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Post by itellthefuture777 on Feb 1, 2019 12:15:52 GMT -5
When Sanofi Partnered with MNKD the stock went to $11+ pre reverse 5 way split which today is $55 share..ok...well back then we had to give Sanofi 33% of the product..had RIMs to carry out...had no insurance coverages or tier placements really to speak of..no commercials..Sanofi only sold 400 scripts at best...and pricing set by Sanofi..at the same time they Lunched Toujeo..they gave it..commercials..and sales support..but were flatlining in 2014..replacing their head of diabetes sales..then their CEO..since then..they grew by raising prices..but..Mannkind apparently wasn't with that plan to grow..So today We are at $1.34. Or .26 cents..a share pre reverse split..but..what's changed? We are successfully through RIMs..don't share 33% of the drug keeping 100%..have our own sales staff..have commercials..$4 a day insulin deals..$15 cards..superior glycemic controls less hypo risk prevoiusly existed..scripts are double Sanofi's..so two things here...I can't explain Sanofi's high insulin prices and or other large pharma that are being hauled infront of congress..but snubbing congress..(that's not good) and two I can't explain why a better priced insulin..superior insulin..that has much more growth potential than any other insulin..os sitting at $1.34 post reverse split..their factory cost $300million..the drug $3billion...it's fda approved...I mean..the governments talking about buying and making via a manufacturer their insulin needs...doubt they would buy Prandial inhaled insulin from anyone else..as Mannkind is a monopoly as the worlds only active monomeric insulin..less than 30 seconds differance from the healthy pancreas..and MANNKIND DOESN'T HAVE TO RAISE THEIR INSULIN PRICES..AND INDEED $4 FOR 1000 FOLKS..AND CARD AT $15 FOR OTHERS..because they can grow their base with up to 500,000,000 diabetics..x $4 a day..do the math..so why are we at $1.34? I DUNNO..BUT..AS LONG AS THESE LITTLE DIAMONDS ARE JUST SITTING HERE AND THE ANALYST ARE SWINGING IN THE TREES..MIGHT AS WELL PICK THEM UP ; )
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Post by #NoMoreNeedles on Feb 1, 2019 12:20:43 GMT -5
When Sanofi Partnered with MNKD the stock went to $11+ pre reverse 5 way split which today is $55 share..ok...well back then we had to give Sanofi 33% of the product..had RIMs to carry out...had no insurance coverages or tier placements really to speak of..no commercials..Sanofi only sold 400 scripts at best...and pricing set by Sanofi..at the same time they Lunched Toujeo..they gave it..commercials..and sales support..but were flatlining in 2014..replacing their head of diabetes sales..then their CEO..since then..they grew by raising prices..but..Mannkind apparently wasn't with that plan to grow..So today We are at $1.34. Or .26 cents..a share pre reverse split..but..what's changed? We are successfully through RIMs..don't share 33% of the drug keeping 100%..have our own sales staff..have commercials..$4 a day insulin deals..$15 cards..superior glycemic controls less hypo risk prevoiusly existed..scripts are double Sanofi's..so two things here...I can't explain Sanofi's high insulin prices and or other large pharma that are being hauled infront of congress..but snubbing congress..(that's not good) and two I can't explain why a better priced insulin..superior insulin..that has much more growth potential than any other insulin..os sitting at $1.34 post reverse split..their factory cost $300million..the drug $3billion...it's fda approved...I mean..the governments talking about buying and making via a manufacturer their insulin needs...doubt they would buy Prandial inhaled insulin from anyone else..as Mannkind is a monopoly as the worlds only active monomeric insulin..less than 30 seconds differance from the healthy pancreas..and MANNKIND DOESN'T HAVE TO RAISE THEIR INSULIN PRICES..AND INDEED $4 FOR 1000 FOLKS..AND CARD AT $15 FOR OTHERS..because they can grow their base with up to 500,000,000 diabetics..x $4 a day..do the math..so why are we at $1.34? I DUNNO..BUT..AS LONG AS THESE LITTLE DIAMONDS ARE JUST SITTING HERE AND THE ANALYST ARE SWINGING IN THE TREES..MIGHT AS WELL PICK THEM UP ; ) Need to add pipeline ... I think that's where the future lies! |
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Post by itellthefuture777 on Feb 1, 2019 12:24:23 GMT -5
Well...they do have a client...that has Mannkind making the inhaled version of their 2nd top selling drug..and they did say today it only sells $108 million a year but projected $1 billion or more a year sales with inhaled form...they also have other potentials..then there is Receptor...add that...what else?
