For the 1000x time, our strategy was bad. That's on leadership.
Our strategy was to bad mouth Otezla. Docs love Otezla. They know what it is. They don't care that it doesn't work that well. They love the safety and wedge between topicals and needles. Yet we bad mouthed it pre launch and continue today.
I just had a speaker program last week. The speaker did her job, but I took a tally count and she said Otezla more times than she did Sotyktu.
We fouled this up.
Now we can blame the market, Covid, mean Amgen, Skyrizi, PBMs, Specialty Pharmacies - anyone we want to deflect blame, but when we lay our heads down at night, deep down, we know we screwed the pooch with this one.
Too bad. It's over now. We lost 24 month. By the time we get rolling, there will be more significant orals around that Otezla.
BTW, those guys are miserable as well. I talk to them regularly and evidently they have some micro managing she devil in charge who doesn't care about anything except faking all the measurement and she is beating the shit out of them. Telling them they don't know how to do anything right and only she can save them.
The least of our worries are those arrogant bastards. Our issues are 90% internal and 10% the market, or at least what's coming.