Onc KAMS





KAMs are fine and will downsize by attrition only or move over to HIV or even Covid BU which will be creating select KAMs in 2025.
The reps are another story, 50% cut back to single rep territories. Last year's double of reps ended up the most costly error in the BU.
 












Gilead's ONC pipeline is paper thin. I have seen 5 Bil market cap companies with a stronger pipe.
Another Johanna failure. Here entire career decisions at Gilead has been one failure after then next! If she was a male, she had been fired 4yrs ago with her Filog disaster oversight & decisions including paying $10 Billion termination rates to give back to Gallopogus who launched in as the #1 seller in Europe now. Then the bonehead Onc decisions from the very beginning.
She is horrible
 




Another Johanna failure. Here entire career decisions at Gilead has been one failure after then next! If she was a male, she had been fired 4yrs ago with her Filog disaster oversight & decisions including paying $10 Billion termination rates to give back to Gallopogus who launched in as the #1 seller in Europe now. Then the bonehead Onc decisions from the very beginning.
She is horrible
Amen. She’s devoid of strategic and tactical brain cells. The Onc business is in for some trouble. Trodelvy looking more and more like an inferior product to Enhertu and other upcoming competitors in the TROP2 ADC class. Time to bail.