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Post by orlon on Aug 3, 2015 12:53:06 GMT -5
I just read a SA article by Greg Johnstone. While he mainly addressed his use of AFREZZA in the article, it struck me that prior to his experiment with AFREZZA (he is Canadian and AFREZZA has not been approved there) he would use Apidra as a mealtime RAA. Apidra is produced by SNY. I suppose my question here would be; SNY have two rapid acting insulins, one theirs, the other Mannkind's, which one would they most likely push?
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Post by patryn on Aug 3, 2015 13:05:57 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have!  |
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Post by kc on Aug 3, 2015 13:29:30 GMT -5
I believe adding Afrezza gives them more diversification and differentiation from the rest of the insulin producers. Afrezza is a product that nobody else can sell at this time so its give them a very unique tool. The more tools they have the better market penetration that Sanofi might have over their competition. Sanofi is about selling billions and billions of product so having additional weapons is a great thing when your in a war like big Pharma is on Insulin.
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Post by mannmade on Aug 3, 2015 13:32:34 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have! patryn, I agree completely with your pov but interestingly enough as I recall, Apidra has been growing it's market share a bit recently. I wonder if Sanofi is promoting it more (or less) now that they have Afrezza? |
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Post by kc on Aug 3, 2015 13:39:58 GMT -5
Sanofi has Afrezza as its a game changer and a big shift in treatment as Laura K. states today on Twitter.
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Post by dreamboatcruise on Aug 3, 2015 13:45:33 GMT -5
Afrezza will likely gain much more market share than Apidra and likely with better profit margin. 65% of those profits for SNY likely to be much higher than 100% of Apidra profits could generate.
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Post by charlespk on Aug 3, 2015 14:24:10 GMT -5
I just read a SA article by Greg Johnstone. While he mainly addressed his use of AFREZZA in the article, it struck me that prior to his experiment with AFREZZA (he is Canadian and AFREZZA has not been approved there) he would use Apidra as a mealtime RAA. Apidra is produced by SNY. I suppose my question here would be; SNY have two rapid acting insulins, one theirs, the other Mannkind's, which one would they most likely push? |
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Post by charlespk on Aug 3, 2015 14:30:23 GMT -5
Apidra is still given by subcutaneous injection ( Via needle ) , so I not in the same league as Afrezza which is the only insulin - via inhalation ( no needles ) .
Which one would you rather do ?
Have not read the S/A article yet , but I have found out some of them , do not truly provide the whole picture.
No one else has Afrezza or anything comparable . so not worried about Apidra .
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Post by mannmade on Aug 3, 2015 14:56:08 GMT -5
I am not worried in the slightest either. Was just a note... |
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Post by orlon on Aug 3, 2015 14:59:38 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have! Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB. |
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Post by Deleted on Aug 3, 2015 15:20:47 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have! :) Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB. Orion, perhaps you should do a bit of reading about Apidra. How it is administered, PK, Apidra history since launch and then it will be evident as to why Patryn responded to you as he did. |
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Post by kbrion77 on Aug 3, 2015 15:31:03 GMT -5
Afrezza will likely gain much more market share than Apidra and likely with better profit margin. 65% of those profits for SNY likely to be much higher than 100% of Apidra profits could generate. Exactly. But people need to understand Sanofi cannot just pull the plug on Apidra and hand that market share to Afrezza tomorrow. Again it's hard to tell a MNKD investor who's been waiting since IPO to be patient but I believe everything is in place and there are so many behind the scenes pieces going on. They aren't going to fully "release the hounds" on Afrezza until its easily attainable. Not only are they dealing with marketing a new drug but will also need to restructure their existing portfolio to accommodate for it, this is a huge deal that needs to be very well thought out and executed. |
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Post by Deleted on Aug 3, 2015 16:03:05 GMT -5
Apidra is "rapid" injectable insulin; Afrezza is "ultra-rapid" inhalable insulin. Is does not require nuclear science to differentiate the two products!
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Post by hankscorpio7 on Aug 3, 2015 16:23:06 GMT -5
Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB. Orion, perhaps you should do a bit of reading about Apidra. How it is administered, PK, Apidra history since launch and then it will be evident as to why Patryn responded to you as he did. I did some reading- no explanation why Patryn thought this was YMB. keep asking questions Orlon- the truth is out there and also some members who are here to help. |
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Post by patryn on Aug 3, 2015 17:28:14 GMT -5
Clearly they would push Afrezza since they made the deal with MannKind after they already had Apidra on the market. Somehow this question seems a bit disingenuous, but I do not know why that would be without reading through your post history... oh wait I have! Disingenuous? Meaning insincere, dishonest, untruthful, false, deceitful. Sorry if I came across like that patryn. I asked a question and you responded as if one would on the YMB. Dis-ingenuous as in lack of innocence or sophistication. You seem like a pretty seasoned investor in MNKD and have made several comments in the past about SNY which would lead me to believe that you know what diabetes drugs are SNY's portfolio. If you feel it was a personal attack to use that word, then by all means I apologize - I tend to be a word connoisseur and occasionally my sesquipedalian tendencies get me into trouble. I could make the same sort of veiled answer about me asking an innocent question but that would just further confound the issue and I would rather just have meaningful discourse so please accept my sincere apology if you were indeed ignorant of Apidra before reading this article. |
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