Recent Posts



  • More resignations... Wait until end of ‘25, into ‘26. There’s gona be mass Exodus. And if history is a predictor, “they” won’t admit they caused it; nothing will change.
    if your a rep looking for an oncology position, stay away from here. Look elsewhere to find a heathy culture with leaders who have a history of success by motivating people

anonymous
Jun 06, 2025 at 06:02 AM
  • The mid level demotions due to career framework changes in line with the fact that promotions are only reviewed once a year is a huge joke. This company is now very top and bottom heavy with a virtual desert at mid levels. Really hoping that the turnover is due to people being able to secure better jobs.

anonymous
Jun 06, 2025 at 05:54 AM
  • Geoff has made a lot of mistakes as CEO.

    Geoff blames those who came before him when anything goes wrong

    Or, Geoff finds someone to blame that he can scapegoat to keep the illusion with th board that he’s rooting out performance issues when everyone knows he’s the problem.

    This might be the greatest summary I’ve seen. Performance issues because missed unobtainable plan all because they didn’t have the Medtronic Mindset which is be the blamer until it’s your turn to be the blamee.

anonymous
Jun 06, 2025 at 05:52 AM
  • My MSL actually works hard! He is always proactively engaging with my customers.
    However, I realize not all do.

anonymous
Jun 06, 2025 at 02:43 AM
  • I wouldnt invest into any of these primarily office/hopd based skin sub companies unless I felt confident that a bigger company would buy them. Mimedx could be attractive for such a purchase because of its institutional market share, payor coverage, brand, and studies, but it would be on the higher end for a purchaser, and the moat for human amnions isnt great. a Solventum or Molylecke could buy a stimlabs for cheaper and just build up.

    That said, the other issue is that no one really sells human amnions outside of the US (just epifix in Japan), so while the US market is lucrative, those limit you to one market. And the US market is going to contract at some point due to reform, so that diminishes the shine of human amnios
    Basically, they try to go global because:
    1. Relying only on the US market is way too risky. One new healthcare rule there and the whole company could be toast.
    2. You gotta grow or die. Once the US market is tapped out, going global is the only way to keep investors happy.
    And you're dead right. The person who got epifix launched in Japan is a legend. That's like playing the game on expert-level hard mode.

anonymous
Jun 06, 2025 at 02:43 AM