Pfizer has always been the company which intrigued me in many
ways......the company which acted as a massive shark for quite long is being
quite mum for a while....In Jan there was a buzz that the company is splitting
its business in the similar ground to Abbott but there were no initiation
activity from the company end. And then there aggressive movement in the
Metabolic and immunology segment (Many of the compounds in Phase I/II) we still
need need to check the company strategy going forward.....After its nutrition
business sales it has cash in hand....will it go for Onyx deal to expand its
portfolio in Oncology, as recently it collaborated for Cytomax for its ADC
technology.........Will Oncology be the next game changer for Pfizer growth the
way it has been for Roche?????.....Will it be able to displace Roche products
in some oncology segments the way it’s trying hard to displace Humira in RA
with its expected block buster product???????
Many things to watch from Pfizer's end!