Sotyktu floundering

What is the whisper number for Sotyktu? How much this quarter will be clinical buys? Has the drug broken the 5% marketshare barrier?

 

word on the Street is that we will announce our biggest "clinical buy" yet, over $100 million and we will report total quarterly sales of $225 million, well on the way to flop buster status. It will be eerily silent on the 40% share.

 

dude, 2 full years in, we just reported $44 million is sales

Flop of the Century

no one wants this product

thanks for selling of Otezla Gio

Signed,

Amgen Karen

actually I am a LT BMY slave and sick to my stomach but thought I'd go ahead a get the Karen excuse out of the way

 

nice try Amgen troll

 

Yep! How many of the 126 territories are averaging 3.2 new starts a week!?

 

Are you shitting me? This thing is a dog. How many of us are they going to cut?

 

34 million in revenue in the US! Notice that is not profit. There is positively no way that we can sustain this sales force with overlays on top. They are going to have to trim the fat. Please notice that the investor asked a very point blank question regarding Sotyktu vs. Otezla and the question was not answered. This is amazing. Smoke and mirrors.

 

What was the question asked??

 

They didn't answer the question at all. Not a single element of it. Instead, the responded with prepared remarks about doubling commercial TRX by year end and adding another PBM to coverage.

Why doesn't someone call out the 40% lie on one of these calls.

The Skyrizi rep sells in his or her individual territory each month what we sell as a molecule in a year.

This is broken. FLOP.

 

$34 million 2 years in?

bwwwwwaaaaaaahhhhhhhhaaaaa

 

You can't trim the fat with Sotyktu. What BMY will have to do is sell off the entire dermatology division. I wouldn't be surprised if BMY spent $34 million in advertising this past quarter. Sotyktu is a drain of resources. The brand team needs to resign and go back to Novartis. This has to be one of the largest drug launch failures in pharma history.

 

Zeposia was a FLOP. Sotyktu was a FLOP. The blame is squarely on commercial. The science is fine. The marketing, the sales and the market access are dismal failures.

We should sell off everything to do with Inflammation. You suck.

 

BMS is a horrific company with horrible leadership. Novartis managers have ruined this company. Zeposia continues to lose every good rep that remains. Each week more and more resign. Sotyktu will soon realize that this is not the place to be. Get out if you can!

 

Don’t worry we will all be out of derm sometime this year, it’s not a matter of if, just a matter of when.

the handwriting is on the wall and the numbers in our faces

Do you know how we know it’s a certainty the plug will be pulled soon? the fact that Andy and Pete and other bad actors from Novartis who contributed so significantly to the failure of the launch remain firmly heavily imbedded in bms when everyone here knows they failed us, tells you all you need to know

Pete and Andy and many of their gang have done very little work for almost two years, it’s all smoke and mirrors and kissing up (while bad mouthing Carlos behind his back)

If Carlos thought Derm had any long term viability he would have moved out those he knows cannot be trusted and whose loyalty is just to each other. But he’s not going to bring in new competent good people just to have them soon lose their jobs with the rest of us

rest assured if Carlos thought we’d still be selling this drug in 2025, Andy and Pete would have been gone long ago

they and the others at Novartis are here for the duration

 

They told us they were going to pour resources into Sotyktu. We have nothing to worry about. It's going to be okay. We just have to work a little harder. They aren't cutting us. They believe it will turn around and we have a huge win coming! This access win is going to change everything!

 

Is this satire?

 

we were at 56% market share when just filtering out our indication. Most of the data we see is compiling all the indications for Otezla. This is such a mess.

 

Also no one here understands the specialty pharmacy model of dispensing the bridge program. That what all companies do to establish sales and demand……..

 

Exactly

 

We do understand. However, we are giving away product left and right and it is hurting the company and that is a fact. You cannot sustain this model with the amount of money being spent. The clock is "tyking."