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Post by itellthefuture777 on Feb 1, 2019 12:26:05 GMT -5
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Post by itellthefuture777 on Feb 1, 2019 12:28:13 GMT -5
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Post by itellthefuture777 on Feb 1, 2019 12:29:32 GMT -5
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Post by radgray68 on Feb 1, 2019 12:35:03 GMT -5
That's what I've been thinking. Market cap at approval was over $4 Billion. Potential is still there, even advanced. (Fewer prior authorizations, Tre-T + 40 other compounds, debt just about gone, etc.)
We should at least get back to that $4 Bil MC...........pretty soon. But even if it takes 5 years, that's 16X today's investment. Risk vs. reward at this point is favorable. IMHO
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Post by itellthefuture777 on Feb 1, 2019 12:45:35 GMT -5
That's what I've been thinking. Market cap at approval was over $4 Billion. Potential is still there, even advanced. (Fewer prior authorizations, Tre-T + 40 other compounds, debt just about gone, etc.) We should at least get back to that $4 Bil MC...........pretty soon. But even if it takes 5 years, that's 16X today's investment. Risk vs. reward at this point is favorable. IMHO I'd say you off by orders of Magnitude...I mean..by 2030..estimates are 500,000,000 diabetics..73% of type 2 it was once said would only need Afrezza..and then lets say no one on Earth has insurance and its a crazy deal at $4 a day each..a year..how is Afrezza worth $4 billion? Am I missing something here?... |
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Post by traderdennis on Feb 1, 2019 13:40:38 GMT -5
When Sanofi Partnered with MNKD the stock went to $11+ pre reverse 5 way split which today is $55 share..ok...well back then we had to give Sanofi 33% of the product..had RIMs to carry out...had no insurance coverages or tier placements really to speak of..no commercials..Sanofi only sold 400 scripts at best...and pricing set by Sanofi..at the same time they Lunched Toujeo..they gave it..commercials..and sales support..but were flatlining in 2014..replacing their head of diabetes sales..then their CEO..since then..they grew by raising prices..but..Mannkind apparently wasn't with that plan to grow..So today We are at $1.34. Or .26 cents..a share pre reverse split..but..what's changed? We are successfully through RIMs..don't share 33% of the drug keeping 100%..have our own sales staff..have commercials..$4 a day insulin deals..$15 cards..superior glycemic controls less hypo risk prevoiusly existed..scripts are double Sanofi's..so two things here...I can't explain Sanofi's high insulin prices and or other large pharma that are being hauled infront of congress..but snubbing congress..(that's not good) and two I can't explain why a better priced insulin..superior insulin..that has much more growth potential than any other insulin..os sitting at $1.34 post reverse split..their factory cost $300million..the drug $3billion...it's fda approved...I mean..the governments talking about buying and making via a manufacturer their insulin needs...doubt they would buy Prandial inhaled insulin from anyone else..as Mannkind is a monopoly as the worlds only active monomeric insulin..less than 30 seconds differance from the healthy pancreas..and MANNKIND DOESN'T HAVE TO RAISE THEIR INSULIN PRICES..AND INDEED $4 FOR 1000 FOLKS..AND CARD AT $15 FOR OTHERS..because they can grow their base with up to 500,000,000 diabetics..x $4 a day..do the math..so why are we at $1.34? I DUNNO..BUT..AS LONG AS THESE LITTLE DIAMONDS ARE JUST SITTING HERE AND THE ANALYST ARE SWINGING IN THE TREES..MIGHT AS WELL PICK THEM UP ; ) Wallstreet had forward sales projections of $1Billion per year. Sales run rate at $20 million per year and the price is roughly 1/50th of the high in 2014. |
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Post by mnkdfann on Feb 1, 2019 13:59:07 GMT -5
I'd say you off by orders of Magnitude...I mean..by 2030..estimates are 500,000,000 diabetics..73% of type 2 it was once said would only need Afrezza..and then lets say no one on Earth has insurance and its a crazy deal at $4 a day each..a year..how is Afrezza worth $4 billion? Am I missing something here?... $4 ain't bad, until you consider that the world-wide median annual household income worldwide is only $9,733 or $26 a day. IOTW, most of the 500 million diabetics world-wide still won't be able to afford it. I think it has often been said that most pharmas live and die depending on how much they can gouge out of the U.S. health care system. I don't see that changing any time soon. |
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Post by itellthefuture777 on Feb 1, 2019 14:30:26 GMT -5
