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Post by olderteampt on Jun 16, 2019 10:18:23 GMT -5
Going back to Afrezza FDA approval there is something missing to the MNKD story. Here are some things to ponder:
1) When Sanofi took over MNKD there were a lot of top executives in Sanofi who were privy to what the product Afrezza was capable of doing. When Sanofi dropped MNKD why did they not leave the company (Sanofi), go to another company and have their new company make a deal with MNKD and be off to the races with Afrezza? This would have been a way for them to grow much faster in the new company vs. staying with Sanofi.
2)Why has DXCM never partnered with MNKD? The CEO of DXCM was good friends with AL and he also knew what Afrezza could do?
3)Why is UTHR not partnering to help MNKD promote Afrezza? The CEO of UTHR knows what Afrezza is and what it is capable of doing.
4)With this list of MD's promoting Afrezza Dr. Steven Edelman, Dr. Jeremy Pettus, JDRF CEO Aaron Kowalski and Dr. David Kendall and all the Dr's that Afrezzauser was tracking after FDA approval why are we at the dismal number of scripts after all these years?
5)Why is One Drop CEO not more openly promoting Afrezza? With more people using Afrezza would they not also be using more test strips?
Final question, could Michael Castagna be aware of a Master plan that was set in place after Sanofi partnership that was designed to make the growth of Afrezza as slow as possible to allow Big pharma to maximize their profits until Afrezza is approved for kids? If so, this could explain everything we have witnessed since the original Sanofi partnership was formed.
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Post by goyocafe on Jun 16, 2019 10:29:36 GMT -5
Add 4 more to the long list of unanswered questions that have accumulated over the years. Go easy on yourself, satisfactory answers have been few and far between.
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Post by sportsrancho on Jun 16, 2019 10:33:00 GMT -5
Good post, also why were the early adopters flown to Del Mar California and asked to sign NDA‘s with SNY? And had a big meeting about dosing Afrezza, I hear that meeting went really well, phenomenal, what happened ..why did SNY go to the trouble if they knew they were going to let us go?
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Post by falconquest on Jun 16, 2019 11:23:00 GMT -5
There are so many topics to ask "why" about with Mannkind.
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Post by matt on Jun 16, 2019 11:43:18 GMT -5
The reason companies don't just grab every new drug that might be available is the need to focus. Virtually every "Big Pharma" used to play in fifteen or more therapeutic indications, but it has become increasingly difficult to justify the level of research and sales coverage to support such broad efforts, and most pharmas are now focused on five of fewer therapeutic categories. From a financial standpoint, pharmas have the most to gain by focusing on oncology and neurology so that is where a lot of the emphasis has shifted. In Type I diabetes, the remaining players are Sanofi, Lilly, and Novo and Sanofi has already had their turn at promoting Afrezza. UTHR has a franchise and it is not with endocrinologists so to promote Afrezza would either require them to dilute their sales efforts in their core business or to spend the money to expand their sales presence to the insulin market. Neither option is very attractive for UTHR and Wall Street would punish the stock price if they tried. Afrezza sales for the past four quarters are at a run rate of about $20 million a year, while big pharmas have sales measured in the billions. It takes a product doing hundreds of millions in sales to move the needle on a big pharma's financial statements, and large companies tend to ignore any opportunity that does not add an incremental percent or two to their sales growth rate and bottom line.
As for why don't CGM makers partner, that is also relatively straightforward. Drug companies and device companies don't always mix very well because they have different call points, different manufacturing and distribution strategies, and above all a different regulatory structure. However, if a CGM company wanted to partner MNKD would not be the company of choice. The weekly scripts are in the hundred for Afrezza while they are generally running between 130 and 150 thousand a week each for Lilly and Novo. Who can drive more demand for a CGM device and test strips; the company with a few hundred scripts or the ones with many thousands of scripts? Much is made of improved control if Afrezza is dosed before the meal and is then adjusted after the meal, but the same is true of the other RAI products. Test after the meal and tweak the insulin dose and the patient will get better control. It is not in the interest of the device maker to ally themselves with a single insulin company any more than it would for Ford to align itself with ExxonMobil. A company can sell the most CGM devices (or the most Fords) if they remain independent or others in the supply chain because that way they can be everyone's friend and nobody's competitor.
