For various reasons, Pfizer would seem to be a compelling choice to acquire the company. Too much focus on Cubist in my judgment. If I had a replacement for a soon-to-go generic antibiotic with current sales north of a billion, TSRX would not be an optional acquisition. Of course, the same could be said of Cubist. A bidding war could ensue and Pfizer has a very dry and plentiful supply of powder.
Trius is a lifeline for Cubist, a money maker insurance extension for Pfizer and an expansion of what will already be a profitable venture for Bayer. Lets hope they don't tear the company up in this three way tug of war.
Not a tug of war Beav ............more like a huge bidding war is more like it .............there are compelling reasons for all of these companies to war over this company ........ all have a lot to
lose if they don't coral this horse(teddy bear) in their stable!!!!!
In this pharma environment I don't think thos revenues are small potatoes for anyone. Pfizer currently owns the franchise and doubt it would easily forfeit it two years hence. I think it would make a strong play for the company as should Cubist.