I agree to the extent that the play for now will only be a licensing agreement with perhaps an option for acqisition. Leo isn't going to give up the reins quite yet.
To even go a little further with the specualtion Pfizer should have showed the money already. So id somethings happening now its either another company making a play for licensing or Pfizer coming to their senses and realizing they better do it now or lose the chance.