I'd say you off by orders of Magnitude...I mean..by 2030..estimates are 500,000,000 diabetics..73% of type 2 it was once said would only need Afrezza..and then lets say no one on Earth has insurance and its a crazy deal at $4 a day each..a year..how is Afrezza worth $4 billion? Am I missing something here?... $4 ain't bad, until you consider that the world-wide median annual household income worldwide is only $9,733 or $26 a day. IOTW, most of the 500 million diabetics world-wide still won't be able to afford it. I think it has often been said that most pharmas live and die depending on how much they can gouge out of the U.S. health care system. I don't see that changing any time soon. The large pharmas have become full of themselves..surely they are in deed over priced..for even the U.S..and worse their insulins are out dated clinically surppassed by Afrezza..if any insulin could justify a high price it is Afrezza yet..$4 a day..those larfe pharma have some splanin to do..but they snubbed congress..opening the dor for the smaller insulin maker ceo to come in that vaccumm and lay it all out to Congress..imo |
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Post by agedhippie on Feb 1, 2019 14:50:43 GMT -5
The large pharmas have become full of themselves..surely they are in deed over priced..for even the U.S..and worse their insulins are out dated clinically surppassed by Afrezza..if any insulin could justify a high price it is Afrezza yet..$4 a day..those larfe pharma have some splanin to do..but they snubbed congress..opening the dor for the smaller insulin maker ceo to come in that vaccumm and lay it all out to Congress..imo There is no explaining to do. Afrezza is non-inferior to RAA so it should be priced the same - Mannkind's own trial data. Even at $4 per day (which you cannot do if you follow the STAT protocol) that is still four times what RAA costs in the UK so it is no bargain. Yes, RAA in the US is even less of a bargain. However, it's not a great message to say we are ripping you off, but not as much as the others. |
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Post by itellthefuture777 on Feb 1, 2019 14:57:31 GMT -5
The large pharmas have become full of themselves..surely they are in deed over priced..for even the U.S..and worse their insulins are out dated clinically surppassed by Afrezza..if any insulin could justify a high price it is Afrezza yet..$4 a day..those larfe pharma have some splanin to do..but they snubbed congress..opening the dor for the smaller insulin maker ceo to come in that vaccumm and lay it all out to Congress..imo There is no explaining to do. Afrezza is non-inferior to RAA so it should be priced the same - Mannkind's own trial data. Even at $4 per day (which you cannot do if you follow the STAT protocol) that is still four times what RAA costs in the UK so it is no bargain. Yes, RAA in the US is even less of a bargain. However, it's not a great message to say we are ripping you off, but not as much as the others. Sanofi set the price of Mannkinds insulin..and it was Mannkind that lowered the price..Sanofi is flatlined..Mannkind has a sea of potential patient growth..and unlike Sanofi and other large pharma doesn't need to raise prices to grow..just need to increase the patient base...which is occuring..Large Pharma has a real problem..that Mannkind is looking to me like the solution.. |
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Post by agedhippie on Feb 1, 2019 15:04:19 GMT -5
There is no explaining to do. Afrezza is non-inferior to RAA so it should be priced the same - Mannkind's own trial data. Even at $4 per day (which you cannot do if you follow the STAT protocol) that is still four times what RAA costs in the UK so it is no bargain. Yes, RAA in the US is even less of a bargain. However, it's not a great message to say we are ripping you off, but not as much as the others. Sanofi set the price of Mannkinds insulin..and it was Mannkind that lowered the price..Sanofi is flatlined..Mannkind has a sea of potential patient growth..and unlike Sanofi and other large pharma doesn't need to raise prices to grow..just need to increase the patient base...which is occuring..Large Pharma has a real problem..that Mannkind is looking to me like the solution.. And my point is that Mannkind is either overcharging like all the rest, or is not going to be able to compete outside the US any time soon because of price. The world price RAA is a long way below $4 per day. |
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Post by itellthefuture777 on Feb 1, 2019 15:14:11 GMT -5
Sanofi set the price of Mannkinds insulin..and it was Mannkind that lowered the price..Sanofi is flatlined..Mannkind has a sea of potential patient growth..and unlike Sanofi and other large pharma doesn't need to raise prices to grow..just need to increase the patient base...which is occuring..Large Pharma has a real problem..that Mannkind is looking to me like the solution.. And my point is that Mannkind is either overcharging like all the rest, or is not going to be able to compete outside the US any time soon because of price. The world price RAA is a long way below $4 per day. Try optimism..and take a little risk..other wise you can't advance.. |
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