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Post by als57 on May 21, 2015 16:56:53 GMT -5
Sorry, but I believe it was Matt who said if shareholders Emailed Sanofi and let it be known that they were Mannkind shareholders, then the Emails would be routed to Matt.
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Post by als57 on May 21, 2015 17:14:43 GMT -5
Exactly, the Exubra rollout had the same FDA requirement of spirometer patient testing prior to prescription. If Sanofi,in their infinite wisdom missed that, then either they are not the "brightest bulb" or it is deliberate delay!
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Post by ezrasfund on May 21, 2015 18:04:05 GMT -5
One unhappy thing to take from Hakan's remarks is that he did not dispute the accuracy of the IMS scrip numbers.
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Post by Deleted on May 21, 2015 18:27:29 GMT -5
Fast becoming a pitchfork and torch mob in here.
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Post by liane on May 21, 2015 18:54:30 GMT -5
I'm going to attempt to rephrase what was said - maybe it will help.
It was suggested by Haken, that if MNKD shareholders had a problem with how SNY was marketing Afrezza, the shareholders should send an email to SNY management. He did not say to send it "anonymously", but rather just don't mention that you are a MNKD shareholder because then it would just be forwarded to Matt for him to answer.
Let us all hope that since MNKD management is aware that their shareholders are upset with SNY's marketing efforts, they too will take this up with SNY.
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Post by notamnkdmillionaire on May 21, 2015 19:04:44 GMT -5
I'm going to attempt to rephrase what was said - maybe it will help. It was suggested by Haken, that if MNKD shareholders had a problem with how SNY was marketing Afrezza, the shareholders should send an email to SNY management. He did not say to send it "anonymously", but rather just don't mention that you are a MNKD shareholder because then it would just be forwarded to Matt for him to answer. Let us all hope that since MNKD management is aware that their shareholders are upset with SNY's marketing efforts, they too will take this up with SNY. Did you get the sense that Management was fine with how SNY was progressing? Or did Managment reveal some concern over how SNY is handling things?
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Post by fedakd on May 21, 2015 19:16:02 GMT -5
Wish we could get rid of our management team completely. Perhaps just keep Matt. Hakan is useless.
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Post by BD on May 21, 2015 19:16:24 GMT -5
mnkdmillionaire, reading between the lines I got the feeling Hakan was essentially throwing SNY under the bus for their handling of the spirometry issue. Without using the exact words, his attitude struck me as if he was saying, "Look, the rollout was Sanofi's responsibility, we just produce the damn stuff."
Unfortunately, that didn't seem like a sentiment that breeds confidence...in anyone involved. Sigh.
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Post by liane on May 21, 2015 19:30:12 GMT -5
mnkdmillionaire, reading between the lines I got the feeling Hakan was essentially throwing SNY under the bus for their handling of the spirometry issue. Without using the exact words, his attitude struck me as if he was saying, "Look, the rollout was Sanofi's responsibility, we just produce the damn stuff." Unfortunately, that didn't seem like a sentiment that breeds confidence...in anyone involved. Sigh. Ditto
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Post by bioexec25 on May 21, 2015 19:38:36 GMT -5
It is a Subtlety of langauge in IMHO. It can be read in a few different ways.
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Post by mrhaigs on May 21, 2015 19:39:01 GMT -5
eddie, just to make sure I understand, when they said shareholders should e-mail Sanofi, they were clearly joking, right? That's my read from your "LOL" but I just want to make sure.
Thanks.
they've said this many times, their part is manufacturing. it is sanofi's responsibility to do the rest. That's total bs. They absolutely have a say. If they don't sell any afrezza Mnkd goes bankrupt... sanofi takes a 500mm write off.
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Post by babaoriley on May 21, 2015 19:39:23 GMT -5
Is spirometry testing going to be a worldwide requirement? If so, they're going to need a few more than the few thousand I heard mention that Al Mann was trying to acquire. And to that point, if SNY is responsible for ALL ASPECTS OF MARKETING AND DISTRIBUTION, why is the spirometry issue landing back on MNKD? It seems everyone has moved past this issue, when I can't. It seems like such a fumble considering how much time they had to plan this, and all of the history with Exubera's debacle to learn from. "We're working on fixing this" seems like a really weak response to such a blunder. I still think it comes back to SNY not taking Afrezza seriously at first. I would love to hear SNY say this, and then permanently affix a picture of the friggin' inhaler on their home page, and stop treating it like a red headed step child. Goyo, your sentiment above, in one form or other, seems to be making the rounds amongst posters. Let me just say this: Afrezza is our baby girl, and there's no way any other company is good enough for her. Eventually, my hope is that SNY will prove itself worthy and a fine provider. Until then we will be laboring under this humanly understandable reaction, whether justified or not.
