Hematology

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anonymous

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Heres an idea...

Let's spend Billions of dollars for Hemophilia, then change the standard business practices that lead to its success. And since that's not enough, let's get rid of every leader/person in that division who knows the business and bring in all new/outside people.

Sounds about right Mr. Canary Islands.
 












anonymous said:
Heres an idea...

Let's spend Billions of dollars for Hemophilia, then change the standard business practices that lead to its success. And since that's not enough, let's get rid of every leader/person in that division who knows the business and bring in all new/outside people.

Sounds about right Mr. Canary Islands.
Click to expand...
 






Let's not forget to keep hiring leaders in hematology that have 0 hematology experience. Or get rid of those who do and also has a voice. They don't want to hear what they are doing wrong. Look at the stock price. Somebody has to write a case study on this. It's truly unbelievable.
 
























Who oversees merger transition - nobody. Have you evaluated skills of Baxalta employees ? Not the case. Advise for the future. Hire Boston Consulting Group for such things in the future. In the process you got rid of motivated, dedicated employees who are now disengaged. Company strives to be a second Amazon of pharmaceuticals, yet tries to micro mange, and is not being able to learn from its biotech/pharma peers. You give people their end date, and expect them to complete all their projects with an idea that you're going to be let go - my God put yourself in our shoes and offer people options.
 






Let's not forget that Mr. Canary thinks it is best for all of Drug Safety to be let go and outsourced to India. Hmm India and Drug Safety - will that add to Wall Street security in evaluations?
 












Hemophilia is dead, 50% of the market to 25% or less in a couple years. What a model, dump Neuroscience to raise capital to buy more underperforming therapies. If hemophilia crashes the rest of Shire is acquired. It is so sad.




anonymous said:
Heres an idea...

Let's spend Billions of dollars for Hemophilia, then change the standard business practices that lead to its success. And since that's not enough, let's get rid of every leader/person in that division who knows the business and bring in all new/outside people.

Sounds about right Mr. Canary Islands.
Click to expand...
 






anonymous said:
Hemophilia is dead, 50% of the market to 25% or less in a couple years. What a model, dump Neuroscience to raise capital to buy more underperforming therapies. If hemophilia crashes the rest of Shire is acquired. It is so sad.
Click to expand...

I would rather die trying to find new biological therapies than barely keep our heads above water selling me too pills
 












What hemophilia drug makes $2 billion+? It may be a pill but it makes a lot of money. Neuroscience can still be a good area to be in. But it's.m not good enough for FO. You never addressed the big question, what happens if you cut Neuroscience and the Hemophilia business takes a big hit and other therapies continue to underperform? Now your $2bn product and your $500m potential product are gone. Yes you can buy more products but there is time to market, not going to go well when the carpet is pulled out from under you in a second before you are prepared.

anonymous said:
I would rather die trying to find new biological therapies than barely keep our heads above water selling me too pills
Click to expand...
 






anonymous said:
What hemophilia drug makes $2 billion+? It may be a pill but it makes a lot of money. Neuroscience can still be a good area to be in. But it's.m not good enough for FO. You never addressed the big question, what happens if you cut Neuroscience and the Hemophilia business takes a big hit and other therapies continue to underperform? Now your $2bn product and your $500m potential product are gone. Yes you can buy more products but there is time to market, not going to go well when the carpet is pulled out from under you in a second before you are prepared.
Click to expand...

If we dump neuro, we don't have growth based on what it brought the last few years. That goes away. Shire will be smaller. The hemo/hae/immunology space is not based on 3 month scripts. It's based on therapy for the patients entire life. Forecasts would be different, growth is different. And by the way, hemo currently has the gold standard in treatment. Patients who ARE NOT DYING are not going to switch to a new product. Doctors are the same way. This is not vyvanse vs generic aterall "for your next 5 ADD patients". This is the difference between big pharma and biotec.
 






anonymous said:
What hemophilia drug makes $2 billion+? It may be a pill but it makes a lot of money. Neuroscience can still be a good area to be in. But it's.m not good enough for FO. You never addressed the big question, what happens if you cut Neuroscience and the Hemophilia business takes a big hit and other therapies continue to underperform? Now your $2bn product and your $500m potential product are gone. Yes you can buy more products but there is time to market, not going to go well when the carpet is pulled out from under you in a second before you are prepared.
Click to expand...

The hemophilia portfolio makes more than 2 billion per year. Basically 3 products to treat different types of hemophilia.
 






The global Hemophila market is about 10 billion. The subset global hemophilia A market which includes both recombinant and plasma products is about 8 billion. ( In 2015 the hemophilia division of Baxter, now owned by Shire had 2.8 billion in sales. ) Shire's Advate at 2 billion is in the hemophilia A space. Bayer's kogenate heme A product is in the 1.3 billion range. Pfizer has hemophilia A Refacto/Xentha at about 500 million. Biogen's eloctate is also about 500 million.

So yes, Shire has other 2 billion dollar a year products outside its small molecule divisions.
 






anonymous said:
The global Hemophila market is about 10 billion. The subset global hemophilia A market which includes both recombinant and plasma products is about 8 billion. ( In 2015 the hemophilia division of Baxter, now owned by Shire had 2.8 billion in sales. ) Shire's Advate at 2 billion is in the hemophilia A space. Bayer's kogenate heme A product is in the 1.3 billion range. Pfizer has hemophilia A Refacto/Xentha at about 500 million. Biogen's eloctate is also about 500 million.

So yes, Shire has other 2 billion dollar a year products outside its small molecule divisions.
Click to expand...

And... no patent life like small molecule. There a reason Fleming dipped his toe in this pond. Now wether he and leadership have the know how to be successful is yet to be seen. But in all seriousness, the neuro division will be close to zero when generics come out.
 


















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