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.