He speaks better in my opinion but has even less content.
I disliked JT for being too factual, too conservative, too plain *boring* and having a bad public persona.
This guy strikes me as a do nothing, slimy MBA, who while a less awkward public speaker, has **zero** actual content. This was his chance to really indicate that the company is turning around. Turning over a new leaf. Whatever. But instead, he just made excuses and vague promises of "eventually."
What bothers me most of all though is the fact that they seem pleased with their performance and there is no bloody indication that they see anything wrong with what they are doing, despite raping shareholders repeatedly.
Now, jfmcrr has a point, don't trust a single person's opinion. Trust the weighted average of the worlds opinion, which is measured by the stock price. Karim has both negated the boost from GSK v Teva, plus dropped the stock over 10% since he took over. That's the facts, Karim sucks according to the world.