Biotech Values

[DewDiligence]

Re: PFE expanding into generics?

I think we’re on the same wavelength. If PFE, hypothetically, were ordered to spend $30B or so to acquire drug companies, I think they would rather pick up two of AGN, BIIB, and FRX (or some equivalent combination in aggregate deal price) than buy TEVA.

I do, however, agree with Dubi on one small point: if PFE by some chance did decide to move into generics, TEVA is the only plausible target that would make any impact.