"Told Ya' So" Department: Consumer Health -- Latest Rumors

This is only a tiny update, actually. I'll simply note that the latest rumors being reported by Reuters UK have it that the likely front runner on the Consumer Health deal is Reckitt -- a UK firm. I said such a firm could afford to pay more for the assets. And they likely will. Moreover, Reckitt faces a lower antitrust bar than many of its potential co-bidders.

The other incremental journo-reported rumor update is that a final decision may be made by Merck as of April 16. Lord only knows when -- even if that is accurate -- the world at large would be told of the outcome. I still see a spin- or split- as a real possibility.

Housekeeping note: may be spotty coverage here today -- kinda busy off-grid, traveling, etc. . . .