Psoriasis pill

Discussion in 'Bristol-Myers Squibb' started by anonymous, Mar 20, 2021 at 4:19 PM.

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  1. anonymous

    anonymous Guest

    What is the timeline to launch?
     

  2. anonymous

    anonymous Guest

    we haven't filed yet.
    we will announce both the actual PIII data at AAD and the filing
    looks like a Q2 2022 launch

    if the FDA all halt on JAKs and their derivatives doesn't delay things
     
  3. anonymous

    anonymous Guest

    today's investor call was UNDERWHELMING

    sure, has superiority efficacy over Otezla but no one writes Otezla for efficacy, they write it because it has placebo like AEs for the 95% who don't get the runs. We need differentiated safety and Chris and Mary did little to address the black box, DVT, and herpes.

    By the time we launch, Otezla will have had a year to sell in mild.
     
  4. anonymous

    anonymous Guest

    what do you think they’ve been selling on the entire time? Their efficacy sucks and everyone knows. That’s why it’s a first like attempt. Doctors figure that if it works, great, if not, then on to a biologic.
     
  5. anonymous

    anonymous Guest

    a weak call and in this space competition from new topicals like arcutus and dermavant and otezla continuinig make me wonder if we even have a shot

     
  6. anonymous

    anonymous Guest

    Leadership seems pretty behind on this launch. Might be ugly.
     
  7. anonymous

    anonymous Guest

    One of my docs, who is a KOL and engaged with BMY, says the hangup will be safety. He expects a black box based on what he's seeing around arterial thrombotic events (says its bound to cause VTEs based upon MOA) and herpes zoster reactivation. He thinks over a decade, they can steal the top end of Otezla business and whatever is left of the TNF business, but the real efficacy is with the newer ILs, not the old ones. Besides, he says Otezla will clean up with mild and moderate and leave BMY to battle with all the injectables for the severe.
     
  8. anonymous

    anonymous Guest

    The marketing team sucks on this asset.
     
  9. anonymous

    anonymous Guest

    How has our last, agile and nimble immunology launch gone? That will tell you how we are going to launch this one. We are already following the same template, hiring a bunch of "marketing" KOL liaisons that can't sell a bit.

    Attention: at most we need 4 KOL marketing types.

    Sales reps will move this, not marketing. That is, if we stay out of their way.
     
  10. anonymous

    anonymous Guest

    100% on vte, this launch appears doa on top of the fact that it seems like we are completely inexperienced and unprepared in the derm space
     
  11. anonymous

    anonymous Guest

    Typical BMS - snatching defeat from the jaws of victory! Mainly because of all the snatches running this one into the ground.
     
  12. anonymous

    anonymous Guest

    Derms are looking fwd: to Rxing this pill
     
  13. anonymous

    anonymous Guest

    If this avoids a black box it’ll eat otezla’s lunch just on data alone, marketing and access don’t need to lift a finger.

    safer than placebo, more effective than Otezla.

    multi billion dollar drug.
     
  14. anonymous

    anonymous Guest


    What you are forgetting is that we have the product. Only we can screw up things like this slam dunk.

    We will be more focused on business plans, diversity and inclusion, etc than on selling.

    Don't underestimate the toxicity of having wokesters running things.
     
  15. anonymous

    anonymous Guest

    Are they hiring salesforce from within or do they go outside and get Derm Reps from competitors?
     
  16. anonymous

    anonymous Guest

    Hopefully from within
     
  17. anonymous

    anonymous Guest

    Selfishly, I hope they hire from within so I can get away from Zeposia, but from an investors standpoint, our best chances are to hire talent. Stay away from hiring derm experience unless they are thoroughly vetted. Dermatology reps are the absolute most spoiled, entitled little whiners out there.

    We would do well to do like Celgene did and hire a bunch of super young talent and give them an open ended IC plan and only pay the performers.

    The other option is to hire Amgen types - skilled at 4x week teleconferences and Diversity & Inclusion metrics, but couldn't sell cat outside a marine base.
     
  18. anonymous

    anonymous Guest

    Are things that bad on Zeposia side? Is it because Novartis new drug hit the market or that zeposia is just not that effective?

    I don’t know that I would want to try and sell a cat by a marine base so may be better to stay with BMS.
     
  19. anonymous

    anonymous Guest

    BMS is just not that good. Zeposia not so good either.
     
  20. anonymous

    anonymous Guest

    Ha!!! Have you SEEN any BMY thread on Cafepharma?? Nothing but entitled whiners and side hustlers!