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Post by daduke38 on Oct 24, 2014 13:16:08 GMT -5
When I look at pictures of Danbury they absolutely blow me away. I think I recall someone posting that facility took 3 years (sounds a bit long). But that type of of structure and machinery doesn't go up over night. Then you need it FDA approved. We could be held back by expanded production easily for 2 to 3 years
from today with the exception of adding the 9 more lines at Danbury.
My fear is that as early as next year a fully built Danbury will not meet demand. I am in the Commercial Construction business, and I can tell you a building like that is not just thrown up.
Hopefully SNY and MNKD have this figured out, but one would never know (a tad of sarcasm).
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Post by brentie on Oct 24, 2014 13:43:36 GMT -5
When I look at pictures of Danbury they absolutely blow me away. I think I recall someone posting that facility took 3 years (sounds a bit long). But that type of of structure and machinery doesn't go up over night. Then you need it FDA approved. We could be held back by expanded production easily for 2 to 3 years from today with the exception of adding the 9 more lines at Danbury. My fear is that as early as next year a fully built Danbury will not meet demand. I am in the Commercial Construction business, and I can tell you a building like that is not just thrown up. Hopefully SNY and MNKD have this figured out, but one would never know (a tad of sarcasm). It looks like it took a year and a half. "Begun in early 2007 and completed in mid-2008, MannKind's $163 million, 23,400 square meter facility was part renovation and part new construction. Roughly 20 percent of the facility is earmarked for future expansion, which MannKind can use to increase production of its insulin therapy or begin production on new Technosphere-based therapies." www.fiercebiotech.com/press-releases/mannkind-wins-two-facility-year-2010-category-awards |
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Post by daduke38 on Oct 24, 2014 13:55:36 GMT -5
I actually wrote on the YMB 18 months and that would be an extremely aggressive schedule, so I wasn't far off.
THANKS for the link!
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Post by brentie on Oct 24, 2014 14:00:39 GMT -5
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Post by mnholdem on Oct 24, 2014 14:04:35 GMT -5
I don't see production as an issue at all, since additional lines can be installed in as little as 6 months, according to Pfeffer. What I want to know is what are Sanofi's plans for setting up its own manufacturing facilities overseas. New plants? Not likely, since Sanofi announced three years ago that it was getting out of certain drugs and focusing on a few, they likely already have production facilities that can be retrofitted to produce Afrezza.
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Deleted
Deleted Member
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Post by Deleted on Oct 24, 2014 16:03:38 GMT -5
What a wonderful problem if Danbury were sold out with all 12 lines. I'd reckon at $4bln in sales MNKD stock would be trading somewhere around $36-$60/share
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Post by nemzter on Oct 24, 2014 17:48:17 GMT -5
What a wonderful problem if Danbury were sold out with all 12 lines. I'd reckon at $4bln in sales MNKD stock would be trading somewhere around $36-$60/share $100/share with all 12 lines by the end of next year. Speculating and dreaming of course, but it would be nice to have an early retirement party. Just talked to a diabetic coworker of mine and she is super excited and can't wait to talk to her endo about getting a scribe. She sees this is going to be out of control once word gets out. |
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Post by jpg on Oct 24, 2014 18:01:06 GMT -5
I guess I am not the most optimistic individual on this board...
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Post by mnholdem on Oct 24, 2014 18:11:30 GMT -5
Hey, words like "controlled launch" can sound pessimistic. Remember, however (and you can check the R&D section of Sanofi's Q2 earnings statement to confirm this) Sanofi already submitted approval applications in May-July with the FDA, EMA and Japan for Toujeo. Think "Number One" diabetes basal in the world, and Sanofi plans to combine it with Afrezza. Feel better?
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Post by babaoriley on Oct 24, 2014 22:56:51 GMT -5
When I look at pictures of Danbury they absolutely blow me away. I think I recall someone posting that facility took 3 years (sounds a bit long). But that type of of structure and machinery doesn't go up over night. Then you need it FDA approved. We could be held back by expanded production easily for 2 to 3 years from today with the exception of adding the 9 more lines at Danbury. My fear is that as early as next year a fully built Danbury will not meet demand. I am in the Commercial Construction business, and I can tell you a building like that is not just thrown up. Hopefully SNY and MNKD have this figured out, but one would never know (a tad of sarcasm). Daduke, now close your eyes and think of a far, far away land, and say over and over again, "I hope it becomes an issue, I hope it becomes an issue, I hope it becomes an issue." When you come out of your trance, you'll either be in Oz or Kansas. |
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Post by daduke38 on Oct 25, 2014 5:53:08 GMT -5
I'll be at the party in Las Vegas!
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Post by thekindaguyiyam on Oct 25, 2014 10:49:31 GMT -5
"AWARDS: The MannKind facility is the first project to ever receive ISPE’s Facility of the Year awards in two categories—Equipment Innovation and Process Innovation Categories for the 2010 Facility of the Year Awards program." |
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