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Pfizer's Serenex Acquisition Adds Fuel to Heat Shock Fire

Executive Summary

Pfizer's acquisition of Hsp90 specialist Serenex is the biggest direct validation by Big Pharma in this up and coming oncology space. Hsp90, sometimes termed a master regulator, has quickly emerged as an important cancer target and Pfizer's endorsement can only give the field a boost.

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Pfizer's Increasingly Specialist Focus

Pfizer's brand-new oncology business unit appears to be the linchpin in its transformation from primary care behemoth to specialty powerhouse. The Big Pharma also followed this up with the announcement that it was cutting early-stage R&D programs focused on obesity, bone health, and what has been its mainstay--cardiovascular disease. Together, these moves should be viewed as the most extreme example of the industry's flight from primary care medicine into the safer haven of specialty-focused pharmaceuticals,

Pfizer's Increasingly Specialist Focus

Pfizer's brand-new oncology business unit appears to be the linchpin in its transformation from primary care behemoth to specialty powerhouse. The Big Pharma also followed this up with the announcement that it was cutting early-stage R&D programs focused on obesity, bone health, and what has been its mainstay--cardiovascular disease. Together, these moves should be viewed as the most extreme example of the industry's flight from primary care medicine into the safer haven of specialty-focused pharmaceuticals,

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