They can get a good price for it and it's probably undervalued in their portfolio. It's not so much about them getting out of that business much as it's about unleashing shareholder value.

I think it's sort of a meaningless statement from their perspective and they're trying to grab victory out of this by taking a posture that makes them look altruistic, ... I also think they're trying to look like they're being good corporate citizens. Since Bristol has been investigated by just about every government agency, they have a lot to make up for in that regard.

The market is under-penetrated, that's for sure.

I wouldn't say [Prozac] is selling well, ... It's nice that they preserved $182 million from the Prozac franchise, but it was $2 billion, so it's not real meaningful for Lilly.

We're left with a company with a litany of problems and a management that has zero credibility. I think some heads will roll and they will be very vulnerable to take-out.

Otherwise you are just creating a stalemate. Shareholders want to know who is going to be in charge.