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Post by Deleted on Oct 7, 2020 7:59:58 GMT -5
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Post by matt on Oct 7, 2020 8:22:54 GMT -5
If Dexcom is going to partner with an insulin manufacturer then it makes sense to partner with the market leader, and that is Lilly. By doing so Dexcom alienates the other insulin manufacturers which is why it is important to pick the partner carefully. Abbott knows this too, and with Lilly partnered with Dexcom their logical target is Novo Nordisk, not Mannkind.
It is simple numbers; Lilly fills over 225,000 scripts a week, Novo fills more than 200,000, Mannkind fills 700. For a device manufacturer picking an insulin partner to help drive device sales the most desirable choices are pretty obvious. |
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Post by sellhighdrinklow on Oct 7, 2020 8:35:19 GMT -5
Nothing I read says that this partnership is exclusive. Dexcom and Mannkind could still partner up as could Dexcom and any other insulin manufacturer.
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Post by Deleted on Oct 7, 2020 8:39:29 GMT -5
Nothing I read says that this partnership is exclusive. Dexcom and Mannkind could still partner up as could Dexcom and any other insulin manufacturer. There was talk about a MNKD/Medtronic partnership with their Artificial Pancreas. |
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Post by shawnonafrezza on Oct 7, 2020 8:42:57 GMT -5
Dexcom is making a lot of partnerships so this isn't really surprising. They know that it helps cements their position and I'll stand by that this is what MKND should've done long ago (I think it was one of my first posts here) if they wanted to grow. The industry is moving to interoperability and you can't miss that.
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Post by uvula on Oct 7, 2020 8:43:18 GMT -5
Isn't a nonexclusive partnership the same as saying you are friends. It doesn't mean much more than that.
For example, mnkd and jdrf are partners. But jdrf is partners with almost everyone.
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Post by uvula on Oct 7, 2020 8:45:49 GMT -5
Nothing I read says that this partnership is exclusive. Dexcom and Mannkind could still partner up as could Dexcom and any other insulin manufacturer. There was talk about a MNKD/Medtronic partnership with their Artificial Pancreas. You sound like a politician. "There was talk" The only such talk was on this message board. And for all I know, you were the one who was doing the talking. |
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Post by Deleted on Oct 7, 2020 9:38:57 GMT -5
There was talk about a MNKD/Medtronic partnership with their Artificial Pancreas. You sound like a politician. "There was talk" The only such talk was on this message board. And for all I know, you were the one who was doing the talking. Really??? WEAK |
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Post by uvula on Oct 7, 2020 10:10:22 GMT -5
You sound like a politician. "There was talk" The only such talk was on this message board. And for all I know, you were the one who was doing the talking. Really??? WEAK Am I wrong? Can you post any links to back up your statement? I hope I am wrong. |
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Post by Deleted on Oct 7, 2020 10:54:48 GMT -5
Am I wrong? Can you post any links to back up your statement? I hope I am wrong. I'm not going to search for it. But when the CCO started and another MDT guy there was talk of a MNKD/MDT hookup with their AP. |
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Post by uvula on Oct 7, 2020 11:00:03 GMT -5
Am I wrong? Can you post any links to back up your statement? I hope I am wrong. I'm not going to search for it. But when the CCO started and another MDT guy there was talk of a MNKD/MDT hookup with their AP. Someone here must know the details. Hopefully they will post something. |
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Post by mymann on Oct 7, 2020 11:24:05 GMT -5
"Rest and grow"
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Post by sportsrancho on Oct 7, 2020 11:36:29 GMT -5
There was talk about a MNKD/Medtronic partnership with their Artificial Pancreas. You sound like a politician. "There was talk" The only such talk was on this message board. And for all I know, you were the one who was doing the talking. 😂 He’s back...👻👻👻👻👻👻👻 |
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Post by agedhippie on Oct 7, 2020 13:54:38 GMT -5
Am I wrong? Can you post any links to back up your statement? I hope I am wrong. I'm not going to search for it. But when the CCO started and another MDT guy there was talk of a MNKD/MDT hookup with their AP. There is no way that Medtronics are interested in hooking up with MNKD. This is a company that made $106M operating profit last quarter from selling devices to pump RAA and their AP is built on this (see 780G/890G). Realistically that ties up MDT for the next three or four years. I cannot find any reporting of an MDT/MNKD hookup anywhere so I am tending to suspect that it came from this board. Every time someone senior joins there is speculation that their last employer is interest in buying or partnering with MNKD (AMGEN anyone?). That's before you look at what is being suggested, that Afrezza is used with an AP which defeats the purpose of an AP (the AP does everything). These APs are promising a TIR of 80% for the 780G, and 85% for the 890G which matters because Medtronics is locking up insurers by promising rebates against target misses (Aetna and UHC). |
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Post by matt on Oct 7, 2020 15:10:15 GMT -5
Nothing I read says that this partnership is exclusive. Dexcom and Mannkind could still partner up as could Dexcom and any other insulin manufacturer. That is technically true, but this is a co-promotion agreement (at least that is how the PR is written) so Lilly is required to promote Dexcom and vice versa. Yes, in theory Dexcom could co-promote with another insulin manufacturer just like Lilly could co-promote with another pump company, but it rarely works that way. It is a bit like saying that you are engaged but since you are not legally married yet, you are both still free to date other people. Technically that is 100% true but how do you think that would work in reality?
The issue comes when a Dexcom sales rep is in a healthcare provider's office marketing the G6 Pro device. Do they co-promote the Lilly product, the Lilly and Mannkind product, or remain totally silent on the topic of which insulin to use? If they remain silent there really is no value in doing the co-promotion agreement in the first place, and why would Lilly keep up their end of the deal if Dexcom does not deliver on their commitments? A sales force needs to have a clear message and a consistent marketing strategy to execute; if the troops are confused it ends badly.
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