Opinions on New Consumer Healthcare Company Outlook?

[anonymous]

What do you think about the likelihood of success for the new consumer healthcare company?

 

[anonymous]

New Consumer Health will be successful - a large stable of established products that should continue to sell well. My guess is another company buys New Consumer Healthcare.

New GSK - I don't see why the spinoff will make this drunken laggard any less drunk or lag any less. It will be bought by another company - my money is on Google.

 

[anonymous]

Inside of a year , Andrew Witty - who is now with Optum/United, will purchase the Consumer company to ensure Optum has a good piece of business that produces predictable returns...and eliminates the volatility of the Optum Stock price.............and soon enough, he will hire Diedre and the Lilly crowd to run it........

 

[anonymous]

Much better than the pharma side for sure!! Lame pipeline and too many competitors beating us in vaccine development

 

[anonymous]

I would stay away from it. All of the competent people have left or in the process of leaving. It’s left with a bunch of idiots to run it. I give it 2 to 3 years before it completely folds…that’s if somebody doesn’t buy them and get rid of most of the people….

 

[anonymous]

In a world of post separation... if the company is run by gsk leadership, especially in the UK, then they will hire a strategic consulting firm, likely mckinsey, who will be smart and measured in their advice, to ensure that they (mckinsey) achieve consistent revenue from their client, over multiple decades.

mckinsey will shift consumer's mindset to value cost cutting over growth, but to do so in a limited way, especially in the early period of being a new company. the UK leadership will LOVE it. mckinsey will promise them positions on their board after they get let go and plus it feels cool to be liked by mckinsey!

mckinsey will start with a plan that they should divest certain lower tier brands that aren't power brands, but only in specific regions of the world and not globally.

what follows, or in parallel to the above, are several acquisitions of emerging "new" promising brands by consumer at the advice of mckinsey. Then whoever consumer pays to tell them what to do with those brands, will inevitably fail to gain market traction through the "gsk brand" which is completely over inflated in the minds of the leadership in the UK, in terms of market share or any reasonable metric that would measure actual brand power relative to other pharmaceutical / consumer companies in the industry.

THEN they will go back to mckinsey and ask what to do next because consumer doesn't know how to attract, retain or develop talent with critical thinking skills, plus at this point everyone is hiring a consulting firm to tell them what to do because they don't want to get fired and have likely ascended to their current positions through anything but merit.

the advice will be to divest or sell another brand, but this time a more prominent level of brand(s). mckinsey will be laughing all the way to the bank. they will continue to convince UK leadership that the company will hit on their next acquisition of a smaller research / existing consumer company with promising consumer brand potential that will inevitably fail.

Then Mckinsey will advise consumer to spin off the mega oral power brand or whatever stupid brand is left at this point, oral is just an example. it will be the brand area that carries the most overhead / lowest margins relative to the the other internally perceived "power" brands in the company and most importantly is a great opportunity to shift unimaginable debt as part of the transaction to form another new company.

the remaining company will outsource as much as possible including outsourcing core competencies or what should be core competencies of what remains. executives that remain will have experience in running lower margin generic pharma or consumer companies, and will take power and continue this process as they themselves have no idea how to do anything but cut costs because they have never worked in a growth market/mindset; however, this will also still not be enough.

Unfortunately, the entity of consumer, say it is called something really smart like, the other new gsk, will never get bought and renamed because no asset portfolio is actually valuable enough within what remains to outweigh and warrant buying the company in its entirety because of how poorly it is run and the fact that the name gsk or whatever this stupid company will be called will still have some brand power. if they were smart they would just name it Pfizer Consumer. the company will exist in perpetuity as it continues to follow advice from mckinsey on what to divest or spin off as it shrinks it's actual employee base and is a shell of the company from what it was. soon only the top people in management left who have laid everyone off and will be overseeing every function that is outsourced.


or maybe I am thinking of gsk pharma.