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Post by liane on Nov 16, 2013 19:39:32 GMT -5
So here's a poll to keep everyone occupied while we wait for more news.
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Post by ashiwi on Nov 17, 2013 6:05:55 GMT -5
I have spoken with a Sanofi insulin sales rep recently. She is very familiar with Afrezza and said she would love to be able to sell it. She did mention that Sanofi recently made some new hires, but hasn't heard anything about a MNKD deal. She will let me know if she hears anything.
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Post by spiro on Nov 17, 2013 15:52:04 GMT -5
ashiwi,
Thanks for posting this information. I had heard before that some Sanofi insulin drug reps have talked about Afrezza. Sanofi would make a great partner. But, I will take any global partner. It is still my opinion that MNKD will announce some type of arrangement before Jan 1. If that happens, things could get quite explosive with MNKD. Since the best argument against Afrezza future success remains Exhubera's failure, I don't think longs have much to worry about.
Spiro
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Post by afrezzamiracle on Nov 18, 2013 16:42:50 GMT -5
This poll illustrates the whole issue beautifully. There are 8 partnership choices on the list, and you can make a legit case for every single one of them having reason for strong interest, and the benefits that each one would bring to the table. And this list is not all encompassing of quality potential partnering opportunities out there for us. It only takes one firm to give us a great partner and it only takes two to start a bidding war. I'm of the opinion that plenty more than 2 firms have a serious interest in our very late stage blockbuster drug. How many other late stage blockbuster candidates are there out there for the BP's to fight over as they fight upstream against the patent cliff?! Time will tell the tale. Until then waiting is the hardest part.
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Post by BD on Nov 18, 2013 17:19:11 GMT -5
There's an important choice missing in the poll: "I have NFI"  |
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Post by cannon5974 on Nov 19, 2013 0:21:37 GMT -5
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Post by liane on Nov 19, 2013 5:29:00 GMT -5
I did see that Chris. I can't change the poll as it stands - but it will end this weekend. Maybe we'll just have to run it again - then we could see how opinion changes over time.
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Post by alcc on Nov 19, 2013 7:34:25 GMT -5
For a BP who has a current RAA product, I just don't see how a partnership would work for either partner. Does the BP ditch its RAA? That seems risky and unlikely. Does the BP offer Afrezza alongside its RAA as an option? But that makes no sense for MNKD. By this logic, this rules out Novo, Sanofi and Lily!
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Post by liane on Nov 19, 2013 9:57:54 GMT -5
For all of you voting "None of the above" - throw out some options and maybe I'll include them in future polls.
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Post by rak5555 on Nov 19, 2013 11:42:11 GMT -5
If you included a partner candidate for every time management said "new potential partners have come forward" the page wouldn't be big enough.
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Post by Chris on Nov 19, 2013 12:38:10 GMT -5
I did see that Chris. I can't change the poll as it stands - but it will end this weekend. Maybe we'll just have to run it again - then we could see how opinion changes over time. Canon's name is Chris too? I'd add a general "regional partner" option to the list on top of all these big BPs on the next one. Thanks for setting the poll up. |
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Post by liane on Nov 19, 2013 12:51:06 GMT -5
I did see that Chris. I can't change the poll as it stands - but it will end this weekend. Maybe we'll just have to run it again - then we could see how opinion changes over time. Canon's name is Chris too? I'd add a general "regional partner" option to the list on top of all these big BPs on the next one. Thanks for setting the poll up. Oops! My mistake - I was replying to "Cannon" and typed "Chris". |
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Post by jpg on Nov 20, 2013 1:36:01 GMT -5
For all of you voting "None of the above" - throw out some options and maybe I'll include them in future polls. My favorite BP: Novartis Actually it is the only BP I own shares of. I can actually understand what they are doing and why... I can't see MNKD partnering with a company with a big presence in injectables or pills. Could a BP with a vested interest in the status quo really give Afrezza the resources it needs to be a mega blockbuster even if upper management wanted to? JPG |
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Post by nemzter on Nov 21, 2013 18:47:43 GMT -5
It better be a global partner!! We need EU submission ASAP.
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