V-Go Related Job Openings

[sr71]

Of the many job openings listed on the Mannkind corporate website, 9 are directly related to the recent V-Go acquisition:

4 are for territory business managers located in Texas and Michigan
5 are various positions in the Marlborough, MA facility over which Mannkind assumed control as part of the V-Go purchase agreement

Looks like Mike has a plan for V-Go and he isn't wasting any time getting started.
Hopefully that plan will also help boost Afrezza sales sometime in the near future.

[sayhey24]

I would love to hear Mike's plan for this. I sure hope I am wrong but I see them as competing products in the T2 space.
I think the money would be better spent on an afrezza/Mounjaro head to head trial.

[prcgorman2]

V-Go sales are already 50% of Afrezza but awesomo has posted some reasons to be skeptical so I assume we're all pretty interested to see how things progress and to learn why this investment should turn out better for Mannkind than it did for the previous owner.

[sayhey24]

I am still waiting on hearing Mike's plan for how V-Go and afrezza co-exist in the T2 space.

If afrezza was properly sold and dosed, nearly all potential V-Go PWDs would never progress to needing the V-Go nor any other pump or basal. Most should also not need any orals. Today is the eight year anniversary of approval and since the VP from Sanofi was shut down nearly 7 years ago I have never seen a plan which makes sense. Afrezza also has the potential of being a $10B+ product. V-Go could only wish.

[MnkdWASmyRtrmntPlan]

Right, well, Sayhey, the earliest we may hear about Mike's plan is August at the 2nd Qtr meeting.  And then, only if someone asks him at Question-time.
But, it does seem like a completely competitive product to Afrezza.

The only thing I can think of is that it could be a natural stepping stone to Afrezza because it could encourage PWDs to start wearing a CGM.
Probably anything that gets people using CGMs is good for Afrezza.

Also, once it starts getting marketed with the Mannkind brand name (Mannkind V-Go), PWDs may be more easily influenced by "Mannkind Afrezza" advertising that is included in the V-Go box.  Wait, that's probably not legal to put advertisements in prescription boxes.

[sayhey24]

I would say that that in todays world according the the ADA SoC before "insulin" is prescribed the PWD is given all kinds of antiglycemics until they fail. IMO and if I remember correctly the original Sanofi plan with afrezza was going to target the PWD before they start on the trilogy of theses pills and shots. Stefan Schwartz wanted to get them early in the cycle. That is the $10B+ market.

Once the PWD is on insulin including the V-Go its too late. As we have seen with VDex afrezza can help get the advanced PWD off a lot of this medication which would probably include the V-Go. What makes afrezza great is start early and there is a good chance to stop the progression.

I will keep waiting to hear Mike's plan or maybe I will just ask him direct because after seven years this is starting to itch.

[MnkdWASmyRtrmntPlan]

Ha ha ... scratch that itch, Sayhey.