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Post by akemp3000 on Jul 26, 2019 8:27:34 GMT -5
Even if Afrezza scripts do not jump as hoped this year, it's still just a matter of time before Afrezza is approved for juveniles at which time, it's a lock for the next generation. Granted this could take a few more years so Mike has to continue growing the TS pipeline and keep the company solvent which he has been doing. The better hope is that CGM results with Afrezza become widely known, the SOC is updated and success kicks in sooner rather than later. There are other options, i.e. a U.S. sales partner, new molecules, international sales, etc. that could also kick in this year. With the current lull in news, I just wanted to make the point that IMO, Mannkind and Afrezza are going to win big eventually...and yes, the wait has been torture. It's certainly time for some good news.
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Post by wgreystone on Jul 26, 2019 8:38:29 GMT -5
How many years of patent protection left for Afrezza when it climbs up slowly to peak sales?
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Post by Chris-C on Jul 26, 2019 9:50:10 GMT -5
How many years of patent protection left for Afrezza when it climbs up slowly to peak sales?
Perhaps a question of greater interest, once patent protection for Afrezza does end, is this: How many companies will want to invest the $$$ necessary for manufacturing and setting up a training, sales and distribution infrastructure that represents an entirely new paradigm in drug delivery? This must also be considered in light of certain manufacturing patents that Mannkind holds, the technical and expense barriers around those, and the ultimate question of profitabilty. Given the investments required, if one hopes to compete, the business calculus needs to make sense. The requirements for switching to a generic version of "X" in tablet form are quite different than the learning curve required (for companies and users of their products) of an inhaled drug that requires effort and timing on the part of the user. For this reason, the patent expiry date for Afrezza may be the least of my concerns at the moment.
GLTAL
Chris-C
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Post by sportsrancho on Jul 26, 2019 10:53:45 GMT -5
No doubt in my mind Afrezza will eventually win, but we do not have enough time or money to be the ones that do it. We can’t keep the people on Afrezza that get on it! You’re going to run the company into the ground if you keep doing the same thing over and over again without getting any retention!
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Post by matt on Jul 26, 2019 11:02:25 GMT -5
Many of the core patents that protect the inhaled delivery system are already expired (recall that Al Mann bought the technology in the mid-90's and that patent lives in those days were only 17 years). That said, until and unless the sales start to take off dramatically there will not be a lot of companies lining up to become Afrezza imitators if for no other reason than generic competitors crushed the market price. So unless the imitator is confident of taking over 20% market share of an expensive drug with strong market penetration they simply won't bother.
This is the dilemma with patents. If the product the patents protect is wildly successful and highly profitable then that success will attract competition and the patent that prevent this are highly valuable. If the product struggles in the market the patents are essentially worthless. This is why patents, in and of themselves, have no inherent value; 100% of their value is tied to the success of the related product and the more valuable the product so too are the patents.
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Post by mcbone on Jul 26, 2019 11:07:52 GMT -5
No doubt in my mind Afrezza will eventually win, but we do not have enough time or money to be the ones that do it. We can’t keep the people on Afrezza that get on it! You’re going to run the company into the ground if you keep doing the same thing over and over again without getting any retention! Could not agree more. I've been keeping my fingers crossed that there is a deal in the works and that the next major news is a partner that has the ability to increase Afrezza sales. The "go it alone" approach is now a proven failure and not what Al Mann intended in any event. I hope this is resolved soon, before there becomes the need for another massive dilution. |
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Post by peppy on Jul 26, 2019 11:09:44 GMT -5
Many of the core patents that protect the inhaled delivery system are already expired (recall that Al Mann bought the technology in the mid-90's and that patent lives in those days were only 17 years). That said, until and unless the sales start to take off dramatically there will not be a lot of companies lining up to become Afrezza imitators if for no other reason than generic competitors crushed the market price. So unless the imitator is confident of taking over 20% market share of an expensive drug with strong market penetration they simply won't bother. This is the dilemma with patents. If the product the patents protect is wildly successful and highly profitable then that success will attract competition and the patent that prevent this are highly valuable. If the product struggles in the market the patents are essentially worthless. This is why patents, in and of themselves, have no inherent value; 100% of their value is tied to the success of the related product and the more valuable the product so too are the patents. one word, tadalafil. |
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Post by kc on Jul 28, 2019 19:41:27 GMT -5
Afrezza is a proven product that works. I have a feeling the company will get snapped up or Afrezza snapped up by a big Pharma in the next 12 to 18 months. The key might be the pediatric market approval.
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Post by kc on Jul 28, 2019 19:44:15 GMT -5
Gee this over the hill 60 year old would ask his Doctor for it.  |
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Post by Deleted on Jul 29, 2019 7:10:32 GMT -5
Many of the core patents that protect the inhaled delivery system are already expired (recall that Al Mann bought the technology in the mid-90's and that patent lives in those days were only 17 years). That said, until and unless the sales start to take off dramatically there will not be a lot of companies lining up to become Afrezza imitators if for no other reason than generic competitors crushed the market price. So unless the imitator is confident of taking over 20% market share of an expensive drug with strong market penetration they simply won't bother. This is the dilemma with patents. If the product the patents protect is wildly successful and highly profitable then that success will attract competition and the patent that prevent this are highly valuable. If the product struggles in the market the patents are essentially worthless. This is why patents, in and of themselves, have no inherent value; 100% of their value is tied to the success of the related product and the more valuable the product so too are the patents. one word, tadalafil. Did you guys know that Pfizer's original development of viagra was for PAH? During the Phase 3 trial Pfizer noticed that Men wanted to stay on it and didn't know why until they asked them. They said their sexual activity increased while taking the medicine. VIAGRA was INVENTED....by accident. |
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Post by Deleted on Jul 29, 2019 7:14:56 GMT -5
Afrezza is a proven product that works. I have a feeling the company will get snapped up or Afrezza snapped up by a big Pharma in the next 12 to 18 months. The key might be the pediatric market approval. That's too soon. IMO MNKD will sign a partner and that partner will eventually buy the Afrezza product line for several billions. In the meantime MNKD will continue to take market share and gain PEDS Approval, Medicare/Aid Approval and International Expansion. All are enticements for a marketing partner. |
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