And the three will be two
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Hmmm, perhaps it could read ‘and soon three or four will become one, two or none’. Figure out that one too.
Likely some consolidation among biologic, acne, levulan and taro.
From an enterprise perspective, you’ve got 4 sales forces calling on a small specialty physician segment.
Could definitely see acne, levulan and taro combined. Tilrda still separate. That would be phase I.
Phase II is US exit / sale of the assets.
Probably should be two sales forces and both sales forces should be selling Ilumya. Acne focus and psoriasis focus. Taro is worthless at this point. Topical steroids are commodities and the brand mystique game is over. Ilumya current sales force is a lot of bluster. Egos are bigger than sales numbers. Time to start firing some of the bravado makers and get down to a patient service oriented team. Don't know what to say about DUSA. Probably can be handled with the telephone or small specialty force calling on known customers.
Check, check, check, check, check - pretty much nailed it.
So, that’d probably we need half the sales force we have now. 2019 will not end without a major downsize.
Not losing much (other than payroll) if both the TARO and DUSA teams are dumped. TARO has nothing the sell and a talking head sales force. DUSA hires people off the comedy circuit to tell jokes about Biofrontera (many of which came from DUSA). Time for a SUN Pharma change and much reality check.
Even Abhay could figure this out.
Who the F cares? This company doesn’t pay bonus. They find ways to make sure only a very few make bonus. So while they try to Bone Us I’ll be boning them. No bonus no work. Chillin by the fire while I’ll be checkin for a real job. Sun burned no more.
