Patents, Spinoffs and the State of Healthcare M&A

The video discusses the innovation in drug development occurring in midcap and smaller cap companies, highlighting the challenges they face in distribution. It addresses the patent cliff's diminishing impact and the emergence of new drugs in the pipeline. The video also explores financial engineering strategies for separating high cash flow businesses from higher growth activities. Finally, it analyzes merger and acquisition arbitrage, focusing on market reactions and regulatory concerns.

What trends are emerging in the deal-making landscape of the pharmaceutical industry?

How do high cash flow and low growth businesses affect large pharmaceutical companies?