The MS Franchise has AWFUL leadership. Amy VB was one of those “superstars” that Gene loves to label. One year she is Tom Klein’s food taster and then she follows the typical Gene pathway of being put in a variety of positions for a short period of time. Next thing you know, she is heading up a launch franchise in a new space. Her biggest mistake was putting E.L. in charge of marketing. He is a prototypical arrogant ass who came from Oncology where they sell in a market with minimum competition. He also carried that “superstar” label for whatever reason. If you look at Genentech products across the board, any market they are in that is competitive they fail miserably. RA hasn’t made a dent in that market but brings in revenue because the market is so big. Skin got clobbered because of awful leadership. It’s about time they cleaned up Oncology. My God, what do you people actually do every day!?! Plan your three lunches for the year?
Biogen is already outmarketing Genentech and taking advantage of their REMs status. Just keep in mind that the franchise VP had minimal experience at best.