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Oncology won’t be trimmed, unless the SeaGen contract is subject to change under Pfizer. Vyloy will be a minimal impact until or if it gets a pancreatic indication. Xtandi LOE is 2027 it makes up 45% of company revenue and 70% of oncology minimally. Trimming will be in Operations, MACC, and leadership. Med Spec will also be interesting to watch. Upper leadership in general will be trimmed and replaced. Ops will be the start. We will see if the WARN act is filed in April (May report).
 






Oncology won’t be trimmed, unless the SeaGen contract is subject to change under Pfizer. Vyloy will be a minimal impact until or if it gets a pancreatic indication. Xtandi LOE is 2027 it makes up 45% of company revenue and 70% of oncology minimally. Trimming will be in Operations, MACC, and leadership. Med Spec will also be interesting to watch. Upper leadership in general will be trimmed and replaced. Ops will be the start. We will see if the WARN act is filed in April (May report).
 






Onc sales is safe. LOE on Xtandi is Aug of 27 it accounts for 50% companies sales and 80% plus in Onc.. Vyloy will be smaller seller but big if pancreatic cancer works out. Padcev as long as Pfizer agreements stay in place will get additional indications in other cancers plus it’s Antiboby and has a longer patent life under IRA. Cutting look for keep upper leadership positions in MACC, Med Specialist etc.. Ops and VSAS will also loss positions as will MACC. Let’s see if WARN act was filed for April … should post soon ….
 


















The culture of Astellas is alive, unfortunately the true nature of publicly held stock and shareholders have interrupted our US culture. Our market cap has declined over 25% ie worth of the company and board of directors want $ for their share holders. New CEO will move us to a performance based culture while balancing women in leadership and diversity. Our stock has underperformed for 5 years it’s time for change to focus on execution and leadership that leads people not project for Northbrook.
 






anonymous said:
What will happen to Community Specialty Reps. Veozah is not a Billion Dollar Drug
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Several things are happening w the V launch. First marketing missed the forecast however Japan had a vision V would replace revenue for Xtandi. PBMs hold all new retail launches hostage for larger than historic rebates for preferred status we are talking 50-60% rebate vs 25-30%. We priced V too low - should have raised price to make rebate more attractive. Obgyn niche med.. Hope and volume still in pcp, and over time product will grow as second prod enters the market. No liver testing may benefit Bayer. Clearly some lager markets with 5-6 reps could be less reps. Best thing a manager can do it lead teach and hold competency accountable clinical and access messages. Mangers have to be competent many aren’t especially on above point. Reps need to hold HCP accountable for using V as first line treatment, proving there is access, getting MAs to do PAs, and preparing patients to pay possibly $45-75 per month by telling patients why V prior to fill. Med Spec reps - No crystal ball on job loss but it will be selective if it occurs and most likely after Ops, MACC, leadership and inside home office.
 






Med Spec - could be trimmed in larger markets. If so it won’t happen until leadership is addressed, Ops MACC and Internal Marketing roles are addressed via re org. Step wise fashion sales is last if at all. Company will need to maximize opportunity with V to compete w Bayer and develop a PCP HCP market that does not niche product like OBGY has done.
 






Hope that you are left with 300 after we are done with you lazy complaining bunch.

anonymous said:
Med Spec - could be trimmed in larger markets. If so it won’t happen until leadership is addressed, Ops MACC and Internal Marketing roles are addressed via re org. Step wise fashion sales is last if at all. Company will need to maximize opportunity with V to compete w Bayer and develop a PCP HCP market that does not niche product like OBGY has done.
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What is going on with DigitalX? What is Nick actually accomplishing? Meanwhile, technical support is non-existent. Accenture is laughing at how we're paying them to do nothing.
 






anonymous said:
Next question?
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Why have they not gotten rid of double territories which is an absolute unfair atrocity that should never have been put in place to begin with????. There's reps out here working double territories for months on end without even a double counterpart, working hard and getting scripts while getting paid half what everybody else does. That's total crap.
 






What about some Single Territories out performing double territories since launch. What makes a single territory verses a double territory? The goal setting for Veozah has a terrible from the very beginning.
 






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