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Post by esstan2001 on Nov 20, 2014 10:53:06 GMT -5
11 slides Toujeo 8 slides Afrezza 3 slides LixiLan
Not bad. We carry some weight (ok, I can stand to loose a little but I am not saying anyone is fat :-) )
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Post by brentie on Nov 20, 2014 11:05:59 GMT -5
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Post by esstan2001 on Nov 20, 2014 11:13:48 GMT -5
yeah I missed including the first section. At least we are well ahead of Lixilan
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Post by bradleysbest on Nov 20, 2014 11:29:31 GMT -5
Sales, sales & more sales! That is all that we need!!!! Must admit I would have liked some info on launch date, when marketing will start, Europe/China approval, & how much production we can expect out of Danbury in 2015.
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Post by rak5555 on Nov 20, 2014 11:31:00 GMT -5
If initial sales penetration meets expectations, SNY has the muscle to complete studies to improve the label very quickly. Clearly that is their plan based on slide 94.
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Post by thekindaguyiyam on Nov 20, 2014 11:34:41 GMT -5
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Post by dreamboatcruise on Nov 20, 2014 11:51:31 GMT -5
Also it would be nice is they could spell Afrezza properly in their press release. Ridiculous. I joked earlier this week about the need to set expectations low given MNKD's history... i.e. that I'd be happy if they managed to pronounce Afrezza properly in the presentation. Forgot that they might botch the spelling. (Lizard eyes roll)
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Post by otherottawaguy on Nov 20, 2014 12:07:41 GMT -5
Using Sanofi numbers to extrapolate to world wide market potential:
3.1 Million is only for those that are resistant to adding Rapid acting insulin 2M are those that are being adequately serviced Giving a US ONLY market potential of 5M of a 30M current market of approx. 16% of entire market
This is where if gets interesting: EU Market = 300M population * 10% diabetic percentage * 16% = 4.8M ROW1 (Rest of World with means) = 500M * 10% * 16% = 8M ROW2 (without means) = 5000M * 10% * 16 * 10% (those with means) = 8M
Total US 5 + EU 4.8 + ROW1 8M + ROW2 8M = 25.8M potential users world wide or about 10% of the 300M worldwide diabetic population.
OOG
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Post by mnkdfan on Nov 20, 2014 12:09:14 GMT -5
I noticed the large amount of analysts and institution representatives attending this presentation to be a big exposure bonus for Afrezza. We should potentially see more coverage initiation and get the Afrezza word out....
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Post by dreamboatcruise on Nov 20, 2014 12:17:53 GMT -5
11 slides Toujeo 8 slides Afrezza 3 slides LixiLan Not bad. We carry some weight (ok, I can stand to loose a little but I am not saying anyone is fat :-) ) Too bad they didn't follow through on some of those slides in the Toujeo section about the risk of hypos with the benefit of Afrezza in this regard.
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Post by 1 percenter on Nov 20, 2014 12:23:57 GMT -5
I noticed the large amount of analysts and institution representatives attending this presentation to be a big exposure bonus for Afrezza. We should potentially see more coverage initiation and get the Afrezza word out.... Hopefully it will make some take a second look and re-examine their ill conceived notions about Afrezza but those thinking this would be some catalyst to kick start the stock were wrong yet again. The launch will, I think, help a bit but it all comes down to sale numbers.
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Post by kc on Nov 20, 2014 12:28:46 GMT -5
Disappointed to the overall presentation. They had too many other things going one and it was really drawn out. My guess is they will be doing another presentation in early January or February and do a deeper dive on diabetes or at the next ADA convention. My view was this overall was good but not a great presentation. It was not the dynamic wowing event that I was expecting and had hyped. My bad on the hyping. Long on Afrezza. Still think we are going to see great things 2nd or 3rd quarter 2015. Wish it was sooner or at least push green above 9 or 10 range. slides are out on the sanofi website above. not much on the potential for mnkd. i think it is a low key presentation, at best.
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Post by babaoriley on Nov 20, 2014 13:04:45 GMT -5
Based on the various comments (I have not seen the presentation yet), I think it went pretty much in the range that I expected, and thus not at all surprised that the stock has pulled back some. Talk is really cheap at this point, good talk hasn't done much for us lately, but, notice, lots of bad talk hasn't hurt us much recently, too. The sales continue to be the crux, but first, certainly, we don't want to hear about any delays in launch. Of course, if some meaningful technosphere news were to hit in between, that could be a price mover.
It will, of course, be of continuing interest to watch the short interest.
Here's a question for all you eagle eyes/ears - how many times was "MannKind" mentioned when speaking of Afrezza, as opposed to "Afrezza"?
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Post by esstan2001 on Nov 20, 2014 13:25:36 GMT -5
I recall 1 time when hte presenter was introducing the innovative inhaler (regarding Afrezza I heard innovative about 10X !!)
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Post by esstan2001 on Nov 20, 2014 13:27:36 GMT -5
1x was in regard to how many times Mannkind was mentioned
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