Congratulations Doug!

[anonymous]

The end of your first year in role. You have “drained the swamp” only to refill it with your big Pharma friends from the ‘80s. We’ve laid off again, reorganized again and realigned again and nothing is better! The POA meeting has been a disaster and you and your leaders are so out of touch with what’s going on or how to fix it. Then the big news of the day you blew Q4 earnings. Stock down 6%!

“Sales growth in local currencies was driven by 4% growth in International Operations, partly offset by 1% sales decline in North America Operations.”

That noise you hear is clock ticking on your career! As for most of your sales team, we won’t be here to see your fall from glory! Enjoy the ride Mr President.

 

[anonymous]

Congratulations!!!! Stock down 7% now. How much market cap will we lose today???

 

[anonymous]

Such a joke. The smart ones have already jumped ship.

 

[anonymous]

Congratulations!!!! Stock down 7% now. How much market cap will we lose today???

 

[anonymous]

you're just fuckin' stupid.

Former NNI-er here and I've got no skin in the game on this. I'm tied to no one and I don't even own a share of NVO.

But if you're going to put the 7% dip on Doug, you then you have to give him credit for the 75% increase in the stock in the last 12 months.

I'll take a ~ 68% 12 month gain any day of the week. NVO has outperformed the major indices by roughly 3-fold the past year.

Just the facts buddy.

#wishiownedNVOstock

 

[anonymous]

Jakob was responsible for the stock run up. D&D incompetence is what will lead to it tanking. Ask yourself why Q4 NA numbers were so soft and the answer lies in the mistimed and horribly executed realignment that will only continue into '18 with a launch we absolutely have to do well (and won't).

 

[anonymous]

and Jakob was there for ... how many months ?

 

[anonymous]

Yeah, so in that timeframe he drive the stock up 75%

You're a fucking idiot too.

I'm not defending D&D by any means, in fact I hear nothing good about them from very respectable people.

My point is, if you're assigning the 7% drop to DUGL, then you have to assign the 12 month gain as well to be fair.

 

[anonymous]

Yeah, so in that timeframe he drive the stock up 75%

You're a fucking idiot too.

I'm not defending D&D by any means, in fact I hear nothing good about them from very respectable people.

My point is, if you're assigning the 7% drop to DUGL, then you have to assign the 12 month gain as well to be fair.

You really don't. Just like the first few months of Trump's presidency is really still Obama's economy, so too was the case with Jakob's impact on the first months of Doug's.

Same thing happened with Jesper - his first year or so wasn't horrible - it was only after his decisions started taking effect that you saw the stock tank.

Be prepared for a big reversal under Doug, as his insecurity and inability have allowed consultants and marketing to take over the company.

Let's revisit in 6 months and tell me I'm wrong. Doug won't be in this role for much more than 2 years before he is replaced by someone from the mothership.

The US is too important to global performance to have an intellectual midget in charge.