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Post by BD on Aug 11, 2014 14:36:34 GMT -5
EOM.
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Post by Chris-C on Aug 11, 2014 17:13:27 GMT -5
Both the calls gave me a huge amount of confidence in the partnership and in the top leadership at Mannkind. These guys are professional, energized, competent and if anything, more than happy to share what they can without compromising competitive information (sometimes even more than others might do in similar situations). They are spot on when they observe that Sanofi brought a lot to the table too: A complete and proven infrastructure, a suite of medicines and technologies, a global sales force with established relationships, regulatory experience globally, and reputation. Those things are difficult to quantify (call them priceless).
Sanofi also brought (as mentioned in the earnings call) their own due diligence in carefully estimating potential sales and their ability to turn a profit with this arrangement. They obviously concluded it was a good deal for them or they would not have bothered with the agreement. What better partnership than with a global large pharma seen as an expert in Diabetes with the world's best selling basal insulin?Also, the fact that Mannkind and Sanofi are devoting so much attention to assuring insulin supplies tells me something about expectations.
Congratulations to all and GLTAL!
Chris_C
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Post by mnholdem on Aug 11, 2014 17:17:41 GMT -5
What caught my attention was Matt's remark during the afternoon Q2 conference that the financials of this deal really make it closer to a 50/50 for Mannkind.
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Post by BD on Aug 11, 2014 17:40:08 GMT -5
Shoutbox has been put to sleep.
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