Google and Mannkind -- a perfect match
Jan 8, 2016 18:37:55 GMT -5
zieg, ashiwi, and 19 more like this
Post by compound26 on Jan 8, 2016 18:37:55 GMT -5
Google and Mannkind is a perfect match.
Here are my thoughts on this:
1. Afrezza improves the quality of life of PWDs dramatically. This is now very well documented in the social media. As Sam noted on Tudiabetes.org: “in my opinion this is the biggest breakthrough in medicine that has occurred in my lifetime…”. For proof on this, one can just read the latest comments on Tudiabetes.org.
www.tudiabetes.org/forum/t/sanofi-ending-its-afrezza-partnership-with-mannkind/50253/79
www.tudiabetes.org/forum/t/sanofi-ends-marketing-agreement-with-mannkind/50293/24
This fits well with Google’s philosophy of doing no evil (and in other words, making the world a better place).
2. Afrezza is a great innovation in the treatment of diabetics. Afrezza mimics the action of the pancreas. No other insulin in the market can do that. This fits well with Google as an innovative company in general.
3. One thing Google has plenty is cash. This will support a long runway for Afrezza, no matter how long. Five years, no problem. And in all likelihood, what Mannkind need is a few hundred millions to push it to success. That is no problem for an owner like Google. That will make Afrezza’s success a near guarantee.
4. One thing Google does not lack is patience. You can see this from the growth of its Android business. So if Afrezza needs five years to take off, no problem (I think this is mainly because Google’s search engine generates so much income that there is much less pressure on other units to generate profit as early as possible). Again, that will make Afrezza’s success a near guarantee.
5. Google knows how to advertise on the web and has huge resources in that respect (i.e., it does not cost much for Google to run Afrezza ads on Google’s search engine if the advertiser is Google itself). If Google is the owner of Afrezza and with Google taking off its gloves on advertising of Afrezza, I would guarantee that the awareness of Afrezza will grow exponentially, worldwide.
6. Another thing Google is good at is data collection and analysis. Afrezza fits well with what Google and Dexcom are working at---Real time monitoring. Afrezza will be able to offer real time correction of high blood sugar. Real time monitoring + real time correction => happier users.
With the vast amount data collected, Google will be able to generate huge amount of useful information to help it to come up with optimal dosage and time recommendations and other marketing decision information (like which group of population uses Afrezza the most and which group has best results, etc.).
7. Google’s high awareness (the brand effect) will bring much greater awareness of Afrezza to PWDs and most likely better acceptance of Afrezza by doctors and insurance companies.
On the other hand, the overwhelming positive reviews Afrezza users will enhance the image of Google.
8. Afrezza and TS does not conflict with any other existing business of Google. Unlike any other BP, Afrezza and TS will not negatively affect any other business of Google. On the other hand, the vast amount of information Google can collect from Afrezza users will contribute to the existing data collection, analysis and advertising business of Google.
9. Afrezza and TS applications have huge potential and therefore this fits well with Google diversification efforts. If Afrezza reaches its full potential (if Google is the owner, that probably will be a guarantee, see discussion in points 3 through 8 above), Afrezza can obtain an annual sales comparable to that of Lantus today (or even greater). Give it a 50% margin and 20 times PE, you can estimate the value the market would be giving to such a business. I would guess that will put the value of the Afrezza business to be $50+ billion.
At that time, Google will truly have a diversified business (i.e., not only the monopoly business on search engine)! And it will be less likely targeted for antitrust charges by the US government (a big concern for Google if you know Microsoft’s history).
And shareholders of Google will be happy!
10. Al Mann and the founders of Google share many similarities (great innovators, visionaries, entrepreneurs, and philanthropists). I do not know whether they know each other well, but I would guess that they respect each other. There is no big pharma vs. small biotech division here.
In short, it will be a true win-win situation if Google picks up Mannkind/Afrezza. Google will be able to pick up a diamond in the rough that it has the skills and resources to bring out its true value. Al Mann and Mannkind will be rewarded for their decade long fight to bring Afrezza to market and will be glad that Afrezza is in good hand. PWDs will be able to enjoy Aferzza for decades to come.
P.S., to a lesser degree, the above analysis is also applicable to a combination of Dexcom (producer of CGMs) + Afrezza/Mannkind and Abbott (producer of Freestyle Lite) + Afrezza/Mannking.
Al Mann and Matthew J. Pfeffer, give Larry Page, Sergey Brin and Sundar Pichai a call!
Readers: if the above analysis makes sense to you and you happen to have some connections to Google (Dexcom/Abbott), give it a shot and forward the above analysis to Google (Dexcom/Abbott).
