TERN Terns Pharmaceuticals, Inc.

NEUTRAL Impact: 8/10 8-K
Horizon immediate Filed May 5, 2026 Processed 1mo ago SEC 0001193125-26-205305
8-K material event: Items 2.01, 5.01
Latest settled — T+5d ⚠ clustered
TERN ▲ 0.00% at T+5d
NEUTRAL call ✗ call lost 0.00% · α vs SPY -1.98% · entry $52.95 → $52.95
Next anchor: T+20d due 12d ago
Entry anchored
May 4, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -1.38%
$52.95
settled 6w ago
T+5d
0.00%
call 0.00% · α -1.98%
$52.95
settled 5w ago
T+20d
call — · α —
due 12d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Terns Pharmaceuticals has been acquired by Merck Sharp & Dohme in a completed all-cash merger. The tender offer expired on May 4, 2026, with 86.36% of shares tendered at $53.00 per share, and the merger was consummated on May 5, 2026. Terns is now a wholly owned subsidiary of Merck, and its shares will be delisted from Nasdaq and deregistered under the Exchange Act.

Actionable Insight

The deal has closed at $53.00/share. TERN shares will cease trading and be deregistered. Holders who did not tender should expect to receive the merger consideration through the surviving corporation's paying agent. No further trading opportunities exist in TERN equity.

Key Facts

  • Merck Sharp & Dohme acquired Terns Pharmaceuticals for $53.00 per share in cash.
  • The tender offer expired on May 4, 2026, with 100,091,794 shares tendered (86.36% of outstanding).
  • The merger was completed on May 5, 2026, under Section 251(h) of the DGCL without a stockholder vote.
  • Terns notified Nasdaq of the delisting; trading suspended prior to the open on May 5, 2026.
  • All prior directors and officers of Terns were replaced by designees of Merck.
  • The certificate of incorporation and bylaws were amended and restated in their entirety.
  • Outstanding in-the-money options and RSUs were cashed out at the merger consideration.
  • Merck funded the acquisition through cash on hand and borrowings under a 364-day delayed draw term loan.

Financial Impact

Total consideration of approximately $5.3 billion based on 100,091,794 shares tendered at $53.00 per share, plus additional shares converted in the merger.

share pricedilutiondebt

Risk Factors

  • No remaining equity value for TERN shareholders beyond the $53.00 per share merger consideration.
  • Delisting and deregistration eliminate liquidity and public market access.
  • Potential appraisal/dissenters' rights litigation by shareholders who did not tender.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
35% bullish (17 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-205305
Document: d70112d8k.htm0001193125-26-205305
Document: d70112dex31.htm0001193125-26-205305
Document: 0001193125-26-205305-index-headers.html0001193125-26-205305
Document: 0001193125-26-205305-index.html0001193125-26-205305
Document: 0001193125-26-205305.txt0001193125-26-205305
8 reports for TERN
Performance horizon
25% Hit rate 1 of 4 directional calls best @ T+1▲ +0.59%Mar 25, 2026
Filters
Rows
Reports for TERN — sortable, filterable
Type Now
May 15, 2026
4w ago
15-12G
BEARISH ★ 8/10
$52.97 awaiting T+1awaiting T+1
May 8, 2026
5w ago
EFFECT
NEUTRAL ★ 4/10
$52.95 $52.95· 0.00%▼ −0.23%
May 5, 2026
5w ago
8-K
NEUTRAL ★ 8/10
$52.95 $52.95· 0.00%▼ −1.38%
May 5, 2026
5w ago
25-NSE
BEARISH ★ 9/10
$52.95 $52.95· 0.00%▲ +1.38%
Apr 27, 2026
6w ago
8-K
BULLISH ★ 8/10
$52.95 $52.94▼ −0.02%▲ +0.47%
Apr 27, 2026
6w ago
Press Release
BULLISH ★ 8/10
$52.95 $52.94▼ −0.02%▲ +0.47%
Mar 25, 2026
11w ago
Press Release
BULLISH ★ 9/10
$52.86 $53.17▲ +0.59%▲ +2.36%
Feb 28, 2026
15w ago
Institutional Cluster
MIXED ★ 5/10
$42.03 $41.51▼ −1.24%▼ −0.32%
Showing 8 of 8

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