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Post by nemzter on Oct 28, 2014 13:54:18 GMT -5
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Post by novafett on Oct 28, 2014 14:04:41 GMT -5
Thanks! Was pretty short but nice to hear a bit about their plans / POV on AF
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Post by nemzter on Oct 28, 2014 14:11:16 GMT -5
I would also listen to the Analyst questions to get a feel how they're doing in the Diabetes market, there seems to be quite a bit of competitive pressure
30:27 - Diabetes question from Analyst
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Post by nemzter on Oct 28, 2014 14:15:35 GMT -5
32:20 - Toujeo and Afrezza to launch - Acquisition? Grow and develop diabetes franchise, do a transaction that makes sense to shareholders ... hmmm
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Post by nemzter on Oct 28, 2014 14:21:26 GMT -5
39:17 - Diabetes growth question
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Post by dreamboatcruise on Oct 28, 2014 15:29:21 GMT -5
Commentary on slide 14 is a big deal. They explicitly talk about Afrezza as being used for patients on oral medications only. This is a clear indication they are not looking to protect Lantus/Toujeo sales at the expense of Afrezza.
This I believe is the upside to what might have seemed a lopsided sharing of profits. 35% of a much larger market where Sanofi aggressively pushes Afrezza even if it may delay or even prevent the need for basal insulin may be much better than a larger cut of the profit where Sanofi might have been more incentivized to try to protect profits from their basal franchise. To me it seems the reality of this will start to be recognized by analysts as Sanofi begins promoting Afrezza within the medical community. Even prior to actual strong sales numbers, the PPS may start to reflect true value once this is better recognized... and Afrezza is on formulary for most insurers.
Yes it would be great if SNY or MNKD started talking about sales projections or increased production, but I liked what little they did say... perhaps I'm just calling a a nearly empty glass as being half way to half full.
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Post by babaoriley on Oct 29, 2014 1:10:20 GMT -5
You're right, dbc, slide 14 and the discussion accompanying same is where it's at!! And the slide says 1st quarter 2015 launch, so mannmade, my worries on that front are diminished, and you had that correct all along!
From the questions in general, it seems as though a large percentage of analysts are most interested in the diabetes market for Sanofi.
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