So what is the deal with this DCV Business Update conference call next week? Every time we’ve had one of these preceding the start of Q4 there has been an announcement of potential downsizing. Hearing rumblings about this from contacts in Bridgewater. Anyone have any insight on this?
Not sure of the call you are referencing. I haven’t seen anything about this yet, but then again, nothing would surprise me. It is that time of year again. I can’t believe we continue on like this. Isn’t a 2nd biosimilar Lantus coming out in Q1? Lantus sales continue to decline and after two years, most territories bring in less than 15 Soliqua scripts? Not to mention, let’s check in on their progress with culture. Remember spending 1/2 day at the spring POA on how to improve culture and this was the place to be? Since then, all I have seen is 1) many good people passed up for promotions, only for them to bring in folks from the outside 2) more craziness around meaningless metrics 3) and don’t forget, when we do launch the SGLT1/2 combo product, we are co-promoting it with another company. Ultimately, not all of us are needed.
Huge formulary losses for Lantus/Toujeo were just announced, if you have a good manager you would already know this.
Oh come on! How many good managers are even left? Of course we haven’t heard anything. Please do tell - what are we looking at for 2019? More commercial loss? Medicare? Both? Guess it’s time (again) for things to start getting interesting!
Has all of Sanofi fallen asleep at the wheel? The only thing posted for several weeks has been about past leaders who have been long gone. Who cares? Someone out there has to have some insight into what this call is about on Monday and whether or not the claims on this thread are true or not regarding “massive” formulary loss for 2019 for both Lantus and Toujeo. It’s been oddly quiet for a few weeks now, which is not normal for Sanofi.
So no one has any comments on yesterday’s Diabetes call? I for one am having flashbacks of Joe Balzer stating no restructuring in 2017. Just like they stated yesterday. However, I think the verbiage stated something like no restructure the end of this year going into the beginning of next year. So just like last time, can’t that be translated into we’ll just wait until later on in Q1 next year? I realize we are pretty lean, but despite all the hoopla, this BRIGHT data ain’t cutting it. It truly is managed care driven and that could easily be contracted out. Soliqua may be picking up a bit, but come on, single digit scripts in a week can’t pay salaries and bonuses. Not to mention, if another biosimilar becomes available in early Q1, I’ve got to believe that affects Lantus and Toujeo coverage even more. Where is Insider 55 these days? Some half knowledgeable information would be helpful right about now.
