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Post by prcgorman2 on Jan 31, 2023 9:26:17 GMT -5
Just so nobody forgets, the reason we've been discussing sales of Afrezza is because of the discussion revolving around whether Mannkind should develop, and sell, Clofazimine on their own or partner with another company. Some of us like the idea of maintaining full control of Afrezza and 100% of revenue as compared to the partner development, manufacturing, and royalties model used for Tyvaso DPI. I like both. I prefer we stay the course on Afrezza, and other drug candidates we should defray risk and development costs with a concomitantly reduced share of revenue. At some point it may make sense to be a full-blown BP like the big guys, but goodness knows when that might make sense.
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Post by phdedieu12 on Jan 31, 2023 9:40:14 GMT -5
I’m not quite sure what your point is but I think that that’s exactly why they should’ve hired the people that were knowledgeable and believed in Afrezza. Although, maybe they just didn’t want to hire shareholders, I don’t know. They didn't have money or runway to hire a great sales team. And as Mike has mentioned many times, that structure for a single asset is extremely difficult to build. It's also one of the reasons V-Go should help. We should know rather soon if it helps |
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Post by celo on Jan 31, 2023 9:41:47 GMT -5
Clofazimine seems to be an extremely niche market. If it shows no side effects and works well in the lungs, the need to partner should be minimal. Patients need an answer to NTM and 101 will hopefully be an obvious answer. No partnership needed.
Mannkind is really going after areas where their platform gives an answer where no drug has been very effective. Little or no competition. Don't look at the diabetes space for a comparison where there is a ton of drugs and massive amounts of competition. It really was a very difficult location to start. But hindsight is really easy.
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Post by phdedieu12 on Jan 31, 2023 9:43:12 GMT -5
Just so nobody forgets, the reason we've been discussing sales of Afrezza is because of the discussion revolving around whether Mannkind should develop, and sell, Clofazimine on their own or partner with another company. Some of us like the idea of maintaining full control of Afrezza and 100% of revenue as compared to the partner development, manufacturing, and royalties model used for Tyvaso DPI. I like both. I prefer we stay the course on Afrezza, and other drug candidates we should defray risk and development costs with a concomitantly reduced share of revenue. At some point it may make sense to be a full-blown BP like the big guys, but goodness knows when that might make sense. Patient population for Clofazimine is much more concentrated geographically which does matter. You don't need the same structure. Eastern seaboard in the US, for Mannkind to go alone and partners for Asia |
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Post by dh4mizzou on Jan 31, 2023 9:46:16 GMT -5
I’m not quite sure what your point is but I think that that’s exactly why they should’ve hired the people that were knowledgeable and believed in Afrezza. Although, maybe they just didn’t want to hire shareholders, I don’t know. Not wanting to hire shareholders seems to point to an HR (legal) issue. You know one of the 8 questions that can't be asked of a candidate. Also, why would you not want to hire shareholders when the company provides employees the opportunity to purchase shares "in-house" after they get hired? |
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Post by celo on Jan 31, 2023 9:54:37 GMT -5
Not to get too off topic from Clofazimine but pulmozyme should have a partner. Some reps in the CF space probably really know the market and Mannkind will need help
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Post by prcgorman2 on Jan 31, 2023 9:55:53 GMT -5
How many applications of TS has MannKind successfully developed that are FDA approved? Answer: 2.
How many MannKind FDA-approved TS applications are sold by MannKind? Answer: 1.
How successful has MannKind been selling their own drug? Answer: Not enough (by a wide margin).
How related are orphan lung disease treatments and diabetes treatments? Answer: They're completely unrelated or nearly so.
Do drug reps need any credibility in discussing the conditions for which their drugs are a tool in the toolbox? Answer: Unknown to me, but I assume yes.
Has our single most important existing partner been successful developing and selling drugs which treat orphan lung disease? Answer: Spectacularly successful, perhaps more so than any other drug company on the planet.
Should MannKind develop and sell Clofazimine for NTM on it's own? Answer: You tell me.
