The way I read it:
* Since mid last year Strides Arcolab has wanted double the value of their Agila Specialties Unit from foreign firms as patents expire.
* Pfizer would most likely have approached Strides as they are already have collaborated.
* Pfizer (according to reports posted above) has begun DD on the t/o of Agila specialties early this year.
* Other firms are also 'taking a look'
So POH will be in a great position imo if big pharma is autobacking our TPM tech. Question is will Strides play hard ball with Pfizer? $2B is quoted - could there be a bun fight at a higher premium?
PS - If I' way off I apologise as I am not a POH long time holder but I do hold for the long term. Hope this is all in our best interests, cheers.
pfizer considers t/o of agila specialties, page-9
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