Pascal Our Saviour !! Medi is the BEST !!

[anonymous]

Thank you Pascal for saving AstraZeneca !! You are so freakin super smart !! Let's bet the farm on MedImmune and Mystic !! Why didnt you just run down the hall spilling gasoline and dropping matches ? That would have been faster..

And now let's execute employees to preserve executive compensation. Mene Penguinboy deserves a raise !! Bahiji Jihadii deserves a raise !! Marc Dumbover needs a raise !! LEADERSHIP !!!

On track for $45 Billion in Sales by December

 

[anonymous]

YIKES!!! Not good!!

 

[anonymous]

Wow! Just wow. What happens now that Mystic failed to meet its primary endpoint? Where will the so called Billions of revenue come from frenchy?

 

[anonymous]

Wow! Just wow. What happens now that Mystic failed to meet its primary endpoint? Where will the so called Billions of revenue come from frenchy?

Mystic has co primary endpoints and the study will continue awaiting results on the second co-primary overall survival. So the news is unfortunate, for sure, at a time when the company is depending on good news flow, but the show goes on, game isnt over. Life sciences isnt for the faint of heart, there are ups and downs, but you know that already I suppose.

As for where the billions will come from, well, if you are referring to the pipeline, all the other positive phase 3 studies in oncology Pacific (Durva), Flaura (Tag), SOLO2 (Lym), Olympiad (Lym); in resp Benra and hopefully the rest of the inhaled portfolio comes through; and in CV, again hopefully, ZS9 and Epanova.

The other billions will come from the existing products - which I imagine like me, you are responsible for selling one or more of. So lets get back to work and pick up the slack while we await the next round on Mystic.

 

[anonymous]

Mystic has co primary endpoints and the study will continue awaiting results on the second co-primary overall survival. So the news is unfortunate, for sure, at a time when the company is depending on good news flow, but the show goes on, game isnt over. Life sciences isnt for the faint of heart, there are ups and downs, but you know that already I suppose.

As for where the billions will come from, well, if you are referring to the pipeline, all the other positive phase 3 studies in oncology Pacific (Durva), Flaura (Tag), SOLO2 (Lym), Olympiad (Lym); in resp Benra and hopefully the rest of the inhaled portfolio comes through; and in CV, again hopefully, ZS9 and Epanova.

The other billions will come from the existing products - which I imagine like me, you are responsible for selling one or more of. So lets get back to work and pick up the slack while we await the next round on Mystic.

LOL! Funny person! I should go buy some AZ stock now that you've told me that Epanova is going to be big!

 

[anonymous]

Mystic has co primary endpoints and the study will continue awaiting results on the second co-primary overall survival. So the news is unfortunate, for sure, at a time when the company is depending on good news flow, but the show goes on, game isnt over. Life sciences isnt for the faint of heart, there are ups and downs, but you know that already I suppose.

As for where the billions will come from, well, if you are referring to the pipeline, all the other positive phase 3 studies in oncology Pacific (Durva), Flaura (Tag), SOLO2 (Lym), Olympiad (Lym); in resp Benra and hopefully the rest of the inhaled portfolio comes through; and in CV, again hopefully, ZS9 and Epanova.

The other billions will come from the existing products - which I imagine like me, you are responsible for selling one or more of. So lets get back to work and pick up the slack while we await the next round on Mystic.

While i can appreciate a well articulated comment like this, you do realize that PS promised over 40 billion by 2023. That's only 6 short years away and AZ is currently far off. Tbose trials you mentioned are just that. Trials. Nothing from them have been commercialized yet. Looking at AZ track record, it will take some years to capitalize on those trials once they come to fruition. I think you are really reaching here with your comment. AZ has a history of being "late to the game" in most TA's. As a result, Mystic is just par for the course at AZ. PS was looking to jump ship. Everyone else should play folllow the leader and do the same as this is a huge failure unfortunately.

 

[anonymous]

While i can appreciate a well articulated comment like this, you do realize that PS promised over 40 billion by 2023. That's only 6 short years away and AZ is currently far off. Tbose trials you mentioned are just that. Trials. Nothing from them have been commercialized yet. Looking at AZ track record, it will take some years to capitalize on those trials once they come to fruition. I think you are really reaching here with your comment. AZ has a history of being "late to the game" in most TA's. As a result, Mystic is just par for the course at AZ. PS was looking to jump ship. Everyone else should play folllow the leader and do the same as this is a huge failure unfortunately.

