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Post by nemzter on Dec 19, 2014 10:36:30 GMT -5
Has the competition seen the light? news.yahoo.com/eli-lilly-adocia-agree-develop-ultra-rapid-insulin-065233804--finance.htmlPARIS (Reuters) - U.S. drugmaker Eli Lilly and French biotech Adocia said on Friday they agreed a worldwide licensing partnership to develop an ultra-rapid insulin to treat patients with Type 1 and Type 2 diabetes. The fast-acting insulin, called BioChaperone Lispro, is currently in early-stage Phase Ib studies and aims to control glucose levels better during and after meals.
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Post by jpg on Dec 19, 2014 10:40:28 GMT -5
This will be very interesting to follow. It will probably be injected and I wonder how they will deal with the fat tail?
JPG
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Post by nemzter on Dec 19, 2014 10:48:50 GMT -5
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Post by jpg on Dec 19, 2014 11:01:41 GMT -5
That was fast! Thank you. Not that impressive a curve. Better then other sc prandials but still no way near Afrezza in peak or tail. JPG |
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Post by BlueCat on Dec 19, 2014 11:03:59 GMT -5
Tells me they acknowledge there is a market worth investing in to pursue.
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Post by dreamboatcruise on Dec 19, 2014 11:31:59 GMT -5
Q2U... yes, seems like positive news for MNKD that a company is willing to spend the hundreds of millions bringing an insulin to market where rapid action is the main selling point, especially when it will be an also ran to Afrezza in that benefit.
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Post by thekindaguyiyam on Dec 19, 2014 13:52:20 GMT -5
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Post by mannmade on Dec 19, 2014 14:32:47 GMT -5
Does not really seem like competiton for Afrezza and even if it is it has to be at least five years from market. Only real take away for me is that we are undervalued by a LOT!
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Post by nemzter on Dec 19, 2014 17:03:38 GMT -5
Welp! At least we can scratch Lilly off the bidding list, J&J, Pzifer, NOVO, Merck, GSK, Amgen, MDT, any takers?  |
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Post by babaoriley on Dec 19, 2014 19:08:15 GMT -5
I don't know, nemzter, do you think any of those want to be partners with SNY? Also, what if part of the SNY deal is that Al won't support or sell his shares to any such pharma? But perhaps those folks would like a piece of technosphere.
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Post by nemzter on Dec 20, 2014 10:11:03 GMT -5
I don't know, nemzter, do you think any of those want to be partners with SNY? Also, what if part of the SNY deal is that Al won't support or sell his shares to any such pharma? But perhaps those folks would like a piece of technosphere. I think if they look at the long term vision in that they'll begin to lose market share within the next few years, then maybe 1 or 2 additional pharma's might be interested. A joint bidding process of some sort just to keep SNY from getting the whole deal at the right price and Al sitting there watching in excitement as the price keeps going up when SNY could've secured a lower price. SNY is still the best partner JMHO |
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Post by dreamboatcruise on Dec 20, 2014 13:33:10 GMT -5
If you read the agreement you'll see that the partnership oversight/management committee/board (or whatever it is called) consists of equal members from MNKD and SNY, but in the case of a tie regarding what should be done, SNY has ultimate control. In the context that this agreement is in perpetuity, it seems unlikely that a direct competitor of SNY would acquire all of MNKD. It would do nothing to keep SNY from exploiting the success of Afrezza to benefit their other diabetes line up.
I've forgotten whether there was any change of control language in SNY agreement, and I guess I don't view that as being enough of possibility anytime soon to bother reading through it again.
I don't believe Al is going to sell as long as he is alive, but if it were to happen I might speculate that a merger with another biotech would make more sense than acquisition by a big pharma.
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Post by kc on Jan 30, 2017 16:05:57 GMT -5
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Post by dreamboatcruise on Jan 30, 2017 16:22:29 GMT -5
The portion regarding a partner for faster prandial isn't all that encouraging... i.e. they don't make a strong case that there is/are great candidate(s) for marketing partnership. |
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Post by kball on Jan 30, 2017 16:27:09 GMT -5
More importantly, wonder what JPG and ashiwi sold out at?
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