Bob M. Man Up & Admit It's Over

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Anonymous said:
I give Bob alot of credit for venturing out and taking the risk (which very few Americans do) to try and launch a pharmaceutical company. His main problem is he put his friends in key positions that should have gone to qualified people. Hard to run a successful company with amateurs as your leaders.
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Bob took zero risk, he is an employee. the only thing to suffer is his reputation.

You are correct in that too many key positions went to Bob's cronies. JF, BM, and BC are Ok to manage products like Atopiclair and Benziq, but they were the wrong folks to lead the efforts for imiquimod. And the proof is in the pudding.
 
Anonymous said:
There is nothing but shit in the pile of junk that you refer to as a pipeline. Please stop deluding yourself and others that the company will be purchased and kept intact. It would have happened by now if there was anything of value to extract from this abortion of a company.
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No actually there is a lot to be had from the pipeline here for a potential buyer. They get all of the -imod family, the non promoted drugs that came from 3M that still generate revenue and the pfizer compounds. In derm, whewre everything for the last decade is just reformulated benzoyl peroxide or retinoids, or old generic steroids with a new vehicle, some of our stuff looks nice to a company with no pipeline thats selling old whores in new skirts. I dont see managed care paying for derm stuff much longer thats not first in class or novel in someway. Generics rule the specialty now.
 
Anonymous said:
No actually there is a lot to be had from the pipeline here for a potential buyer. They get all of the -imod family, the non promoted drugs that came from 3M that still generate revenue and the pfizer compounds. In derm, whewre everything for the last decade is just reformulated benzoyl peroxide or retinoids, or old generic steroids with a new vehicle, some of our stuff looks nice to a company with no pipeline thats selling old whores in new skirts. I dont see managed care paying for derm stuff much longer thats not first in class or novel in someway. Generics rule the specialty now.
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Sorry but the patents are gone on the other IRMs. JG sat on his ass too long. The Pfizer compounds will not be ready until near the end of the decade if they are developed at all; and the cost to bring them to market may not make sense in light of the limited market potential. Same with the Gilead product.

Bottom line: you are full of shit.
 
Anonymous said:
No actually there is a lot to be had from the pipeline here for a potential buyer. They get all of the -imod family, the non promoted drugs that came from 3M that still generate revenue and the pfizer compounds. In derm, whewre everything for the last decade is just reformulated benzoyl peroxide or retinoids, or old generic steroids with a new vehicle, some of our stuff looks nice to a company with no pipeline thats selling old whores in new skirts. I dont see managed care paying for derm stuff much longer thats not first in class or novel in someway. Generics rule the specialty now.
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Mike and Jim said that the Pfizer compounds will never see the light of day. When you learn the purchase price you will understand why.
 
Anonymous said:
Mike and Jim said that the Pfizer compounds will never see the light of day. When you learn the purchase price you will understand why.
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Just heard from a very good inside source that Glaxo has made an offer..very low but made one. if they were smart they would take it.
 
Anonymous said:
Just heard from a very good inside source that Glaxo has made an offer..very low but made one. if they were smart they would take it.
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I call bullshit on this one. Unless your source is too stupid to tell difference between Glaxo (which has no use for us) and Steifel (which may want some spare parts).
 
nothing significant is going to happen until September 2011, when we have to pay our loan back. Considering GW is not making enough cash to pay the interest on that loan we will be forced to default and then the craziness begins. I predict a mass exodus in August/September putting GW down to ≤ 50 reps with no time to fill positions making GW look very unappealing to purchase at the price they want so a potential buyer will get GW's products for a steal. This really sucks, but when you have no innovative thinking in either H.O. you fall victim to the rule that 80% of businesses fail in the first 5 years.
 


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