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Post by bradleysbest on Sept 24, 2015 11:48:22 GMT -5
My question is, with all the issues (spirometry, label, insurance, dr education) that have impeded the Feb launch of Afrezza, should SNY have delayed the launch until some of these issues could have been resolved? Since the share price has dropped considerably after such great things (ad com, FDA approval, SNY partnership) would it have been wiser to resolve those issues then launch with a big bang (including TV ads)?
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Post by compound26 on Sept 24, 2015 12:01:45 GMT -5
My question is, with all the issues (spirometry, label, insurance, dr education) that have impeded the Feb launch of Afrezza, should SNY have delayed the launch until some of these issues could have been resolved? Since the share price has dropped considerably after such great things (ad com, FDA approval, SNY partnership) would it have been wiser to resolve those issues then launch with a big bang (including TV ads)? First, neither would Sanofi and Mannkind have expected the launch to be this slow, even with these obstacles. Remember Matt said the scripts were 8 weeks behind (I recall he probably said it in June). I guess he was referring to 8 weeks behind Sanofi/Mannkind's expected scripts. Second, neither would Sanofi and Mannkind have expected the PPS of Mannkind to have dropped so much after the launch. Third, Sanofi wouldn't care much about how much the PPS of Mannkind fluctuates (or drops). |
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Post by esstan2001 on Sept 24, 2015 12:04:03 GMT -5
My question is, with all the issues (spirometry, label, insurance, dr education) that have impeded the Feb launch of Afrezza, should SNY have delayed the launch until some of these issues could have been resolved? Since the share price has dropped considerably after such great things (ad com, FDA approval, SNY partnership) would it have been wiser to resolve those issues then launch with a big bang (including TV ads)? i think you have to get it out there and observe the problems, then address them- this is relevant for some of the issues, others may have been foreseeable and addressable beforehand, but what if they encountered something major that was unforeseen? I think they took basically the correct approach, just in some ways maybe they did not resource adequately for the launch. |
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Post by harrys on Sept 24, 2015 12:12:58 GMT -5
My question is, with all the issues (spirometry, label, insurance, dr education) that have impeded the Feb launch of Afrezza, should SNY have delayed the launch until some of these issues could have been resolved? Since the share price has dropped considerably after such great things (ad com, FDA approval, SNY partnership) would it have been wiser to resolve those issues then launch with a big bang (including TV ads)? There are two things here, first you are talking about MNKDs PPS and SNY as if they are mutually involved, they are not. The decision not to run TV ads or where and when to run any ads at all is SNYs as they are in charge of commercialization while MNKD is responsible for manufacturing. It may have benefited MNKDs PPS if Afrezza had been kicked off differently but that is of no concern to SNY. Some on the board may disagree but I believe it is in SNYs best interest to have MNKD at the brink. This allows them significant leverage if/when they choose to buy-in/buyout. |
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Post by mnholdem on Sept 24, 2015 13:17:52 GMT -5
I choose to believe a different strategy is in play here. At recent conferences, Hakan/Matt have eluded to the "fact" that the initial target was a very small number of endocrinologists, followed an even smaller number of diabetologists. The purpose of this strategy, in laymen's terms, was to get professional information on how to dose and use Afrezza properly.
This explains to me why the scripts dynamics have been the way they are. With the exception of patient-driven prescriptions, for 6 months Sanofi has only been selling to this select group of physicians. At the same time, they are likely working behind the scenes to get data from these physicians into the hands of the insurers, as well as using this vital information to formulate their marketing strategy.
Hakan also mentioned at the last conference that the recent publication of peer reviews of the Afrezza FDA trial data opens the door for Sanofi to be able to more freely discuss the benefits of Afrezza with physicians.
I'm not predicting a blitzkrieg once Sanofi opens up the marketing of Afrezza, but I expect to see a rapid acceleration in script numbers. Hopefully, Sanofi is timing all this for when they KNOW coverage will begin with many insurers and healthcare payers. I
It has all been careful, meticulous planning and execution. Sanofi is laying the foundation, IMO, and it's gonna pay off for Afrezza... and shareholders.
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Post by jbe on Sept 24, 2015 14:01:54 GMT -5
I am going with the theory that sanofi is is intentionally dragging its feet, doing the absolute minimum contractually, to crush Mannkind down so as to eventually buy in at a cheap price.
I think they did the same with regeneron, when the partnership was made with Sanofi, REGN was about $15, I believe, by the time Sanofi bought into REGN, REGN was under $5....
Was likely brutal for REGN stockholders shortterm, but all turned out fine in the long run.
Anyway, that's what I keep telling myself.
