The Taimet Merger Review

Not every merger is a competitive threat, as this episode of the Taimet Merger Review points out. GSK/Nuvalent's Taimet Score was 17, putting it firmly in early termination territory. This episode walks through why. First and most importantly, GSK is acquiring a smaller oncology company whose pipeline drugs target a narrowly defined biomarker-driven lung cancer market where GSK has no existing pre...

United Airlines' reported bid to acquire American Airlines drew immediate scrutiny and collapsed within weeks - but the competitive analysis tells a deeper story. This episode walks through Taimet's analysis of the transaction, which scored a 79 out of 100 - squarely in remedies territory - and layers in Gwendolyn's enforcement experience to explain why. Topics include the nationwide network carri...

Gwendolyn Lindsay Cooley introduces The Taimet Merger Review - a monthly deep dive into the antitrust risk of a single merger. Each episode walks through a Taimet analysis of a real deal: the market overlaps, the competitive structure, and the enforcement theories that actually matter. Then Gwendolyn pressure-tests it - where she agrees with the analysis, where she pushes back, and what her two de...