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Karyopharm - oncology





















Great guy who many will follow. Too little, too late from PM, JD, and MK.

Definitely a big loss...once managers start leaving you know it’s bad. Neither took a promotion/higher level position. Lateral moves for both save for the financials...however one rarely knows the complete comp package until it is presented so they were both looking...if this doesn’t speak volumes you are not listening.
 




This board needs to out leadership. This stock has stagnated long enough. The creators of the drug can rarely run the company well. Geet them out, sell the company, and treat the shareholders with some respect.
 




This board needs to out leadership. This stock has stagnated long enough. The creators of the drug can rarely run the company well. Geet them out, sell the company, and treat the shareholders with some respect.


Let’s see...a CEO who has no commercial experience, who’s wife is now involving herself in commercial also with no experience, showing a clear signal they have no faith in JD or PM. Add to that MK has an unrealistic view of Seli, so he’ll be the last recognize it’s a dog. At this point we are slightly above Clovis on the crazy scale losing good reps and managers left and right while the stock declines and revenue is staggered. But what the heck...let’s just throw on a dozen more zooms and fill out some more spread sheets. That ought to fix it...
 
























Everyone wants to work for a company where the executives call you on the phone to check in just to see how many calls you made, right?


That’s what I signed up for...their micromanagement shows us that they care about our success. If only we had more spread sheets and account plans to complete...that would fix it all.
 




















The market reaction so far isn’t exactly a ringing vote of confidence on the new guy.

RP is an odd choice for sure. He was the “CEO” of Ipsen NA which is basically a zone VP and not the real ceo. Inflated title for sure. It would have been great to bring in a CEO who has actually executed deals that we are in search/need of. Lastly I was on the Kyprolis team at Onyx/Amgen and RP had little to no real hands on responsibility for Kyprolis. All the heavy lifting was done well before the acquisition and RP wasn’t around all that long with Kyprolis under his watch and lastly it didn’t do well when it was.
 




RP is an odd choice for sure. He was the “CEO” of Ipsen NA which is basically a zone VP and not the real ceo. Inflated title for sure. It would have been great to bring in a CEO who has actually executed deals that we are in search/need of. Lastly I was on the Kyprolis team at Onyx/Amgen and RP had little to no real hands on responsibility for Kyprolis. All the heavy lifting was done well before the acquisition and RP wasn’t around all that long with Kyprolis under his watch and lastly it didn’t do well when it was.


Now I know who you are!