Friday, May 4, 2012

AZ is going to be sold. So fast?


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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