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Post by celo on Jun 16, 2019 11:57:40 GMT -5
"Much is made of improved control if Afrezza is dosed before the meal and is then adjusted after the meal, but the same is true of the other RAI products. Test after the meal and tweak the insulin dose and the patient will get better control." Read more: mnkd.proboards.com/thread/11309/missing-mnkd-story?page=1#ixzz5r203G5LdCan you give me some examples of RAI products that have shown comparable results to Afrezza? Thanks in advance |
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Post by lennymnkd on Jun 16, 2019 11:59:34 GMT -5
Matt great post and I agree ; but is there never the case were that something comes along to set them apart ... AFREZZA is truly unique/ competition is getting up there in the cgm market .. things are always evolving . I was at a shareholder meeting... years back CONN. Speaking with an engineer, I asked him about cgm partnership when and if cgm took hold .. he told me it might not be in mnkd’s best interest to go with one company , 🤔GO FIGURE!
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Post by goyocafe on Jun 16, 2019 12:24:29 GMT -5
"Much is made of improved control if Afrezza is dosed before the meal and is then adjusted after the meal, but the same is true of the other RAI products. Test after the meal and tweak the insulin dose and the patient will get better control." Read more: mnkd.proboards.com/thread/11309/missing-mnkd-story?page=1#ixzz5r26UjtHbCan anyone add a link to this thread with one or more testimonials of how much better their BG levels (and lifestyle) are after starting on another RAA? Maybe I spend too much time just following Afrezza to know, but I have not seen a video with user testimonials (like Jake's) singing the praise of their new insulin. |
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Post by mnkdfann on Jun 16, 2019 13:20:12 GMT -5
Can anyone add a link to this thread with one or more testimonials of how much better their BG levels (and lifestyle) are after starting on another RAA? Maybe I spend too much time just following Afrezza to know, but I have not seen a video with user testimonials (like Jake's) singing the praise of their new insulin. Here's a testimonial about Apidra: beyondtype1.org/the-switch-how-i-accidentally-found-the-right-insulin/Here is a pro-Humalog video, but read the comments for testimonials about other RAIs: youtu.be/POyEK_C4XP8I just did a google search to find the above. There are others out there. |
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Post by olderteampt on Jun 16, 2019 14:02:54 GMT -5
you said add 4 more questions, here is one more I forgot to add to my original post.
Why in the last quarter did only 2 out of the top 20 institutional holders decrease their holdings? Of the top 20 holders most were increasing their holdings, only a few remained unchanged and only 2 decreased their holdings.
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Post by ktim on Jun 16, 2019 14:13:07 GMT -5
you said add 4 more questions, here is one more I forgot to add to my original post. Why in the last quarter did only 2 out of the top 20 institutional holders decrease their holdings? Of the top 20 holders most were increasing their holdings, only a few remained unchanged and only 2 decreased their holdings. Perhaps indexed ETFs with net inflow of money and thus needing to buy shares? |
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Post by longliner on Jun 16, 2019 15:05:26 GMT -5
you said add 4 more questions, here is one more I forgot to add to my original post. Why in the last quarter did only 2 out of the top 20 institutional holders decrease their holdings? Of the top 20 holders most were increasing their holdings, only a few remained unchanged and only 2 decreased their holdings. Perhaps the 18 are excited about Mannkinds prospects. |
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Post by ktim on Jun 16, 2019 15:16:52 GMT -5
you said add 4 more questions, here is one more I forgot to add to my original post. Why in the last quarter did only 2 out of the top 20 institutional holders decrease their holdings? Of the top 20 holders most were increasing their holdings, only a few remained unchanged and only 2 decreased their holdings. Perhaps the 18 are excited about Mannkinds prospects. Perhaps the share price would be much higher if institutional investors were excited about Mannkind's prospects. |
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Post by mytakeonit on Jun 16, 2019 15:44:23 GMT -5
Or, they are loading up cheap shares now before July starts ... same as what I am doing. It's all a gamble ... but life's a gamble.
But, that's mytakeonit
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Post by ktim on Jun 16, 2019 15:46:34 GMT -5
Or, they are loading up cheap shares now before July starts ... same as what I am doing. It's all a gamble ... but life's a gamble. But, that's mytakeonit Didn't you say you had enough shares in a post only a day or two ago? |
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