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Post by caveintemptor on Jul 30, 2015 8:00:46 GMT -5
Central.. agree long haul.. this day to day; week to week quarter to quarter will not be the same in 2016.... Long Haul is key: This is not a simple substitution like Toujeo for Lantus, but creation of a new paradigm in diabetes treatment. We are barely now reaching the 6 months milestone before which many health plans won't even start considering more favorable placement on formularies.
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Post by jbe on Jul 30, 2015 8:05:20 GMT -5
I suspect it is about insurance coverage - a free sample is great, but then having to pay $300 or so out of pocket each month is very difficult for most people...all indications are Afrezza is a great product, but it needs to get preferred status on insurance plans to be affordable and thus gain traction.
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Post by bioexec25 on Jul 30, 2015 8:09:58 GMT -5
Understandable that the CEO may gloss over insignificant items. But to completely leave it out of the deck is worrisome. Especially with the U.S. Launch slide showing only Toujeo and its relative progress. I've been at many ER calls and this is simply not the norm. No way to spin that. He avoided talking about Afrezza for a reason. Guess we shall find out soon enough.
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Post by rook1405 on Jul 30, 2015 8:18:45 GMT -5
Agree with you bioexec. To mention Afrezza in the 1Q conference call, but make no reference it in the 2Q conference call was intentional. I no expert, but I can't see how that could be positive.
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Post by sf1981 on Jul 30, 2015 8:35:32 GMT -5
did anybody have the chance of listening in on the call? Certainly, analysts must have been asking about Afrezza.
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Post by jbe on Jul 30, 2015 8:37:25 GMT -5
Perhaps, the new note conversion provides opportunity for shorts to slam mnkd share price down, and this in turns gives Sanofi the opportunity to vacumn up shares cheap, ie like REGN circa 2010.... Sanofi would have no reason to talk up MNKD at this point...nor would MNKD management, who are MIA again as usual. Just idlely speculating about the situation...
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Post by peppy on Jul 30, 2015 8:38:03 GMT -5
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Post by caveintemptor on Jul 30, 2015 9:12:40 GMT -5
Understandable that the CEO may gloss over insignificant items. But to completely leave it out of the deck is worrisome. Especially with the U.S. Launch slide showing only Toujeo and its relative progress. I've been at many ER calls and this is simply not the norm. No way to spin that. He avoided talking about Afrezza for a reason. Guess we shall find out soon enough. Sanofi must present Toujeo to its investors as this is the successor of Lantus, a $7.8 bil drugs about to open to generics. Toujeo being a simple substitution to Lantus, it is easy for him to focus the light on it in the short term as simple substitution quickly brings in numbers. Afrezza being a new paradigm, it will take more time before its role in the treatment of diabetes becomes accepted, and Sanofi's CEO can gloat about it... Lantus did not became a blockbuster in a day when it created the long lasting insulin market.
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Post by suebeeee1 on Jul 30, 2015 9:16:49 GMT -5
I think we would all like to believe that something wonderful us going on behind the scenes and the company will be bought out or that the samples will magically transform into 54000 new users any moment.
Not feeling so confident right now. I'm not going anywhere,but this moment is very challenging
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Post by bioexec25 on Jul 30, 2015 9:21:45 GMT -5
Jbe, we might as well speculate, takes our mind off our plummeting pps. :-))
Someone mentioned that perhaps the focus wasn't on license deals but who knows. I don't think a reputable CEO is going to leave out products hoping for a better buyout price. It is a legally material investment and but I suppose there is no mandate for them report status other than financials. I do recall we omitted a therapeutic in a call but it was for a very small niche drug. However if Afrezza is even a fraction as good as patients and experts say it is why on the creators green earth wouldn't they at least mention it. Unless they believed it is strategically a niche product or they plan to focus on a smaller portfolio going forward.
Btw, they sure did talk up Q3 trial data coming for LixiLan that's not even on the market yet.
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Post by brentie on Jul 30, 2015 9:24:17 GMT -5
Repeat after me...
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Post by notamnkdmillionaire on Jul 30, 2015 9:26:45 GMT -5
Look on the bright side, Sanofi didn't say anything NEGATIVE about Afrezza.
and as for as script numbers, confirms what I have been saying a lot on the Yahoo board and, I think, a few times here, that the big box Pharmas are not yet really Rxing Afrezza yet. Sanofi, for what ever reason, just isn't pushing Afrezza yet. Who knows if they ever will.
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Deleted
Deleted Member
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Post by Deleted on Jul 30, 2015 9:30:02 GMT -5
Understandable that the CEO may gloss over insignificant items. But to completely leave it out of the deck is worrisome. Especially with the U.S. Launch slide showing only Toujeo and its relative progress. I've been at many ER calls and this is simply not the norm. No way to spin that. He avoided talking about Afrezza for a reason. Guess we shall find out soon enough. Sanofi must present Toujeo to its investors as this is the successor of Lantus, a $7.8 bil drugs about to open to generics. Toujeo being a simple substitution to Lantus, it is easy for him to focus the light on it in the short term as simple substitution quickly brings in numbers. Afrezza being a new paradigm, it will take more time before its role in the treatment of diabetes becomes accepted, and Sanofi's CEO can gloat about it... Lantus did not became a blockbuster in a day when it created the long lasting insulin market. Oliver's stock options are worth far more by transitioning as many patients from Lantus to Tojeo as possible. Window of opportunity to do this is limited so striking while they can.
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Post by newmnkdinvestor on Jul 30, 2015 9:37:03 GMT -5
Look on the bright side, Sanofi didn't say anything NEGATIVE about Afrezza. and as for as script numbers, confirms what I have been saying a lot on the Yahoo board and, I think, a few times here, that the big box Pharmas are not yet really Rxing Afrezza yet. Sanofi, for what ever reason, just isn't pushing Afrezza yet. Who knows if they ever will. There is something going on behind the scenes. SNY knows not bringing it up would cause serious tension. It is concerning.
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Post by bradleysbest on Jul 30, 2015 9:41:49 GMT -5
We will find out soon if the "Silence is Golden" theory pans out for us.....keeping my fingers crossed.
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