Hey TC for the Town Hall tomorrow…

Quote

Anonymous

Guest
There are only three things that the field will care about tomorrow…

1. Are our unvested options accelerating to vest?
2. Has the crappy severance package you rolled out been sweetened?
3. What is the plan for the field force on Pri and KI?

That’s it…save us the story of how you got outclassed and undersold us. Save us on why $5 a share is ‘significant’, save us on how you and the board came to this idiotic decision.

NO ONE Cares!
 






Anonymous said:
There are only three things that the field will care about tomorrow…

1. Are our unvested options accelerating to vest?
2. Has the crappy severance package you rolled out been sweetened?
3. What is the plan for the field force on Pri and KI?

That’s it…save us the story of how you got outclassed and undersold us. Save us on why $5 a share is ‘significant’, save us on how you and the board came to this idiotic decision.

NO ONE Cares!
Click to expand...

Don't be bitter, it's just bidnezz.
 












Anonymous said:
There are only three things that the field will care about tomorrow…

1. Are our unvested options accelerating to vest?
2. Has the crappy severance package you rolled out been sweetened?
3. What is the plan for the field force on Pri and KI?

That’s it…save us the story of how you got outclassed and undersold us. Save us on why $5 a share is ‘significant’, save us on how you and the board came to this idiotic decision.

NO ONE Cares!
Click to expand...

Bitter much? LOL.

Tell us how this is an "idiotic decision" oh wise business person? Talk about an idiot - look in the mirror. The company has been sold for its current value. We have HUGE operating costs, and there's no guarantee carfilzomib will get approved in the EU. This is a good deal. It's too bad for all the people who just started, but that IS the chance we take when joining a growing company, right?
 






Anonymous said:
There are only three things that the field will care about tomorrow…

1. Are our unvested options accelerating to vest?
2. Has the crappy severance package you rolled out been sweetened?
3. What is the plan for the field force on Pri and KI?

That’s it…save us the story of how you got outclassed and undersold us. Save us on why $5 a share is ‘significant’, save us on how you and the board came to this idiotic decision.

NO ONE Cares!
Click to expand...

Don't hate the playa, hate the game!
 






Anonymous said:
Bitter much? LOL.

Tell us how this is an "idiotic decision" oh wise business person? Talk about an idiot - look in the mirror. The company has been sold for its current value. We have HUGE operating costs, and there's no guarantee carfilzomib will get approved in the EU. This is a good deal. It's too bad for all the people who just started, but that IS the chance we take when joining a growing company, right?
Click to expand...

Well let's see every analyst had us at $140 target...so again Amgen-1 Onyx-0
 












Anonymous said:
Since when what analysts say is meant to be gospel?
Click to expand...

Never said it was the gospel just that there was a concensus by all analysts that ONXX was worth $140+. I think Tony got worked by a better CeO and to agree with another poster had to save face. That and my guess is Aspire doesn't look so hot. Why the f are you so happy to sell at $125? Oh and btw by our CEO's own admission that $120 was significantly undervalued oh so you're on board with a 4% increase as being significant? Look T failed at NPS and he got outclassed by smarter a businessmen. He'll we hit $100 all by ourselves well before the Amgen so all TC could get was $25 from an organic high of $100? He's weak and the market recognized that...how else do explain ALXN mkt cap and te confidence the market has in that CEO and ET?
 


















Anonymous said:
Never said it was the gospel just that there was a concensus by all analysts that ONXX was worth $140+. I think Tony got worked by a better CeO and to agree with another poster had to save face. That and my guess is Aspire doesn't look so hot. Why the f are you so happy to sell at $125? Oh and btw by our CEO's own admission that $120 was significantly undervalued oh so you're on board with a 4% increase as being significant? Look T failed at NPS and he got outclassed by smarter a businessmen. He'll we hit $100 all by ourselves well before the Amgen so all TC could get was $25 from an organic high of $100? He's weak and the market recognized that...how else do explain ALXN mkt cap and te confidence the market has in that CEO and ET?
Click to expand...

Wow, I guess turning $30/share company to a $125/share one is construed to be a failure??? I wonder what success is supposed to look like....
 






