How much longer?

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Read the fine print on the IC plan. “Management reserves the right to revise…”

GP is looking at the impact on IC due to the Adderall shortage. “This is a national dynamic that has impacted the market and other products so make sure we’re not paying for something they didn’t really do anything to earn.”

Merry Christmas ya filthy animals.
 






anonymous said:
Read the fine print on the IC plan. “Management reserves the right to revise…”

GP is looking at the impact on IC due to the Adderall shortage. “This is a national dynamic that has impacted the market and other products so make sure we’re not paying for something they didn’t really do anything to earn.”

Merry Christmas ya filthy animals.[/QUOTE
Confirmed. Ask about this on our Fast start calls after the 1st of the year. GP and TC will squirm.
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We know this is all over in about 3 months, right?

We’ve had a nice little windfall with the adderall shortage but we’re about 3 months away from the summer decline. Then Vyvanse goes generic and the whole market goes to sh*t. Our little AytuConnect isn’t going to help when payers get in front of that.

That’s probably the new Wall Street dog and pony shell game slides that are keeping Josh and Mark busy
 


















ADHD sales for quarter ending December 22 were only up 2% vs 2021 even with the Adderall shortage and last year being in the deepest part of the pandemic? Now we know why GP and TC are being moved out. Jason and Topher already making moves.
 






anonymous said:
ADHD sales for quarter ending December 22 were only up 2% vs 2021 even with the Adderall shortage and last year being in the deepest part of the pandemic? Now we know why GP and TC are being moved out. Jason and Topher already making moves.
Click to expand...
Took a little longer than I thought but getting TC out now was the right thing to do. He isn’t needed anymore with the summer drop imminent. And we’re not going to rebound with the market leader going generic
 












Vyvanse's patent expires in August and the payers will genericize 90% of the market by the end of the year. That's the business. And with the market kicking back in at the same time as Vyvanse patent expiry, it could be even faster. 75% of our small net revenue comes from that market so GP is working on sales force reduction plans now. He'll be the one to turn out the lights.
 


















Another earnings sh*tshow. GP and TC’s decision to hire reps right out of Junior collij has really paid off. Can’t even sell when there’s no available competition. And Vyvanse is going generic in about an hour. But aytuconnect will continue to cut our margins to nothing. No wonder TC is looking for a job.
 






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