House of Cards?

[anonymous]

For those emphasizing performance of our CEO Ricks and CSO Skovronsky in pumping up LLY stock price:

https://www.barrons.com/articles/biogen-stock-down-alzheimers-51632319432

With a recent P/E ratio in the neighborhood of 40, what does this say about the reality of the future here?

 

[anonymous]

Detailing donanemab will be like trying to sell sand in the Sahara; sign me up!

But hey, since it appears we’ll soon need to watch every penny, why not post links that don’t require a subscription?

https://www.fiercepharma.com/market...d-c-area-neurology-clinics-over-controversial
https://www.fiercepharma.com/market...d-c-area-neurology-clinics-over-controversial

 

[anonymous]

Detailing donanemab will be like trying to sell sand in the Sahara; sign me up!

But hey, since it appears we’ll soon need to watch every penny, why not post links that don’t require a subscription?

https://www.fiercepharma.com/market...d-c-area-neurology-clinics-over-controversial

I’ve been in the industry 20+ Years and I’ve never seen sign like that! I’ve seen “no pharma reps” signs that apply to everyone, but I’ve never seen one that singles out an individual company. Imagine how that Biogen rep feels right now. The marketplace is changing and evolving but without ANY access why would you be needed. Scary.

 

[anonymous]

The Ricks (Emperor Ziegler) Solution to every problem:

https://youtu.be/r0mO6UY6uTg

 

[anonymous]

https://www.fiercepharma.com/pharma/biogen-reports-paltry-aduhelm-sales-300k-obviously-disappointing-says-ceo-vounatsos

2/3 physicians disagree with FDA approval for Aduhelm and Medicare looking to restrict access. Certainly Biogen is offering free “starter” infusions, but $300K translates to only 21 paying customers in 3 months.

What possible reason would make Wall Street believe LLY would execute any better with our “me-too” drug?

donanemab = Aduhelm v2.0 (?)

 

[anonymous]

Obviously you’re not an IT major

v2.0 suggests significant improvement over v1.0; not the case here, donanemab is more like v1.1

 

[anonymous]

https://apple.news/AreVAwLH-Teu0UJv4nNoFSg

Aduhelm only $2.3M for Q2 and Q3

Foreshadowing for Lilly’s 2022 donanemab