immunology expansion

[anonymous]

The home office has gone back in time to think more head count will create more sales. Expanding when access is terrible makes no sense unless they think all the calls logged into veeva are real. More head count means more joint calls + more fake calls + less access.

 

[anonymous]

The home office has gone back in time to think more head count will create more sales. Expanding when access is terrible makes no sense unless they think all the calls logged into veeva are real. More head count means more joint calls + more fake calls + less access.

Well said.

 

[anonymous]

Until Abbvie starts showing up with 4 reps, this makes sense. Humira going biosimilar soon so they are going all in w Skyrizi now. May feel like rep wars of 20 years ago but if Tremfya fails we are all gone.

 

[anonymous]

Tremfya has been failing in rheumatology for a long time. It does not work for PSA. This is a great drug for the skin but not the joint. Rheumatology walked away from Simponi sub q after 3-4 years and walked away from stelara after about 3 years. Tremfya won’t last much longer in rheumatology. This fat sales force will eventually get slaughtered if Tremfya is the savior.

 

[anonymous]

It’s tough to justify a 200+ person sales force in rheumatology for selling a drug with only a PSA indication. PSA is a small market compared to RA, and is very saturated with biologics

Abvie is not betting the house on Skyrizi after humira goes generic as they also have Rinvoq for RA.

It won’t be until 3+ years that Janssen will complete another round of clinical trials with Tremfya to show it works in the joint for PSA but by then it will be too late.

 

[anonymous]

BMS terminated their orencia sales force. Maybe we can hire some of them to come on board to help with Tremfya.