Great thread!
I really believe that the entrance of Actavis into this Kabuki Theatre show is the most interesting development. The timed leaks of the Pfizer talks, the Allergan offer and the talks with Salix....interesting. Almost as if they are trying to purchase these firms to make themselves attractive to Pfizer so that, even if an inversion doesn't/can't take place, they will go after Actavis anyways because of the drug/patent runways and R&D.
I'm probably completely wrong but if Brent Saunders/Carl Icahn is at the helm that means some firms will get bought by Actavis before Actavis is sold off.
