Pfizer has "proven itself to be a very transparent company," he pointed out in June, and it's said repeatedly that it's committed to its current I-O setup: the Merck KGaA partnership that produced Bavencio. Meanwhile, Divan expects to see some clarity sooner rather than later in one area of Pfizer's business—and that's consumer healthcare, a unit that's been buzzed about for a potential divestment. As Divan figures, Pfizer won't hang onto the division, as "it is becoming clearer to us that PFE does not see that as part of their long-term innovative core," he wrote.