With the departure of two key I&I upper management players in recent weeks, is it a sign for trouble yet to come for the I&I division or is it just a fluke?
Loaded question. Xeljanz part of I&I is doomed unless they buy a company w immunology products. Only 48 months until LOE and patent is currently in court being challenged now for 5mg.
Xeljanz has 100-150 reps too many and upper mgt did a poor job forecasting UC indication even before the black box taking Xeljanz to last line agent. You have 2 reps per territory & most go in on joint calls just to get their call avg # met.
Everyone agrees 2-3x more reps than needed & small territories the day is complete in 3-4hrs, however nobody will say anything as do not want to talk self out of a job.
DMs more than doubled on the crazy expansion that should have never taken place so DMs are at more risk than reps going from 10 to 26 so DM s know we have too many reps but they not going to say anything as fear of loosing their jobs.
Of the 3 people who made this very poor expansion decision, 2 are gone and only the head of Marketing is left ( he is also head of sales now with zero sales exp--- that is another good old boy story about non qualified getting promoted )
So YES Xeljanz is doomed with zero pipeline until 3-4 yrs after LOE, then those compounds are niched diseases like Lupus that only need 50 reps nationwide, not 250!
Derm side of I&I is robust w 3 new products next 3 yrs. Its 100% a primary care business model & has no business being in specialty - should been given to Primary Care, but it is safe & reps are secure w robust pipeline.
If on the Xeljanz side, you need to run not walk to something else as the pipeline & too many reps have doomed the division in a few years (if the new head of sales/mkt doesn't run it into the ground first before LOE does)