Sell off Derm

[anonymous]

Sotyktu is not what BMS expected. It’s now a fly in our ointment. Get rid of the whole unit and focus back on our roots. Cardio, Onc, Heme. I’m sure Pfizer or somebody will take it.

 

[anonymous]

Sure, Amgen troll

 

[anonymous]

Why, since Q1 earnings this year we have told the Street we have a 40% share in orals. That represents over $2 billion already! Why would we sell this gold mine?

Unless we are lying?

 

[anonymous]

We have no where close to 40%

 

[anonymous]

Sotyktu is not what BMS expected. It’s now a fly in our ointment. Get rid of the whole unit and focus back on our roots. Cardio, Onc, Heme. I’m sure Pfizer or somebody will take it.

I review this board, because in the current Novartis restructuring people were promoted, that all have in common a BMS history. We were interested in Tyk2 in the past, but probably failed to close a deal. In addition, phase 3 dosage of 6 mg instead of 12 mg was a surprise. 12 mg could have achieved anti-il23 like efficacy. 6 mg competes with Apremilast, that seems to have a better safety profile and sufficient efficacy