Deals Report: Starboard and Bristol-Myers Board, Sainsbury-Asda Deal

The video discusses two major business topics. First, it covers the uncertainty surrounding Bristol Myers Squibb's acquisition of Celgene, highlighting Starboard's skepticism about the projected revenue and income figures. The second part shifts focus to the potential merger between Walmart's Asda and Sainsbury's in the UK, which faces significant regulatory hurdles due to antitrust concerns. The UK's CMA has raised issues about market overlap and consumer impact, making the deal unlikely to proceed without major divestitures.

What is the main concern regarding Bristol Myers Squibb's valuation of the deal with Celgene?

What is the significance of the revenue and income projections mentioned in the context of Bristol Myers Squibb?

What challenges are mentioned regarding the potential merger between Sainsbury's and Asda?

How does the CMA's stance on antitrust differ from that of the US regulatory authorities?

What are the implications of the CMA's requirements for divestitures on the proposed deal?