Exodus at Ventana Medical Systems

the Exodus in Tucson continues. People leaving left and right resulting in expertise being lost and big programs being delayed.

@ rough patch : is it really

@ rough patch : is it really feasible that it hasn't been determined who will be asked to stay or go? What about possibly reporting to Indy but staffing here due to low cost of doing business in the tucson climate?

Ventana to create 500 jobs

Ventana to create 500 jobs and build new buildings. We are still waiting. It was announced with fanfare during the governor's reelection campaign. No new buildings so far.
http://www.insidetucsonbusiness.com/news/how-oro-valley-landed-a-year-jo...

The link for the tucson

The link for the tucson business article doesn't work. What does it say? Or could you provide a new link? Thanks

None of this means anything.

None of this means anything. We are number one! We have market share! We innovate! We got electrolytes!

I guess the 500 jobs are

I guess the 500 jobs are going to Indy after all.
insidetucsonbusiness.com/news/how-oro-valley-landed-a-year-jobs/article_6e341057-9bee-525f-bd1e-8dde6c9459f4.html?mode=jqm

Who resigned?

Who resigned?

People have not been told who

People have not been told who from NACO will be asked to move to Indy or when, or even when a decision about this will be made and communicated. The transition team is "working on it". Hard to keep a motivated sales and marketing team in this context.
In the meantime the Project Leader for one of Ventana's largest programs has resigned. Not a good week!

So what will happen to NACO

So what will happen to NACO marketing?

MA lost the battle to JP and

MA lost the battle to JP and the bomb was dropped on NACO. Full integration of the sales force into the Indy organization was announced. Added to the expected redundancies I expect that they will lose a lot of good sales people, along with a number of other key people, who don't believe in the "one Roche" explanation for the change (there is more afoot than meets the eye).

So who will replace PS? MS?

So who will replace PS? MS? WM? Or one of the LCLs?

Re: rough patch What is your

Re: rough patch
What is your biggest worry?

Is there anyone who can turn

Is there anyone who can turn the stagnation around?

that is just the beginning,

that is just the beginning, my friend 'caeuse I see a real rough patch coming

This is going to make for one

This is going to make for one gloomy nayional sales meeting. Postponing it was unprecedented and a mistake

Despite a long winded

Despite a long winded pleading from MA last month to SS, this is being actively considered. VMS should focus resources on getting the new boxes and assays out and let JP's commercialization organization do their thing and fully leverage the breadth of customer solutions.

What do the troops think? I

What do the troops think? I am wondering whether NACO will soon report to JP in Indy instead of MA.

They rolled out another SPIFF

They rolled out another SPIFF and said look at the shiny object over there!

Or was it d) he did not get

Or was it d) he did not get along with MA? Agreed that regardless of why he decided to leave it does not look good and is a setback for VMS. How did the NACO leadership spin this when they told the troops?

Was it: a) he was shown the

Was it:

a) he was shown the door (not likely since he has only been there 6 months and already has press release today).

b) he realized quickly that things were unmanageable (maybe too many people with ties to JP who are not held accountable and he could not make the changes he felt necessary) and immediately started job hunting again?

c) fooled MA and the VLT and was using the gig at Ventana as a temporary situation until he found something better?

Anyway you look at it, this does not look good at all. This isn't something the field brushes off casually - this is a major sign that something is seriously wrong here. This is an ex-military guy (fits right in with the Ventana culture) who quickly realized that Ventana is not the shining city on the hill.

Head of US sales and

Head of US sales and marketing is gone. Less than 6 months after replacing PB!

How about the CAB, as in, I

How about the CAB, as in, I just called a cab for all of the idiots that work here.

Well said. MA has appeared in

Well said. MA has appeared in more interviews than the CEO of Roche. Meanwhile the Committee against Bureaucracy is thinking about how they should call themselves!

Here is an innovative idea -

Here is an innovative idea - let's form a committee to solve our bureaucracy problem.

No, I am not kidding.

Why wouldn't people leave -

Why wouldn't people leave - with new management like MA - really? Who was the idiot who made that decision. All she does it fly from MA to AZ. She is just enjoying the limelight. Building her brand. Who cares about the organization. Or the need to move it forward.

The VLT who are overseeing

The VLT who are overseeing the LCC who occasionally form the eLCC who sometimes get with the IBTs and the IBLs to talk about RAP-Cs and the decrement on KO contracted SPY? You mean THAT VLT?

MA and her VLT are too busy

MA and her VLT are too busy shooting self promoting videos for our website to spend time managing the business. The previous regime was not perfect but at least they were not out of touch like this

Website shining example of

Website shining example of the decay within. Nothing new has gone up in months. Still promoting webinar from 2012. It would be hilarious if it weren't so sad. I am sure the local Tucson news station will do another puff piece soon.

Next week bonus checks go

Next week bonus checks go out, I'll charge some nice dinners to the company for Tucson Symposium, then start planning my farewell tour. Don't like the direction this company is going, so I'm ready to part ways. Frustrating indeed, there are so many good projects going on but the lunatics have clearly taken over the asylum and are so focused on preserving their corporate careers (VLT), they forgo the cardinal rule of business, "you can't have a bottom line without a top one."

