Why is the stock circling the drain?

Quote






























Answer is simple.... flem made awful decisions in his purchases of companies... he doesn't suffer though. He can probably live on $23 million a year.... Wall street journal called it almost 3 years ago. "For Fleming to be right a lot of smart people have to be wrong. "

the smart people weren't wrong... thanks flem... whatever your conscience tells u is going to work out do the opposite.... u can't make a good business decision.... look at who u have as your right hand man and woman... ps and kk... kc running your best division.... lol. Hahahaha. That is funny
 






anonymous said:
Answer is simple.... flem made awful decisions in his purchases of companies... he doesn't suffer though. He can probably live on $23 million a year.... Wall street journal called it almost 3 years ago. "For Fleming to be right a lot of smart people have to be wrong. "

the smart people weren't wrong... thanks flem... whatever your conscience tells u is going to work out do the opposite.... u can't make a good business decision.... look at who u have as your right hand man and woman... ps and kk... kc running your best division.... lol. Hahahaha. That is funny
Click to expand...

Very accurate post.... this is nothing new for FO and his crew.... they have destroyed and almost destroyed other companies before landing at Shire
 












The answer is simple...
The forecasters/analysts raised the company's goals. The DOW and NASDQ state they can't make adjustments during the middle of the quarter and anticipate that the markets will scrub another $100 dollars off when the final market reports are released at the end of June. The brokers also have informed senior leadership not to worry. They hear their frustration and the situation will be corrected next quarter. KARMA IS A BITCH!!!!!!!!!!!!!
 












For those who read the WSJ and analyst reports, there are several reasons. First, the high-priced orphan model is under pressure, and charging high prices for a few patients is becoming increasingly criticized. Staying that course is already being viewed by many as a low-growth and outmoded strategy. Second, Shire made a series of high-priced purchases which were not uniformly successful. Baxalta in particular was over-priced and in a market - hematology - that is becoming highly competitive. Third, the internal R&D has not delivered, and the 'strategy ' of buying top line revenue via M&A is very competitive and not growth efficient. Fourth, the exodus of senior executives is well known and viewed as a symptom of disenchanted management who don't see a lot exciting prospects. Fifth, Shire is not viewed as a company a bigger company would want to buy, so there's no premium built in for that. Finally, stock appreciation over the FO years has been less than under the prior regime. Of course, analysts are often wrong !
 






anonymous said:
For those who read the WSJ and analyst reports, there are several reasons. First, the high-priced orphan model is under pressure, and charging high prices for a few patients is becoming increasingly criticized. Staying that course is already being viewed by many as a low-growth and outmoded strategy. Second, Shire made a series of high-priced purchases which were not uniformly successful. Baxalta in particular was over-priced and in a market - hematology - that is becoming highly competitive. Third, the internal R&D has not delivered, and the 'strategy ' of buying top line revenue via M&A is very competitive and not growth efficient. Fourth, the exodus of senior executives is well known and viewed as a symptom of disenchanted management who don't see a lot exciting prospects. Fifth, Shire is not viewed as a company a bigger company would want to buy, so there's no premium built in for that. Finally, stock appreciation over the FO years has been less than under the prior regime. Of course, analysts are often wrong !
Click to expand...


I couldn't have said that better myself Winthrop! However, the bottom line is that this place sucks BIG BALLS!!!!!!!
 






anonymous said:
For those who read the WSJ and analyst reports, there are several reasons. First, the high-priced orphan model is under pressure, and charging high prices for a few patients is becoming increasingly criticized. Staying that course is already being viewed by many as a low-growth and outmoded strategy. Second, Shire made a series of high-priced purchases which were not uniformly successful. Baxalta in particular was over-priced and in a market - hematology - that is becoming highly competitive. Third, the internal R&D has not delivered, and the 'strategy ' of buying top line revenue via M&A is very competitive and not growth efficient. Fourth, the exodus of senior executives is well known and viewed as a symptom of disenchanted management who don't see a lot exciting prospects. Fifth, Shire is not viewed as a company a bigger company would want to buy, so there's no premium built in for that. Finally, stock appreciation over the FO years has been less than under the prior regime. Of course, analysts are often wrong !
Click to expand...
 






The stock is down to 162 today, very close to the 52 week low in January of 161. This is very concerning for those of us with long-term incentive plans since it was over 200 in January! What could turn it around?
 


















anonymous said:
The better solution is to fire the sales force - - - when is the last time these dregs worked an honest 8 hour day!!
Click to expand...
I did today, first call at 9 last at 4:30 AND I have a dinner tonight. So suck it! Also it's about effectiveness! I'd rather have 4 outstanding calls than 8 signatures or mediocre ones. So STFU
 












anonymous said:
I completely agree with that!
Click to expand...
The metrics and check the box mentality at this company is maddening . Hopefully now that "you know who" is out of the picture it will get better. OMG I feel like everyone here doesn't trust any of us. Bunch of workaholics that don't understand the meaning of work/life balance, employee satisfaction, or autonomy. Showing an upside down pyramid at a meeting and telling us that sales is the base is a joke! Just like that 10x10 contest that we didn't get baselines for until 2wks into the month...
 












Top Bottom
Back
Quote