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Post by Deleted on Jan 24, 2015 16:11:14 GMT -5
Can anyone provide a list of drugs or companies that have recently released approved meds? I'm interested in companies that may be a bit out of front of MNKD in that they are similar situations. Are there even any companies that fit this category? I'm not interested in those companies per se, or their drugs, I'm simply trying to draw correlate those out ahead of MNKD in similar launches.
I think it's worth the effort to look at their sales, their stock price and movement based on growth as we enter into launch .
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Post by xoxoxoxo on Jan 24, 2015 16:41:51 GMT -5
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Post by Deleted on Jan 24, 2015 16:50:16 GMT -5
Thanks, I'll take a look. There was someone a few weeks ago that posted a ticker of what might have been a startup that has had a drug out for maybe a year or so. Think it started with an A.... Can't find the thread though
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Post by liane on Jan 24, 2015 17:28:08 GMT -5
Are you thinking of ARNA's drug Belviq? Small company Arena is partnered with Eisai on this one.
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Post by Deleted on Jan 24, 2015 21:12:09 GMT -5
Don't think that was it, I thought it was mannmade or mnholdem that brought it up. I'll look at it anyway
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Post by mrhaigs on Jan 24, 2015 21:14:05 GMT -5
Are you thinking of ARNA's drug Belviq? Small company Arena is partnered with Eisai on this one. I posted something similar to this on the last SA article. Belviq has been around for years now and recently sales just "picked up" to $16.4mm in a quarter. That's sub 75mm for the year in sales for a drug that's been on the market for over a year and a half. Ther market cap is s hair over 1billion. Put this against afrezza. If 6 quarters from now if afrezza is doing sub $100mm in annual projected sales I'll be happy with a 3.50 share price and take my losses. I don't think anyone here thinks that will be the case though. I have been negative on these guys when I think they deserved it, but it's in sanofis hands now, thankfully. One of the best things shareholders have going is that this group (universally not just the board) is determined to spread the good news. As a distributor, sanofi is getting a massive marketing team that they don't have to py a penny to.
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Post by jpg on Jan 25, 2015 0:07:50 GMT -5
Are you thinking of ARNA's drug Belviq? Small company Arena is partnered with Eisai on this one. I posted something similar to this on the last SA article. Belviq has been around for years now and recently sales just "picked up" to $16.4mm in a quarter. That's sub 75mm for the year in sales for a drug that's been on the market for over a year and a half. Ther market cap is s hair over 1billion. Put this against afrezza. If 6 quarters from now if afrezza is doing sub $100mm in annual projected sales I'll be happy with a 3.50 share price and take my losses. I don't think anyone here thinks that will be the case though. I have been negative on these guys when I think they deserved it, but it's in sanofis hands now, thankfully. One of the best things shareholders have going is that this group (universally not just the board) is determined to spread the good news. As a distributor, sanofi is getting a massive marketing team that they don't have to py a penny to. I have no position in either ARNA and Eisai but, as far as I am concerned, both positioned and marketed Belviq poorly and missed (and are still missing) a potentially lucrative opportunity with their drug. It's the sort of marketing tale that differentiates a bad pharma from a successful one and why I was so relieved and happy to have gotten my 2nd choice when Sanofi was announced as a partner. As many here might recall I was also actually glad that the revenue split favoured Sanofi. It is the rare and very unusual shareholder (but there are a few) who will continuously trash management and the product the company is making. This being said over positive and aggressive shareholders 'spreading the word' can backfire if the sales pitch is done poorly. JPG
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Post by liane on Jan 25, 2015 6:26:14 GMT -5
I have no current position in ARNA; I did a few years ago. I agree, they have not marketed well, and have blown any early advantage they had. They now have competition from 2 other drugs, though all work through very different mechanisms. While I have seen a fair amount of DTC advertising, I have seen very little marketing to physicians except for print ads. I do see a change brewing as in the last couple months I've been invited to a couple dinner pitches. This is all well and good, but they are late to the party and have lost a lot of the momentum that was generated a few years ago as we had 3 weight loss drugs vying for FDA approval.
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Post by gomnkd on Jan 25, 2015 9:44:59 GMT -5
I think sanofi should delicately balance the push (Providers) and pull (DTC) marketing.
Pull creates awareness and makes patients demand Afrezza? my wife who is now a Hospitalist but was a PCP before says she won't prescribe Afrezza unless pt asks for it. She is worried about drugs that haven't been in market for year or two.
The push marketing cleans up exubera's taint and makes doc more receptive.
ARNA shows what can happen to a stock when sales don't pan out.
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Post by mrhaigs on Jan 25, 2015 9:56:39 GMT -5
I have no current position in ARNA; I did a few years ago. I agree, they have not marketed well, and have blown any early advantage they had. They now have competition from 2 other drugs, though all work through very different mechanisms. While I have seen a fair amount of DTC advertising, I have seen very little marketing to physicians except for print ads. I do see a change brewing as in the last couple months I've been invited to a couple dinner pitches. This is all well and good, but they are late to the party and have lost a lot of the momentum that was generated a few years ago as we had 3 weight loss drugs vying for FDA approval. Agee. Im not advocating buying arna. I would never touch that. Just comparing similar size companies ( they were over 2 bill mc at one point), with similar distribution deals and their sales/market cap
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Post by Deleted on Jan 25, 2015 11:37:26 GMT -5
You guys are gonna make me find that thread now....
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Post by liane on Jan 25, 2015 12:09:00 GMT -5
fugacity,
The search feature is pretty good if you can remember anything about the thread.
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Post by Deleted on Jan 25, 2015 12:22:28 GMT -5
fugacity, The search feature is pretty good if you can remember anything about the thread. Ya I remember something along the lines of "a favorite of mine is stock XXXX, just reported earnings" and I remember looking at the chart and seeing it slowly climb from 10 to 60 maybe over a year or two? Any words I use I can't seem to find it
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Post by liane on Jan 25, 2015 12:26:39 GMT -5
Try scanning through the "Other BioPharma" forum - maybe something will ring a bell.
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Post by mnholdem on Jan 25, 2015 15:07:53 GMT -5
Don't think that was it, I thought it was mannmade or mnholdem that brought it up. I'll look at it anyway It wasn't me. I don't invest in biotech. In fact, I'm pretty sure that I only got in to this mess because I got drunk and typed the wrong ticker on an initial stock purchase last year... I seem to recall waking the next morning and finding MNKD in my bed. I decided right then and there to do the right thing... and QUIT DRINKING. Good fortune all.
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