This week's tweet of the week comes from Patrick Crutcher of Chimera Research Group, who points out that if Bristol-Myers Squibb (NYSE:BMY) becomes cheap enough, Pfizer (NYSE:PFE) might be more interested in buying Bristol-Myers Squibb than it was in buying AstraZeneca (NYSE:AZN).
Bristol-Myers Squibb has seen a post-ASCO fall after investors were less than impressed with its immuno-oncology drugs. The pharma was priced at a premium, so it shouldn't be too surprising that any slip-up might result in a share-price drop.
Is Bristol-Myers Squibb a better fit for Pfizer than AstraZeneca was? Senior biotech specialist Brian Orelli and health-care analyst David Williamson think so. In the following video, they explain how Pfizer could get a better set of drug and pipeline acquiring Bristol-Myers Squibb, although Pfizer wouldn't get the tax benefit, which was a big driver for buying AstraZeneca.
Watch the video for more thoughts from the guys, including whether they think Pfizer might actually pull the trigger.
Brian Orelli and The Motley Fool have no position in any stocks mentioned. David Williamson owns shares of Pfizer. 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.