When will Elanco deliver ? !

Discussion in 'Eli Lilly' started by anonymous, May 31, 2017 at 8:50 AM.

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  1. anonymous

    anonymous Guest

    Everyone knows that Jeff Simmons was one of JL's favorite. A nice hobby for John and Jeff to run their own company within the Lilly umbrella. Golden boy JS convinced JL that size matters so to compete, Elanco would grow through acquisitions. And they did (acquire, not grow). Swallowed Novartis' AH business, then got into vaccines, new technologies, and many more production plantsites. What has been Elanco's performance over the past several quarters / years? Pathetic ! It has certainly lagged behind the pharma business. Wait - JL said that Elanco was going to be a growth engine for Lilly! Wonder-boy Jeff offers lame excuses for the anemic growth like SAP implementation, inventory corrections, etc. Now that your mentor JL has retired, how many more poor quarters of growth will the new sheriff DR allow?
     

  2. anonymous

    anonymous Guest

     
  3. anonymous

    anonymous Guest

    Well, another quarter of miserable Elanco results. Q2 Pharma results are up double digit, while Elanco decreased 8% - with volume down 9%. Hey Jeff, Elanco is not a growth engine, they are a lead weight on Lilly pharma results! Executive exits since JL retired include Alex A, Bart P, Fionnula W, and Derica will soon retire. Please update your resume as you will soon that group.
     
  4. anonymous

    anonymous Guest

     
  5. anonymous

    anonymous Guest

    Elanco hasn't just lagged behind pharma....they are performing well below all the other animal health companies. Down 9% in 2Q while Merck and Zoetis run circles around Elanco. They are unable to compete against pioneer products while also getting hammered by generics. The high quality employees have all left or are planning on leaving soon. Simmons' still plays with his verbiage, claiming to Elanco folks that we are still delivering more profit to Lilly than ever before...sure we are, but at what cost....what is our profitability, how many acquisitions to get there and what is the ROI...how many dollars in lost sales since the acquisitions? He has surrounded himself with yes people, who in turn have surrounded themselves with the same...on down the line to the field level. Little to no industry knowledge, product knowledge, competitive knowledge. Plan on many more losing quarters.
     
  6. anonymous

    anonymous Guest

    short answer: never, Elanco will never deliver, but how do we unload them after our over valued acquisitions?
     
  7. anonymous

    anonymous Guest

    Not to worry. Tony Ezell will single handedly save Elanco! o_O
     
  8. anonymous

    anonymous Guest

    OUCH, that was below the belt, but on time and on target.

    Hey Trulicity, you got your fear-on?
     
  9. anonymous

    anonymous Guest

    JS would make a decent motivational speaker? Maybe the corporate incest taking place in Greenfield, hiring college grads and never letting them leave, running off the best reps that were acquired through their acquisitions, acquisitions which usually were responsible for the only growth the company saw, jeez this isn't working out so well? Promote from within, how about burn the place down from within? Im guessing their will be a bunch of Elanco brain washed people looking for jobs soon. Will they have to go back to college to maintain the status as the only place they ever worked??
     
  10. The Beat Goes On

    The Beat Goes On new user

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    What's the status of the sales force now? How about the contract sales force?
     
  11. anonymous

    anonymous Guest

    Well, Jeffie has kept his streak going regarding turning in another tepid quarter of results - with Elanco AH dragging down Lilly pharma. Not exactly the growth driver of the decade that JL promised.

    Wait, now the company is considering the strategic fit of Elanco? Jeff, please update your resume as an IPO or merger wants someone that delivers results, not just a motivational empty vest speaker.
     
  12. anonymous

    anonymous Guest

    Nice work on this thread. I guess we learned Dave was willing to give them 3Q. How many Elanco folks who turned down the VERP were crying at their desks this morning?
     
  13. anonymous

    anonymous Guest

    Now that 2018 is here, the countdown begins regarding when DR / Lilly board decides to jettison Elanco to remove it's anchor on Lilly results and raise several billion dollars cash and when this happens, Lilly stock price will soar ! Here's betting something will be announced in Q1.
     
  14. anonymous

    anonymous Guest

    Eli Lilly and Co (NYSE:LLY) SVP Jeffrey N. Simmons sold 12,500 shares of the business’s stock in a transaction dated Monday, December 11th. The shares were sold at an average price of $86.46, for a total value of $1,080,750.00. Following the sale, the senior vice president now directly owns 124,522 shares of the company’s stock, valued at approximately $10,766,172.12. The transaction was disclosed in a legal filing with the Securities & Exchange Commission
     
  15. anonymous

    anonymous Guest

    I heard the reps make good money on this side...equal or better than oncology. Makes no sense when the division constantly under performs.
     
  16. anonymous

    anonymous Guest

    heard announcement will be in June
     
  17. anonymous

    anonymous Guest

    Well Q4 results are in and Elanco sales dropped 6% compared to one year ago. Hey Jeffie, what's your excuse this quarter? Countdown continues until Elanco is jettisoned.
     
  18. anonymous

    anonymous Guest

    From today's earning call.
    "Turning to animal health, excluding the impact of FX, worldwide revenue decreased 7% driven by volume. Food animal revenue declined by 10% driven primarily by market access headwinds for Posilac and competitive pressures for Optiflex, while companion animal revenue was essentially flat. On a performance basis, excluding the BI U.S. vaccines acquisition, our animal health revenue decreased 11% with companion animal revenue down 15% driven primarily by a reduction in U.S distributor inventory levels as well as competitive pressures in parasiticides."

    Elanco's performance sucks !
     
  19. anonymous

    anonymous Guest

    Hope we don't unload Elanco at fire sale prices. Wall street comments about how badly Elanco has underperformed last year. Maybe a new leader will be appointed that doesn't have the so called charisma as Jeffie but knows how to get results.
     
  20. anonymous

    anonymous Guest

    Interesting how Jeff Simmons went from champ to chump in just a few short years!