Vas needs to go

[anonymous]

Victor is likely next CEO. If not this next one he will be the one after that.

Let’s hope not. He’s not even qualified for the job he has now.

 

[anonymous]

Bad is busy securing access for our drugs with Flipt. He isn’t going anywhere.

 

[anonymous]

Vas is out, as stated above (in Q1). "US First"? Foreign Victor has never even run a country before and they gave him US as his first!?! Only posible as we are barely top 15 player in USA. If we were serious about US First, we would buy to scale and bring in an American commercial CEO to run NVS

 

[anonymous]

Vas is out, as stated above (in Q1). "US First"? Foreign Victor has never even run a country before and they gave him US as his first!?! Only posible as we are barely top 15 player in USA. If we were serious about US First, we would buy to scale and bring in an American commercial CEO to run NVS

Merger with Amgen…after November 3rd

 

[anonymous]

Merger with Amgen…after November 3rd

Zero chance of this.

 

[anonymous]

Yikes that’s a scary thought. Amgen is worse than Novartis. But how could
They do that with all of the positions that were just shuffled around? However - why are all of the managers at a meeting to learn how to lead through change? God help us all. So regret being stupidly loyal all the times other companies came knocking. I really believed in Novartis what a dumb ass I am

 

[anonymous]

Merger with Amgen…after November 3rd

Could be possible. Why else would Senior leadership throughout the company fall victim to the 8,000 layoffs. It makes sense.

 

[anonymous]

Not just people are axed also r&d projects, that were pioneer programs in the past, like csj117, directly competing with Amgenˋs AMG104 and Tezspire.

 

[anonymous]

amgen acquiring isn't bad idea. you want to be acquired, get lean. sales/employee goes up

 

[anonymous]

It would be a pity, if Vas will become the next Juergen Dormann and Novartis will follow the doom of Hoechst AG (pharma part now belongs to Sanofi).

 

[anonymous]

Word is that Vas already tendered his resignation but it wasn't accepted. Watch for him to be gone by the end of the year - he's already checked out mentally, but they'll need a fall guy for when it all comes crashing down.

 

[anonymous]

Vas could give two shits about anything but his own hide at this point. He thinks cutting 8,000 jobs is going to save his shitty M&A deals . You cant put lipstick on the pig that is your recent run of failure to launch products

Insane how he got away with his fake personality and failures all these years. He was the “genius” consultant behind Novartis Vaccines which flopped miserably under his leadership as President but Andrin took the fall for it.

 

[anonymous]

amgen acquiring isn't bad idea. you want to be acquired, get lean. sales/employee goes up

I'm not sure we will acquire Amgen . Possible more a merger

 

[anonymous]

Zero chance of this.

Don't agree. It's quite possible and even more so because of our ambition to be in the Top 5 companies in the US. Impossible without a merger or acquisition. Pfizer is too large, so are Merck, Abbott, JNJ so Amgen is a good size US company .....

 

[anonymous]

Don't agree. It's quite possible and even more so because of our ambition to be in the Top 5 companies in the US. Impossible without a merger or acquisition. Pfizer is too large, so are Merck, Abbott, JNJ so Amgen is a good size US company .....

and probably the reason to fire John Tsai as CMO, who joined Novartis after just 11 months at Amgen to avoid conflict of intetest...

 

[anonymous]

It seems the writing is on the wall for some kind of merger or acquisition given the ongoing transformation here…but who? What about Amnylam? Novartis has 21B to spend given is sale of Roche last year… pure speculation.

 

[anonymous]

^Alnylam^

 

[anonymous]

It seems the writing is on the wall for some kind of merger or acquisition given the ongoing transformation here…but who? What about Amnylam? Novartis has 21B to spend given is sale of Roche last year… pure speculation.

Mia the cash available or spent in the share buyback

 

[anonymous]

Novartis does have the cash pile up due to the unloading of Roche!

 

[anonymous]

and probably the reason to fire John Tsai as CMO, who joined Novartis after just 11 months at Amgen to avoid conflict of intetest...

more fire John tsai because he sucks!! Nothing to do with conflict of interest. Guy was way over his head. Should be back in clinic seeing 30 patients a day.