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anonymous said:

You make some really good points here. The problem arises when the women start acting like they're the good oil's boys club too. That's what's been happening with many of these women put in a position of power here. Hence, the mis-guided leadership. Listen, as a woman myself, I've witnessed & experienced inequality in pay and positions and so I 100% appreciate a shift but unfortunately the good ol' boy network is more of a guiding principal here at Gilead and directly impacts how they operate and who they choose to hire and who they choose to promote internally.

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anonymous said:

The failure here is not the recent performance that resulted in the stock decline but rather the decisions that were made years ago that severely underestimated the potential of semaglutide in obesity. Had the company really known what they had, we wouldn’t be in the no-win situation we are in now.

We would’ve had supply from the start. We would gained preference earlier. It would have taken years not months for Zepbound to take over.

Lars himself admitted as much a couple years ago during the peak of our supply issues. We are a diabetes company and we looked at Wegovy and obesity as a nice little add on. We totally underestimated the paradigm shifting potential that GLP-1 had.

Since that decision we made mis-step after mis-step. We thought our way of doing it was the right away and neglected to innovate and all the while Lilly just kept marching on.

You don’t need thousands of reps selling Wegovy. We launched it with a couple hundred. What you needed was supply. Support. Access. Innovation.

But now it’s all too late. Nothing can be done now to change the trajectory of both Ozempic and Wegovy. The best we can do is hope that CagriSema or another asset we’ve acquired can compete.

But again, Lilly is light years ahead of us in pipeline and their next generation meds look better than our own.

Love Novo as a company, but I fear for our future.

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