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Post by brentie on Feb 25, 2015 20:47:31 GMT -5
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Post by esstan2001 on Feb 25, 2015 21:09:47 GMT -5
Doesn't this seem ahead of expectation? How did they pull that off if I am not wrong...
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Post by liane on Feb 25, 2015 21:19:15 GMT -5
Doesn't this seem ahead of expectation? How did they pull that off if I am not wrong... Caught me off guard also.
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Post by als57 on Feb 25, 2015 21:44:30 GMT -5
It happened so fast I'm getting nervous that Mannkind maybe on the wrong end of a "sandbag job"
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Post by dreamboatcruise on Feb 25, 2015 21:52:04 GMT -5
It happened so fast I'm getting nervous that Mannkind maybe on the wrong end of a "sandbag job" A) 65% of a game changer is likely more than 100% of a relatively modest improvement facing competition from generic version of what it replaces B) Trust the Mann... he's got quite the track record to have been hoodwinked
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Post by esstan2001 on Feb 25, 2015 22:03:30 GMT -5
when I reread all the Sam, Mike, Elizabeth, Adam, et al twitter testimonials, it is hard to come to any conclusion other than Mann is correct on all counts. Toujeo may get the sales push, but Afrezza will get the patient pull. Like one of the Cafe Pharma reps said, it will be nice to actually have a drug that will sell itself.
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Post by Chris-C on Feb 25, 2015 22:53:27 GMT -5
It happened so fast I'm getting nervous that Mannkind maybe on the wrong end of a "sandbag job" A) 65% of a game changer is likely more than 100% of a relatively modest improvement facing competition from generic version of what it replaces B) Trust the Mann... he's got quite the track record to have been hoodwinked Most of the posts I've read here suggest that SNY has in mind an Afrezza/Touejeo combination. Many Afrezza users will combine it with a reliable basal, and it would not surprise if that's the pitch. If Toujeo was designed to be for prandial use, perhaps there would be cause for concern, but we should be confident that Mannkind knew what it was doing. The suggestion that with a refinement in dosage instructions and the availability of new cartridge options, Afrezza will catch on for what it is, a paradigm shift in terms of its kinetic profile, ease of administration and reduced risk of hypoglycemia. Since I abhor the word short in stock discussions, I'll say instead, in summary, this development should be viewed as positive rather than threatening. It also bodes well for SNY submissions to other agencies for approval of Afrezza, and to filings for extension of its use in pediatric populations. GLTA-Longs Chris-C
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alexer
Lab Rat
Posts: 49
Sentiment: Long
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Post by alexer on Feb 25, 2015 23:03:36 GMT -5
I think the Afrezza/Touejeo combination is going increase the market share of Sanofi and eventually bring investors on both sides (SNY & MNKD) greater revenues. I don't see this a threat at all IMO, in fact, Sanofi's sales force can focus more into delivering a complete solution/treatment for doctors & patients.
Bottom line is: 'Needleless' Afrezza works like magic, that's all what we need for it to create it's own demand.
Alexer
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Post by dreamboatcruise on Feb 26, 2015 0:13:11 GMT -5
Insurers are not going to look at Toujeo and Afrezza as a combination unless there are real clinical trials showing that this particular combination of basal and prandial works better than either combined with competitors products. I think there is compelling reason why insurers will embrace Afrezza. I'm less certain they will see reason to pay a premium for Toujeo vs dropping prices for older basals (including Lantus) or newly entering generics when they are available. I would sooner believe Afrezza will be a savior for Sanofi from their 65% stake rather than necessarily a savior for their basal dominance.
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Post by mnholdem on Feb 26, 2015 5:55:20 GMT -5
Lilly's generic Lantus is hung up in court and predictions are that Merck's generic will come to market first - sometime in mid to late 2016 if approved by FDA. That gives Sanofi quite a bit of time to establish Toujeo and to demonstrate its superiority over Lantus. I would think that physicians would prescribe effectiveness over cost, but you are correct that insurance providers will be pushing for the use of lower cost biosimilars. I read the words "price premium" used with Toujeo, and assume authors are comparing it with generics. There has been no indication from Sanofi that Toujeo will cost more than Lantus. Regardless, there are no generics available at the present time.
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Post by otherottawaguy on Feb 26, 2015 13:26:22 GMT -5
And share price is only down 4%. Imagine if it had been denied.
OOG
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Post by jpg on Feb 26, 2015 13:34:31 GMT -5
From the data I've seen I think Sanofi has it's work cut out for it getting Toujeo to seamlessly interchange with Lantus. The MDs might consider it better (which it seems to be) but Lantus still is considered a daily insulin (when in fact it should probably be a twice daily to achieve the same curve as Toujeo). This will be interesting. We done studies of Toujeo with Afrezza using CGM in type one diabetics vs Lantus and a leading prandial would be the most 'wow' study in my mind. % of the time 'in the zone' on the CGM would have to be one of the endpoints (secondary?). Severe hypos or hypos could be the primary? This would be a easy fast and relatively cheap study that wouldn't take that many patients. It could get a lot of traction for both Afrezza and Toujeo with type 1 patients, MDs and eventually insurers.
Afrezza- Toujeo could replace the artificial pancreas with one injection per day (and a CGM which will hopefully soon be non invasive).
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Post by brentie on Feb 27, 2015 8:59:12 GMT -5
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Post by Chris-C on Feb 27, 2015 9:14:31 GMT -5
I like the way this company works. It gives me the feeling they absolutely know what they are doing when it comes to dealing with regulatory agencies. I'll be eager to see a release from SNY announcing the approval of Afrezza in other markets.
Chris C
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Post by bradleysbest on Feb 27, 2015 9:58:10 GMT -5
But why the delay in getting Afrezza EU approval?
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