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Post by bradleysbest on Sept 8, 2014 11:48:41 GMT -5
Since most (if not all) on this board are much smarter than me, what questions do you want answered tomorrow by MNKD at the Morgan Stanley Conference?
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Post by papihoyos on Sept 8, 2014 11:55:10 GMT -5
Pipeline
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Post by ezrasfund on Sept 8, 2014 12:12:38 GMT -5
Clarification of Sanofi's comments on the launch of Afrezza; a slow ramp up?; marketed in conjunction with Toujeo (also referred to as U300, the basal insulin to replace Lantus) which will not be approved in the US until Q1 2015 at the earliest?; marketed mostly for convenience of the device?
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Post by goyocafe on Sept 8, 2014 12:23:41 GMT -5
Since most ( if not all) on this board are much smarter than me, what questions do you want answered tomorrow by MNKD at the Morgan Stanley Conference? Company strategy moving forward. Pipeline, partnerships (a little transparency, please), marketing plan for Afrezza (clarification of the Sanofi comments today).
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Post by jpg on Sept 8, 2014 12:27:55 GMT -5
I haven't heard the conference or seen the transcripts. Truly being tied to the launch of their new insulin(which isn't approved yet...) could be a problem. Then again Sanofi is so dependent on Lantus that whatever they say to their shareholders has to be seen as protecting the long acting insulin space. Is this strategic positioning for a specific audience (shareholders and competitors) or really the game plan? I would bet (without that much confidence though) on the former. Basically were they 'misspeak' at the MNKD Sanofi conference or now (or both).
JPG
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Post by daduke38 on Sept 8, 2014 12:58:30 GMT -5
I haven't heard the conference or seen the transcripts. Truly being tied to the launch of their new insulin(which isn't approved yet...) could be a problem. Then again Sanofi is so dependent on Lantus that whatever they say to their shareholders has to be seen as protecting the long acting insulin space. Is this strategic positioning for a specific audience (shareholders and competitors) or really the game plan? I would bet (without that much confidence though) on the former. Basically were they 'misspeak' at the MNKD Sanofi conference or now (or both). JPG Your last sentence sums it up. What is the truth?
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Post by ashiwi on Sept 8, 2014 14:36:45 GMT -5
When will human trials commence for the Cricket device for migraine pain?
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Post by wkndplyr on Sept 8, 2014 20:22:38 GMT -5
can someone please explain what all of this means? getting harder to keep up with the news. are Afrezza and Toujeo in competition with one another? or are do they complement each other? are we concerned that if they want to launch them at the same time, means more delays so seeing any significant change in the stock price? if there is a delay in launch for Afrezza, will this stock fall again?
I am holding long as I believe this is a convenient way of delivering insulin to control glucose levels. I don't see any current competition right now (correct me if I'm wrong). any delays will allow competition to catch up
thanks.
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