Roche excels in mediocrity. Everyone knew when they finally gobbled up DNA to keep afloat they would eventually screw it up. And here we are.
Ian retiring? I’m fine Reorganization? I’m fine More changes coming? I’m fine Kate R as a VP? Not fine. Now I believe the company is going to hell in a hand basket. Time to get the resume together when they put immature non-leaders who merely chirp what they’ve been told by everyone else doing their work. Run!
So are you now telling me that BioOnc is not that special? But the BioOnc CS’s said that they were not replaceable. Damn. Should have sold my stock a long time ago. We’ve been duped.
This stock is going down or just stagnating as usual. There are no new brands coming out to drive revenue for many years, and bio similars are only going to erode market share and dollars. As a result management will continue to look for efficiency synergy to cut cost, which entails reduced head count. The stock is not going anywhere for 5 plus years