Day 1: when and who?

Originally Posted by Anonymous

I think you have an inflated opinion of how important the Fougera name is. Most people have never heard of it, nor can they even say it. When you have to produce an mp3 teaching people how to say Fougera, you are already in trouble. People recognize the yellow/white packaging, not the company name.

No, I was saying that an anonymous, unknown name would be preferable. And the more unpronounceable, the better.

I am guessing after these "100 days" and by then end of the year, the branded dermatology sales force will disappear.Unless they buy or produce other derm products this doesn't suit their purpose. So to the Pharmaderm sales force keep your ears and eyes open you have about 4-5 months.

Here's how I see it:

Sandoz purchased Fougera for the top earning products we either make or have made for us. Those will be tech transferred elsewhere where it's cheaper to manufacture. The rest they will sell off. I mean we all know the profit margins we have on some of our products. Barely worth keeping.

Once that is complete, they will sell off all assets including the people. This is what they do.

The sooner people realize that it's a probability, the better. Then you can make the choice to either see it through, or take a package when it's offered.

Originally Posted by Anonymous

Here's how I see it:

Sandoz purchased Fougera for the top earning products we either make or have made for us. Those will be tech transferred elsewhere where it's cheaper to manufacture. The rest they will sell off. I mean we all know the profit margins we have on some of our products. Barely worth keeping.

Once that is complete, they will sell off all assets including the people. This is what they do.

The sooner people realize that it's a probability, the better. Then you can make the choice to either see it through, or take a package when it's offered.

You don't see very well, do you? Let me adjust your prescription. They have NO semi-solid manufacturing ability. Where are they going to move our stuff? They have a ton of GMP problems at their own sites (like Warning Letters, etc.). The last thing they need is a ton of tech transfers. There is NO WAY they shut down MFG on Long Island. Count on it.

And, you should know, people are not sold. That became illegal over 100 years ago.

Originally Posted by Anonymous

No, I was saying that an anonymous, unknown name would be preferable. And the more unpronounceable, the better.

Sandoz is the stronger brand.......it is likely that we'll go in that direction. Or, at best, keep the "Fougera, a Sandoz Company" as the name. No new names. Never happen.

Originally Posted by Anonymous

You don't see very well, do you? Let me adjust your prescription. They have NO semi-solid manufacturing ability. Where are they going to move our stuff? They have a ton of GMP problems at their own sites (like Warning Letters, etc.). The last thing they need is a ton of tech transfers. There is NO WAY they shut down MFG on Long Island. Count on it.

And, you should know, people are not sold. That became illegal over 100 years ago.

I think there's some merit to what the other poster says. Do you think they really want to sell white pet and vit a & d ointment (IE:bottom hanging fruit) all over the world? I don't think so.

Seems plausible that they want only the money makers and to take them worldwide. Tech transferring them is NOT as complex as many people make it out to be.

I can see that selling off the rest and then the properties and contents of them would help them make all their money back inside of two years.

A sure thing? No. But definitely possible. But I liked your quip about selling people.

Glad to see people not bashing each other too hard here now.

Originally Posted by Anonymous

You don't see very well, do you? Let me adjust your prescription. They have NO semi-solid manufacturing ability. Where are they going to move our stuff? They have a ton of GMP problems at their own sites (like Warning Letters, etc.). The last thing they need is a ton of tech transfers. There is NO WAY they shut down MFG on Long Island. Count on it.

And, you should know, people are not sold. That became illegal over 100 years ago.

Yeah, it's not like they could just magically find a third party to manufacture their semi-solids.
Oh, wait....
http://www.patheon.com/Services/Cont...3/Default.aspx

Originally Posted by Anonymous

Yeah, it's not like they could just magically find a third party to manufacture their semi-solids.
Oh, wait....
http://www.patheon.com/Services/Cont...3/Default.aspx

And you think that would be cheaper than our cost to manufacture? Keep dreaming; Patheon is one of the most expsive contract manufacturers out there.

Originally Posted by Anonymous

I think there's some merit to what the other poster says. Do you think they really want to sell white pet and vit a & d ointment (IE:bottom hanging fruit) all over the world? I don't think so.

Seems plausible that they want only the money makers and to take them worldwide. Tech transferring them is NOT as complex as many people make it out to be.

I can see that selling off the rest and then the properties and contents of them would help them make all their money back inside of two years.

A sure thing? No. But definitely possible. But I liked your quip about selling people.

Glad to see people not bashing each other too hard here now.

Money makers? We're not a blockbuster company. We are a company with a lot of diverse small and medium products. Do you really think they would take our top handful of products that might make them what, $20MM of profit a year and ship them out and then sell the rest for a break even? They are a 10 billion dollar company. That's not how a $10BB company grows or runs its business. It's hard to believe how poor the business acumen is amongst most on this board....really pathetic.

Originally Posted by Anonymous

Money makers? We're not a blockbuster company. We are a company with a lot of diverse small and medium products. Do you really think they would take our top handful of products that might make them what, $20MM of profit a year and ship them out and then sell the rest for a break even? They are a 10 billion dollar company. That's not how a $10BB company grows or runs its business. It's hard to believe how poor the business acumen is amongst most on this board....really pathetic.

Ha! Did you post this from your helicopter?

Originally Posted by Anonymous

Money makers? We're not a blockbuster company. We are a company with a lot of diverse small and medium products. Do you really think they would take our top handful of products that might make them what, $20MM of profit a year and ship them out and then sell the rest for a break even? They are a 10 billion dollar company. That's not how a $10BB company grows or runs its business. It's hard to believe how poor the business acumen is amongst most on this board....really pathetic.

