Can Pfizer's Big Beat Lead to an Innovative Spilt?

The transcript discusses Pfizer's strategic considerations, including the pressure to split its divisions into innovative and established products. It highlights the company's failed M&A attempts and the political implications of its strategies, particularly regarding tax reform. The discussion also covers Pfizer's focus on margins and potential restructuring into two companies. The oncology market's pricing power and the interest in Medivation are also explored.

What challenges has Pfizer faced in executing large-scale deals in recent years?

Why is oncology considered a valuable area for companies like Pfizer?