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Post by tchalaa on Apr 28, 2015 3:46:34 GMT -5
Havas Creative Group owner of the advertiser's network: Arnold (www.arn.com), they got a contract in the 3Q'2014 (see year report 2014 fo HAVAS Group) -> Sanofi-Regeneron Alliance: Arnold (for the Alirocumab, Dupilumab and Afrezza programs) reference: www.reuters.com/article/2015/03/19/idUSnHUG1dpX39+1c4+ONE20150319From Arnold (http://arn.com/item/sanofi) webpage: "We’ve spent the last 3 years helping people with diabetes gain control over their condition while helping Sanofi’s Lantus become the #1 insulin brand in the category." |
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Post by _neil on Apr 28, 2015 11:53:33 GMT -5
Billions? I don't see it having anything to do with Afrezza. It's whatever Regeneron and Sanofi were cooking up.
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Post by Deleted on Apr 28, 2015 11:59:40 GMT -5
Billions? I don't see it having anything to do with Afrezza. It's whatever Regeneron and Sanofi were cooking up.Then why does it say "Afrezza"? |
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Post by _neil on Apr 28, 2015 15:37:38 GMT -5
Sorry.. bad phrasing on my part. I meant to say it doesn't have anything significant to add to Afrezza. Certainly not Billions worth advertising like the title seemed to suggest.
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Post by Deleted on Apr 28, 2015 15:41:19 GMT -5
One of the better marketing companies out there being assigned to afrezza isn't a big deal?
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Post by me on Apr 29, 2015 14:07:01 GMT -5
One of the better marketing companies out there being assigned to afrezza isn't a big deal? Crickets... |
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Post by babaoriley on Apr 29, 2015 18:02:13 GMT -5
I think poorneil secretly wants to be the guy who markets Afrezza. He's a bit jealous, then, of this other company. Sanofi will do a professional job in marketing, they have been doing it for years.
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Post by _neil on Apr 29, 2015 19:41:22 GMT -5
Hahahaha.. nope. I have zero skills selling anything. I was just trying to tone down the 'Billions worth' implication of the title.
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Post by kc on Apr 29, 2015 22:12:10 GMT -5
I like the fact that MannKind is tied into the mix with Regeneron and Sanofi. The advertising agency has a powerful resume of clients.
But it let me speculate there might be more. Last fall I made the comment that MannKind would fit nicely owned by REGN or Genzyme. MannKind would make a great buyout target for Regeneron since Sanofi owns about 30% of Regeneron. It would be really interesting if that occurred as REGN is a cash rich company and they would be able to fully develop the Technosphere platform that Mannkind has. No matter what happens Mannkind would fit well in Sanofi, the GENZYME division of Sanofi or Regeneron.
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Post by tchalaa on Apr 30, 2015 4:38:38 GMT -5
guesstimate
Base on the comment of our CFO stating the ROYALTIES from AFREZZA sales could be something in the middle 20tes.
Considering a fair value of 25%.
Facts:
Afrezza sales 1Q = $ 1000,0000
Assumption:
Royalties 25% of Afrezza sales -> $250,000 as Profit (ROI)
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Post by tchalaa on Apr 30, 2015 5:04:19 GMT -5
According to Symphony data , Afrezza sales should have been $675,641 (cumulative Sales from WK1-WK10)
Interesting is to denote the Sanofi Sales $1,000,000 > Symphony Sales $675,641
And we all know Sanofi is making use of the CTO permission i.e the real sales numbers are higher this because a soft launch Strategy
Some may asking why are Toujeo sales high but read carefully, it is mentioned: "Sales of the product were €7 million in the first quarter which primarily reflected wholesaler demand in advance of the launch."
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Post by mnholdem on Apr 30, 2015 7:19:48 GMT -5
Incidentally, if it hasn't been mentioned, Arnold does the Progressive Insurance commercials - you know, with Flo? Some of you may remember this Volvo ad from Arnold: www.youtube.com/watch?v=umzNMC13QEk&feature=player_embeddedOf course, once I learned that Arnolds handles ads for Tennessee whiskey Jack Daniels, they moved up a few notches.  |
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Post by kc on Apr 30, 2015 7:53:48 GMT -5
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Post by mnholdem on Apr 30, 2015 8:08:19 GMT -5
Okay, now you've done it. Yesterday I "threatened" to share what I told my grandson at the condom display. Now I have to tell the story. ----- After I had answered his initial inquiry about what condoms were for (I think I mentioned pregnancy and STDs) my grandson noticed that condoms came in different size boxes and asked what each size was for. I explained: 3-packs are for high school kids: 1 for Fridays, 1 for Saturdays and 1 for Sundays. 6-packs are for college kids: 1 for Monday-Saturday (Sundays are for cramming their study assignments) 12-packs are for married men: 1 for January, 1 for February, 1 for March...  |
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Post by kball on Apr 30, 2015 8:22:49 GMT -5
Okay, now you've done it. Yesterday I "threatened" to share what I told my grandson at the condom display. Now I have to tell the story. ----- After I had answered his initial inquiry about what condoms were for (I think I mentioned pregnancy and STDs) my grandson noticed that condoms came in different size boxes and asked what each size was for. I explained: 3-packs are for high school kids: 1 for Fridays, 1 for Saturdays and 1 for Sundays. 6-packs are for college kids: 1 for Monday-Saturday (Sundays are for cramming their study assignments) 12-packs are for married men: 1 for January, 1 for February, 1 for March... Also can be thought of as an ingenious money saving device sought the world over but used sparingly for some reason. |
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