Sell Otezla and Keep Sotyktu?

[anonymous]

Dude, this past quarter, Q2 2024, we sold $41 million in the US. Let that sink in. Derm's have already decided. Market has spoken.

Derms say there are about 204 psoraisis treatment options. For the glad hands and girls in tight dresses, if you lack talent or are otherwise incapble of distinguishing your product, keep your freebies and doughnuts in the shiny car.

 

[anonymous]

We should have hired the Celgene bikini models to launch. Look back at what they did. They took a placebo pill that caused the shits, with no medical presence at all, in an oncology company and no PBM support and carved out $2+ billion a year in 5 years.

The only way you do that is to not be big Pharma and pay your reps to move volume. Celgene did.

We don't.

 

[anonymous]

Eliquis got out of the gate slowly and took 2 years to get going. Now the #1 prescribed drug in the US in NBRx. Give this a chance with upcoming access improvements

 

[anonymous]

Eliquis got out of the gate slowly and took 2 years to get going. Now the #1 prescribed drug in the US in NBRx. Give this a chance with upcoming access improvements

Dude, we only started to grow Eliquis when Pfizer came on board. FACTS! Go look at the earnings reports. It's all there. We can't commercialize anything by ourselves. You can hide this all you want, but only Pfizer quick started our growth.

 

[anonymous]

Pfizer was on board from day 1. But I hear you in that they know how to sell

 

[anonymous]

Pfizer was on board from day 1. But I hear you in that they know how to sell

Wrong. Day One begins 18 months prior to launch. Successful launches are already primed. It's not calling on the big name KOLs that speak for everyone and don't write. It's calling and and framing up with the busy cardiologists and hospitalists who see patients. PFE was not part of that. We didn't grow until PFE brought in their muscle post launch. Had they been on board from Day One, we would have soared early. We don't do things well because we focus on KPI metrics instead of results.