Even if Zulresso takes off.....

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anonymous

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This company will still not have enough money to get us to Zuranalone launch. So, what’s the plan? That’s the only thing the field team wants to hear from leadership right now.
 






anonymous said:
This company will still not have enough money to get us to Zuranalone launch. So, what’s the plan? That’s the only thing the field team wants to hear from leadership right now.
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The capital structure of the company is not bad there’s certainly enough money in the bank to go 4 to 6 more quarters, the big issue is whether or not Zulresso will ever become commercially viable. Given the cost and difficulty administering it, it seems doubtful. The earnings call on the 27th should better provide insights to this question. Personally I would cut way back on the sales staff and just concentrate on some major metropolitan areas to hopefully establish a bit of a niche in large academic centers- we’re talking 40 to 50 reps total for the next several years.
 






anonymous said:
The capital structure of the company is not bad there’s certainly enough money in the bank to go 4 to 6 more quarters, the big issue is whether or not Zulresso will ever become commercially viable. Given the cost and difficulty administering it, it seems doubtful. The earnings call on the 27th should better provide insights to this question. Personally I would cut way back on the sales staff and just concentrate on some major metropolitan areas to hopefully establish a bit of a niche in large academic centers- we’re talking 40 to 50 reps total for the next several years.
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This ignores basic rules of corporate finance though. Companies are not supposed to let the cash balance go below 12-18 months. Sage is already at that point, and can't afford to wait for Zulresso to take off, because by then it will be on the verge of bankruptcy and the stock price would be wiped out. The company needs to make severe cuts, reorganize its capital structure, hopefully get clear guidance from FDA on 217, and then raise money from Wall Street. The bad news is that these cuts will likely eliminate any hope of Zulresso taking off and becoming a big product, thereby relegating it to nicheville.
 






anonymous said:
This ignores basic rules of corporate finance though. Companies are not supposed to let the cash balance go below 12-18 months. Sage is already at that point, and can't afford to wait for Zulresso to take off, because by then it will be on the verge of bankruptcy and the stock price would be wiped out. The company needs to make severe cuts, reorganize its capital structure, hopefully get clear guidance from FDA on 217, and then raise money from Wall Street. The bad news is that these cuts will likely eliminate any hope of Zulresso taking off and becoming a big product, thereby relegating it to nicheville.
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Negativity spreads faster than any Justin Bieber song. 217 will be a blockbuster and Zulresso sales are increasing each quarter. #staystrongSage
 


















The drug has crashed and burned. There is no recovery because the company supporting infrastructure is so poor and ill prepared. It doesn't matter how great a salesperson is.
 
















































anonymous said:
This company will still not have enough money to get us to Zuranalone launch. So, what’s the plan? That’s the only thing the field team wants to hear from leadership right now.
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with this amazing leadership team- I am confident it will all work out. They are the best communicators, leaders and they have done a great job with this launch. Can’t wait to see what the future holds!
 






























anonymous said:
Your biggest growth is within you. How you challenge your own status quo. The mirror is your friend. It tells the truth! Stop your drinking and get on with your life fired troll.
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As another poster, I like your style, too. However instead of connecting via Google+, I prefer to connect with you via MySpace.
 






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