Recent Posts
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BMS needs to copy Bayer's reform model
About 10 years ago at BMS, letting actual talent run the place would have worked. The problem is that all the creative talent left. Now, BMS creative/innovative management writes oversized checks to acquire underpowered biotech assets. They...
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Shortages and outages for Mounjaro and Zepbound
This is embarrassing. I feel bad for patients who need Mounjaro. And for any reps who have to go into all those offices… your leadership is failing you. Sad
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Sotyktu floundering
word on the Street is that we will announce our biggest "clinical buy" yet, over $100 million and we will report total quarterly sales of $225 million, well on the way to flop buster status. It will be eerily silent on the 40% share.
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Novartis announced its new leader
Basel would not have allowed him to sell Otezla and keep our turdtkytu, you can be sure.
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