OX40




Do we wait it out for OX40? Or is it time to jump ship now
Given how positions are handed to those outside of derm without any question of ability or fit, is there a guarantee DD carries OX40?

Will ox40 be the second or third product of its kind released?

If DD does carry ox40, do you trust the leaders in place to launch a molecule? Reach and frequency doesn’t launch drugs. Look at BMS.
 


Zero percent chance Amgen launches roca. 0%.

Amgen walked away from dermatology when Enbrel tanked. They don't care about patients or customers. Dermatologist still hate them.

Amgen is milking your Celgene product for all it's worth, but can't grow it and has zero clues about dermatology. If you add up all the marketing dermatology experience currently in place, it equals zero.

Amgen doesn't know how to launch anything. When was the last spectacular launch?

They put the Aimovig disaster leader in charge of derm. That should tell you all you need to know.

100% chance Amgen sells roca to a derm company.

Amgen is 100% focused on obesity.

There is zero future in derm.
 


Will ox40 be the second or third product of its kind released?
A little over a year ago, Rocatinlimab was on track to be the first OX40 approved for AD, but will now likely be third behind amlitelimab (Sanofi) and telazorlimab (Astria Therapeutics). The Phase III ROCKET trial has been a logistical and executional nightmare, resulting in significant delays.

On top of that, the feedback from many of our investigatiors and key opinion leaders on the drug has been less than favorable.

In short, the drug appears to be dead on arrival, and is clearly not being prioritized by company leadership anymore.

If your intention is to stay in Dermatology, it does not make any since for you to remain at Amgen. We have 1.5 - 2 more years promoting Otezla, and will then shift to launching a late to market drug with inferior data.
 


Zero percent chance Amgen launches roca. 0%.

Amgen walked away from dermatology when Enbrel tanked. They don't care about patients or customers. Dermatologist still hate them.

Amgen is milking your Celgene product for all it's worth, but can't grow it and has zero clues about dermatology. If you add up all the marketing dermatology experience currently in place, it equals zero.

Amgen doesn't know how to launch anything. When was the last spectacular launch?

They put the Aimovig disaster leader in charge of derm. That should tell you all you need to know.

100% chance Amgen sells roca to a derm company.

Amgen is 100% focused on obesity.

There is zero future in derm.
They made the Aimovig disaster leader a VP. They placed the idiot a level lower in charge of derm.
 








Zero percent chance Amgen launches roca. 0%.

Amgen walked away from dermatology when Enbrel tanked. They don't care about patients or customers. Dermatologist still hate them.

Amgen is milking your Celgene product for all it's worth, but can't grow it and has zero clues about dermatology. If you add up all the marketing dermatology experience currently in place, it equals zero.

Amgen doesn't know how to launch anything. When was the last spectacular launch?

They put the Aimovig disaster leader in charge of derm. That should tell you all you need to know.

100% chance Amgen sells roca to a derm company.

Amgen is 100% focused on obesity.

There is zero future in derm.
How true. We literally could not launch panic in a burning submarine.
 





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