Update from Home Office

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anonymous

Guest
Since Eric is providing exciting updates next week - I will be shedding some much needed perspective from the C Suite. I’ve sat silent long enough. This company is facing an existential crisis.

I will attempt to answer the burning questions on the fields mind. I will also make you privy to behind the scenes discussions on what are the viable paths forward for the company as its presently constructed. Hint: There are several - and none of the REALISTIC ones are great.


Will address:
Can ALKS M&A Team really buy something?

Is someone up top about to be the fall guy/gal? If not - why not?

How is the stock price used to make decisions?

How much runway is there really with the current trajectory?

What’s the plan and timing for potential 1 up vs 2 up? What would “force” a move into 1 up?

ALKS balance sheet

Value Enhancement Plan - Deal with the Devil

How RP got played by Activists

RP and his focus (its not sales and marketing)

Why the culture is broken? This one I’ll answer now. We don’t have culture guys - we have execution guys. Todd, Damon and Eric are not guys who inspire you to bring out greatness - no fault of their own - it’s a skill they lack - just a bad match to lead a sales org. More on that next week.

Lots to discuss…stay tuned.
 






anonymous said:
Since Eric is providing exciting updates next week - I will be shedding some much needed perspective from the C Suite. I’ve sat silent long enough. This company is facing an existential crisis.

I will attempt to answer the burning questions on the fields mind. I will also make you privy to behind the scenes discussions on what are the viable paths forward for the company as its presently constructed. Hint: There are several - and none of the REALISTIC ones are great.


Will address:
Can ALKS M&A Team really buy something?

Is someone up top about to be the fall guy/gal? If not - why not?

How is the stock price used to make decisions?

How much runway is there really with the current trajectory?

What’s the plan and timing for potential 1 up vs 2 up? What would “force” a move into 1 up?

ALKS balance sheet

Value Enhancement Plan - Deal with the Devil

How RP got played by Activists

RP and his focus (its not sales and marketing)

Why the culture is broken? This one I’ll answer now. We don’t have culture guys - we have execution guys. Todd, Damon and Eric are not guys who inspire you to bring out greatness - no fault of their own - it’s a skill they lack - just a bad match to lead a sales org. More on that next week.

Lots to discuss…stay tuned.
Click to expand...

The one person who cared about culture in their region is gone. We had our own special world of a culture and we see what others across have been complaining about.

Really sad. .
 












anonymous said:
The one person who cared about culture in their region is gone. We had our own special world of a culture and we see what others across have been complaining about.

Really sad. .
Click to expand...


This company is now a toxic ticking time bomb. They did this to themselves, hope they are happy with the outcome. The next two months will absolutely tell the story; watch how many leave
 






Totally agree with all points. Actually looking forward to the posting of all the “changes” but it’s a little too late for the people that already resigned. Going to 1 ups has been something that I’ve been voicing for the past 3 years.
 






anonymous said:
Since Eric is providing exciting updates next week - I will be shedding some much needed perspective from the C Suite. I’ve sat silent long enough. This company is facing an existential crisis.

I will attempt to answer the burning questions on the fields mind. I will also make you privy to behind the scenes discussions on what are the viable paths forward for the company as its presently constructed. Hint: There are several - and none of the REALISTIC ones are great.


Will address:
Can ALKS M&A Team really buy something?

Is someone up top about to be the fall guy/gal? If not - why not?

How is the stock price used to make decisions?

How much runway is there really with the current trajectory?

What’s the plan and timing for potential 1 up vs 2 up? What would “force” a move into 1 up?

ALKS balance sheet

Value Enhancement Plan - Deal with the Devil

How RP got played by Activists

RP and his focus (its not sales and marketing)

Why the culture is broken? This one I’ll answer now. We don’t have culture guys - we have execution guys. Todd, Damon and Eric are not guys who inspire you to bring out greatness - no fault of their own - it’s a skill they lack - just a bad match to lead a sales org. More on that next week.

Lots to discuss…stay tuned.
Click to expand...
 






When is the “big” announcement from Eric? Heard the meeting last week was the BEST that they’ve ever had…shocker and probably a big fat lie. It’s called damage control 101…
 


















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