lake City, spiking gas prices, pushing Canadian inflation to the highest in over two years, while the breadth of price pressures narrowed and core measures were little changed. The yearly change in the Consumer price index hit 3.2% in May. That was the highest level since December 2023. Saudi Arabia's monetary authority has pulled billions of dollars from at least two global asset managers in recent months and a sign that the custodian of one of the world's deepest pools of capital is growing more selective with deployment. Sources tell Bloomberg the redemption started before the onset of the Iran war. Colombian bonds rose after Abelardo de la Esprilla won one of the tightest presidential elections in the nation's history. That sets the stage for a swing to market friendly that have sparked rallies across Latin America. SpaceX selling investment grade bonds for the first time and what's expected to be the start of a massive borrowing spree to fund the company's AI ambitions. Following its record $75 billion IPO, AbbVie agreed to buy Apogee Therapeutics for $10.9 billion, one of its largest deals in recent years. And Toy Story 5 debuted as the highest grossing movie in the US and Canadian theaters this weekend. Today we're remembering Alan Greenspan, the former Federal Reserve chairman who died at the age of 100 due to complications of Parkinson's disease. We get more with Bloomberg's John Tucker
Karen Moscow — Bloomberg News Now · Vance and Iran Cite ‘Progress’, Starmer Quits, More · 2026-06-22And Vice President J.D. vance said one of the goals of the current round of talks with Iran was to build a mechanism for keeping the Strait of Hormuz open, and that has been done. He also said Iran has agreed to invite inspectors from the International Atomic Energy Agency and said any money from unfrozen Iranian assets would actually go to buy American soy, American corn and American wheat for the benefit of the Iranian people. An ally of President Trump has won elections in Colombia and one of the closest results in the nation's history. Abu Lardo de la Esprilla garnered 49.7% of the votes with 99.9% of results released by electoral authorities. Senator Ivan Cepedas earned 48.7%. The final result is expected toward the end of the week after a review process. De la Esprilla is a business owner and lawyer who earned President Trump's endorsement despite never having run for office. Abvi agreed to buy Apogee Therapeutics for $10.9 billion. It's one of the largest deals in recent years and it'll bolster its anti inflammatory portfolio amid growing competition for AbbVie's best selling drug. SpaceX shares down almost 5% in early trading, putting the stock on pace for a third straight loss as markets reopen following a public holiday. Lime, the electric bike and scooter rental firm backed by Uber Technologies seeking to raise as much as $180.9 million in initial public offering and Toy Story 5 debuted as the highest grossing movie in US and Canadian theaters this weekend. The latest film by Walt Disney's Pixar Animation Studios delivered $160 million in ticket sales. The hall surpassed that of the Super Mario Galaxy movie from Comcast Universal Pictures in April as the best debut of 2026. In sports, Windom Clark won his second US Open title in four years with a 52 foot putt to tap in range, avoiding the worst collapse in tournament history at Shinneco Hills. And in the World Cup, Spain beat Saudi Arabia 4 to nothing, Belgium and Iran tied. So did Uruguay and Cape Verde and Egypt beat New Zealand. 3 2, 1. US stock index futures are edging lower, finding little support from weaker oil prices following signs of diplomacy headway between the U.S. and Iran? S and P futures down a tenth of a percent. Dow futures, little change. So are Nasdaq futures 10 year treasury yield 4.48%. And Brent is at $79.05 a barrel. That's news when you want it. With Bloomberg News now. I'm Karen Moscow and this is Bloomberg.
Karen Moscow — Bloomberg News Now · Remembering Alan Greenspan, Starmer Quits, More · 2026-06-22Journal reports Michele Bowman, the Federal Reserve's vice chair for supervision, spoke at a private dinner in New York hours after attending the central bank's policy meeting, a period when officials are restricted from commenting on monetary policy. The event in New York was hosted by bank of America on the same day the FOMC concluded their policy meeting under new chairman Kevin Warsh. Under the Fed's rules, members of the FOMC are in a so called blackout period in which they don't speak publicly on monetary policy for almost two weeks before and after each policy meeting. Abbvie is nearing a deal to buy Apogee therapeutics for almost $11 billion to bolster the drug giant's anti inflammatory portfolio, the Financial Times reports. The all cash deal could be announced as soon as Monday and reflects a roughly 60% premium to the biotech's closing price of $90.38 on Thursday. The deal one of AbbVie's largest acquisitions since it bought Allergen about six years ago. The company is known for its blockbuster anti inflammatory franchise which includes drugs like autoimmune disorder drug Humira and psoriasis treatment. Skyrizi Starbucks is laying off corporate workers overseas as it gives third party licensees greater latitude to run its stores outside of North America. We get more from Bloomberg's Erica Herskowitz.
Ed Kalegi — Bloomberg News Now · US-Iran Talks Set to Open with Vance, Hormuz Closed, More · 2026-06-21Abbvie is reportedly close to a deal to buy Apogee therapeutics for almost $11 billion to help boost its anti inflammatory portfolio, the Financial Times reports. That deal could be announced as soon as Monday. Trump administration officials insist they no longer plan to distribute money from an anti weaponization fund stemming from President Trump's settled lawsuit against the irs, but the Justice Department has declined to say that in a sworn statement in federal court. Lawmakers on both sides of the aisle have condemned it as a so called slush for Trump allies, including January 6th rioters in honor of Juneteenth, the Opal Lee Walk for Freedom was held in Fort Worth, Texas yesterday. The 2 1/2 mile walk represents the 2 1/2 years it took for news of the Emancipation Proclamation to reach enslaved people in Galveston on June 19, 1865. Opal Lee led advocacy efforts to make Juneteenth a federal holiday back in 2021, and those who attended the walk praised her accomplishments, he said.
Monica Ricks — Bloomberg News Now · Iran Shuts Down Hormuz Again, Talks with US Set for Sunday, More · 2026-06-20