Thread by @_aussie17

1. New thread on why I think the SHIT IS GOING TO HIT THE FAN starting in Q1 2023. I’m also going to drop some NAMES here.
I’m going to need to word this thread carefully to avoid lawsuits!
These are just personal opinions amongst me and my pharma industry colleagues.

2. There are a lot of similarities between this developing scandal in Pharma and what happened in Twitter if some of you have been following the #TwitterFiles. In the beginning, everyone was simply pointing the blame at Jack Dorsey because he was the CEO of Twitter.

3. The truth is, a lot of shit sometimes happen below the CEO and the CEO is largely unaware (doesn’t mean they are blameless). In Twitter, there are largely two big pillars that runs the business - one is the Tech (led by Jack) and one is Information manipulation (led by Vijaya)

4. Similarly, in Pharma we have two giant pillars that runs the business, one is the Commercial and one is “Research and Development”. Often, in Pharma, these two groups are always at odds with each other. At the commercial side, we often say, why don’t we just contract out R&D?

5. At the R&D side, they often say, why don’t we just contract out the sales and marketing? Anyway, most of the time, the CEO is someone who comes from the Commercial side (or Finance). But they are the ones who push R&D for new profitable drugs.

6. Commercial guys tend to close an eye when it comes to SAFETY. In their mind, profit is all that matters. There’s always a push for profit and if anything goes wrong they can blame R&D.

7. The folks in R&D are the ones who give green lights for a drug to go to market. They are the ones who does all the clinical trials and monitor drug safety issues. They are the ones who decides fundings on research, work with publishers to get the narrative (science) pushed.

8. In other words, the senior figures in charge of R&D is the equivalent of “Vijaya Gadde” in Twitter. They are also the first ones to see any drug safety signals (i.e if theres any problem with a drug).

9.If you watch the clip below:

Bourla said “I was surprised that they suggested (#mRNA) was the way to go..!”

When he said “They”, he is referring to R&D.

This is a shocking statement because Bourla just threw his R&D under the bus.

10. Throwing his R&D under the bus is very telling of the PRESSURE he is facing. Usually CEOs do not throw their R&D under the bus because it hurts future high potential hires … you need great people in R&D to continue finding profitable drugs.

11. The second thing that tells me why the shit is going to hit the fan in Q1 2023 is the “retirement” of the key executive in Pfizer who is responsible for R&D for the vaccine division. She announced her resignation around April 2022.

12. This tells me that she had some new internal data that showed a worrisome trend - and she announced her retirement (there might be other reasons too!). But she must have factored it into her retirement.

13. Working in Pharma, I can tell you that if you created a real wonder drug that saved the world from a pandemic, you ain’t gonna retire! You tend to work forever because of a “superstar” status. The company will pay whatever it takes to keep you.

14. The second person who retired was Mathai Mammen who is the R&D Chief for JnJ. He announced his retirement in August 8th 2022.

15. Guess who else announced their retirement in August 2022? Yes, Mr Fauci himself announced his retirement 14 days after Mathai Mammen. A coincidence?

16. This is why we think shit is going to hit the fan in Q1 2023. It will take some time for things to develop after that but I believe it will start with the recall of the mRNA.

17. The key figures who launched this vaccine are leaving. If you wonder why the CEO hasn’t left yet, thats because he’s already established a defense using these people as fall guys.

18. If you like to read more about Pharma, read the collection of subthread below this thread!

https://t.co/oA8eKtobt9