Due to the patent
cliff AZ experience very tuff time. A week ago I suggested that the company will not survive more than 5 years. And
what a surprise that the rumors start spreading already now about the possible
M&A for AZ! So I can state that the situation is worth than I have
estimated: GSK
rejects idea of buying AstraZeneca. But why? I think that this is the
matter of price. There always be a chance to make a deal by finding a
compromise. And then we will see who will buy GSK when it will come in the
similar position with a patent cliff in several years… The message: find/develop
novel products to stay alive in this business.
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