Everyone is wondering what'll happen to Pfizer. Who will we buy what drugs will i have next year and beyond.
Here's what I think may happen:
Part 1: Pfizer has separated into 3 operating divisions to establish a value for each division. GEP is the largest in terms of revenue as you know. The most common speculation is that Pfizer will sell the GEP and keep GIP and VOC under the Pfizer name. At that point Pfizers market cap will drop below 100b.
Part 2: it's no longer advantageous for Pfizer to buy a foreign company for the tax advantage. Especially considering any purchase will be at a serious premium.
Part 3: WE will be purchased by a foreign company. That company will grab up Pfizers cash horde, cut much of our sales force, and pay less taxes while doing it
There will be companies lining up to grab our cash. Especially after we shift dozens of generic product potential liability issues to the GEP buyer.
Here's what I think may happen:
Part 1: Pfizer has separated into 3 operating divisions to establish a value for each division. GEP is the largest in terms of revenue as you know. The most common speculation is that Pfizer will sell the GEP and keep GIP and VOC under the Pfizer name. At that point Pfizers market cap will drop below 100b.
Part 2: it's no longer advantageous for Pfizer to buy a foreign company for the tax advantage. Especially considering any purchase will be at a serious premium.
Part 3: WE will be purchased by a foreign company. That company will grab up Pfizers cash horde, cut much of our sales force, and pay less taxes while doing it
There will be companies lining up to grab our cash. Especially after we shift dozens of generic product potential liability issues to the GEP buyer.
Pfizer's future!!
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