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Post by phdedieu12 on Jan 31, 2023 9:57:00 GMT -5
We simply didn't have a great sales force in a very difficult environment. Everything else is speculation. But to ignore that this company was going under and unlikely to attract the best is just plain asinine. Watch what happens now that we are well funded, generating revenue, have multiple assets, full pipeline, and don't forget there will be acquisitions we don't know about yet
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Post by celo on Jan 31, 2023 10:06:46 GMT -5
How many applications of TS has MannKind successfully developed that are FDA approved? Answer: 2. How many MannKind FDA-approved TS applications are sold by MannKind? Answer: 1. How successful has MannKind been selling their own drug? Answer: Not enough (by a wide margin). How related are orphan lung disease treatments and diabetes treatments? Answer: They're completely unrelated or nearly so. Do drug reps need any credibility in discussing the conditions for which their drugs are a tool in the toolbox? Answer: Unknown to me, but I assume yes. Has our single most important existing partner been successful developing and selling drugs which treat orphan lung disease? Answer: Spectacularly successful, perhaps more so than any other drug company on the planet. Should MannKind develop and sell Clofazimine for NTM on it's own? Answer: You tell me. True Afrezza definitely needed a partner and got Sanofi. Almost bankrupted Mannkind and TS would of been shelved to the closet space of pharmaceutical history. United is a very special case where United knows the market extremely well and has a CEO that could envision how much Mannkind could help. So who is the United in the Clofazimine space? The drug has been around forever. Edit: Mannkind is in a much more powerful position now versus when it started with Afrezza. The platform has shown to be effective. Partnership or uptake of future applications will be much easier. United has allowed that to happen. |
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Post by Clement on Jan 31, 2023 10:23:47 GMT -5
How many applications of TS has MannKind successfully developed that are FDA approved? Answer: 2. How many MannKind FDA-approved TS applications are sold by MannKind? Answer: 1. How successful has MannKind been selling their own drug? Answer: Not enough (by a wide margin). How related are orphan lung disease treatments and diabetes treatments? Answer: They're completely unrelated or nearly so. Do drug reps need any credibility in discussing the conditions for which their drugs are a tool in the toolbox? Answer: Unknown to me, but I assume yes. Has our single most important existing partner been successful developing and selling drugs which treat orphan lung disease? Answer: Spectacularly successful, perhaps more so than any other drug company on the planet. Should MannKind develop and sell Clofazimine for NTM on it's own? Answer: You tell me. True Afrezza definitely needed a partner and got Sanofi. Almost bankrupted Mannkind and TS would of been shelved to the closet space of pharmaceutical history. United is a very special case where United knows the market extremely well and has a CEO that could envision how much Mannkind could help. So who is the United in the Clofazimine space? The drug has been around forever. Edit: Mannkind is in a much more powerful position now versus when it started with Afrezza. The platform has shown to be effective. Partnership or uptake of future applications will be much easier. United has allowed that to happen. Thanks for your comments. In the US what kind off doctor treats those with NTM lung disease? PCPs? Pulmonologists? If pulmonologists, that's a group already very familiar to UTHR in PH-ILD. |
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Post by hellodolly on Jan 31, 2023 10:45:25 GMT -5
Speculating on UTHRs overall picture on the topic of MNKD? "Wait and see" approach with Clofazimine and risk MNKD finding a new pharmaceutical partner or move quickly? If they move quickly, I believe it to be a tell as to the longer term intentions behind the scenes at UTHR. If accurate, it would be interesting that MNKD and UTHR EC are at the same time. Do they have an announcement?
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Post by Thundersnow on Jan 31, 2023 11:00:25 GMT -5
Looks like MNKD will keep Clofazimine and market themselves. In today’s call Mike laid out the plan. The market is small and concentrated (~100k - Mainly on the EAST COAST). This is great news for MNKD!! I believe that was the plan when Mike decided to buy the company.
They will definitely get an Asian partner for Japan and South Korea.
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Post by mango on Jan 31, 2023 11:03:47 GMT -5
You can have the best sales reps in the world, but that won’t persuade the majority of prescribers who already adhere to the SoC. Afrezza will continue having a slow, steady growth for as long as the SoC exists as it does today—unfavorable for Afrezza.
Unless of course we get a few Sunshine Lee in the force to give lap dances to the docs 😂😉
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Post by phdedieu12 on Jan 31, 2023 11:35:06 GMT -5
You can have the best sales reps in the world, but that won’t persuade the majority of prescribers who already adhere to the SoC. Afrezza will continue having a slow, steady growth for as long as the SoC exists as it does today—unfavorable for Afrezza. Unless of course we get a few Sunshine Lee in the force to give lap dances to the docs 😂😉 You're forgetting Sayhey heading the sales force and now it's a different ballgame |
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Post by cretin11 on Jan 31, 2023 12:35:36 GMT -5
You can have the best sales reps in the world, but that won’t persuade the majority of prescribers who already adhere to the SoC. Afrezza will continue having a slow, steady growth for as long as the SoC exists as it does today—unfavorable for Afrezza. Unless of course we get a few Sunshine Lee in the force to give lap dances to the docs 😂😉 You're forgetting Sayhey heading the sales force and now it's a different ballgame You don't think he could do better than what we've done? I do. |
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