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BioOnc Fire Sale sponsored by

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Are we really in the immunology market? We are so far behind and are putting our hopes in combining a drug, Avastin, with Tecentriq. Alimta is the drug of choice and Avastin is coming off patent anyway. Herceptin, Rituxan are also coming off patent protection. I don't see the upside to being at Roche anymore.
 






Avastin + chemo doublet > chemo doublet
Avastin + chemo doublet = Tecentriq + chemo doublet (IMpower 150)

Keytruda > chemo doublet

Why would oncologists use Avastin + chemo in NSCLC when Keytruda alone appears to provide similar survival improvement with no chemo?
 


















anonymous said:
Avastin + chemo doublet > chemo doublet
Avastin + chemo doublet = Tecentriq + chemo doublet (IMpower 150)

Keytruda > chemo doublet

Why would oncologists use Avastin + chemo in NSCLC when Keytruda alone appears to provide similar survival improvement with no chemo?
Click to expand...
Incyte failure killed ya. Keytruda will be 1st line monotherapy. The new SOC
 












Roche is counting on Tecentriq to help replace revenue from its $20 billion-per-year trio of Avastin, Herceptin and Rituxan whose patents have expired or will shortly, exposing them to cheaper competition.

Chief Executive Severin Schwan hopes Roche can leap-frog ahead of Merck and Bristol-Myers Squibb, both of which are still awaiting key lung cancer combination trial results of their own.

Reuters - John Miller, 12/7/17


Hopes? Better have a backup plan everyone. Signed, Keynote 042
 


















Merck and BMS will rule the I/O world at AACR this weekend.

Meanwhile OCM and other policy changes are going to catapult adoption of biosimilars.

A perfect storm you might say.
 






Market Watch - Emma Court 4/16/18

Merck & Co. Inc. drew ahead in a fierce rivalry for advanced lung cancer treatments on Monday, releasing late-stage clinical trial results showing that a cancer drug combination using its Keytruda reduced patients’ risk of death by half, a significant improvement.

The pairing of Keytruda and chemotherapy has already been approved for advanced lung cancer in the U.S., but the latest data should serve to support uptake and the drug’s sales. Merck MRK, +2.36% shares rose nearly 3% in heavy Monday trade.

RIP Avastin, Tecentriq right behind you.
 






anonymous said:
Market Watch - Emma Court 4/16/18

Merck & Co. Inc. drew ahead in a fierce rivalry for advanced lung cancer treatments on Monday, releasing late-stage clinical trial results showing that a cancer drug combination using its Keytruda reduced patients’ risk of death by half, a significant improvement.

The pairing of Keytruda and chemotherapy has already been approved for advanced lung cancer in the U.S., but the latest data should serve to support uptake and the drug’s sales. Merck MRK, +2.36% shares rose nearly 3% in heavy Monday trade.

RIP Avastin, Tecentriq right behind you.
Click to expand...



So basically my Avastin lung gig is over?
 






Now the PIP's begin

2 lifetime PM's = a short ,impossible PIP = your fired, no severance

If you got one for mid year they are setting you up for one at the end of the year, its just math after that. It's all coming from your RM and NSM. DM's just do what they are told and have no real input other than as a group of suckups that compete to see who can be first to volunteer to the RM one of their people to be PIPed. They think it makes them look like a hard ass and maybe they will keep their job a little longer.

What you want is to last long enough to be involved in a lay off large enough to trigger a warn period because that requires them to call in the consultants to design a severance package.

This likely wont happen again. Just a slow grind of PIP's and firing from here on out.
 


















Not being sarcastic but, do you think the good sales people are gone and or leaving? I think a lot of people that are still here seem like primary care sales people. Not all of them but a lot of them. Everyone I speak with asks the same question; should we be looking at other companies. YES is the answer, there is no loyalty here. I also hear more cuts are coming but the big cuts are in 2019, biosimilars.
 






anonymous said:
Market Watch - Emma Court 4/16/18

Merck & Co. Inc. drew ahead in a fierce rivalry for advanced lung cancer treatments on Monday, releasing late-stage clinical trial results showing that a cancer drug combination using its Keytruda reduced patients’ risk of death by half, a significant improvement.

The pairing of Keytruda and chemotherapy has already been approved for advanced lung cancer in the U.S., but the latest data should serve to support uptake and the drug’s sales. Merck MRK, +2.36% shares rose nearly 3% in heavy Monday trade.

RIP Avastin, Tecentriq right behind you.
Click to expand...

Sandler spinning subgroup data, trying to stave off the inevitable. Too little. too late.
 






anonymous said:
Not being sarcastic but, do you think the good sales people are gone and or leaving? I think a lot of people that are still here seem like primary care sales people. Not all of them but a lot of them. Everyone I speak with asks the same question; should we be looking at other companies. YES is the answer, there is no loyalty here. I also hear more cuts are coming but the big cuts are in 2019, biosimilars.
Click to expand...
Think you definitely answered your own question. Yes, Primary Care/Big Pharma rules. Run, Forrest, Run!
 












Why isn't anyone saying anything? Are we in trouble as a company? Are they trying to figure out what to do next? We lost our great research people and thats why we are left behind. Good companies can become not so good and irrelevant real fast.
 






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