LRL is World Class

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Ahhh, still drinking the kool aid abnd the emporer is not naked! It's way too late - new products should have launched 4-5 years ago in order to secure market share.
 






Lilly used to pump its pipeline saying the plan was to launch 2 products per year starting in 2013 to allow a smooth transition through Year YZ. Then in 2011, they stopped with that line, realizing it was not going to happen. Right now, the Phase 3 pipeline is weak, and they don't necessarily have any viable 1st in class/best in class candidates in that stage of development. Solanezumab (Alzheimers) is a BIG MAYBE and even if it can be approved for use in early stage Alzheimers, will they be able to make much profit for such an expensive to produce therapy in this indication. The recently mentioned VEGF pathway antibody is one of many looking to be 2nd generation me-better version of Avastin. Other than that I don't know what they have that will be able to hit it out of the park. Looks like a lot of "the emporer has no clothes" especially with this ridiculous run-up in the stock price recently.
 












Anonymous said:
Lilly used to pump its pipeline saying the plan was to launch 2 products per year starting in 2013 to allow a smooth transition through Year YZ. Then in 2011, they stopped with that line, realizing it was not going to happen. Right now, the Phase 3 pipeline is weak, and they don't necessarily have any viable 1st in class/best in class candidates in that stage of development. Solanezumab (Alzheimers) is a BIG MAYBE and even if it can be approved for use in early stage Alzheimers, will they be able to make much profit for such an expensive to produce therapy in this indication. The recently mentioned VEGF pathway antibody is one of many looking to be 2nd generation me-better version of Avastin. Other than that I don't know what they have that will be able to hit it out of the park. Looks like a lot of "the emporer has no clothes" especially with this ridiculous run-up in the stock price recently.
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Hmm emperor needs new clothes, esp. ceo clothes. Maybe opt for turtleneck/jeans a la Steve Jobs (or maybe polo shirt/jeans) (or, during the summer, coolmax/shorts) That would be a good start. Also, base diversity on something other than mere increased inclusion of a racial group that includes thief of "first SSRI" concept - which is well documented though little known.
 












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