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Post by Deleted on May 21, 2015 19:52:26 GMT -5
mnkdmillionaire, reading between the lines I got the feeling Hakan was essentially throwing SNY under the bus for their handling of the spirometry issue. Without using the exact words, his attitude struck me as if he was saying, "Look, the rollout was Sanofi's responsibility, we just produce the damn stuff." Unfortunately, that didn't seem like a sentiment that breeds confidence...in anyone involved. Sigh. His facial expression spoke volumes when addressing this. It was as if he was saying "the spirometry issue was as obvious as the light of day and Sanofi were idiots for missing it". That said, you have to hand it to Al for having a Microlife Spirometer on hand and speaking to purchasing large volumes of them to address the situation. BTW, if any of you want one, go to drugstore.com and for $39.99 its all yours. The only issue now is how to get the spirometer to the doctor - Sanofi cannot give it to them as it would be construed as an inducement to write Rx for Afrezza. Figuring out a solution won't take much time, getting it through Sanofi's legal department will. I enjoyed the tour of the factory and the opportunity to speak with some of the engineers who worked on the dreamboat. Seemed like a competent, enthusiastic group. NRx count needs to start climbing and soon. While the partnership deal with Sanofi can be terminated I believe by either party in the future, I don't think Mannkind can survive that kind of restart and at this point in the game, not sure Al would come up with another couple of hundred million to make the transition to a new partner. Does anyone who attended think the guy from Florida left any type of lasting impression on senior management or the board of directors other than Matt asking about the guys Nike golf shirt embroidered with an Afrezza logo?
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Post by als57 on May 21, 2015 20:09:06 GMT -5
I thought the Fl. guy was giving Mannkind management a classic course in" sensitivity " training regarding shareholder concerns!
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Post by od on May 21, 2015 20:14:39 GMT -5
mnkdmillionaire, reading between the lines I got the feeling Hakan was essentially throwing SNY under the bus for their handling of the spirometry issue. Without using the exact words, his attitude struck me as if he was saying, "Look, the rollout was Sanofi's responsibility, we just produce the damn stuff." Unfortunately, that didn't seem like a sentiment that breeds confidence...in anyone involved. Sigh. His facial expression spoke volumes when addressing this. It was as if he was saying "the spirometry issue was as obvious as the light of day and Sanofi were idiots for missing it". That said, you have to hand it to Al for having a Microlife Spirometer on hand and speaking to purchasing large volumes of them to address the situation. BTW, if any of you want one, go to drugstore.com and for $39.99 its all yours. The only issue now is how to get the spirometer to the doctor - Sanofi cannot give it to them as it would be construed as an inducement to write Rx for Afrezza. Figuring out a solution won't take much time, getting it through Sanofi's legal department will. I enjoyed the tour of the factory and the opportunity to speak with some of the engineers who worked on the dreamboat. Seemed like a competent, enthusiastic group. NRx count needs to start climbing and soon. While the partnership deal with Sanofi can be terminated I believe by either party in the future, I don't think Mannkind can survive that kind of restart and at this point in the game, not sure Al would come up with another couple of hundred million to make the transition to a new partner. Does anyone who attended think the guy from Florida left any type of lasting impression on senior management or the board of directors other than Matt asking about the guys Nike golf shirt embroidered with an Afrezza logo? Why is everyone assuming giving away a low cost FEV1 spirometer is an inducement - it is less than $100.00, can be used to identify many medical issues and as a device that measures only FEV1, the test is not reimburseable (Al is brilliant, but I believe his comments re: providers being able to pay for the device after submitting one reimbursement claim is incorrect). I am not suggesting that MNKD or SNY are incorrect deeming a giveaway as violative, but I am not sure it is a black and white issue. But heck, I'm just one knucklehead in the room.
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