Layoffs?

Quote




























anonymous said:
Only for the to poorest money loosing BUs in the company. KITE & Oncology.
Layoffs or Sell-off either one will happen
Click to expand...
The only 2 things to move the stock: LEN for PREP and GLP1. Oncology is a huge drag and leadership needs start loving the HIV BU. Sandrine's oncology folks think they were the shit and now look at them. They have no idea what to do with their time. Sell COVID and Kite. Gilead priorities are so fucked up. Can we just be an antiviral company? We get no respect on wallstreet for anything else. You already fired Merdad. Quit sucking all the cash out of the HIV BU and driving it into the ground.
 




anonymous said:
The only 2 things to move the stock: LEN for PREP and GLP1. Oncology is a huge drag and leadership needs start loving the HIV BU. Sandrine's oncology folks think they were the shit and now look at them. They have no idea what to do with their time. Sell COVID and Kite. Gilead priorities are so fucked up. Can we just be an antiviral company? We get no respect on wallstreet for anything else. You already fired Merdad. Quit sucking all the cash out of the HIV BU and driving it into the ground.
Click to expand...
A little crude but it's not exactly false.
 




anonymous said:
The only 2 things to move the stock: LEN for PREP and GLP1. Oncology is a huge drag and leadership needs start loving the HIV BU. Sandrine's oncology folks think they were the shit and now look at them. They have no idea what to do with their time. Sell COVID and Kite. Gilead priorities are so fucked up. Can we just be an antiviral company? We get no respect on wallstreet for anything else. You already fired Merdad. Quit sucking all the cash out of the HIV BU and driving it into the ground.
Click to expand...
Lotta truth to this. They diluted the prep team which is basically a primary care sales force, as is covid. They can’t keep treatment top talent through the self preservation strategy and they are years late to the access and reimbursement party. Ironic they put so much money into other BU’s all to be a sucking cost center. Gilead, the giant who cared about hiv patients is gone. Taking its place is the current pcp big pharma mother chasing revenue spikes. Glp1’s in the pipe would make the old guard cry. If that even takes off, there is literally no one internally qualified to sell it or set Strat.
 




HIV, Liver diseases (PBC, MASH) and obesity are what will drive the stock up. Oncology is a cost center run by fools who think they have all the answers and drain resources. The oncology pivot has been a disaster. Time for leadership change to divest from oncology and invest in those TAs mentioned above where Gilead has built a strong reputation.
 




anonymous said:
HIV, Liver diseases (PBC, MASH) and obesity are what will drive the stock up. Oncology is a cost center run by fools who think they have all the answers and drain resources. The oncology pivot has been a disaster. Time for leadership change to divest from oncology and invest in those TAs mentioned above where Gilead has built a strong reputation.
Click to expand...
Covid??
 
















YES layoffs to be announced by EOY - according to source was told it was mostly msl team to be impacted. VP onc is leaving but not until 1/2025. Going to a startup as CMO that I work at. all under wraps but signed confid papers signed Monday.
 




anonymous said:
Lotta truth to this. They diluted the prep team which is basically a primary care sales force, as is covid. They can’t keep treatment top talent through the self preservation strategy and they are years late to the access and reimbursement party. Ironic they put so much money into other BU’s all to be a sucking cost center. Gilead, the giant who cared about hiv patients is gone. Taking its place is the current pcp big pharma mother chasing revenue spikes. Glp1’s in the pipe would make the old guard cry. If that even takes off, there is literally no one internally qualified to sell it or set Strat.
Click to expand...
 












Top Bottom
Back
Quote