Re: PFE
>Not that it matters, but I do not agree with that assessment.<
If you are saying that PFE’s late-stage pipeline is not that good relative to the size of the company, I would agree with that.
However, in the context of Dubi’s post, which suggested that PFE must do something dramatic (such as acquiring TEVA) to make any headway with investors, I think PFE’s three near-term launches (Exubera, Sutent, Indiplon) do make PFE’s late-stage pipeline “one of the best” in an absolute sense.
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I’d be interested in your opinion as to whether PFE would be more inclined to pay $30B or so to acquire TEVA (as Dubi suggested), or roughly $15B (give or take a few billion) to acquire each of two mid-cap companies such as AGN, BIIB, and FRX (as I suggested).
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