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Post by brentie on Jul 7, 2015 8:14:48 GMT -5
Does anybody here subscribe to FirstWord Pharma? This is all I can get without a subscription.... Spotlight On: Sanofi begins make-or-break push with MannKind’s Afrezza Mindful of Pfizer’s disastrous launch of an earlier inhaled insulin product, the Street’s expectations for Afrezza – an inhaled insulin product developed by MannKind and sold by Sanofi – were understandably muted, yet sales have thus far failed to reach the low bar set for it. Far from giving up hope, MannKind tells FirstWord PLUS that there are a number of reasons for optimism, including a newly launched effort by Sanofi that will ultimately prove to be the turning point or death knell depending on its level of success. www.firstwordpharma.com/footer/benefits?tsid=17#axzz3fD0GsyjB |
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Post by daduke38 on Jul 7, 2015 8:23:00 GMT -5
Yeah, that last line is a bit sobering! Or Death knell?  Not real reassuring of where SNY stands on this. I really wish I didn't read that  |
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Post by esstan2001 on Jul 7, 2015 9:25:23 GMT -5
Yeah, that last line is a bit sobering! Or Death knell? Not real reassuring of where SNY stands on this. I really wish I didn't read that pretty sure that came from the author editorializing for sensationalism purposes and not from MNKD or SNY |
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Post by petech on Jul 7, 2015 9:27:15 GMT -5
I wouldn't read too much into this. Any drug that doesn't sell well is going to be questioned. And if you put forth reasonable efforts and it doesn't sell, then you have to reassess. That said, we have just started reasonable efforts with the marketing kicking off, so I'm not concerned. If after DTC begins, the doctor dinners are done, and CRITICALLY the insurers move it off of tier 3 with preauth...and the uptake doesn't start going up between now and at least December (if not sooner)....I myself am going to start to reassess. Nothing new here. And nothing scary.
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Post by daduke38 on Jul 7, 2015 9:31:19 GMT -5
I wouldn't read too much into this. Any drug that doesn't sell well is going to be questioned. And if you put forth reasonable efforts and it doesn't sell, then you have to reassess. That said, we have just started reasonable efforts with the marketing kicking off, so I'm not concerned. If after DTC begins, the doctor dinners are done, and the uptake doesn't start going up between now and at least December (if not sooner)....I myself am going to start to reassess. Nothing new here. And nothing scary. Reasonable point. Thanks! |
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Post by babaoriley on Jul 7, 2015 9:32:23 GMT -5
On the money, esstan. Neither company would utter those words.
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Post by suebeeee1 on Jul 7, 2015 9:57:38 GMT -5
Yeah....I just turn off the sensationalism. I'm with this to the bitter end. Just blindfold me and tell me when it is over (and hopefully, we will all be very wealthy)!
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Post by dreamboatcruise on Jul 7, 2015 16:07:11 GMT -5
Sensationalism of death and turning points aside... what do they mean by "newly launched effort"? Was there an "old effort" and now a "new" one, or are they simply referring to Feb's launch as new? Hopefully there is no statement from SNY that makes it seem like a first effort failed and thus a "new" effort had to be developed.
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Post by sluggobear on Jul 7, 2015 16:13:28 GMT -5
Sensationalism of death and turning points aside... what do they mean by "newly launched effort"? Was there an "old effort" and now a "new" one, or are they simply referring to Feb's launch as new? Hopefully there is no statement from SNY that makes it seem like a first effort failed and thus a "new" effort had to be developed. "newly launched" means the recently launched, initial marketing effort - it's not referring to any past efforts. |
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Post by dreamboatcruise on Jul 7, 2015 16:23:04 GMT -5
Sensationalism of death and turning points aside... what do they mean by "newly launched effort"? Was there an "old effort" and now a "new" one, or are they simply referring to Feb's launch as new? Hopefully there is no statement from SNY that makes it seem like a first effort failed and thus a "new" effort had to be developed. I read "newly" to mean the recently launched marketing effort; not relative to any past efforts. You're probably right and I was reading too much into it. Guess I view the DTC ad as just being one small part of an overall effort that is playing out. |
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Post by jpg on Jul 7, 2015 17:04:23 GMT -5
One author writes an article we can't see (without paying) and has a 'slightly edgy title/ abstract' (who does this right?) and a state of panic seems to follow?
Have you ever seen any company say 'if it doesn't work soon we will pull the plug' and even when true?
People need to decrease their over analysis a bit maybe?
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Post by obamayoumama on Jul 7, 2015 17:43:20 GMT -5
I read "newly" to mean the recently launched marketing effort; not relative to any past efforts. You're probably right and I was reading too much into it. Guess I view the DTC ad as just being one small part of an overall effort that is playing out. Here is the latest from Matt The DTC has started. SNY is working on getting Afrezza on most formularies and off of PA More Sales Reps are going to be handling Afrezza shortly. SNY/MNKD are working on a global approach to marketing Afrezza Pediatric trials being finalized and starting soon. AF comment about SNY ready to quit has no merit. Once mandated trials are started SNY is looking into label enhancing trials. |
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Post by compound26 on Jul 7, 2015 17:51:12 GMT -5
You're probably right and I was reading too much into it. Guess I view the DTC ad as just being one small part of an overall effort that is playing out. Here is the latest from Matt The DTC has started. SNY is working on getting Afrezza on most formularies and off of PA More Sales Reps are going to be handling Afrezza shortly. SNY/MNKD are working on a global approach to marketing Afrezza Pediatric trials being finalized and starting soon. AF comment about SNY ready to quit has no merit. Once mandated trials are started SNY is looking into label enhancing trials. That's great. Thanks for sharing the good news. Perhaps Matt should also share some of these news/updates on his Twitter account. Elon Musk does it all the time. |
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Post by peppy on Jul 7, 2015 18:29:33 GMT -5
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Post by notamnkdmillionaire on Jul 7, 2015 19:24:09 GMT -5
AF has been wrong about MNKD at every step. He'll be wrong about this too. His employment at the the street tells you all you have to know about the street and jim cramer. Both are a disgrace and hopefully the SEC will one day catch up to them and nail them. |
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Not real reassuring of where SNY stands on this. I really wish I didn't read that 
