Share Price After Award Decision, page-138

He also says this "But with the sales/ distribution performance so far Novartis must be wondering what they were thinking"

As for the performance?
I works extremely well, much better than Voltaren which is basically the same but without the TPM, Novartis have never given it a chance, bring it here to Oz and see how well it sells.

I reckon Novartis saw that it would cannabalise the sales of one of their big sellers.