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Post by benh on Apr 30, 2015 12:07:04 GMT -5
No you're right, they won't and I am not expecting any. The profit from the sales would be around 250k before costs to get those sales are applied, which is why I said best case scenario, although this is ridiculous and I should have left it out of the sentence altogether.
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Post by s4cure on Apr 30, 2015 12:31:29 GMT -5
Afrezza EU filing is not on the 1-year timeline. I wonder if Sanofi needs to see Afrezza commercial viability in the US before initiating EU activities.. Any thought?
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Post by als57 on Apr 30, 2015 13:04:35 GMT -5
The worse part of Sanofi' wet noodle launch of Afrezza is that Saofi has not passed out Vasoline samples to holders of Mannkind shares.
Oh, if only the " embarassement of riches " we're to save us, for Matt aka " Flounder" why?
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Post by mnkdorbust on Apr 30, 2015 13:11:14 GMT -5
With what little we know "Embarrassment of Riches" could mean they are making a ton of money shorting their own stock and while making money it's embarrassing they would stoop that low. Kidding of course. It likely wasn't the smartest move since there seems to be no end in sight to the slide but i did purchase more today averaging down my position. I'm not trying to guess the bottom as who really knows. Just accumulating a little here and a little there as a long term investment.
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Post by staypuft on Apr 30, 2015 14:46:55 GMT -5
All the numbers in the table were reported rounded to the nearest million €. So Afrezza sales would be between 500,000 and 1,500,000 €. € million Q1 2015 net sales Change(CER) Lantus® 1,584 -5.0% Amaryl® 97 +1.2% Apidra® 91 +10.7% Insuman® 33 +3.1% BGM (Blood Glucose Monitoring) 16 +0.0% Lyxumia® 8 +60.0% Toujeo® 7 - Afrezza® 1 - Hi all, long time investor (bought back when it was around $3) and plan to hold long term. Haven't made a post but have followed back when this board was on the other website. Great word to all the Admin as well as all the followers. Truly top notch news reporting and thoughts around the company and technology. Just like most here, I have high hopes for Afrezza. I have an aunt who's diabetic and two younger cousins who are on that path, unfortunetely, but that's another story. I was looking at this chart and I'm a little concerned about how Toujeo, which has had a lot less time in the market, has about 7 times more sales an Afrezza. I'm a believer that Afrezza can be used by a wider diabetic audience, but just wanted to see how everyone feels about such a drastic difference in sales. Maybe the SNF sales reps have more incentive to push Toujeo? Or is it because Toujeo is similar to Lantus and is already accepted in the market place? Thanks everyone!
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Post by cubonwallstreet on Apr 30, 2015 15:13:44 GMT -5
All the numbers in the table were reported rounded to the nearest million €. So Afrezza sales would be between 500,000 and 1,500,000 €. € million Q1 2015 net sales Change(CER) Lantus® 1,584 -5.0% Amaryl® 97 +1.2% Apidra® 91 +10.7% Insuman® 33 +3.1% BGM (Blood Glucose Monitoring) 16 +0.0% Lyxumia® 8 +60.0% Toujeo® 7 - Afrezza® 1 - Hi all, long time investor (bought back when it was around $3) and plan to hold long term. Haven't made a post but have followed back when this board was on the other website. Great word to all the Admin as well as all the followers. Truly top notch news reporting and thoughts around the company and technology. Just like most here, I have high hopes for Afrezza. I have an aunt who's diabetic and two younger cousins who are on that path, unfortunetely, but that's another story. I was looking at this chart and I'm a little concerned about how Toujeo, which has had a lot less time in the market, has about 7 times more sales an Afrezza. I'm a believer that Afrezza can be used by a wider diabetic audience, but just wanted to see how everyone feels about such a drastic difference in sales. Maybe the SNF sales reps have more incentive to push Toujeo? Or is it because Toujeo is similar to Lantus and is already accepted in the market place?
Thanks everyone! You answered your own, odd, question.
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Post by yossarian on May 5, 2015 8:13:24 GMT -5
Even Adam in a backhanded way recognizes that AFREZZA sales are greater than reported by Symphony and IMS, actually more than double. Guy's being pulled along by the scruff of his neck. Fascinating that the million dollar sales of AFREZZA triggered the surge in MNKD on Monday. News of this was out last Thursday. What is so interesting is that this seems to be viewed as what triggered the surge. Guess it takes a while for news to disseminate and sink in To me this indicates a jumpy market that people don't really know what to make of. I suspect those shorting the stock get nervous in this kind of environment, especially with the drumbeat of positive reviews by AFREZZA users. My guess is MNKD settles down today as we await Friday's MANNKIND meeting and the Friday script counts. Although, if news of some kind of announcement being made at the Friday meeting starts to leak out, could get interesting and the jumpy market will jump some more. Appreciate Eagel76 not wanting to fight the tape, but also interesting that the Wall Street Journal Money Flow index is positive even on down days. Jumpy market. Have read that the current price of MNKD basically reflects the value of Sanofi's payments past and future. If so, the downside is minimal. Not sure why shorts would risk a lot for so little profit potential. (But I do appreciate the 12% interest they are paying me to loan out my stock). But the upside potential is great. It may be worthwhile to sell puts, but not sure why people or institutions would short the stock now. Is it just greed or is ego involved. This really is the most intriguing investment situation I've seen since ELAN and Tysabri.
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Post by mnholdem on May 5, 2015 10:28:55 GMT -5
Reporters often don't have a clue and, like many traders, offer a best guess as to why stock prices surge on a day to day basis in the absence of news. The $1M mark was a convenient reason to use. It makes the reporter look knowledgeable, but you could have also have credited the DOW and NASDAQ yesterday.
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