Which RS? P-Diddy or LB? Both

Which RS? P-Diddy or LB? Both aren't fit to work at McD's. CF will rock that Tucson McDonald's like Mayor McCheese!

He's leaving to take over the

He's leaving to take over the local McDonald's in Tucson, with goals of eventually getting to corporate. His first hire will be RS, a former co-worker who's perfect for wearing a tie and calling himself "management"

Who left? Is it TH or MT?

Who left? Is it TH or MT?

What was it in North

What was it in North America?

Oops.

+13% in 2012, sorry man your

+13% in 2012, sorry man your data, like your platform, is incomplete.

Is that why NGS companies are

Is that why NGS companies are growing double digit but Ventana is down in single digits and everyone is leaving?

Stay tuned GeneJockey, your

Stay tuned GeneJockey, your "gring and bind" days are coming to a close. Companies like Ventana know that gene-protein-morphology is the future and a one trick pony like you will be sent to the glue factory.

Great. You took a single

Great. You took a single biomarker (BRAF) and converted it to IHC to look at....drum roll please...the same single biomarker. Yay. Super innovative stuff. Maybe for Tucson. Not for "rest of world."

Meanwhile other biomarkers are ignored and the patient suffers. Newsflash: Biology is complicated stuff. One biomarker doesn't tell the story for a particular type of cancer, nevermind a particular tumor in a particular patient. IHC can show tissue heterogeneity (which itself is subject to which pathologist is actually looking at it under microscope), but it misses molecular heterogeneity.

Watch:

http://www.youtube.com/watch?v=A7ff3l_z8tQ

This is where it's all going.

Keep drinking the "Kool-Aid,"

Keep drinking the "Kool-Aid," folks like you can't get over the fact a stoneage technology like IHC continues to evolve and thrive (who would have thought that BRAF "genotyping" could be replaced so quickly with IHC. Tissue morphology must be preserved in the context of BOTH NGS and IHC testing....that is where the market is going.

If they want to be a world

If they want to be a world leader, they're going to have to start acting like a world leader. Operative word: "act"

Leica is already in the

Leica is already in the process of doing just that. You can only use the "market leader" excuse for so long.

NGS can sequence sub clones

NGS can sequence sub clones (simultaneously) so it can see within those discrete cell populations in the tumor what is happening across multiple genes. IHC cannot and at the best, offers a subjective interpretation of heterogeneity not a digital readout like NGS offers. Ever wonder why patients who are her 2 positive still don't respond to herceptin? Because they have other things going on besides over expression of her2. And you can't see what is happening with the 50,000 foot view IHC offers, while with NGS you can see everything with the cost now for targeted panels around $500 a sample so you get much more bang for the buck. Think of it as like being able to run a whole bunch of FISH assays at once on the same sample (and why FISH is now considered the gold standard as a companion Dx for herceptin. It is digital, and not as subjective as IHC (but still more subjective than NGS).. Why do you think your mother company Roche was so hot after Illumina? They see the writing on the wall that NGS will not only put serious pressure on IHC and ISH but also on Cobas and other real time PCR assays.

Qunterix is also something to watch. Multiplex single molecule detection of protein up and down regulation.

Let's hear more about the

Let's hear more about the "gang of three" who and how will they usurp the market leader?

VMS is the only player with the depth and breadth to address the emerging companion diagnsotic space (Dako continues to pick up the crumbs that fall off the table). As to NGS supplanting slide based tissue testing, not likely. I expect the two will be complimentary (how does NGS address tumour heterogenity?)

It isn't about less

It isn't about less innovation. The market is mature, IHC is a commodity and Ventana leadership failed to adapt to their own success. Leica is simply outmarketing and outselling Ventana. The entire marketing and sales structure needs to be overhauled to fix the disaster and by the time they get their act together, it will be too late and they will be surpassed either by direct competition or emerging technologies like ngs. It is like the other poster said. Ventana is going they way of Affy. New technology replacing old, more competition, less differentiation, no leadership.

Heard they just lost their

Heard they just lost their senior marketing guy for p16 also.

There are at least 3 serious

There are at least 3 serious NEW entrants in this market that will drive VMS off the leader board in 2013 and 2014.

Roche 2012 online report says

Roche 2012 online report says they grew 7 percent in the US. Market share also decreasing over the last few years. Ventana missed target again for 2012. Sales meeting delayed while things are sorted out. Ventana is having serious issues right now.

Greater than 60% mkt share in

Greater than 60% mkt share in the US and 50% outside, growing at double the market rate...yep they are definately on the ropes.

"VMS seems to have a strong

"VMS seems to have a strong hold on the market."

So did Digital computer, look what happened to them. VMS is yesterday's news.

Is there business loss? VMS

Is there business loss? VMS seems to have a strong hold on the market.

I am happy for him. He

I am happy for him. He deserved it. Ventana can't spot talent under their nose.

How is their digital

How is their digital pathology investment panning out?

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