Insider- future updates

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Anonymous

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1. Lilly headcount coming down glabally by 35 percent.
2. Driven mostly by US affiliate Bio Medicines, IT, manufacturing. Increase in China.
3. Company will be utilizing more and more contractors/vendors to do work
4. Only john and board and Derrica know exact numbers
5. Zyprexa blow will be catastrophic in October
6. 2013 Cymbalta gone will finish neuro off. All neuro FDE's gone then.
7. Neuro acct 7 dm's must go and 75 reps and all FDE's gone
8. Cardio safe for now
9. MSK safer with 2014 evista gone and forteo in 2016.
10. Neuro office, well lets keep eating and partying as the titanic goes down.
11. Diabetes great place to be.
12. Animal health/Oncology the best place to be in sales right now.
13. Indy Internal folks are going to see even more headcount reduction. vendors will be doing your job.
14. FDE's in sales forces gone in late 2012
15. Major reallocations coming in bio medicines overall in 2012 and 13.
16. Sales models will look totally different. Way less reps covering alot of ground.
17. No programs, no lunches, compliance will take over everything, and price controls coming any day now. Lilly is in the process now of trying to understand govt position and work something out.
18. Axiron- a joke. to many other competitors in that mkt and the payor will not want to pay for it.
19. Viagra generic in 2012 and cialis once daily- hahahahhaa
20. Truth is pharma in the future at lilly will be small specialized sales forces and they are going to "shift resources" people out of the door or move them to east gibip!
21. zyp- $5 billion, cym $4billion, evista $1.5 billion, Strat- $560million, Humalog $2 billion and a bs pipeline, compliance and govt is a formula for major restructuring, do not trust or believe anything leadership is telling you, John L said it we must get extrmely smaller- 27-32 thousand is about the range in headcount. You cant loose that musch $ and everything be ok!
 












These updates do not take into consideration the flood of innovation that FIPNET will soon unleash. Lilly leadership will prove their worth in the coming months as they lead us into the PROMISED pipeLAND.
 












All sounds realistic to me.

However, I'm 99% Forteo has no patent life. In other words, we get to sell that dog until the sun sets. Or atleast until our government says we can. Actually, price controls for that drug might actually increase its revenue. See, be positive!

Uh oh, what was that. That's funny, it looked like the little Dutch boy floating down the river. Unfortunatly it was John, and he was on a yacht.
 












Anonymous said:
According to this year's shareholder report, DeFreeka didn't even know what his OWN holdings of lly stock was, requiring a revision to his financial disclosure...that's reassuring!
Click to expand...

Thats nothing - wait till they figure out they forgot to carry the "1" and the real Indy headcount numbers are "discovered."
 






The big fat dividend is killing this company.

Anonymous said:
1. Lilly headcount coming down glabally by 35 percent.
2. Driven mostly by US affiliate Bio Medicines, IT, manufacturing. Increase in China.
3. Company will be utilizing more and more contractors/vendors to do work
4. Only john and board and Derrica know exact numbers
5. Zyprexa blow will be catastrophic in October
6. 2013 Cymbalta gone will finish neuro off. All neuro FDE's gone then.
7. Neuro acct 7 dm's must go and 75 reps and all FDE's gone
8. Cardio safe for now
9. MSK safer with 2014 evista gone and forteo in 2016.
10. Neuro office, well lets keep eating and partying as the titanic goes down.
11. Diabetes great place to be.
12. Animal health/Oncology the best place to be in sales right now.
13. Indy Internal folks are going to see even more headcount reduction. vendors will be doing your job.
14. FDE's in sales forces gone in late 2012
15. Major reallocations coming in bio medicines overall in 2012 and 13.
16. Sales models will look totally different. Way less reps covering alot of ground.
17. No programs, no lunches, compliance will take over everything, and price controls coming any day now. Lilly is in the process now of trying to understand govt position and work something out.
18. Axiron- a joke. to many other competitors in that mkt and the payor will not want to pay for it.
19. Viagra generic in 2012 and cialis once daily- hahahahhaa
20. Truth is pharma in the future at lilly will be small specialized sales forces and they are going to "shift resources" people out of the door or move them to east gibip!
21. zyp- $5 billion, cym $4billion, evista $1.5 billion, Strat- $560million, Humalog $2 billion and a bs pipeline, compliance and govt is a formula for major restructuring, do not trust or believe anything leadership is telling you, John L said it we must get extrmely smaller- 27-32 thousand is about the range in headcount. You cant loose that musch $ and everything be ok!
Click to expand...
 


















