The analysts at UBS say that, although there are around 23 pharmaceutical and biotech companies large enough to buy Serono (SRA) and an additional 12 who could merge, the strategic rationale for any company to do so is "not overwhelming."
They conclude that a "break up" deal might happen, where the company is divided and the parts sold separately.
However, Derek Lowe of "In the pipeline ", one of Insiders' favourite writers, in a thoughtful piece considers Serono in some detail. He explains why a Pfizer/Serono merger could be on the cards.
Let's see.
http://www.corante.com/pipeline/
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