00:00Look at what's happened to this industry over the last few years, Eli Lilly has emerged as by far the
00:06largest company in pharmaceuticals, a trillion dollar plus market cap, everyone else is 600 billion or below, including J&J
00:13and Merck and Pfizer and AbbVie, and you've got Bristol sitting here at even a much lower market cap.
00:20I think AstraZeneca. Yeah, if AstraZeneca thinks that Bristol's assets, their R&D pipeline is at all decent and there's
00:29a lot of costs they can cut, it's not unreasonable.
00:33Again, I think that whatever this UBS take is probably very consensus, but Astra might say, hey, this is the
00:40time where we can buy a much larger company and really go for it.
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