Anonymous said:
1. Lilly headcount coming down glabally by 35 percent.
2. Driven mostly by US affiliate Bio Medicines, IT, manufacturing. Increase in China.
3. Company will be utilizing more and more contractors/vendors to do work
4. Only john and board and Derrica know exact numbers
5. Zyprexa blow will be catastrophic in October
6. 2013 Cymbalta gone will finish neuro off. All neuro FDE's gone then.
7. Neuro acct 7 dm's must go and 75 reps and all FDE's gone
8. Cardio safe for now
9. MSK safer with 2014 evista gone and forteo in 2016.
10. Neuro office, well lets keep eating and partying as the titanic goes down.
11. Diabetes great place to be.
12. Animal health/Oncology the best place to be in sales right now.
13. Indy Internal folks are going to see even more headcount reduction. vendors will be doing your job.
14. FDE's in sales forces gone in late 2012
15. Major reallocations coming in bio medicines overall in 2012 and 13.
16. Sales models will look totally different. Way less reps covering alot of ground.
17. No programs, no lunches, compliance will take over everything, and price controls coming any day now. Lilly is in the process now of trying to understand govt position and work something out.
18. Axiron- a joke. to many other competitors in that mkt and the payor will not want to pay for it.
19. Viagra generic in 2012 and cialis once daily- hahahahhaa
20. Truth is pharma in the future at lilly will be small specialized sales forces and they are going to "shift resources" people out of the door or move them to east gibip!
21. zyp- $5 billion, cym $4billion, evista $1.5 billion, Strat- $560million, Humalog $2 billion and a bs pipeline, compliance and govt is a formula for major restructuring, do not trust or believe anything leadership is telling you, John L said it we must get extrmely smaller- 27-32 thousand is about the range in headcount. You cant loose that musch $ and everything be ok!
Click to expand...

This prediction really fits what I think to be true. I do not have any insider info, but I have been thinking along these lines for years now....just based on a little reasoning and common sense. Supporting this is various wall street analyst comments that JL has his head in the sand. Imagine that.
 






Anonymous said:
This prediction really fits what I think to be true. I do not have any insider info, but I have been thinking along these lines for years now....just based on a little reasoning and common sense. Supporting this is various wall street analyst comments that JL has his head in the sand. Imagine that.
Click to expand...

If even whispers from the BOD/John about a dividend cut would be leaked into the media, the stock would plummet and take Indianapolis with it. The technology people are one thing, but take out hundreds of million-dollar salaries and whole neighborhoods of McMansions would soon be inhabited by roving gangs of former Lilly contractors.
 






Dividend over the past few years has been good based on no major patent expirations. Post zyprexa, cymbalta, humalog, evista losses to about 2015, dividends will be cut! And yes headcount reductions pending and career opportunities will not be plentiful. Everyone is going to feel the pain. After 2015, 22- 27k employees globally and most of them in emerging markets/ Asia. Of the "5 COMPANIES/BUSINESS UNITS in the US, it will be very lean- Less with Less! Top talent will be sent to marketing positions, global positions, animal health or oncology. Its going to happen! We must get smaller if we are not going to merge or have a major acquisition!
 






"Post zyprexa, cymbalta, humalog, evista losses to about 2015, dividends will be cut!"

What else is there?

The Imclone acquisition was a big flop, let's face it: antibodies have extremely select applications, are difficult to manufacture, formulate, and administer, and have truly scary side effects. First thing we have to do, is dismiss anyone who was involved in that decision.

Go back to Lilly's core strengths: small molecules. It will take some time, but the portfolio can be rebuilt. But don't confuse the issue by relying upon questionably qualified foreign universities for talent. I know how they work. I worked very closely with a professor from **ina, sat right next to his desk. 5-6 hours were spent on scamming Americans with very questionable references, just to advance "colleagues" ... you can bet that U.S.-born graduate students were used merely as tools to keep the place running. It was outright fraud, and the networks extend globally. Eliminate the odds of being scammed on qualifications.

Another great niche is nutraceuticals. With corporate and manufacturing in Indiana, you could have some great partnerships with the farming community. Mitch might even help bankroll the effort.
 






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