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Post by brentie on Nov 17, 2014 16:27:26 GMT -5
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Post by dreamboatcruise on Nov 17, 2014 16:38:28 GMT -5
Good article with regard to Al... not quite so good for Afrezza...
"Afrezza sales will reach $895 million in 2018, according to the average estimate of analysts compiled by Bloomberg. That’s a sliver of what other top-selling insulins bring in. Its use may be limited to patients who can’t or won’t take injections, rather than replacing the shots, which have been used for years and are familiar to patients and doctors."
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Post by ezrasfund on Nov 17, 2014 17:13:04 GMT -5
The article also contains the "error" that Mann's share of MNKD is only $250 million, which may in fact be his stake excluding the foundations he controls. But with those shares included it is closer to break even or about $1 billion at today's share price I think. This article is at least as much about the MNKD story and Afrezza as it is about Second Sight.
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Post by EveningOfTheDay on Nov 17, 2014 17:12:56 GMT -5
Good article with regard to Al... not quite so good for Afrezza... "Afrezza sales will reach $895 million in 2018, according to the average estimate of analysts compiled by Bloomberg. That’s a sliver of what other top-selling insulins bring in. Its use may be limited to patients who can’t or won’t take injections, rather than replacing the shots, which have been used for years and are familiar to patients and doctors." That statement simply defies logic. It assumes that when it comes to treating their own diseases, patients do not favor simplicity, convenience and efficiency. Hedge Funds could have bribed every single doctor in the US for all I care, once the cat is out of the bag, nobody will be able to put it back in. |
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Post by BlueCat on Nov 17, 2014 18:24:59 GMT -5
Hedge Funds could have bribed every single doctor in the US for all I care, once the cat is out of the bag, nobody will be able to put it back in. And with all the fun avatars on this board, aptly stated : ) |
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Post by rockstarrick on Nov 17, 2014 22:40:58 GMT -5
The article also contains the "error" that Mann's share of MNKD is only $250 million, which may in fact be his stake excluding the foundations he controls. But with those shares included it is closer to break even or about $1 billion at today's share price I think. This article is at least as much about the MNKD story and Afrezza as it is about Second Sight. Nice little bump for Afrezza, good article, Al looks great. RSR |
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Post by coco on Nov 18, 2014 2:22:17 GMT -5
This man is unbelievable. At nearly 90 years old, he wants to cure blindness. If we all lived half as passionately as Al Mann, we could accomplish a lot. He is unstoppable. He has a passion for life and for helping people. I have the utmost respect for him. He gives me hope that at 90 years old, I could still be living this kind of full life. I want to be like Al Mann. Coco  |
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Post by rockstarrick on Nov 18, 2014 3:04:03 GMT -5
And to think, we're just getting started, definitely 1 in a Billion, maybe more. RSR
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Post by suebeeee1 on Nov 18, 2014 9:44:30 GMT -5
I want to be like Al too.
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Post by mnholdem on Nov 19, 2014 18:53:22 GMT -5
When writers post sales figures under $1B, they cannot be including global sales and likely do not have a grasp of how large the pre- and early-T2 market will be. They're probably just calculating the number of "switchers" and that's it. Sanofi's target is much larger than that. I hope they emphasize the potential of that market tomorrow.
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Post by BlueCat on Nov 19, 2014 20:20:03 GMT -5
When writers post sales figures under $1B, they cannot be including global sales and likely do not have a grasp of how large the pre- and early-T2 market will be. They're probably just calculating the number of "switchers" and that's it. Sanofi's target is much larger than that. I hope they emphasize the potential of that market tomorrow. I'm so very curious to see how they (SNY) play this. Do they: A. Go conservative to throw off competitors, but risk wrath of analyst downgrades on the SNY pps? (aka: You told us about flat and we know about Lantus - where's your plan? How will you grow revenue again? No plan = No good ....) or B. Take middle road - suggest improvements underway in their outlook (yea we have a plan and could make some money on this stuff, but mumble mumble) - just enough to hint at things, but not risk over-promise or give too much away or C. Go all out - try to impress investors and analysts with a "new SNY", and scare competition? Simply interesting business case on this one. I'm guessing they go middle of road. And no guarantee that their decision on how to play this is the **right** one - whichever way they go. |
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Post by ashiwi on Nov 20, 2014 3:57:29 GMT -5
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Post by brentie on Nov 21, 2014 9:46:56 GMT -5
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Post by brentie on Nov 25, 2014 8:52:38 GMT -5
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