New CEO- Soriot - is very interested in Obesity drugs. Belviq has much more patent protection and 5X the market potential. AZN could buy ARNA with small % of existing shares of stock. This one transaction can solve a lot of AZ;s big pipeline problem. MRK or PFE can do the same, but I think AZN has the biggest pipeline need.
not a chance. Vascepa may be the blockbuster drug of the decade; just waiting for NCE and right deal. AZN will not be the only big pharma interested in getting Vascepa PFE MRK and others all want but they would like to have the 5-year exclusivity announcement from the FDA. Waiting game.