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Anonymous said:
You don't understand. They are not buying these screwed up divisions. We have to pay them to take them off our books. Then we need to get all those employees off the books.
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Yeah, I get that you're delusional. Consumer care and animal health are worth pretty pennies. They are both not L-MRK divisions which is why. I say this as a L-MRK person myself!

Since neither is L-MRK is also why they'll go. The kooks running this place think they can get back to the golden pipeline of the 90s by outsourcing and buying molecules. If there's one thing they do worse than outsourcing it's buying molecules. The list of buys that have failed (even excluding) the SGP disaster, is downright shocking. SGPs five shining stars are just the end, and most expensive, part of that list.
 




Anonymous said:
Yeah, I get that you're delusional. Consumer care and animal health are worth pretty pennies. They are both not L-MRK divisions which is why. I say this as a L-MRK person myself!

Since neither is L-MRK is also why they'll go. The kooks running this place think they can get back to the golden pipeline of the 90s by outsourcing and buying molecules. If there's one thing they do worse than outsourcing it's buying molecules. The list of buys that have failed (even excluding) the SGP disaster, is downright shocking. SGPs five shining stars are just the end, and most expensive, part of that list.
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so if these are our most shining examples of our profit engine, why are we selling them?
 








Anonymous said:
Because MRL thinks they can makes multiple billions buying late stage molecules. Read the Ford Sync article. Stripping down to pure science will be the path they choose.
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Sure, sell the winners. I trust Merck Management to take the cash and spend it well. Maybe we can even set aside a few more billion to lay off another 10,000 as well.

(Don't forget the big bonus)
 




Anonymous said:
Sure, sell the winners. I trust Merck Management to take the cash and spend it well. Maybe we can even set aside a few more billion to lay off another 10,000 as well.

(Don't forget the big bonus)
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I ain't saying it's gonna work, I'm just telling you their plan. I do not know which division will go first but they are both going.

They knew the layoffs would not accomplish what they needed to with the stock by layoff alone. The stock barely popped for almost no time. Three analysts have downgraded the stock since the announcement (I do believe this was a bit of a surprise).

They will follow the plan of Pfizer and others - spin off things that are worth something today with the hope they can invest the money into something worth much more in the future.
 








Anonymous said:
I ain't saying it's gonna work, I'm just telling you their plan. I do not know which division will go first but they are both going.

They knew the layoffs would not accomplish what they needed to with the stock by layoff alone. The stock barely popped for almost no time. Three analysts have downgraded the stock since the announcement (I do believe this was a bit of a surprise).

They will follow the plan of Pfizer and others - spin off things that are worth something today with the hope they can invest the money into something worth much more in the future.
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If the plan sounds crazy and is obvious to all that it will not work then I must conclude that executing the plan becomes more possible. If the plan being bantered about made a reasonable amount of sense and the outcome had some likelihood of success, I would not believe it. Unfortunately, the decision makers are operating in some sort of alternative reality bubble. With our current leadership, I must conclude that the stranger the rumor the more trust I have that it is emanating from the executive committee.
 
























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