Bye bye Sumitomo













Across the organization beyond commercial, do you think there will be any cuts in early 2025, January-April? A lot of teams are getting aggressive and combative the last 2 months as if there is a strong chance there could be.
 






Across the organization beyond commercial, do you think there will be any cuts in early 2025, January-April? A lot of teams are getting aggressive and combative the last 2 months as if there is a strong chance there could be.
history shows the japs do smaller cuts in the March window and the larger cuts in the Sept/Oct window. its gone down exactly this way in the past few years. Expect 2025 to be no different.
 






history shows the japs do smaller cuts in the March window and the larger cuts in the Sept/Oct window. its gone down exactly this way in the past few years. Expect 2025 to be no different.
Yep I am sure there are more changes to come. No one is safe here unless you’re in oncology and even those reps are unhappy.
 










































When you look back, 2021-to early 2023 there was no serious effort made by leadership or finance to cut back on spending, conserve cash or aggressively negotiate contracts before Latuda LOE. Nothing. Even if Ulotaront had been successful and somewhat on time, the commercial ramp up on a schiz drug was going to be slow. And it was clear by then the Urovant and myovant drug revenue were slow and way off the mark.