Current quarter expectations a 50% decrease in profits vs. same quarter last year. How much longer can Frenchie afford to stay and take the credit for this disaster?

 

[anonymous]

Current quarter expectations a 50% decrease in profits vs. same quarter last year. How much longer can Frenchie afford to stay and take the credit for this disaster?

He can't hence the Teva crap. He is looking to jump off the ship he built. What do you expect from a man that trained to put his arm up horses asses and put down kitty's and doggy's?

 

[anonymous]

He can't hence the Teva crap. He is looking to jump off the ship he built. What do you expect from a man that trained to put his arm up horses asses and put down kitty's and doggy's?

What???!!!! I have an appointment with him today to check out my dog that's not feeling well! You mean that he....kills puppies and kitties...like dead? Sort of like our portfolio?

 

[anonymous]

While i can appreciate a well articulated comment like this, you do realize that PS promised over 40 billion by 2023. That's only 6 short years away and AZ is currently far off. Tbose trials you mentioned are just that. Trials. Nothing from them have been commercialized yet. Looking at AZ track record, it will take some years to capitalize on those trials once they come to fruition. I think you are really reaching here with your comment. AZ has a history of being "late to the game" in most TA's. As a result, Mystic is just par for the course at AZ. PS was looking to jump ship. Everyone else should play folllow the leader and do the same as this is a huge failure unfortunately.

Indulge me for a minute to keep reaching

To establish I'm not main-lining the Kool-aid: You're right. We are a long way from 40+Bn. 2x actually and non trivial portion of our revenues today are externalization based - and I'm not sure how long that goes on for - so let's assume they will need to be replaced I suspect by 2023. So the 40+ expectation may have been too lofty and no doubt we need IO to get all the way there.

But The oncology trials I mentioned are completed P3 with results announced and filings in or pending. So while we haven't realized sales from them yet I'd bet on them being significant drivers of growth. Pacific is hardly late to market - 1st in the disease setting. Tagrisso was first and best in class and Flaura opens up first line. Lynparza was first in class too and just generated Billions in a deal Today. Many of the products I mentioned in respi and Cv could be first or best. They could also be late and average, but only time will tell.

AZ will grow moving forward. Will we get to 40+. Not sure. Will we get to 35+? More likely. Will we get to 30+, for sure. 40+ was probably a promise of what could be true in the face of getting swallowed by the worlds largest Pharma player. I'm glad that didn't happen. I wouldn't turn back the clock.

 

[anonymous]

Indulge me for a minute to keep reaching

To establish I'm not main-lining the Kool-aid: You're right. We are a long way from 40+Bn. 2x actually and non trivial portion of our revenues today are externalization based - and I'm not sure how long that goes on for - so let's assume they will need to be replaced I suspect by 2023. So the 40+ expectation may have been too lofty and no doubt we need IO to get all the way there.

But The oncology trials I mentioned are completed P3 with results announced and filings in or pending. So while we haven't realized sales from them yet I'd bet on them being significant drivers of growth. Pacific is hardly late to market - 1st in the disease setting. Tagrisso was first and best in class and Flaura opens up first line. Lynparza was first in class too and just generated Billions in a deal Today. Many of the products I mentioned in respi and Cv could be first or best. They could also be late and average, but only time will tell.

AZ will grow moving forward. Will we get to 40+. Not sure. Will we get to 35+? More likely. Will we get to 30+, for sure. 40+ was probably a promise of what could be true in the face of getting swallowed by the worlds largest Pharma player. I'm glad that didn't happen. I wouldn't turn back the clock.

AZ is a cesspool--people don't like rational and logical. You don't belong here.

 

[anonymous]

LOL! Funny person! I should go buy some AZ stock now that you've told me that Epanova is going to be big!

Any comments on the rest of the thread or just going to cherry pick?

 

[anonymous]

The only sustainable TA to continue the current investment approach is oncology. The rest of the portfolio will likely be carved up and sold for the sum of its parts. Even the oncology TA will have to be run more efficiently without the growth trajectory provided by the hoped for PFS outcome from MYSTIC.

