It's Tuesday, May 7. Welcome to Mark Reuth and joining me in studio from Million Dollar Portfolio,

Mike Olson, and from Motley Fool 1, Jason Moser.

Gentlemen, how's it going?

Hey, hey.

I'm particularly masculine today.

Yes, you are. You can hear this voice is quite husky.

I am sick. The soothing voice of illness. Well, luckily our first story may help you with that. In case you haven't heard, Merck has agreed to sell its consumer care business to Bayer AG for 14.2 billion dollars.

Michael, what's the reasoning behind this and who comes out further

ahead Merck which now gets to focus on cancer and diabetes and vaccines or Bayer

which is now the biggest seller of OTC farmer products in North America.

Right, so just one thing and I learned this this morning as well.

It is pronounced a buyer and I guess that that just sounds like a little bit more severe or harsh and so if you really want to like vanquish your pain headache or something like that you just you say that in any event

How do you say buyer or not I I said. I said, buyer, and I guess the sort of moral of the story here is buyer

beware. The seal makes sense. In terms of the, from a comparative standpoint, you know, this is like a Ricardian equivalence type of thing

They are both focusing on areas where they have advantages scale so on and so forth

Buyer has a significant presence in over-the-counter

consumer goods type medical stuff.

Merck has been big in therapeutics, and so it makes a lot of sense for them.

Buyers should be able to focus efforts around expanding Merck's, these brands,

presence in consumer channels.

Merck is not as big in Europe.

And certainly there's an emerging market's growth story here

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