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Post by BlueCat on Jul 30, 2015 10:14:23 GMT -5
eh. Sometimes a duck is just a duck. Things are exactly what they seem. This is a strategic, but very small piece of a much larger company, SNY. They gave it air time last Q to show they are investing in new techs and products, and because as part of a launch strategy, it was standard to discuss, along with giving airtime to Al. They've stated their plan and are building on it as stated. Its a slow grow, exactly as we all understand. Therefore, from SNY POV, T is a much more important story, and they are simply saying - nothing new to share here.
I do think it was strange for the note conversion piece to announce just before with no forum to address and clarify. If they are on this the right way, they would have already briefed analysts. But if so, interesting that we haven't seen much (relative) commentary as of yet. Could Al be one of those select bond holders?
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Post by jpg on Jul 30, 2015 10:33:02 GMT -5
Could Al be one of those select bond holders? Interesting possibility and yes that would make a lot of sense.
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Post by tayl5 on Jul 30, 2015 15:04:36 GMT -5
My guess is that they didn't talk about Afrezza because the revenue is not material to the overall results of the company. Even if they thought things were going to plan, there's nothing really new to say, is there? It's just business as usual for a large drug company with many irons in the fire.
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Post by mannmade on Jul 30, 2015 15:06:08 GMT -5
My guess is that they didn't talk about Afrezza because the revenue is not material to the overall results of the company. Even if they thought things were going to plan, there's nothing really new to say, is there? It's just business as usual for a large drug company with many irons in the fire. I would add to that with the following; if the slow start would likely be perceived as a negative by Wall Street, why bring it up at all? Wait until they have something to talk about... That's what I would do.
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Post by compound26 on Jul 30, 2015 15:59:10 GMT -5
My guess is that they didn't talk about Afrezza because the revenue is not material to the overall results of the company. Even if they thought things were going to plan, there's nothing really new to say, is there? It's just business as usual for a large drug company with many irons in the fire. I would add to that with the following; if the slow start would likely be perceived as a negative by Wall Street, why bring it up at all? Wait until they have something to talk about... That's what I would do. Agree. That was what I thought as well, i.e., to bring it up will only invite negative comments.
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Post by obamayoumama on Jul 31, 2015 14:20:35 GMT -5
Sales of Afrezza. 2m euro. Thoughts. Anyone. ? The 2 million Euro was a net sales number. It was sales to the pharmacy less discount and less copay card costs.
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