Company: Bristol Myers Squibb
Tags: layoffs, compensation
Been at BMS on the cardiovascular side for four years, spent the last two on Camzyos. Overall positive experience but the last town hall was... not inspiring. Leadership kept talking about "portfolio optimization" and "prioritizing strategic assets." Every time I hear that language I start updating LinkedIn. Anyone with inside info on what the CV organization looks like post-Kardia? The Myosin inhibitor story is solid but the patient pool for Camzyos is genuinely small — obstructive HCM is not a large market. I have to imagine they're rethinking field force size relative to the revenue ceiling
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