Mirati - oncology?

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The leadership is 90% ex BMS. Feedback on medical affairs leadership is extremely poor under Kelly Covello who is selfish and does not look after people other her close retinue It is a massive bubble waiting to burst.
 




anonymous said:
The leadership is 90% ex BMS. Feedback on medical affairs leadership is extremely poor under Kelly Covello who is selfish and does not look after people other her close retinue It is a massive bubble waiting to burst.
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Medical leadership is really poor. They celebrate, promote and award their friends and sycophants regularly yet the vast majority of talent they have is not happy. The gaps are getting bigger and their ability to respond is poor to close the gap with Amgen. You raise concerns to help shape improvements at Mirati and you quickly find yourself marginalised.
 












anonymous said:
Medical leadership is really poor. They celebrate, promote and award their friends and sycophants regularly yet the vast majority of talent they have is not happy. The gaps are getting bigger and their ability to respond is poor to close the gap with Amgen. You raise concerns to help shape improvements at Mirati and you quickly find yourself marginalised.
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They brought in Kelly Covello? Wow, they must be desperate! LOL!!!!!!! She applied at another company where I worked and the CMO laughed bad enough to get a stomachache.
 




anonymous said:
Why is this headed for Clovis part II? Elaborate.
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-Undifferentiated drug, late to market, in a competitive space...just like the PARP market Clovis was in.
-Questionable decisions/choices at the executive level...just like Clovis
-Extremely bad commercial leadership and weak 1st/2nd line sales managers, many with deep Genentech ties...just like Clovis
-Unearned arrogance at key positions in the organization...just like Clovis
-Inflated hopes to sell for a multiple/premium, with no real business justification...just like Clovis

Hope that helps, do your own research and see what you unearth. This is how many people are viewing Mirati. Eerie how many overlaps there actually are. Perhaps you see it differently and we are all ears to hear your perspective.
 








What are the chances of adagrasib having a successful US launch with only marginally better perceived efficacy (no head to heads done) and worse tolerability than Lumakras? We at Amgen are so far ahead and entrenching…. Constructive opinions only.
 




anonymous said:
What are the chances of adagrasib having a successful US launch with only marginally better perceived efficacy (no head to heads done) and worse tolerability than Lumakras? We at Amgen are so far ahead and entrenching…. Constructive opinions only.
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If the Mirati leadership team is any indindication, Amgen has nothing to worry about.
 




anonymous said:
If the Mirati leadership team is any indindication, Amgen has nothing to worry about.
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As it's been said before on this thread...this is Clovis part two. You'll get all this rah rah BS on here from the Mirati folks...just like the Clovis board. Then two years from now when Mirati is a total failure people will forgot all the warning signs and try to justify the poor decision they made by joining the company.

This is not a launch and get bought quickly for a premium play by any stretch of the imagination. If this POS was an attractive company to acquire it would have happened by now at a lower price.
 




anonymous said:
As it's been said before on this thread...this is Clovis part two. You'll get all this rah rah BS on here from the Mirati folks...just like the Clovis board. Then two years from now when Mirati is a total failure people will forgot all the warning signs and try to justify the poor decision they made by joining the company.

This is not a launch and get bought quickly for a premium play by any stretch of the imagination. If this POS was an attractive company to acquire it would have happened by now at a lower price.
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No investors are coming near this place while Meek is around. Every enterprise he’s been associated with has cratered pretty quickly. He’s Typhoid Mary.
 




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