Deutsche Bank analyst David Begleiter says DuPont interim CEO Ed Breen is well positioned to become permanent CEO in the next couple of months. Breen's background bodes well for break-up of DuPont, Begleiter tells investors in a post-earnings research note. A tax-free separation of the company into an Ag/Nutrition/Biosciences company and a Chemical/Materials company coupled with either the sale or merger of the Ag business with another Ag company would unlock "substantial shareholder value," the analyst argues. His sum-of-the-parts analysis yields a $70 value for the stock. He raised his price target for shares to that level and keeps a Buy rating on DuPont.