Thoughts on Ortho Dermatologics

There are some really valid comments and concerns on these threads; unfortunately there are also a lot of really angry, ignorant nonsense and sophomoric name calling. If you have a concern about a company, its direction or its leadership, do some research and make an intelligent comment worth hearing. Calling people idiots and whores? Trump’s twitter account is more civil than you. As an investor I’m appalled that employees speak this way and I’d be embarrassed to be your colleague.

 

As an investor, what made you decide to invest into this company?

 

Well, then why are you senior BHC media person on here? We are just highlighting your public mistakes. Don’t you dare try to bully us we are many and you are flawed. Your mistakes keep the stock price down and cause the good people to leave. McKenna left because of Hirsch. Why is he still here? Why did Joe leave Perrigo and why on earth did Christina think the Ackermann award was a smart idea? Do you think you can just Trump shame and run? Nope.

 

I’m not a senior media person, and I don’t think any mistakes I’ve made, as an investor, have impacted BHC in the slightest.

Did McKenna leave because of Hirsch? Maybe. But he’s also the CEO Of precision GI drug developer Prometheus Labs now so maybe he left for a better position, good for him.

Why did Ackermann think accepting the courageous leadership award for which she was nominated (by the Ackerman Institute for the Family, a nonprofit org she is not a part of) was a good idea? Idk. Was she supposed to turn it down because the institute’s name is similar to her name (Ackermann and Ackerman)?

I don’t know why Papa left Perrigo. If I’m interested in the why I’ll do some research. If you have evidence of wrongdoing, please do share it as I would consider that important to consider when analyzing my portfolio.

 

Bought low when management was changing over, and believe a turnaround is possible.

 

Managment behaviour is far more important during a turnaround than at other times. If you were were a legit investor, you would know this. The underlying enterprise value should not have changed because the company the old team left behind was running well. They even left behind two billion dollar gifts cerave and dendreon for the new team to leverage and pivot from. Yet, here we are, lower than below, and the bone heads at the top are twindling their thumbs seeking enemies on Cafepharma. Really, take a look at your model Why are you not pivoting out? Joe joined in may 2016, stock was at $40, its never gotten even close to that. maybe it's him and his crew. Scott Hirsch is a vindictive nasty hate maker. He actually generates so much negativity, it's now in some analysts models. LOL

 

what makes you believe a turnaround is possible? what do you think about the current valuation of the company? how would you say management is doing?

 

I remember 3-4 years ago the talk about the great turnaround story, the great comeback story. Be a part of something historic! It will be amazing! Hmmm, I didn’t know a great turnaround story would involve a 50% haircut! Just think, if you had invested $100K in the broader stock market 4 years ago, you’d have about $150K. If you had invested that same amount in the great turnaround story, you’d have about $50K! But have faith, it will all work out one day when the turnaround actually kicks in! <insert laughing emoji>

 

The market loves lay offs! FYI.

 

Fat Papa is making a killing. F'ck everyone else. That fat Bastard is flying private while laughing all the way to the bank. Must nice!

 

Mark McKenna was the best candidate to succeed Joe. He was smart, hard working, likable and respectful. All around great guy, with good manners and human decency. Scott Hirsch played so dirty made Mark miserable, and we are all suffering. Shame on you Joe. FYI Scott is recording all conversations with everyone.

 

Yes, and he came from Bausch. He took Salix on as a favour. What a sad situation. Mark is 1000000000x the man Scott HOrshit will ever be. Joe you completely suck and let us be clear we LOATHE you.

 

you don't know the half of the BS scott brings... pure evil heart and evil jeaolous soul he once tried to get a pregnant woman fired. pregnant woman fired. think about the karma attached to that one. he was so mean to the admin staff one poor lady had a nervous breakdown total prick karma, where are you?

 

Kelly? TK wouldn’t. She is by the book.

 

clock is ticking

 

Yes, when pigs fly. Wait, Joe is on his plane, so pigs do fly

 

Any recent feedback on ortho Dermatologics? Saw a job post for rep position and I’m really interested. Past posts on here are negative. Anything change and would you recommend? What is culture and pay like? Worked for small derm company and was laid off.

 

If you don’t have a job absolutely go for it! But it’s no more secure here than at any other topical /generic knock off company. Biologics are really the only secure place in Derm right now.