Should Pfizer acquire Wyeth as rumored in recent days?
Yes, strategically, financially and therapeutically it does make sense. There are very few realistically worthwhile pharma targets to pursue and Pfizer has an anemic pipeline, so it’s essentially a must-do. The days of multiple, large pharmas, working in isolation on minor variations of the same drugs for identical indications has long passed. Look for 3-4 very large pharmas at the top, chasing 80-90% of the major diseases, while a larger series of 1-2 drug speciality organizations handles the “orphan” diseases and those with miniscule margins.
