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Buying out SDI?

There's not a lot there. About $100 million that's a combination of small business lines that are not meaninful on their own. Combined businesses have been shrinking for eight years. Why would IMS want to pay anything for that?
 












The company is done for in less than 12 months. Why pay for a business that has no sustainable assets? Patient data is a thing of the past. It has no ROI application and clients have figured that out after a few years of "kicking the tires". Some good employees that can be hired away in a heartbeat. Customer dissatisfaction is at an all-time high. Be patient.

"Patient data is a thing of the past. It has no ROI application": REALLY? You probably someone happy with DDD. My guess is you either have never used APLD or just do not understand it. This is the biggest problem with it and why IMS has not had great success. (yes I'm an ex-imser)

APLD may not be perfect for everything but it opens analytical doors that no other data source does. The pharma industry would do well to expand how they use the data. But the key is they need people that can help push beyond the basics. And not that does not exist within the walls of most data suppliers these days. Especially SDI.
 




Let's see...replace Xponent. Nobody bought that story line so Verispan wisely gave up that pursuit. Patient Compliance? Really. How often does a company need that measurement? Once a year? That doesn't sound sustainable to me. Targeting....if Dr. Brown and Dr. Jones write the same number Rx which one is more valuable? Please. If that provided any real insight then Pharma and advanced analytics companies (which SDI is not) would have moved this approach much further than it has gone. The last time I checked it was still the same slide buried on the same worn out capabilities deck that nobody wants to see again. Or maybe you are referring to the Promotion Response analytics that claim to segment customers by demographic variables and append to some fabricated number of lives from a third-party consumer data company. Last time I checked nobody was doing a second or third project. If this was such a magic bullet then why isn't every brand waiting in line to hire SDI for a study? Could it be there is no REAL VALUE? Or is everyone on the client side to naive (get it...APLD term)? Maybe the sales team isn't very good. Isn't that what your crack leadership likes to tell everyone?

Looking forward to your response and defense of your position.
 




Let me guess you are an IMS account Manager selling Xponent. Am I close?
There is more to the industry then targeting and CI. Many of this analysis requires APLD to accomplish; Health Outcomes, Manage Care, Adherence, Patient Segmentation, Patient Level ROI etc, etc.

If this was not the case IMS would not have invested in the data so many times going back to the late 90's more recently Pharmetric which was a key point of the 2006 Client meeting. And I hacve seen IMS present the use of APLD in targeting.

The reason it has not caught on in more business areas is knoweldge, experiance and understanding of how to use it. More than that it is the ablilty to understand it, it requires a consultative approach at times again something that does not exist with many of the data dumpers including SDI and IMS.

But if you want to learn something go speak to IMS consulting. There should still be some bright people over there that can explain the difference. But do not waste your time with the likes of ZS, as only a couple of people have a clue about the data.
 




Let's see...replace Xponent. Nobody bought that story line so Verispan wisely gave up that pursuit. Patient Compliance? Really. How often does a company need that measurement? Once a year? That doesn't sound sustainable to me. Targeting....if Dr. Brown and Dr. Jones write the same number Rx which one is more valuable? Please. If that provided any real insight then Pharma and advanced analytics companies (which SDI is not) would have moved this approach much further than it has gone. The last time I checked it was still the same slide buried on the same worn out capabilities deck that nobody wants to see again. Or maybe you are referring to the Promotion Response analytics that claim to segment customers by demographic variables and append to some fabricated number of lives from a third-party consumer data company.

Looking forward to your response and defense of your position.


Don't like our analytics? Can we sell you a data mart?
 




Don't like our analytics? Can we sell you a data mart?

That is so true. That is all SDI can do is provide datamarts. Doesn't take a lot of brain power do build datamarts
SDI has all these great ideas but no customers. Leadership is clueless.
Hanz and Franz Kress must be making $ though or else they would have shut down by now. Maybe they will wait until the grand opening of their new building. Rumor is one of their departments was just eliminated due to lack of revenue. Isn't that what SDI does? Lose money!!!!
 




They make money the same way the other small data players do...find VC guys with money to burn and appeal to their egos. Back in the horse and buggy days these gentlemen were known as medicine men. I am just jealous that I can't pull off the same ruse!!

By the way, Datamarts take a whole lot of smarts. Just ask anyone who sells them.
 




That is so true. That is all SDI can do is provide datamarts. Doesn't take a lot of brain power do build datamarts
SDI has all these great ideas but no customers. Leadership is clueless.
Hanz and Franz Kress must be making $ though or else they would have shut down by now. Maybe they will wait until the grand opening of their new building. Rumor is one of their departments was just eliminated due to lack of revenue. Isn't that what SDI does? Lose money!!!!

Yes, they do lose money but they also love to lay people off :)

Their days are numbered. The economy destroyed them and they've lost too many customers. They'll never recover and its just a matter of time till they are done.
 








So one day we’re told we’re moving to new buildings. Ah yes, excitement in the air. But wait, there’s this one little problem. There isn’t enough room for all of us. Our crack management staff tell us they miscounted. They didn’t know how many of us there were. (I think most of us could have guessed that anyway.) Incompetence. Applied.

But not to worry. IMS management is resourceful. Our elite “leadership” team tell us this is a great opportunity. It’s the new world order not have a place to sit and do your job. But, if we really really REALLY want a place to sit, we can apply for hotelling space – everyday – yes, everyday – so each day we get to sit in a different spot!! Genius.

I know, we charge clients millions for our matching, counting and script projection expertise – and our consulting and planning know-how. We just struggle a bit matching heads to chairs. But fret not, we can sit in the cafeteria when they tell us they underestimated how much hotelling space was going to be needed. (Don’t assume they’ve figured out how many of us there are).

But again, our “leaders” assure us this is a good thing. If we don’t believe it’s a good thing, they do what IMS “leaders” do – they tell us to shut up and PRETEND it’s a good thing. Leadership. Applied.

The person who screwed this up will be promoted to VP (if not a VP already), given a bonus and sent off via marching band to Bermuda for 2 weeks as reward for a job well done. And why not. That will PROVE that this was no mistake and was the intended plan all along. Intelligence. Applied.

And we’re dumping on SDI? At least they know how many people they have. Hell, maybe we SHOULD buy them, we need their cubes. And network jacks. YCMTSU.
 












there is plenty of room here at SDI's new sterile building. the only problem is you have to knock on office doors to see if it is empty because everyone keeps their door closed. no communication here. everyone scared to death about their jobs. morale is in the crapper.

go towards the light. go towards the light.
 




Yes, they do lose money but they also love to lay people off :)

Their days are numbered. The economy destroyed them and they've lost too many customers. They'll never recover and its just a matter of time till they are done.

I can attest to that. They LOVE to lay people off and to comment on the person that said "at least SDI knows how many poeple they have working for them", thats not really true since they fire people weekly and yes, they have PLENTY of room in their building since they lay people off in masses. They're being funded by private investors right now, hoping that they will pull off some miracle and praying they beat "wait" the economy out - not gonna happen. The hole they're digging just keeps getting deeper and deeper. Their investors should have taken the blue pill.