whats halllal s deal?

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Anonymous said:
Yes and No. I have been with company since initial launch of first indication when we had less than 20 reps 2MSLs 1 National Acct Mrg and 5 in house nurses. I can't remember if DH joined us right before or right after launch. But it was close to launch so he was still at Amgen during the "start up" heavy lifting. he had been brilliant for whole first launch. Give you that. Merciless slick showman slave master but made us a bundle.
But of course he was selling lightening in a bottle. We had liquid gold: Only treatment for a deadly disease that you have to take IV every other week for rest of life. And we control manufacturing & distribution (shipping as well as only allowing one dose at time to ship so our "nurses" can track all missed doses and hound patients back to MD office = compliance = keep selling. ) Now there is the real success of the first launch. We know where every vial is. If the patient misses an appointment we call and " educate them " back on schedule. And oh by the way since we are only show in town we charge half a mill a year for treatment. But most showmen can manage a success

Second indication is a dud. As said repeatedly here. Half of starts stop.
Even he can't make a silk purse out of a cow's ear
Who knows where the pipeline is. We ask. ....crickets
Founding Fathers are all gone (LB SS)
Since we have grown. Since second indication He has done nothing in US
Global is another story. That is what keeps him where he is. US is hurting
Show me US growth since second launch .....yep. those crickets again....
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DH was here well before launch and he hadn't been at Amgen since 2001-2002. He came to us from eyetech after biogen. His name, style, and footprint are all over this company as he had responsibility for building th entire commercial division.
 






Let's just put it this way. As expected in this industry it all about what have you done for me lately. And by lately in mean when the sun sets on your big day tomorrow you are at zero again.
We all know what he did early on. Zzzzzzzzzzz. What about now!
We can expect no less than he from us right ?
We are dying out here. Nothing to sell. Old news and a lame duck that flies half the time
And that footprint is usually a boot print on your windpipe.
 






It is definitely a "what have you done for me lately world". Hold on to your hats (but not your stock). When he has to fess up to Wall Street this week that PNH is slowing down, the stock could tank quickly. ANY shortfall by biotech is being punished severely (just look at Biogen) after their Q2 results. Better hope the PNH story he tells wall street is better than the PNH story all the sales reps are seeing on the ground
 






Alexion has launched two drugs recently, correct? How are they selling? Are the reps finding patients or just frustration? Had an opportunity at this company, but something inside screamed "run away."
 






anonymous said:
It is definitely a "what have you done for me lately world". Hold on to your hats (but not your stock). When he has to fess up to Wall Street this week that PNH is slowing down, the stock could tank quickly. ANY shortfall by biotech is being punished severely (just look at Biogen) after their Q2 results. Better hope the PNH story he tells wall street is better than the PNH story all the sales reps are seeing on the ground
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Insightful! If what I am seeing with PNH is happening across the board, and IF PNH is the main focus of the analysts on the upcoming Earnings Call, DH will be tap dancing like Hillary is with her latest round of scandals. Hard to tell from my level if either of them is right or wrong but ALXN could see a real "head for the hills" exit by the shareholders. What's a gal to do?????
 






anonymous said:
Insightful! If what I am seeing with PNH is happening across the board, and IF PNH is the main focus of the analysts on the upcoming Earnings Call, DH will be tap dancing like Hillary is with her latest round of scandals. Hard to tell from my level if either of them is right or wrong but ALXN could see a real "head for the hills" exit by the shareholders. What's a gal to do?????
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Earning out today and it looks like you don't know what you are talking about. The only one tap dancing today is you.
 


















You left out one word on your elegant reply. That word is YET. ALXN is now entering it's mature stock phase. Check out the history of AMGN, GILD, BIIB,. They now trade at more reasonable multiples ~ 16, 10, 20. ALXN is still out there at a valuation of about 40-45X earnings. Without MAJOR upside growth, the stock is going nowhere (except possibly down). As an employee I know you are rooting for 250 as the share price; I've been there. But the chances are dwindling for this to happen. Check out the valuations above before you send your next reply. Sorry I called you a Moron. That wasn't nice
 






anonymous said:
You left out one word on your elegant reply. That word is YET. ALXN is now entering it's mature stock phase. Check out the history of AMGN, GILD, BIIB,. They now trade at more reasonable multiples ~ 16, 10, 20. ALXN is still out there at a valuation of about 40-45X earnings. Without MAJOR upside growth, the stock is going nowhere (except possibly down). As an employee I know you are rooting for 250 as the share price; I've been there. But the chances are dwindling for this to happen. Check out the valuations above before you send your next reply. Sorry I called you a Moron. That wasn't nice
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While the multiple goes down, it is based on higher sales and resulting profits, so the stock is not actually falling (separate from market dynamics).

If sales go to $10 Billion (with similar margins), would you still be crying in your soup because the growth rate is smaller?
 


















DH is not a bad guy, but he should not be talking medicine and seems ways over his head. Without LB, we are left with little pipeline and R&D run by a big Pharma retread who does not seem all that good. But I have work so not worried at least for now.
 






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