When is the J&J decision expected?

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The more they dither with this 0.5 to 1.5 billion revenue event, the more they distract from that major future event - loss of Singulair. This is less than 1.5 years away. Singulair represents more than 5 billion (10%) of revenue. Typical gross margin for Merck is 60% but Singulair is better than typical so its impact on profits will be a lot more than 10%. Doubtful that Frazier wants to see profit eroded so unless some new profit stream shows up, he will slash costs. Lose Remicade and the situation gets a whole lot worse. If damages must be paid to J&J, it will get sick and sick fast. If they know today that they are going to be facing damages, shareholders are not going to be happy about being kept in the dark. As for employees, well you already know where you are on the information stream totem pole. About at mushroom.
 


















will be at least 10% as best case scenario will shift from 50/50 split to a minimum of 70/30 split and that is about 2 billion off the bottom line per year--then you must add in all sales with the same percentages that have occurred since the announcement in November 2009 of the merger another 1-2 billion--then you have to realize that the agreement MAY shut MRK out of all Simponi sales into the future or at best case, the same split as mentioned above--my words of advice would be to rid oneself of any investments in this outfit--also since the CEO has said that he will share nothing with the investment community in the future in regards to sales estimates, the first you will hear about it will probably come from the J&J boards---my best to you and your company as this iceberg moves forward
 






There will be a financial hit, 5-10% but more importantly it would expose the management that put together the purchase as complete incompetents. It is this lack of confidence that will keep the growth permanently stunted. If they lose Remicade their track record is pretty impressive. They ruined Merck over the last 15 years, they screwed up a 41 billion deal, they presided over Vioxx and Zocor/Vytorin, they couldn't get their Animal Health program through, and then they got hoisted by their own petard regarding Remicade? At the same time they want to limit providing guidance information to Wall Street. How much confidence would you have with such a gang? For current employees' sake, I hope that the deal remains as ít currently is.
 






HEY!!!!!!!!!!!!!!!!!!!!!!!--Listen up----the DEAL cannot stay as it is--SGP was bought out by a bunch of nitwits-----the J&J AGREEMENT WAS AT A TAKEOVER all rights would revert to J&J--why do you not understand the market---you may be do for a facilitated skills enhancement workshop in economics and business--I would suggest the Wharton school
 






Anonymous said:
HEY!!!!!!!!!!!!!!!!!!!!!!!--Listen up----the DEAL cannot stay as it is--SGP was bought out by a bunch of nitwits-----the J&J AGREEMENT WAS AT A TAKEOVER all rights would revert to J&J--why do you not understand the market---you may be do for a facilitated skills enhancement workshop in economics and business--I would suggest the Wharton school
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Wharton? A GED should be able to understand the facts. But Merck's hero is Ptolemy...I forgot...
 






Anonymous said:
will be at least 10% as best case scenario will shift from 50/50 split to a minimum of 70/30 split and that is about 2 billion off the bottom line per year--then you must add in all sales with the same percentages that have occurred since the announcement in November 2009 of the merger another 1-2 billion--then you have to realize that the agreement MAY shut MRK out of all Simponi sales into the future or at best case, the same split as mentioned above--my words of advice would be to rid oneself of any investments in this outfit--also since the CEO has said that he will share nothing with the investment community in the future in regards to sales estimates, the first you will hear about it will probably come from the J&J boards---my best to you and your company as this iceberg moves forward
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Sold all of my Merck stock back in January, and feel so relieved. Now I'm just waiting to exit this place...the sooner, the better. Agree with everything stated above.
 












Anonymous said:
There will be a financial hit, 5-10% but more importantly it would expose the management that put together the purchase as complete incompetents. It is this lack of confidence that will keep the growth permanently stunted. If they lose Remicade their track record is pretty impressive. They ruined Merck over the last 15 years, they screwed up a 41 billion deal, they presided over Vioxx and Zocor/Vytorin, they couldn't get their Animal Health program through, and then they got hoisted by their own petard regarding Remicade? At the same time they want to limit providing guidance information to Wall Street. How much confidence would you have with such a gang? For current employees' sake, I hope that the deal remains as ít currently is.
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Well said! The incompetence of the Merck leadership is just incredible. They have a dysfunctional pipeline because of an incompetent R&D group and then they get into this mess buying Schering-Plough, what for? Too bad I didn't dump all my stocks and options in January, now sitting on a powder keg. Merck should get rid of the current research leadership and replace it with more experienced folks. MRL nowadays is like a stinking oozing abscess. I feel ashamed being part of this company.
 


















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