JNJ, NVS, AMGN, and GILD are a few names where such a deal is conceivable. PFE could be candidate if they divested their PD-L1 program co-owned by Merck KGaA. MRK and Roche can probably be ruled out due to their competing I-O programs.
Buyout vig is not the main reason I added to BMY on Friday (#msg-128020995), but it's another reason to like the stock at the current valuation.