Anonymous said:
Wow, I guess turning $30/share company to a $125/share one is construed to be a failure??? I wonder what success is supposed to look like....
Click to expand...

First off the share price was higher when HR was running the joint – utill we bought Proteolix, and again ANY share price we have had was ALWAYS based on the likelihood or not of being bought…T got very lucky with the Proteolix deal…and you can chalk that up to BizD not the CEO. Forget about the crappy deal they stuck with Bayer…if T had balls we would have gotten half that drug and not 20% with no overhead which every analyst said was a bad deal and did nothing to bolster our stock. Heck you rarely see the 20% Stivarga mentioned as part of our revenue model…know why? We make more on the calls then the sales and now Amgen will not get the $190 a call…yeah that is a great deal we made.

OH and lastly what happened to 15 x 15? Yeah exactly…I guess underachieving is the new ‘success’…
 












Anonymous said:
There are only three things that the field will care about tomorrow…

1. Are our unvested options accelerating to vest?
2. Has the crappy severance package you rolled out been sweetened?
3. What is the plan for the field force on Pri and KI?

That’s it…save us the story of how you got outclassed and undersold us. Save us on why $5 a share is ‘significant’, save us on how you and the board came to this idiotic decision.

NO ONE Cares!
Click to expand...

1. No
2. No
3. Layoffs which is better than working for Amgen. I worked for Amgen in the past.. total hell
 






Anonymous said:
First off the share price was higher when HR was running the joint – utill we bought Proteolix, and again ANY share price we have had was ALWAYS based on the likelihood or not of being bought…T got very lucky with the Proteolix deal…and you can chalk that up to BizD not the CEO. Forget about the crappy deal they stuck with Bayer…if T had balls we would have gotten half that drug and not 20% with no overhead which every analyst said was a bad deal and did nothing to bolster our stock. Heck you rarely see the 20% Stivarga mentioned as part of our revenue model…know why? We make more on the calls then the sales and now Amgen will not get the $190 a call…yeah that is a great deal we made.

OH and lastly what happened to 15 x 15? Yeah exactly…I guess underachieving is the new ‘success’…
Click to expand...

The stock was a roller coaster when HR ran it. And he tried desperately to sell the company before retiring but obviously didn't have success. Sure, you can call Proteolix luck, but you can also easily call it savvy deal-making. Also, the subtle genius of the Bayer deal, which clearly went over your head, was the removal of the change of control clause (translation - it allowed other potential buyers to look at Onyx more seriously because they wouldn't have to worry about the rights to Nexavar and Stivarga reverting back to Bayer). And in what planet is a 20% royalty on a $1 billion+ drug considered a failure? That's straight to the bottom line with no costs associated with it. You do realize that the economics are similar to the 50-50 profit split on Nexavar, right? In the latter case, the costs are baked into the numbers reported by Onyx, which is the reason it seems lower than 50%. And if you include the removal of the Japan royalty, that translates into roughly 20% straight to Onyx's bottom line.
 






Anonymous said:
First off the share price was higher when HR was running the joint – utill we bought Proteolix, and again ANY share price we have had was ALWAYS based on the likelihood or not of being bought…T got very lucky with the Proteolix deal…and you can chalk that up to BizD not the CEO. Forget about the crappy deal they stuck with Bayer…if T had balls we would have gotten half that drug and not 20% with no overhead which every analyst said was a bad deal and did nothing to bolster our stock. Heck you rarely see the 20% Stivarga mentioned as part of our revenue model…know why? We make more on the calls then the sales and now Amgen will not get the $190 a call…yeah that is a great deal we made.

OH and lastly what happened to 15 x 15? Yeah exactly…I guess underachieving is the new ‘success’…
Click to expand...

Forgot to respond to your last question - it ain't 2015 yet. Onyx stock doubled overnight after ODAC last year, so 2 years are a luxury.
 
























Anonymous said:
4x return not enough for you, huh?
Click to expand...

4% - That's what TC got us. Thank god he had sense enough to take the offer this week, if we'd come back after the Labor Day weekend with no deal the stock would have been trading at $110 and we would have had to settle for $118.
Way to go TC, you're a #1 negotiasturbator.
 






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