(https://www.cnbc.com/2026/08/03/curium-strikes-up-to-8-billion-deal-for-radiopharma-peer-lantheus.html) — and [AstraZeneca's leaked talks with Bristol Myers are sending mixed signals](https://www.marketwatch.com/story/astrazeneca-tie-up-talks-with-bristol-myers-squibb-are-moving-stocks-analysts-are-puzzled-7ae60fef?mod=mw_rss_topstories) on whether consolidation creates or destroys value.