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Predictions for the next 30 days

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Non-sales but sick of the f-ing layoff rounds. I've had enough. Trying to stay in Irvine for personal reasons but good god management is asking us to jump ship from the constant layoffs. I'm so glad someone wrote an anonymous comment to Nicholson during the R&D town hall stating AGN feels like a sinking ship.
 








anonymous said:
Non-sales but sick of the f-ing layoff rounds. I've had enough. Trying to stay in Irvine for personal reasons but good god management is asking us to jump ship from the constant layoffs. I'm so glad someone wrote an anonymous comment to Nicholson during the R&D town hall stating AGN feels like a sinking ship.
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And you poor token research folks will get squat for severence. Close Irvine and sell the property!
 




Rommel, you magnificent bastard. I read your book.

Get ready to cut all deadbeat sales whiners and boost this stock.

Brent, get this sinking ship back on course. You have way too many sales reps that don't work or leave their homes. They are overpaid and low performers. Cut these and get that stock going up in the right direction
 




this is absolutely BS’s fault. He made a bonehead decision and got the restasis patent invalidated. The product had 6years left on it. He is losing $6 billion because of what he did. Guess who will pay for it?

This better be his resignation phone call. Why would there be any restructuring the day 1/3 of all sales reps are flying to a vraylar meeting anyways?
 




Not sure why people give Saunders a free pass and don’t point fingers at him for losing almost $50 billion in market cap. Patent expiration’s happen all the time in Pharma and it’s the job of the CEO and management to “manage” patent issues. The single telling factor to me is how Saunders appears to have destroyed the credibility of Allergan with investors as well as the rest of the Pharma community. What was once a very respected company (Allergan Legacy) is now a joke. As many have pointed out, had a regular employee screw up as bad as Saunders has, they would have been fired. I see 2018 being a lot like 2017. Poor M&A phase 3 data which squashes any stock price movement. Slight losses in sales of old drugs and potential past high earning drugs. Once earnings go down and poor data comes out, its game over for AGN. This stock will be sub $100’s and a sale for dirt will occur. Currently I would be shocked if someone offered to buy AGN. No free cash flow with diverging nonGAAP and GAAP numbers is not good. YoverY growth and earnings could be a smoke screen. Been long for almost 30 years and have never seen AGN so mismanaged and run by executives who only know how to buy and sell. Bring back Pyott and get rid of this incompetent punk Saunders.
 




anonymous said:
this is absolutely BS’s fault. He made a bonehead decision and got the restasis patent invalidated. The product had 6years left on it. He is losing $6 billion because of what he did. Guess who will pay for it?

This better be his resignation phone call. Why would there be any restructuring the day 1/3 of all sales reps are flying to a vraylar meeting anyways?
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Well they fired 1/2 the Women’s Health Reps literally right after Liletta launched
 








anonymous said:
Not sure why people give Saunders a free pass and don’t point fingers at him for losing almost $50 billion in market cap. Patent expiration’s happen all the time in Pharma and it’s the job of the CEO and management to “manage” patent issues. The single telling factor to me is how Saunders appears to have destroyed the credibility of Allergan with investors as well as the rest of the Pharma community. What was once a very respected company (Allergan Legacy) is now a joke. As many have pointed out, had a regular employee screw up as bad as Saunders has, they would have been fired. I see 2018 being a lot like 2017. Poor M&A phase 3 data which squashes any stock price movement. Slight losses in sales of old drugs and potential past high earning drugs. Once earnings go down and poor data comes out, its game over for AGN. This stock will be sub $100’s and a sale for dirt will occur. Currently I would be shocked if someone offered to buy AGN. No free cash flow with diverging nonGAAP and GAAP numbers is not good. YoverY growth and earnings could be a smoke screen. Been long for almost 30 years and have never seen AGN so mismanaged and run by executives who only know how to buy and sell. Bring back Pyott and get rid of this incompetent punk Saunders.
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Spot on! Growth pharma which was touted as being the new Ferrari of the pharmaceutical industry at the AGN town hall in 2015 turned out to be an old VW Bug that doesnt run. Saunders and company need Uber and a ride out of town!
 




Allergan will continue to downsize. Too bloated for current environment. Will lose 20% plus in January. Specialty reps are just glorified pc reps. Too much overlap with access decreasing yearly. Also if don't reduce managers, then more reps will leave. Too much micromanagement and too little company surviving management. Lots of talk about growth pharma but just talk and market cap drops almost daily. Used to be a good place to work.
 




anonymous said:
Allergan will continue to downsize. Too bloated for current environment. Will lose 20% plus in January. Specialty reps are just glorified pc reps. Too much overlap with access decreasing yearly. Also if don't reduce managers, then more reps will leave. Too much micromanagement and too little company surviving management. Lots of talk about growth pharma but just talk and market cap drops almost daily. Used to be a good place to work.
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Truth! I still wonder for a CEO who tells the investing community that he knows how to make cuts and do it quickly then pushes off that action... why? Some deal or partial sell-off of drugs will happen in January. Has to be more than just regular layoffs to really make the stock more attractive and to polish BS's tarnished image. He, and the micromanaging RD'd and DM's, suck.
 
















anonymous said:
Please give detailed reasons why. I won’t hold my breath
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2018 will look a lot like 2017. Could be worse actually. AGN with Saunders at the helm could fail big time. Charts look horrible for AGN. Dont be surprised to see further lows in 2018. It may be that AGN really isnt profitable and the divergent nonGAAP and GAAP numbers along with zero FCF are evidence of that. Ask yourself if most companies stock price sees a good bump after great earnings and AGN has supposedly shown great earnings for the last three quarters (actually some of the best numbers in pharma) then why has the stock lost 50% market cap? It aint because of a $1.4 billion dry eye drug! It aint because a competitior claims to have a botox lookalike.
 




Because we're going to have a great fourth quarter. Just watch and wait for the report.

Not a troll at all. And I'm only invested in one pharma stock right now. And yes, I care about our performance and employees and colleagues and not just the stock price.

All the fun is in volatility and contrarianism. There's got to be a bottom somewhere. I say this is it.

You say otherwise? Bet your hand on a big short. Sport.
 




anonymous said:
Because we're going to have a great fourth quarter. Just watch and wait for the report.

Not a troll at all. And I'm only invested in one pharma stock right now. And yes, I care about our performance and employees and colleagues and not just the stock price.

All the fun is in volatility and contrarianism. There's got to be a bottom somewhere. I say this is it.

You say otherwise? Bet your hand on a big short. Sport.
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You dont have a clue!
 




An early retirement initiative will be offered to employees with 15+ years of service. If we refuse to accept the offer, then we will lose the opportunity to accept it later if we lose our job when the wave of cuts go in to effect. Good luck!
 




anonymous said:
An early retirement initiative will be offered to employees with 15+ years of service. If we refuse to accept the offer, then we will lose the opportunity to accept it later if we lose our job when the wave of cuts go in to effect. Good luck!
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Ha, total bullshit. You can’t target a demographic you fucking idiot.
 




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