Overall I agree and would add levulan could be at risk for either a reduction and or being folded into acne or Ilyuma. Here’s why:
Share is dropping, and we can’t get the big price increases to counter the declining share. That = less profit. So, where then do you turn ? To the cost side. And that means bodies will roll.
So, you’ll see marketing folded in with/under acne or Ilyma as well as some sales and sales management position. Without naming names, you can save a VP salary and a NSD salary (or two). There’s $1 million right there. Then you trim 10 reps = another $2 million (including benefits bonus and car).
That’s just a start.
Much more to come.
And yes, all should be actively looking.