$SPDR S&P Biotech ETF (XBI.US)$ Jefferies' Yee had a nice re...

$SPDR S&P Biotech ETF(XBI.US)$ Jefferies' Yee had a nice report out capturing key JPM comments from large Pharma re: M&A interests. (Summary slide below)
Many thinking $Merck & Co(MRK.US)$ for $Cytokinetics(CYTK.US)$ based on their $15B comment, but $AstraZeneca(AZN.US)$ $Novo-Nordisk A/S(NVO.US)$ mentioned cardiovascular...