ViiV

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anonymous said:
Our current 2DR portfolio is underperforming at such a massive level I am shocked we would move forward with hiring. We are losing HIV business hand over fist.
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I think we have to be realistic about what our benchmark is. If the benchmark for the 2DR portfolio is Biktarvy, then it is absolutely delusional to suppose that we will ever even compare. There is no way any prescriber with minimal training will prescribe 2DR. On the other hand it may be a more reasonable comparator to ask where Dovato is in regards to Juluca. Recall they said Juluca was only the appetizer and Dovato would easily overtake it. The question is if Dovato has overtaken Juluca in quarterly sales. I don't believe that is indeed the case. This is an important point of distinction. Juluca which contains rilpivirine in addition to dolutegravir should be way less favored over Dovato which is basically Biktarvy minus TAF.
The fact that Dovato is not selling as well as Juluca means that it is indeed likely to die a slow painful and gasping death. The new to Brand Rx (NBRx) metrics for Dovato have been dismal. There was exquisite wishful thinking when they said "It is slow to uptake, but it will get better" That excuse is no longer applicable. Viiv will be undergoing severe organizational changes in the next few weeks. These are explicitly designed to make the reporting structure more amenable to shifts and downsizing. Meanwhile GSK just purchased a celiac disease company, because as you know celiac disease is in every home and is going to change the fortunes of this company.
There is literally no coherent comprehension or strategy in this company. It is basically a jumbled mess of crossed wires and the carefully considered decision making of a cocaine addicted prepubescent methead in charge of a multi billion dollar enterprise.
Godspeed and good luck.
GSK takes over full ownership of Sitari Pharmaceuticals
 








anonymous said:
I think we have to be realistic about what our benchmark is. If the benchmark for the 2DR portfolio is Biktarvy, then it is absolutely delusional to suppose that we will ever even compare. There is no way any prescriber with minimal training will prescribe 2DR. On the other hand it may be a more reasonable comparator to ask where Dovato is in regards to Juluca. Recall they said Juluca was only the appetizer and Dovato would easily overtake it. The question is if Dovato has overtaken Juluca in quarterly sales. I don't believe that is indeed the case. This is an important point of distinction. Juluca which contains rilpivirine in addition to dolutegravir should be way less favored over Dovato which is basically Biktarvy minus TAF.
The fact that Dovato is not selling as well as Juluca means that it is indeed likely to die a slow painful and gasping death. The new to Brand Rx (NBRx) metrics for Dovato have been dismal. There was exquisite wishful thinking when they said "It is slow to uptake, but it will get better" That excuse is no longer applicable. Viiv will be undergoing severe organizational changes in the next few weeks. These are explicitly designed to make the reporting structure more amenable to shifts and downsizing. Meanwhile GSK just purchased a celiac disease company, because as you know celiac disease is in every home and is going to change the fortunes of this company.
There is literally no coherent comprehension or strategy in this company. It is basically a jumbled mess of crossed wires and the carefully considered decision making of a cocaine addicted prepubescent methead in charge of a multi billion dollar enterprise.
Godspeed and good luck.
GSK takes over full ownership of Sitari Pharmaceuticals
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Very astute. At first we had high hopes for Juluca, much higher than what was achieved. When that failed we were told wait until Dovato. I believe we were told we should expect to obtain 60% - 70% of the new starts? Laughable now. It is straight up unbelievable that our launch of Dovato has UNDERPERFORMED Juluca (By far one of the worst launches in the Specialty space history). How can this be?
 








anonymous said:
Very astute. At first we had high hopes for Juluca, much higher than what was achieved. When that failed we were told wait until Dovato. I believe we were told we should expect to obtain 60% - 70% of the new starts? Laughable now. It is straight up unbelievable that our launch of Dovato has UNDERPERFORMED Juluca (By far one of the worst launches in the Specialty space history). How can this be?
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Wait until the shot, sister. We will have enormous expectations, and if the Juluca and Dovato launches are any indication, we are going to be in huge trouble. It’s become quite embarrassing
 








Dovato will never be the market leader. However, it will be a major player in the HIV landscape. It will be a blockbuster (1 billion in sales) and will be a big part in switching suppressed patients. Why does everyone believe that if you are not number one you/re not successful. I'll take a billon dollar drug seven days a week. Also, consider the small size of our organization. What do we have..250 reps? Our division generates over 4 billion in sales annually. CAB is coming and will find its place as well. What we need to do is remove all of the ex-GSK managers and the horrible culture they have brought! Message to K Fink, THIS IS NOT PRIMARY CARE SALES!!! Specialty is different! Accounts are different! Access is handled differently! And why in the hell are so many upper level managers and executives spending so much time in the field with reps? You are not welcomed by our customers and you add almost no value! Are you there to evaluate us? If that's the case then your job is redundant! We already have RSDs dining this. This division has so much to offer and it's being destroyed by ego maniacs like Kfink!
 








