Novartis (NYSE:NVS) looks to be the next big pharma to face a breakup. In this video, Motley Fool health-care analyst David Williamson looks at a potential repositioning of assets with Novartis, as reports still linger that the company is negotiating with Merck (NYSE:MRK) over an exchange of NVS's animal health business for Merck's over-the-counter business. Now however, there is a rumor that Eli Lilly (NYSE:LLY) could be interested in growing its own animal health business and may bid on the division.

David looks here at the three companies, why Novartis is reorganizing after a very tough quarter, and what he'll be looking for as more details of the deal become known.

David Williamson owns shares of Merck and Novartis. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.