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Post by dreamboatcruise on Jan 5, 2018 0:01:44 GMT -5
This must be one of those “you had to be there” threads... FYI to everyone else: Mr. Brandicourt is Sanofi’s CEO. Personally I think he might have done us a favor (long term) for ending the Partnership. For any financial losses, I blame MannKind’s management not Sanofi’s. They took to long to get use where we are now. Hopefully they have the team together (now) to get MannKind to profitability. This year please! The one big misstep was not raising capital when they could have at multiple billion valuation. The slow pace of progress is mainly due to lack of financial resources... in addition to some nasty realities about insurance coverage in the modern era of restrictive formularies.
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Post by seanismorris on Jan 5, 2018 0:23:10 GMT -5
This must be one of those “you had to be there” threads... FYI to everyone else: Mr. Brandicourt is Sanofi’s CEO. Personally I think he might have done us a favor (long term) for ending the Partnership. For any financial losses, I blame MannKind’s management not Sanofi’s. They took to long to get use where we are now. Hopefully they have the team together (now) to get MannKind to profitability. This year please! The one big misstep was not raising capital when they could have at multiple billion valuation. The slow pace of progress is mainly due to lack of financial resources... in addition to some nasty realities about insurance coverage in the modern era of restrictive formularies. True. But Management has promised to be transparent... they haven’t done a great job of it. Also, the clinical trials also took forever to get started. Specifically the Pediatric. It’s a 2 month study that can be extended for a year. It started on September 28th 2017 and has an end date of January 2021. I want data! Or, a least the ‘when’ that data will be available.
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Post by dreamboatcruise on Jan 5, 2018 1:31:52 GMT -5
The one big misstep was not raising capital when they could have at multiple billion valuation. The slow pace of progress is mainly due to lack of financial resources... in addition to some nasty realities about insurance coverage in the modern era of restrictive formularies. True. But Management has promised to be transparent... they haven’t done a great job of it. Also, the clinical trials also took forever to get started. Specifically the Pediatric. It’s a 2 month study that can be extended for a year. It started on September 28th 2017 and has an end date of January 2021. I want data! Or, a least the ‘when’ that data will be available. They may be more transparent than people assume... i.e. no big secret deals being withheld. Yes, trials should have started earlier, but again... lack of money. What is the data you want? Something you think they have? One thing I can think of... I'd like more insight into the script data, such as how things are doing in the markets that are targets of advertising... but I suspect that might not be allowed with their contract with Symphony.
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Post by slugworth008 on Jan 5, 2018 2:17:38 GMT -5
This must be one of those “you had to be there” threads... FYI to everyone else: Mr. Brandicourt is Sanofi’s CEO. Personally I think he might have done us a favor (long term) for ending the Partnership. For any financial losses, I blame MannKind’s management not Sanofi’s. They took to long to get use where we are now. Hopefully they have the team together (now) to get MannKind to profitability. This year please! The one big misstep was not raising capital when they could have at multiple billion valuation. The slow pace of progress is mainly due to lack of financial resources... in addition to some nasty realities about insurance coverage in the modern era of restrictive formularies. DBC, on this I totally agree with you. In hindsight - that was a major choke by Matt and the BOD.
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