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Post by mnholdem on May 8, 2015 7:27:18 GMT -5
Matt previously stated that each line costs around $10M. So why are they showing $30M in equipment related expenses when they were supposedly only working on two filling/fill lines? Are they setting up a 4th?
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Post by Deleted on May 8, 2015 7:41:19 GMT -5
Matt previously stated that each line costs around $10M. So why are they showing $30M in equipment related expenses when they were supposedly only working on two filling/fill lines? Are they setting up a 4th? Read the release more closely; "purchasing additional machinery and equipment" Everywhere I've ever worked dollars for a purchase were booked when the PO was cut, not after delivery and commissioning was complete. Lines 2/3 purchase dollars are in 2014, not 2015. Once again I'm of the belief that these purchases were for lines 4/5/6. It's right in the 10K, they expect $38mil in less than 1 year for equipment and other misc things, then across their 5 year plan, there's not another purchase listed.
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Post by trenddiver on May 11, 2015 1:17:09 GMT -5
Mannkind is reporting $12.4 million loss related to the Sanofi/Mannkind partnership. This represents a 35% share, meaning the total loss for the venture was $35.4 million. Any ideas how such a large loss was generated, it's seems awfully large considering the level of activity. Wonder who is keeping an eye on the expenditures and approving the allocations? Hope it's someone sharper than Matt.
Trend
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Earnings
May 11, 2015 8:17:06 GMT -5
via mobile
Post by cjc04 on May 11, 2015 8:17:06 GMT -5
After trying to be objective on Friday,,,, and use the weekend to gain perspective..... I enter this Monday morning sick to my stomach.......
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Post by ezrasfund on May 11, 2015 8:48:08 GMT -5
What are the issues effecting the adaption of Afrezza? Here is another one. Of course diabetics are fearful of lows, and so they have built a margin of safety into their regimens. But this may be more than is really needed with Afrezza. afrezzauser afrezzauser May 9 Anyone can have lows or severe lows on any insulin but I have no severe lows running a 98 ave this week&85% in the 60-150 zone on #afrezza
Alex T1D @db1engineerit 3h3 hours ago afrezzauser afrezza is incredible but 60 is a low!isn't safe zone!
Is 60 a low but not a severe low? I am not diabetic. At my last physical my fasting blood glocuse was 66. Could some of the pyhsicians on the board comment on this. I have noticed similar concerns from otherbloggers who report concerns when their BG dips below 60 before heading back up, which is why they are asking for the 2 unit dosing.
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Post by mnholdem on May 11, 2015 13:24:13 GMT -5
Mannkind is reporting $12.4 million loss related to the Sanofi/Mannkind partnership. This represents a 35% share, meaning the total loss for the venture was $35.4 million. Any ideas how such a large loss was generated, it's seems awfully large considering the level of activity. Wonder who is keeping an eye on the expenditures and approving the allocations? Hope it's someone sharper than Matt. Trend Marketing expenses can add up quickly. Doctors' dinners and conferences alone, for example, can run into $millions when you consider the scope of the market.
However, I'm encouraged by the number trenddiver posted as an estimated total Q1 expense for Afrezza, because it indicates to me that Sanofi has begun ordering $millions on the advertising side.
We've heard some examples of printed materials are showing up, such as the Afrezza wall poster harry posted a photo of, but it's also quite possible that Sanofi has begun spending on ads in medical journals & magazines as well. Correct me if I'm mistaken but Direct-to-Consumer ads would be those that are specifically printed/aired for diabetics, and would not include materials directed at physicians. Sanofi has probably already spend $millions to get educational and training materials into the hands of Endos & PCPs.
I imagine that some expense is going into preparation of DTC for photo shoots, TV commercials, agency fees, etc., as well. It's true that the expense "seems awfully large considering the level of activity" but consider that Sanofi could have a lot of things going on behind the scenes that investors are not aware of.
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Post by jpg on May 11, 2015 22:06:44 GMT -5
What are the issues effecting the adaption of Afrezza? Here is another one. Of course diabetics are fearful of lows, and so they have built a margin of safety into their regimens. But this may be more than is really needed with Afrezza. afrezzauser afrezzauser May 9 Anyone can have lows or severe lows on any insulin but I have no severe lows running a 98 ave this week&85% in the 60-150 zone on #afrezza
Alex T1D @db1engineerit 3h3 hours ago afrezzauser afrezza is incredible but 60 is a low!isn't safe zone!
Is 60 a low but not a severe low? I am not diabetic. At my last physical my fasting blood glocuse was 66. Could some of the pyhsicians on the board comment on this. I have noticed similar concerns from otherbloggers who report concerns when their BG dips below 60 before heading back up, which is why they are asking for the 2 unit dosing. 60 is not low for non diabetics and well controlled diabetics but certainly is for someone with bad (and usually much higher glucose levels) control. The directional trend also worries many diabetics. The margin of safety is less at 60 than at 80. In other words whoever is commenting that 60 should be considered a low is penalizing AU for having a low set point and low 'in the zone' range. Basically penalizing AU for excellent almost normal physiological control of his diabetes with Afrezza.
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