Replies to post #122166 on Biotech Values

[DewDiligence]

Re: MNTA FoB partnership

What about the possibility of the sequence of 1) PFE breakup into "innovative core pharma" company + ROW branded generic/legacy product +sell small parts...and then 2) then the noncore company partners with MNTA. This solves the conflict of interest discussed by Wheeler at GS.

Despite analyst reports touting the idea, I don’t expect PFE to split the “Established Products” (i.e. branded generics) business into a separate company.