anonymous said:
Dovato will never be the market leader. However, it will be a major player in the HIV landscape. It will be a blockbuster (1 billion in sales) and will be a big part in switching suppressed patients. Why does everyone believe that if you are not number one you/re not successful. I'll take a billon dollar drug seven days a week. Also, consider the small size of our organization. What do we have..250 reps? Our division generates over 4 billion in sales annually. CAB is coming and will find its place as well. What we need to do is remove all of the ex-GSK managers and the horrible culture they have brought! Message to K Fink, THIS IS NOT PRIMARY CARE SALES!!! Specialty is different! Accounts are different! Access is handled differently! And why in the hell are so many upper level managers and executives spending so much time in the field with reps? You are not welcomed by our customers and you add almost no value! Are you there to evaluate us? If that's the case then your job is redundant! We already have RSDs dining this. This division has so much to offer and it's being destroyed by ego maniacs like Kfink!
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"

"1 Billion in sales"
Are you aware that Dovato, was launched in April 2019, which, combined with Juluca, delivered sales of only £139 million in the 2nd quarter for the US? Wait though, do you know what was the actual US sales of dovato in Q2?
Take a wild guess.... Really.
£5 million. Yep. just 5 million in the US. That is less than what Biktarvy does in a week.
This is publicly available data. Feel free to cross check.
 








anonymous said:
"

"1 Billion in sales"
Are you aware that Dovato, was launched in April 2019, which, combined with Juluca, delivered sales of only £139 million in the 2nd quarter for the US? Wait though, do you know what was the actual US sales of dovato in Q2?
Take a wild guess.... Really.
£5 million. Yep. just 5 million in the US. That is less than what Biktarvy does in a week.
This is publicly available data. Feel free to cross check.
Click to expand...
Scary - actually in Q2 Biktarvy did that much in sales every 36 hours
 
















anonymous said:
Dovato will never be the market leader. However, it will be a major player in the HIV landscape. It will be a blockbuster (1 billion in sales) and will be a big part in switching suppressed patients. Why does everyone believe that if you are not number one you/re not successful. I'll take a billon dollar drug seven days a week. Also, consider the small size of our organization. What do we have..250 reps? Our division generates over 4 billion in sales annually. CAB is coming and will find its place as well. What we need to do is remove all of the ex-GSK managers and the horrible culture they have brought! Message to K Fink, THIS IS NOT PRIMARY CARE SALES!!! Specialty is different! Accounts are different! Access is handled differently! And why in the hell are so many upper level managers and executives spending so much time in the field with reps? You are not welcomed by our customers and you add almost no value! Are you there to evaluate us? If that's the case then your job is redundant! We already have RSDs dining this. This division has so much to offer and it's being destroyed by ego maniacs like Kfink!
Click to expand...

That is exactly what Fink and the upper management idiots did/ and still do at Sanofi. Upper and middle level managers are the BIGGEST waste of money in the pharma industry by a long shot!!!!!
 








To post #12. You are aware that we are in a new era of pharma. Dovato will be a blockbuster. Bank on it. Will it take longer than what it would have taken back in the 80s. So relax. Cross check me on this...DTG combined sales are??????? 4 Billion dollars per year!!
 








anonymous said:
To post #12. You are aware that we are in a new era of pharma. Dovato will be a blockbuster. Bank on it. Will it take longer than what it would have taken back in the 80s. So relax. Cross check me on this...DTG combined sales are??????? 4 Billion dollars per year!!
Click to expand...
The only thing that would make Dovato a blockbuster is if it was suddenly discovered that it gave people 4 hour erections and grew back amputees limbs.
 








anonymous said:
To post #12. You are aware that we are in a new era of pharma. Dovato will be a blockbuster. Bank on it. Will it take longer than what it would have taken back in the 80s. So relax. Cross check me on this...DTG combined sales are??????? 4 Billion dollars per year!!
Click to expand...
And shrinking, while we push new gimmick 2 DR regimines.
 








#17 is too funny! LMAO!! Let's do some basic math. If 1 Rx of dovato is 2k per month that means that 1 year of therapy is 24K annually for 1 prescription..are we good so far? So if ViiV can generate roughly 40K TRx in a given year that would generate the magical 1 billion dollar block buster number. I believe Dovato will hit that mark by year 3 post launch. Additionally, when you look at the HIV portfolio we currently have in addition to the future injectable, I believe ViiV is more than healthy. As the previous post mentioned, our company generates billions in sales with our current portfolio. And, we are a very small team. #profitable! Where we are lacking is with the direction of our company culture. We are slowly morphing into a "big pharma" organization. Our leadership team does not have the background in this space and completely lacks the understanding of our market and customer base. If you are fearful of the sky falling, you should leave. Personally, I think the future is bright.
 
















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