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Post by avogadro on Sept 24, 2015 14:14:25 GMT -5
I am going with the theory that sanofi is is intentionally dragging its feet, doing the absolute minimum contractually, to crush Mannkind down so as to eventually buy in at a cheap price. If true that would put SNY in the same category as Shkreli, a snake. |
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Post by compound26 on Sept 24, 2015 14:15:01 GMT -5
I am going with the theory that sanofi is is intentionally dragging its feet, doing the absolute minimum contractually, to crush Mannkind down so as to eventually buy in at a cheap price. I think they did the same with regeneron, when the partnership was made with Sanofi, REGN was about $15, I believe, by the time Sanofi bought into REGN, REGN was under $5.... Was likely brutal for REGN stockholders shortterm, but all turned out fine in the long run. Anyway, that's what I keep telling myself. Just for fun, when the partnership was made with Sanofi, REGN was about $15, I believe, by the time Sanofi bought into REGN, REGN was under $5.... When the partnership was made with Sanofi, MNKD was about $11, I believe, .... one third of that is $3.67, we are now at ...... We are about there.  |
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Post by jbe on Sept 24, 2015 14:54:12 GMT -5
I could be completely wrong, i am just expressing my opinion, but it seems to me that anything Sanofi is doing now, it could have done a year ago.
I am hopeful though, the product is excellent, the technology unique, and I do not see Sanofi walking away, I see them taking their time to buy in cheaply ie like prior Sanofi machinations.
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Post by jay1ajay1a on Sept 24, 2015 17:44:19 GMT -5
I choose to believe a different strategy is in play here. At recent conferences, Hakan/Matt have eluded to the "fact" that the initial target was a very small number of endocrinologists, followed an even smaller number of diabetologists. The purpose of this strategy, in laymen's terms, was to get professional information on how to dose and use Afrezza properly.
This explains to me why the scripts dynamics have been the way they are. With the exception of patient-driven prescriptions, for 6 months Sanofi has only been selling to this select group of physicians. At the same time, they are likely working behind the scenes to get data from these physicians into the hands of the insurers, as well as using this vital information to formulate their marketing strategy.
Hakan also mentioned at the last conference that the recent publication of peer reviews of the Afrezza FDA trial data opens the door for Sanofi to be able to more freely discuss the benefits of Afrezza with physicians.
I'm not predicting a blitzkrieg once Sanofi opens up the marketing of Afrezza, but I expect to see a rapid acceleration in script numbers. Hopefully, Sanofi is timing all this for when they KNOW coverage will begin with many insurers and healthcare payers. I
It has all been careful, meticulous planning and execution. Sanofi is laying the foundation, IMO, and it's gonna pay off for Afrezza... and shareholders.
This what I also think is going on and I don't expect any major movement until next year. Hope I am wrong and I am wrong more times then not. |
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Post by sportsrancho on Sept 24, 2015 18:32:42 GMT -5
I am going with the theory that sanofi is is intentionally dragging its feet, doing the absolute minimum contractually, to crush Mannkind down so as to eventually buy in at a cheap price. I think they did the same with regeneron, when the partnership was made with Sanofi, REGN was about $15, I believe, by the time Sanofi bought into REGN, REGN was under $5.... Was likely brutal for REGN stockholders shortterm, but all turned out fine in the long run. Anyway, that's what I keep telling myself. Just for fun, when the partnership was made with Sanofi, REGN was about $15, I believe, by the time Sanofi bought into REGN, REGN was under $5.... When the partnership was made with Sanofi, MNKD was about $11, I believe, .... one third of that is $3.67, we are now at ...... We are about there. Very interesting! |
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Post by gamblerjag on Sept 24, 2015 19:16:35 GMT -5
Is this fit trainer Darlene?
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Post by sportsrancho on Sept 24, 2015 20:02:51 GMT -5
Is this fit trainer Darlene? No, she does book camp classes. I'm one on one personal training. LeAnne's Fitness. I work at P4L. .... But the way gamblerjag, I just sold my house and will be putting a lot more into MNKD like you did:-) Good luck all! |
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Post by newmnkdinvestor on Sept 24, 2015 23:22:03 GMT -5
I am going with the theory that sanofi is is intentionally dragging its feet, doing the absolute minimum contractually, to crush Mannkind down so as to eventually buy in at a cheap price. If true that would put SNY in the same category as Shkreli, a snake. Billionaires are snakes. |
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Post by tchalaa on Sept 29, 2015 13:14:14 GMT -5
From Pascale Witz VP SANOFI leading Global Business Unit Diabetes & Cardiovascular New product rollouts traditionally consist of marketing to physicians, pharmacists and payers—once “the biggest decision-makers,” Witz says. “But in the end, all of these drugs are used by patients.” That’s why Sanofi’s upcoming rollouts will look and feel so different. Half of diabetics stop taking insulin within their first year of treatment—often because they don’t understand that the lack of immediate consequences can mask more serious long-term problems, Witz explains. Demonstrating the value of continuing therapy is good not only for patients, but also for drug makers. So instead of simply pushing its new insulin drugs, Afrezza and Toujeo, into the sales channel, Sanofi will focus on raising patient awareness and transition to a partial pull model, in which patients request specific medications or information.quarterly.insigniam.com/leadership/how-sanofi-will-roll-out-new-products/ |
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