 

[anonymous]

Indulge me for a minute to keep reaching

To establish I'm not main-lining the Kool-aid: You're right. We are a long way from 40+Bn. 2x actually and non trivial portion of our revenues today are externalization based - and I'm not sure how long that goes on for - so let's assume they will need to be replaced I suspect by 2023. So the 40+ expectation may have been too lofty and no doubt we need IO to get all the way there.

But The oncology trials I mentioned are completed P3 with results announced and filings in or pending. So while we haven't realized sales from them yet I'd bet on them being significant drivers of growth. Pacific is hardly late to market - 1st in the disease setting. Tagrisso was first and best in class and Flaura opens up first line. Lynparza was first in class too and just generated Billions in a deal Today. Many of the products I mentioned in respi and Cv could be first or best. They could also be late and average, but only time will tell.

AZ will grow moving forward. Will we get to 40+. Not sure. Will we get to 35+? More likely. Will we get to 30+, for sure. 40+ was probably a promise of what could be true in the face of getting swallowed by the worlds largest Pharma player. I'm glad that didn't happen. I wouldn't turn back the clock.

I'm not saying the trials aren't worthwhile and won't come to fruition. In fact, AZ does have a strong oncology pipeline. There are many problems with this failed trial. The people who suffer the most though, are those with lung cancer who would've benefited from this therapy. Bottom line, this CEO promised the world to shareholders and failed to deliver. The other therapeutic areas (resp. cv, diabetes,) along with oncology, will never make up for this loss in time for AZ to reach 35 to 45 billion. It will be sold before that happens. PS is admitting defeat to some degree by co promoting with Merk. He knows AZ can no longer go it alone in the IO space. everyone knows that Pharma is a risky business. Biocompanies that have been around for decades have been able to do so by adapting to those risks . AZ has proven that it can't compete or adapt, unfortunately. PS will be gone before end of the year. Good luck all!

 

[anonymous]

I'm not saying the trials aren't worthwhile and won't come to fruition. In fact, AZ does have a strong oncology pipeline..........QUOTE]
the pipeline has always been the story at AZ going back at least a decade.

1. AZ has problems
2. They plan a new strategy to 'rebuild the pipeline'
3. Announce to everyone internally and externally they now have ' the best pipeline in the industry'
4. Late stage failures
5. repeat

 

[anonymous]

you are overlooking the blockbuster potential of the triple generic drug combo for asthma (peak sales at least 7Billion) and our return to CV dominance with Epanova (peak sales 3.6 Billion)

Fortunately the investment in Medi is really paying off total sales from Medi discovered products by 2025 will be zero. Well just like the current sales.

 

[anonymous]

you are overlooking the blockbuster potential of the triple generic drug combo for asthma (peak sales at least 7Billion) and our return to CV dominance with Epanova (peak sales 3.6 Billion)

Fortunately the investment in Medi is really paying off total sales from Medi discovered products by 2025 will be zero. Well just like the current sales.

Second paragraph Is factually inaccurate but nevertheless makes a good point though hyperbole.

 

[anonymous]

what is the total sales today from MEDI discovered products ? are you thinking flumist is a big winner ?

 

[anonymous]

you are overlooking the blockbuster potential of the triple generic drug combo for asthma (peak sales at least 7Billion) and our return to CV dominance with Epanova (peak sales 3.6 Billion)

Fortunately the investment in Medi is really paying off total sales from Medi discovered products by 2025 will be zero. Well just like the current sales.

EPANOVA cannot launch due to a pending lawsuit. If it does, AZ will be paying considerable fines and royalties.

Pascal has a bunch of fuckups working beneath him. He is incompetent and those beneath him even more so..

ZS drug will not get approved. Too many safety issues.

CV needed a full bag to justify the TA.

Diabetes is dying on the vine. Growth of Farxiga comes at the expense of other products in portfolio.

Brilinta has hit peak sales. Unless hundreds of useless bodies are replaced with seasoned CV specialists, no change in brand leadership will matter. Dozens of seasoned and skilled CV specialists are retiring or running for the exits. As the talent gap is backfilled with PC reps from within, the future looks bleak.

Merck will come in and clean house. Not a single brand team or brand team member will be retained.

Hang tight to buyout news.

 

[anonymous]

what is the total sales today from MEDI discovered products ? are you thinking flumist is a big winner ?

Synagis sells $600-700M. Not sure if it was discovered by Medi, but it was developed by Medi in the mid-80s. Flumis is about $100M.....dog w fleas.