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Layoff?

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anonymous said:
I’d vote bad rep is the answer.

Santiago was a subpar rep and was sent home for their own safety. You weep for Santiago and your curse BIPI and the manager. Santiago's departure, while tragic, probably saved scripts. And his manager’s existence, while grotesque and incomprehensible to you, saves NBRx. You don't want the truth because deep down in places you don't talk about at P2P discussions, you want me on that wall, you need me on that wall. We use words like Agility, Accountability and Intrapreurship. We use these words as the backbone of a life spent detailing something. You use them as a punchline. I have neither the reach or the frequency to explain myself to a man who delivers lunches then takes home leftovers under the blanket of the very budget that I provide, and then questions the manner in which I approve it. I would rather you just said thank you, and went on your way, otherwise, I suggest you pick up an iPad, open Veeva and leave some samples. Either way, I don't give a damn what you think you are entitled to.
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Brilliant…LMAO…but… DID YOU ORDER THE CODE RED?
 




















anonymous said:
Of course there‘s no “talk” of layoffs. There was no “talk“ of Animal Health becoming independent of Human Health either. It is not smart for any organization to let employees think layoffs are coming. But, at the risk of the inevitable middle school-esque replies that may come, consider the following (which is all available “open source”) :

-Farxiga has a generic available now (and you better believe talks are in the works with Medicare to bring the price down)
-Farxiga beat Jardiance to market by 7 months back in 2014. How long before BI releases its own AG?
-2 other dapa generic manufacturers WILL have a generic on the market by October 2025
-Even though Jardiance has many years left until expiry, that’s no guarantee that reps will promote it up until expiry. Many companies stop active promotion well before the end of a drugs patent life. Just ask an old Januvia rep the last time they promoted Januvia, yet it doesn’t expire until 2026 and made 2.3 billion on 2023 with no share of voice for the year and a half prior.
-Even though Jardiance has Medicare contracts for years, there’s no guarantee language won’t be Included that states patients must “ try and fail” a generic first. it will still be “covered“, but additional hoops may likely be coming for patients to jump through
-A new study less than 2 weeks old states a certain GLP1 demonstrated 38% RRR in HF with preserved EF.That indication will launch 2025.
-The new Medicare Part D changes will have a catastrophic cap of $2,000 and patients will pay $0 toward their drug costs after that. This is a large cost for companies to absorb, so anytime you hear it’s been “factored in” just remember headcount reductions are part of that factor
-The new IRA costs for Farxiga, Jardiance, and others have been set (just not released yet). Although the changes don’t go into effect until 2026, changes to the sales structure will need to happen well before that.

Things are changing quickly. It’s just smart to see what’s happening and objectively come to the conclusion that certain changes to the field force need to happen. Tale-tell signs are overly optimistic assessments of the short-term future, talk of the importance of collaboration, and the need for urgency as there needs to be as many new scripts as possible before restructure occurs. This isn’t to say everyone will be let go. It also isn’t to say that BI reps won’t have a bright future. But for the next 3 years there will definitely be a large change/reduction to the existing sales force. It’s just a matter of when.
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This is actually a great take….perhaps smart assumptions but you never know what the company will actually do at the end of the day. Many departments looking at AI so that may be a part of the future that eliminates sales and other roles.
 




anonymous said:
This is actually a great take….perhaps smart assumptions but you never know what the company will actually do at the end of the day. Many departments looking at AI so that may be a part of the future that eliminates sales and other roles.
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It’s actually not that great of a take. The person who wrote it doesn’t know the nuances of an authorized generic ba a multi sourced one. In general, the FX AG didn’t do much at all and was more a failure for AZ. Sure, any volume that went to the AG theoretically was better for the AZ net, but that fdoesnt take into consideration the costs of development, their fees to Prasco. BI looked at a Tio AG years ago and determined the juice was not worth the squeeze. Doubtful they will revisit it for Empa.
 




-Even though Jardiance has Medicare contracts for years, there’s no guarantee language won’t be Included that states patients must “ try and fail” a generic first. it will still be “covered“, but additional hoops may likely be coming for patients to jump through
-A new study less than 2 weeks old states a certain GLP1 demonstrated 38% RRR in HF with preserved EF.That indication will launch 2025.
-The new Medicare Part D changes will have a catastrophic cap of $2,000 and patients will pay $0 toward their drug costs after that. This is a large cost for companies to absorb, so anytime you hear it’s been “factored in” just remember headcount reductions are part of that factor


As for these hot takes, mainly not accurate. Medicare adding additional ‘hoops’ would negate the intended purpose of the IRA. Not only to lower costs but also to improve patient access to medications.

Growth of GLP1 and their data are a legit threat. Heck, that category is vowing significantly faster than SGLT2i.

As for the IRA leading to headcount reduction, it won t be due to the OOP cap reduction to $2000. The plans are picking up majority of that cost offset. They’ll likely bump up premium unless they get relief from the govt. they could ask for more rebates, but there are less and less to give.
 




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