WIth Afrezza being such a wonderful product, it's really worth five minutes of Larry Page, Sergey Brin and Sundar Pichai to read information related to it and give the above ideas some thought. Who knows what wonders a company like Google can do with such a wonderful product?
Here are my thoughts on this:
1. Afrezza improves the quality of life of PWDs dramatically. This is now very well documented in the social media. As Sam noted on Tudiabetes.org: “in my opinion this is the biggest breakthrough in medicine that has occurred in my lifetime…”. For proof on this, one can just read the latest comments on Tudiabetes.org.
www.tudiabetes.org/forum/t/sanofi-ending-its-afrezza-partnership-with-mannkind/50253/79
www.tudiabetes.org/forum/t/sanofi-ends-marketing-agreement-with-mannkind/50293/24
This fits well with Google’s philosophy of doing no evil (and in other words, making the world a better place).
2. Afrezza is a great innovation in the treatment of diabetics. Afrezza mimics the action of the pancreas. No other insulin in the market can do that. This fits well with Google as an innovative company in general.
3. One thing Google has plenty is cash. This will support a long runway for Afrezza, no matter how long. Five years, no problem. And in all likelihood, what Mannkind need is a few hundred millions to push it to success. That is no problem for an owner like Google. That will make Afrezza’s success a near guarantee.
4. One thing Google does not lack is patience. You can see this from the growth of its Android business. So if Afrezza needs five years to take off, no problem (I think this is mainly because Google’s search engine generates so much income that there is much less pressure on other units to generate profit as early as possible). Again, that will make Afrezza’s success a near guarantee.
5. Google knows how to advertise on the web and has huge resources in that respect (i.e., it does not cost much for Google to run Afrezza ads on Google’s search engine if the advertiser is Google itself). If Google is the owner of Afrezza and with Google taking off its gloves on advertising of Afrezza, I would guarantee that the awareness of Afrezza will grow exponentially, worldwide.
6. Another thing Google is good at is data collection and analysis. Afrezza fits well with what Google and Dexcom are working at---Real time monitoring. Afrezza will be able to offer real time correction of high blood sugar. Real time monitoring + real time correction => happier users.
With the vast amount data collected, Google will be able to generate huge amount of useful information to help it to come up with optimal dosage and time recommendations and other marketing decision information (like which group of population uses Afrezza the most and which group has best results, etc.).
7. Google’s high awareness (the brand effect) will bring much greater awareness of Afrezza to PWDs and most likely better acceptance of Afrezza by doctors and insurance companies.
On the other hand, the overwhelming positive reviews Afrezza users will enhance the image of Google.
8. Afrezza and TS does not conflict with any other existing business of Google. Unlike any other BP, Afrezza and TS will not negatively affect any other business of Google. On the other hand, the vast amount of information Google can collect from Afrezza users will contribute to the existing data collection, analysis and advertising business of Google.
9. Afrezza and TS applications have huge potential and therefore this fits well with Google diversification efforts. If Afrezza reaches its full potential (if Google is the owner, that probably will be a guarantee, see discussion in points 3 through 8 above), Afrezza can obtain an annual sales comparable to that of Lantus today (or even greater). Give it a 50% margin and 20 times PE, you can estimate the value the market would be giving to such a business. I would guess that will put the value of the Afrezza business to be $50+ billion.
At that time, Google will truly have a diversified business (i.e., not only the monopoly business on search engine)! And it will be less likely targeted for antitrust charges by the US government (a big concern for Google if you know Microsoft’s history).
And shareholders of Google will be happy!
10. Al Mann and the founders of Google share many similarities (great innovators, visionaries, entrepreneurs, and philanthropists). I do not know whether they know each other well, but I would guess that they respect each other. There is no big pharma vs. small biotech division here.
In short, it will be a true win-win situation if Google picks up Mannkind/Afrezza. Google will be able to pick up a diamond in the rough that it has the skills and resources to bring out its true value. Al Mann and Mannkind will be rewarded for their decade long fight to bring Afrezza to market and will be glad that Afrezza is in good hand. PWDs will be able to enjoy Aferzza for decades to come.
P.S., to a lesser degree, the above analysis is also applicable to a combination of Dexcom (producer of CGMs) + Afrezza/Mannkind and Abbott (producer of Freestyle Lite) + Afrezza/Mannking.
Al Mann and Matthew J. Pfeffer, give Larry Page, Sergey Brin and Sundar Pichai a call!
Readers: if the above analysis makes sense to you and you happen to have some connections to Google (Dexcom/Abbott), give it a shot and forward the above analysis to Google (Dexcom/Abbott).
WIth Afrezza being such a wonderful product, it's really worth five minutes of Larry Page, Sergey Brin and Sundar Pichai to read information related to it and give the above ideas some thought. Who knows what wonders a company like Google can do with such a wonderful product?
