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A Case for Rejecting Pfizers Bid for AstraZeneca





This guy who wrote the article is a PAID CONSULTANT to AZ for God's sake! He openly states that executives will lose their jobs, the same executives that PAID him to consult!!! He touts AZ's magnificent pipeline, of which only ONE drug was invented in AZ labs! Soriot has bought a pipeline of drugs that may never make it to market. Look at Epanova. Teva is ready to market a generic Lovasa, Epanova's main competitor. Looks at how much revenue will walk out the door by 2017. Under Soriot, our quarterly profit has dropped virtually every single quarter since he has been at the helm.

AZ's track record on getting drugs approved is less than stellar. Soriot also predicts that the amazing failure known as Brilinta, will have sales of over $3 billion in the next few years, when it now only averages around $9 million a month in the U.S. To sell dapa, we literally have to give it away! Profit keeps dropping every quarter. No, AZ NEEDS Pfizer as well as Pfizer needs AZ.
 












This guy who wrote the article is a PAID CONSULTANT to AZ for God's sake! He openly states that executives will lose their jobs, the same executives that PAID him to consult!!! He touts AZ's magnificent pipeline, of which only ONE drug was invented in AZ labs! Soriot has bought a pipeline of drugs that may never make it to market. Look at Epanova. Teva is ready to market a generic Lovasa, Epanova's main competitor. Looks at how much revenue will walk out the door by 2017. Under Soriot, our quarterly profit has dropped virtually every single quarter since he has been at the helm.

AZ's track record on getting drugs approved is less than stellar. Soriot also predicts that the amazing failure known as Brilinta, will have sales of over $3 billion in the next few years, when it now only averages around $9 million a month in the U.S. To sell dapa, we literally have to give it away! Profit keeps dropping every quarter. No, AZ NEEDS Pfizer as well as Pfizer needs AZ.

You make some excellent points. I mean come on, the guy who wrote the article has a vested interest in AZ. Soriot's Brilinta prediction of $3.5 billion in sales is insane, like he is for turning down Pfizer.