Nobody is safe. For the moment, the Ilumya and Absorica teams are probably fairly safe. Eye and Onc will probably get a few more months of a pass. DUSA and TARO teams are probably most vulnerable. TARO has no products to sell. They will have no impact on Absorica sales in the third position with no incentive or accountability for the brand. TARO reps are not ready for prime time; deadwood. Low ID and talent. DUSA reps are lower on the evolutionary scale. As for the couch potato Ilumya team, get going or get cut based on low activity in about six months time. 40 orders and probably 2 orders filled will not a biologic team be.
Not one really knows what will happen, but even the average Joe like myself knows this can't continue. Sun is taking a swipe at the Opth market, let's hope that works. However, the company has not shown anything can be done right, so the odds are against it.
On the Derm side, Levulan is well off plan at halftime. Biofrontera, shady as they may be, is having real impact. And for Absorica, the outlook is even worse. Who cares about Ximino.
Tildra, as with all launches, is in make-or-break mode during the first 90 days of launch. Early signs are not good at all. Not. At. All.
By the way, all these comments are factual, data-driven.
As for the bigger picture of SUN/TARO, that's where it gets messy, and where opinions come in. But, I'd say there'll be changes - SUN will not pay to have 100+ reps on the Taro and acne products operating as they are. Ain't gonna continue. Same goes for tilde, where Plan B will be put into effect in January. Opth ... we'll see, but that's on a short leash as well. They HATE losing money, even if it's to build a future franchise.
Remember, the over-arching strategy for the company is ''cost savings", as in save your way to profitability. Generics. India.
That strategy is not effective in the US in the branded space.
So, what's that mean ? You figure it out. It ain't hard.
