ADLR: PFE already abandoned their collaboration for two pain drug candidates after disappointing results in several p2 trials
AIS: no effect
BPAX: no effect- PFE is still potential partner for women's health Libigel
ISIS: PFE has a Locked Nucleic Acid partnership with Santaris, a private company that ISIS owns a small stake in and has licensed IP to. This deal would seem to be under the axe as oligonucleotide drugs are an area to be discountinued.
LGND: Several moving parts here. LGND gets royalties on sales of the drug Viviant/Conbriza by PFE, this appears safe. The companies have other women's health products: Aprela (NDA is supposed to be filed soon, this program is safe); Fablyn, which is approved in Europe, but PFE had previously decided to seek strategic alternative for; and Tanaproget, which PFE already sublicensed. Finally, PFE already bought out the JAK3 collaboration for $3m, this molecule is a backup compound for the late-stage JAK3 program that PFE already has.
MNTA: no effect- PFE still potential partner for follow-on biologics/biosimilars/biogenerics programs
MYRX: no effect- PFE is still potential partner for oncology pipeline
SNMX: no effect
SPPI: no effect- PFE is still potential partner/buyer for oncology assets
SUPG: no effect- PFE is still potential partner for oncology pipeline
SNTA: no effect- PFE is still potential partner for oncology assets including STA-9090
So all in all, relatively little to fear among our stocks here at BioDueDiligence. We'll try to see what other biotech companies may be more at risk in a future blog post