They also don't pay to keep a company that makes money in nickels and dimes. Think about how much the assets are worth combined with the top products. Breaking even on an investment in two years is pretty damned good. Seems like a very viable plan. You might want to question your own business acumen.

Originally Posted by Anonymous

They also don't pay to keep a company that makes money in nickels and dimes. Think about how much the assets are worth combined with the top products. Breaking even on an investment in two years is pretty damned good. Seems like a very viable plan. You might want to question your own business acumen.

How do you figure you could break even in 2 years? Do you even know the profit our company throws off? I bet you are clueless. Because if you knew, you'd know it would take a long time to repay $1.5BB.

Originally Posted by Anonymous

How do you figure you could break even in 2 years? Do you even know the profit our company throws off? I bet you are clueless. Because if you knew, you'd know it would take a long time to repay $1.5BB.

Yeah....I know (but I'm not the one you were talking to). About $150 million, maybe a little more a year. So, just on raw profit, could be as much as 10 years to pay back the loan. Usually, the loan has interest due, so it would be even longer. 2 years is impossible.

Originally Posted by Anonymous

Yeah....I know (but I'm not the one you were talking to). About $150 million, maybe a little more a year. So, just on raw profit, could be as much as 10 years to pay back the loan. Usually, the loan has interest due, so it would be even longer. 2 years is impossible.

I'm not the poster either, but what are the properties, the contents of them and the other products worth to sell off?

And...what if it's three years or four years? Still sounds possible to me. Wish I knew the answer.

Originally Posted by Anonymous

I'm not the poster either, but what are the properties, the contents of them and the other products worth to sell off?

And...what if it's three years or four years? Still sounds possible to me. Wish I knew the answer.

Keep in mind that Fougera will remain a legally separate entity within Sandoz. That leaves them with a lot of options. They could keep the high-profit products, downsize to one building and sell off what remains.

Originally Posted by Anonymous

Keep in mind that Fougera will remain a legally separate entity within Sandoz. That leaves them with a lot of options. They could keep the high-profit products, downsize to one building and sell off what remains.

Other than some paper work hurdles, it makes no difference. Guess we'll see if investments in both facilities proceed. If they do, that would be a sign they are not selling.

Anyone have confidence in the parties responsible for installing possible equipment/investment ?

Originally Posted by Anonymous

Anyone have confidence in the parties responsible for installing possible equipment/investment ?

Why wouldn't we, and based on what do you raise that question?

Originally Posted by Anonymous

I am guessing after these "100 days" and by then end of the year, the branded dermatology sales force will disappear.Unless they buy or produce other derm products this doesn't suit their purpose. So to the Pharmaderm sales force keep your ears and eyes open you have about 4-5 months.

Seriously replies only! Do you think this is a possibility for the sales force? Would like to hear others thoughts on this quote above....Thanks!

Originally Posted by Anonymous

Seriously replies only! Do you think this is a possibility for the sales force? Would like to hear others thoughts on this quote above....Thanks!

It's really driven by Solaraze Gx timing. That's the engine sustaining PD. Once that goes south, the sales force will be right behind it. So, end of the year is totally wrong. Its later depending on the legal process. Know one knows exactly when. In the meantime, there is a possibility that other products may be found/acquired. Nobody knows for sure right now how this will go.

Originally Posted by Anonymous

It's really driven by Solaraze Gx timing. That's the engine sustaining PD. Once that goes south, the sales force will be right behind it. So, end of the year is totally wrong. Its later depending on the legal process. Know one knows exactly when. In the meantime, there is a possibility that other products may be found/acquired. Nobody knows for sure right now how this will go.

Very true, and one of the most recent Forecasts is that Solaraze will go generic by end on 1Q 2013, so that doesn't give anyone much time to buy something.

Originally Posted by Anonymous

Very true, and one of the most recent Forecasts is that Solaraze will go generic by end on 1Q 2013, so that doesn't give anyone much time to buy something.

That's the worst case....it is very posible that will be extended.

Originally Posted by Anonymous

That's the worst case....it is very posible that will be extended.

True, but it's happening in any event, so the sales staff needs to be prepared

They can't shut us down, we're the new center of excellence for generic dermatology development and manufacturing within the global Sandoz network.

Bwa ha ha ha ha ha!!!

Originally Posted by Anonymous

They can't shut us down, we're the new center of excellence for generic dermatology development and manufacturing within the global Sandoz network.

Bwa ha ha ha ha ha!!!

Center of Excellence ?? More like Center of Incompetence.

Originally Posted by Anonymous

Center of Excellence ?? More like Center of Incompetence.

Easy to spot those laid off....isn't it?

Originally Posted by Anonymous

Easy to spot those laid off....isn't it?

Careful with the hubris, son. You may be a dead man walking.

Originally Posted by Anonymous

Careful with the hubris, son. You may be a dead man walking.

I'm sure you're praying for that so you can celebrate my downfall.........it won't happen.

Originally Posted by Anonymous

I'm sure you're praying for that so you can celebrate my downfall.........it won't happen.

Whatever, dude.

Originally Posted by Anonymous

I'm sure you're praying for that so you can celebrate my downfall.........it won't happen.

Wow, major chip on your shoulder... Relax, we all may be dead men walking. Stop being a jerk.

We're all dead sooner or later. That's not what matters. What matters is what you did while you were alive. What have you done?

Originally Posted by Anonymous

We're all dead sooner or later. That's not what matters. What matters is what you did while you were alive. What have you done?

"how have I loved thee? Let me count the ways!

For all you people on Long Island: Ask all the folks who worked at Eon Labs in Springfield Gardens how it went when Sandoz took over. It wasn't pretty.