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Bending Spoons’ acquisition spree and the future of insurance brokerages

View original at cbinsights.com
CB Insights - Enterprise Ai Title: Bending Spoons’ acquisition spree and the future of insurance brokerages Date: 2026-09-17 22:30 Source: https://www.cbinsights.com/research/newsletter-september-17/ <p><span style="font-weight: 400;">Below, we break down some of tech’s biggest stories, with analyst perspective on the…
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  • 150+ unicorns are stuck with cap tables at 2021-era valuations nobody would fund again, similar to Miro and Airtable before their sales.

    60% confidence

  • Among the largest insurance brokerages, only four acquisitions over the past two and a half years have involved AI companies.

    60% confidence

  • The insurance brokerage industry is not eyeing a fundamental business model change from AI; talent is, and will continue to be, the key strategic differentiator for insurance agencies and brokerages going forward.

    60% confidence

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Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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