Thank you

Anonymous

Guest
Just a note to say thank you to all the AAH folks. I've appreciated working here regardless of this Zoetis outcome. Hope you have a great Thanksgiving and wishing you the best on this new journey.
 












Amen.

We might not be a perfect division and we have had our challenges as outlined over the years on this board, but as small as we are, we are a family of sorts. Dysfunctional, but a family. Things like this are difficult, especially during the holidays. The real punch in the gut is that less than two months ago they brought us all in for the sales meeting. We got the details on Simbadol and this could have been our comeback. Now we don't even get the chance to execute. People spent years working on getting this product ready to go and now it will be decent at best. Sure, there are some clinics that I've called on that are like, thanks, but no thanks, we use compounders just fine and send extra home with the owner. More are like; hey, this is something different. Sign me up for a few. Just think where we were a year ago...remember the recall?

The other kick in the pants was the Abbott House dinner with AW and JC. What a classy event. Our big picture as a team in front. How many times did we hear about the last ten years and how the next ten were going to be even better. Did they know and were we set up? We'll never know, but it sure feels shitty to me. Talk about a Last Supper!

Let's hang tough. Uncertain times are difficult for most, but we have each other. I've hear from peers across the country; some positive, some negative and some just scared. If we hang together, help each other out and move forward as best as we can in each our own ways, we all will be okay.

Bash me if you want for being "deep" here, but as I was at my aunts yesterday with family for Turkey Day sharing about work, one of my relatives mentioned something to me that his mother used to say. "Everything happens for a reason." Last night when we got back home and I got the little ones to bed, my spouse knew something was up with me. I mentioned what Uncle Mike said and reflected on my life and career. I have had ups and downs, both professionally and personally, like most of us. So far, everything has turned out okay. My family is healthly, I have my own (dysfunctional) family with food in the house and a roof over our heads. Things can be a lot worse. It will suck until we all know where we are heading and that we will be okay. Until then, lets stick together, share our ups and downs with each other here and on our phones (just when we are not driving) and be there for each other.

I took a look at the Zoetis web-site and between last week and now there are a number of sales postings that showed up. Clearwater...LS, Dallas...TB, a few in California...CC's team. A few others here and there, etc. I really think they will need us for a little bit. They purchased the products and a revenue stream, and if we are not out there selling, the competition will be. They don't want to start out trying to win-back or save business. That should give us some time to have somewhat of a holiday season while we start the job search. Add to that the "package" of 60-days PLUS six weeks PLUS a week for each year of service and if you think we are good through January (two months) + 60-days (two months) + a minimum of six weeks (a month and a half) thats five and a half months (if not more) to find a job. We could have just been tossed out with nothing.

Let the haters take their shots if you want, I'm just trying to be a little positive.
 












It's an interesting dynamic.

Billionaire Bill Ackman picked up about a 10% stake in Zoetis two weeks ago. At the same time his Valeant Pharmaceuticals is making a big play for Allergan. Talk was that Zoetis would be a nice acquisition for Valeant as well. Now you read an article like this from the analysts and they throw Bayer's name in the mix, which makes sense as well. So with the unfavoriable numbers commited to the Street, and the Street's reaction, Zoetis will need to do what is best for their shareholders which is to maximize their market capitalization. If that mean Valeant or Bayer coming along to pick them up, it could get real interesting.

What is a little silly is why they were so interested in us to begin with. Our products compliment theirs, but how do you take a business the size of ours ( < $100MM ) and have it generate momentum within a $4.2BN giant? I'm sure Miles is very happy with the $255MM he is getting on this tidy sale, but Zoetis might be up to their ears in other, BIGGER deals within a few weeks. Would seem we would drop to the bottom of their priority list when the numbers end with nine zeros, as opposed to six.

Also, if you are interested in what Zoetis is thinking, take a look at the Pfizer Animal Health board. They are talking about lay-offs more than we are!

Stay Tuned...
 






Zoetis was poised for new product growth even without the AAH acquisition. Once they have enough product, Apoquel alone will be a monster. They need more reps, which should be good news for many of you.
 






Zoetis was poised for new product growth even without the AAH acquisition. Once they have enough product, Apoquel alone will be a monster. They need more reps, which should be good news for many of you.

Thanks to what seems to be an outsider for their insights, it's nice to have some positive comments around this whole thing coming in this thread!
 






poster #4 here- bottom line is 2015 will not be boring!

if you want a place with Zoetis, do whatever ypu can to make yourself stand out- diabetes success with key customers, vaporizer deals and set-ups, etc- where ever you have skill and talent and CONFIDENCE in your self and abilities, talk it up big - even if you sold a ton of Orocam......

on the other hand, Abbott is no slouch of a company if you are inclined to stay and work in human arena- I for one will miss the profit sharing / 401k match / pension trifecta that is very rare in corporate world today. that alone has me thinking do I really want to stay in animal health or do I want to try to remain with Abbott.......
 






Staying with Abbott might be a better deal. Most of the reps on the human side that I know aren't as micromanaged to death as we are in the animal health side. They also have better base salaries.
 






It's an interesting dynamic.

Billionaire Bill Ackman picked up about a 10% stake in Zoetis two weeks ago. At the same time his Valeant Pharmaceuticals is making a big play for Allergan. Talk was that Zoetis would be a nice acquisition for Valeant as well. Now you read an article like this from the analysts and they throw Bayer's name in the mix, which makes sense as well. So with the unfavoriable numbers commited to the Street, and the Street's reaction, Zoetis will need to do what is best for their shareholders which is to maximize their market capitalization. If that mean Valeant or Bayer coming along to pick them up, it could get real interesting.

What is a little silly is why they were so interested in us to begin with. Our products compliment theirs, but how do you take a business the size of ours ( < $100MM ) and have it generate momentum within a $4.2BN giant? I'm sure Miles is very happy with the $255MM he is getting on this tidy sale, but Zoetis might be up to their ears in other, BIGGER deals within a few weeks. Would seem we would drop to the bottom of their priority list when the numbers end with nine zeros, as opposed to six.

Also, if you are interested in what Zoetis is thinking, take a look at the Pfizer Animal Health board. They are talking about lay-offs more than we are!

Stay Tuned...

thanks for info!!