Leadership Summit this week - read this Jakob

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anonymous said:
A 33.45 stock price is a clear indication of a collapse. NNI stock is lower than right before the election which is not the same across the pharm sector. Investors are losing faith. I'd say thats a pretty good sign of a collapse.
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So, by that measure, I guess we also collapsed in mid-2014 and every year before that, because our stock price was lower than it is today. The other pharma companies rebounded b/c they've already been through the shit we're going through now.
 
















anonymous said:
It's so easy to make you look foolish previous poster.

1. Collapse defined: to break down, fall down

2. Let's look at your two key arguments:

a. When is going from double digit growth to single digit growth a failure:

ANSWER:

It's a failure when the double digit growth was fueled by market growth of ~5-6% in insulin and 20+% in ( the even more expensive) GLP-1 segment.

Add on semi-annual price increases of 12-18% (realizing price protection in recent years tempered what hits the net), and without doing a single thing - just riding the wave of diabetes segment growth and price increases, you've grown the business nearly 15%. That's called good luck, being at the right placemat the right time. And yes sometimes it's better to be lucky than good.

Got the math on that one you dumbass ? Stop breathing your own exhaust.

Now, let's move to your second 'argument': "NNI is still significantly better than the competition"

How's that ? You didn't present any argument to support that claim.

I'd argue Lilly is killing it with a stronger strategy, solid clinical development and real commercial execution.

How is NNI better ?

-CEO stepping aside
-NNI President fired
-CVP of HR fired
-ET (your leadership team) is the same except for one or two spots. How's that better ?

Tresiba is struggling to say the least

Xultophy is delayed (When did NNI last launch on time ?)

Novo's core insulin business of over $4.2B, had been fully commoditized (no sales efforts needed)

Biopharm is deprioritized and with a relatively flat forecast going forward. Facing new competition.

Nearly 500 were just terminated. And that was just Round One.

Stock just hit a 3-year low.

LLY has dramatically outperformed NVO stock past 2 and 3 year periods.

After reading this, do y'all really think Novo Nordisk is significantly better than competition ?

I didn't think so.

4622
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Cycles. Everything goes in cycles. Remember a few years ago LLY suspended merit raises and bonuses? Yep, they were going through difficult times. Yes we have some difficult times ahead but bitching will not really help. Get to work.
 




no, I don't remember about LLY because I was doing my job.

Short story is the industry has changed the past 3-4 years you dumbass. Can't compare LLY then with NVO now. And who cares, that's history.

Were ESI and CVS controlling formularies then as they are now ?

Had consolidation among the top players taken place?

How many contracts were written with price protection?

Was Basaglar / biosimilars this close ?

Was physician access more open?

Ya think just a couple of things have changed ?

Dumbass.
 








anonymous said:
no, I don't remember about LLY because I was doing my job.

Short story is the industry has changed the past 3-4 years you dumbass. Can't compare LLY then with NVO now. And who cares, that's history.

Were ESI and CVS controlling formularies then as they are now ?

Had consolidation among the top players taken place?

How many contracts were written with price protection?

Was Basaglar / biosimilars this close ?

Was physician access more open?

Ya think just a couple of things have changed ?

Dumbass.
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I see. So you're using the above excuses for reasons that you can't effectively do your job? Thanks for sharing---as I have long suspected, we need a complete reboot in the field. I can think of a few thousand ex-BMS, Sanofi, Pfizer, BI reps that would give up their family pet to have a shot at working here.

I am sick and tired of the excuses I hear from you field mice.
 




anonymous said:
I see. So you're using the above excuses for reasons that you can't effectively do your job? Thanks for sharing---as I have long suspected, we need a complete reboot in the field. I can think of a few thousand ex-BMS, Sanofi, Pfizer, BI reps that would give up their family pet to have a shot at working here.

I am sick and tired of the excuses I hear from you field mice.
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Spoken like someone who couldn't sell anything at all in the current OR former environment. Just blah, blah blah.
 




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