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Post by liane on Jun 8, 2015 19:14:35 GMT -5
en.sanofi.com/investors/events/corporate/2015/2015-06-09_IR_Seminar_Diabetes.aspxSanofi will host a Thematic Conference Call on Diabetes for the financial community in connection with the upcoming American Diabetes Association's Scientific Sessions. The call will take place on June 9, 2015 at: 2:00 pm Paris (CEST) / 1:00 pm London (BST)/ 8:00 am New York (EDT)/ 5:00 AM San Francisco (PDT) The conference call will include a presentation followed by a Q&A session. It will be accessible through audio webcast and via the following telephone numbers: Call in numbers France: +33 (0) 1 70 77 09 40 UK: +44 (0) 203 367 94 53 USA: +1 866 907 59 28 Audio replay (available approximately 2 hours after the end of the call) France: +33 (0) 1 72 00 15 00 UK: +44 (0) 203 367 94 60 USA: +1 877 642 30 18 Access code: 293697#
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Post by liane on Jun 8, 2015 19:27:14 GMT -5
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Post by charlespk on Jun 8, 2015 19:35:34 GMT -5
Is there a chance that something else may be announced ?
The time again for the conference is before markets open in USA, but I know we have seen that before and it had no significance per se .
Would like to know what other board members think.
It was a good day for Mannkind today .
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Post by savzak on Jun 8, 2015 19:40:37 GMT -5
Is there a chance that something else may be announced ? No. |
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Post by kball on Jun 8, 2015 20:00:34 GMT -5
en.sanofi.com/investors/events/corporate/2015/2015-06-09_IR_Seminar_Diabetes.aspxSanofi will host a Thematic Conference Call on Diabetes for the financial community in connection with the upcoming American Diabetes Association's Scientific Sessions. The call will take place on June 9, 2015 at: 2:00 pm Paris (CEST) / 1:00 pm London (BST)/ 8:00 am New York (EDT)/ 5:00 AM San Francisco (PDT) The conference call will include a presentation followed by a Q&A session. It will be accessible through audio webcast and via the following telephone numbers: Call in numbers France: +33 (0) 1 70 77 09 40 UK: +44 (0) 203 367 94 53 USA: +1 866 907 59 28 Audio replay (available approximately 2 hours after the end of the call) France: +33 (0) 1 72 00 15 00 UK: +44 (0) 203 367 94 60 USA: +1 877 642 30 18 Access code: 293697# Um....In French? Hate to wake up so early only to find that out |
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Post by liane on Jun 9, 2015 7:05:39 GMT -5
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Post by dstevenson on Jun 9, 2015 7:36:28 GMT -5
2 slides...
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Post by Deleted on Jun 9, 2015 7:42:19 GMT -5
Points that I came away with:
* They are securing Tier 3 No authorization first, which they have made significant progress by having contracts done with many payors.
* Few thousand doctor details made during the ADA, split evenly between Toujeo and Afrezza
* DTC starting "in a few weeks"
* Launching 12U cartridge soon. I believe he misspoke when he gave the timing and meant to say "late 2Q, early 3Q", but it came out "late 2Q, late 3Q".
* Publishing Peer reviewed data from the AFFINITY 1/AFFINITY 2 studies
* 25% increase in foot traffic at this years ADA vs. last
* Explained their initial strategy of rolling out to high volume locations and select practices first in these recent months.
*
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Post by gomnkd on Jun 9, 2015 7:47:50 GMT -5
The NRx graph for Toujeo is just insane. When Afrezza was launched, I was expecting something like this.
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Post by liane on Jun 9, 2015 7:51:14 GMT -5
Yeah, but Toujeo is just on the coattails of Lantus - not a major shift in thought process.
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Post by ashiwi on Jun 9, 2015 7:52:07 GMT -5
He mentioned that a supplemental dose of Afrezza 90 minutes after a meal did not cause a hypo.
A lot of the early users are finding out that a supplemental dose after the meal is very helpful, as Afrezza leaves the system so fast.
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Post by MnkdMainer (MM) on Jun 9, 2015 7:56:30 GMT -5
Another point made:
"Substantial execution of peer-to-peer education"
I think this may refer to the Sanofi-sponsored dinner presentations. I can't believe that there is even one tonight in a small neighborhood in my hometown. If they are doing this there, it seems they may be doing this everywhere.
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Post by Deleted on Jun 9, 2015 8:00:44 GMT -5
"Q: Are you still interested in an oral GLP-1 product?"
"A: Yes, we are, we have no INTERNAL clinical program ongoing".
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Post by esstan2001 on Jun 9, 2015 8:03:49 GMT -5
The NRx graph for Toujeo is just insane. When Afrezza was launched, I was expecting something like this. Basal Insulin Now the Gold Standard in Emerging Markets and Sanofi is Leading the Basal Segment - Pierre Chancel I hope this does not represent a paradigm that they blindly support to the inclusion of new T2 patients... maybe I am reading into this too much. |
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Post by boomboom on Jun 9, 2015 9:56:22 GMT -5
I dont understand why people think the NRx graph is surprising. Toujeo is being marketed as an "improved" form of Lantus. The hurdles that Toujeo needs to cross in order to gain consumer trust and market share are way smaller than what Afrezza will have to leap over to gain momentum. You are talking about a standard injectable basal insulin everyone already uses versus an inhaled rapid acting insulin with a PK profile that no endos/docs have ever seen in the past.
I would be concerned if Toujeo DID NOT see a quick uptake from consumers.
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