Ok, stupid it is. Randy said himself on the IC call that neph has to step it up. He said at NKF that we are not meeting expectations for the expansion of neph and addition of referral reps, and if the current PEF situation stays the same, it’s not going to change. Facts. Randy does not know a damn thing about Amgen’s plans which he even admits! He said to everyone on the IC call that Amgen just asks him questions, and that anything that he thinks may happen is just his own speculation because he hasn’t been told anything. His speculation is a desperate attempt to retain people. Clearly you’re not a top performer if you haven’t personally gotten his desperate pitch to get you to stay. That’s not surprising, though, if you’re dumb enough to think that he would be honest with you if he speculated that there would be negative changes.
And none of it negates the rest - Amgen imparting what they “do best” on us (already crappy RSUs & ESPP), wanting to increase profitability, & the regular restructuring that happens at every big pharma company, especially Amgen, to save every penny.