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Post by mssciguy on Oct 13, 2015 22:11:56 GMT -5
Patient-centricity certainly seems to be the direction Pascale Witz is taking Sanofi globally. Listen to patients, then strive to show them how Sanofi can meet their needs:
www.pharmexec.com/sanofi-s-big-bet-integrated-patient-care
Does Olivier Brandicourt also share Witz's vision? I suppose we'll all find out on November 6th.
All very nice and dandy and academic and scientifically right. However, I feel the urge to stir the pot, and say again and again, "DUDES IN MGMT--- when I google MNKD, all I get is hit piece links" Look at PFE, look at LLY, not much real science there, but they take the time to greet the sell side analysts. There is much more to running a publicly owned business than good science mnholdemHowever, as the owner of a very small business, I also understand the difficulty of staying in operation at all. It's always a walk on thin ice (and you probably know what lake thunder is...) Great show on LinkTV tonight GLOBESITY Very sad.
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Post by harrys on Oct 13, 2015 23:02:34 GMT -5
Patient-centricity certainly seems to be the direction Pascale Witz is taking Sanofi globally. Listen to patients, then strive to show them how Sanofi can meet their needs:
www.pharmexec.com/sanofi-s-big-bet-integrated-patient-care
Does Olivier Brandicourt also share Witz's vision? I suppose we'll all find out on November 6th.
All very nice and dandy and academic and scientifically right. However, I feel the urge to stir the pot, and say again and again, "DUDES IN MGMT--- when I google MNKD, all I get is hit piece links" Look at PFE, look at LLY, not much real science there, but they take the time to greet the sell side analysts. There is much more to running a publicly owned business than good science mnholdemHowever, as the owner of a very small business, I also understand the difficulty of staying in operation at all. It's always a walk on thin ice (and you probably know what lake thunder is...) Great show on LinkTV tonight GLOBESITY Very sad. Trying to convince mnholdem that there's any issue at all involving MNKD or management is a fool's errand...
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Post by ezrasfund on Oct 13, 2015 23:20:42 GMT -5
If you are an investor you google MannKind,or MNKD. But if you are a diabetic you google Afrezza, mealtime insulin or Sanofi. The best hope is that patients have never heard of MannKind, because if they have they think that Afrezza is about Wall Street traders fighting over who will make more money exploiting their disease.
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Post by jay1ajay1a on Oct 13, 2015 23:24:09 GMT -5
The only way I would say management is good if they create some type of momentum that sinks the SHORTS and the PPS goes up significantly. That's my dream, but sometimes I have nightmares and the current longs have been in a nightmare for sometime.
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Post by rch51 on Oct 13, 2015 23:25:42 GMT -5
People - If you are so convinced that you are holding a dog then fold. Take your lumps and move on to something else. Your negativity is tiresome.
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Post by jay1ajay1a on Oct 13, 2015 23:41:03 GMT -5
People - If you are so convinced that you are holding a dog then fold. Take your lumps and move on to something else. Your negativity is tiresome. I don't think we feel we are holding a dog. Just not happy with how things a going at the current time. As I have said before this is to big to fail, great drug and outstanding science. Most of us are very long here and we sometimes commiserate. Welcome to the board,
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Post by trenddiver on Oct 14, 2015 2:19:35 GMT -5
D
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Post by sportsrancho on Oct 14, 2015 8:46:23 GMT -5
All very nice and dandy and academic and scientifically right. However, I feel the urge to stir the pot, and say again and again, "DUDES IN MGMT--- when I google MNKD, all I get is hit piece links" Look at PFE, look at LLY, not much real science there, but they take the time to greet the sell side analysts. There is much more to running a publicly owned business than good science mnholdemHowever, as the owner of a very small business, I also understand the difficulty of staying in operation at all. It's always a walk on thin ice (and you probably know what lake thunder is...) Great show on LinkTV tonight GLOBESITY Very sad. Trying to convince mnholdem that there's any issue at all involving MNKD or management is a fool's errand... Some on this board have a way of seeing through the fog. They know not to sweat the small stuff and which things are small stuff. And they can not be convinced by fear from others or hope of grandeur. I'm not on that higher plane. Lol. But I know what the bottom line is!
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Post by nylefty on Oct 14, 2015 10:57:36 GMT -5
The only way I would say management is good if they create some type of momentum that sinks the SHORTS and the PPS goes up significantly. That's my dream, but sometimes I have nightmares and the current longs have been in a nightmare for sometime. The bashers seem to think that MNKD is the only bio stock that has been falling, when the truth is that biotechs in general have taken it on the chin. IBB is down 14.88 percent in the past 30 days while MNKD is down 16.25 percent. Very little difference.
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Post by longinvstr on Oct 14, 2015 12:22:54 GMT -5
Patient-centricity certainly seems to be the direction Pascale Witz is taking Sanofi globally. Listen to patients, then strive to show them how Sanofi can meet their needs:
www.pharmexec.com/sanofi-s-big-bet-integrated-patient-care
Does Olivier Brandicourt also share Witz's vision? I suppose we'll all find out on November 6th.
Appreciate the link, I had not seen that one. The more I read of SNY & Witz, the more comfortable I am with them as partner & her on point. If I have disappointment w/ MNKD Mgt, it is in not insisting that the FDA trial be designed to allow Afrezza’s light to shine brightest. Non-inferior, more expensive is a tough sell. We know the science and outcome story (better A1C’s, patient never felt better’s, reduced “life-cycle” patient cost to insurers, etc, etc) is quite different, but the trial, and resulting label, offers no help. Along comes SNY & Witz who is handed this marketing puzzle. Offered at the perfect short/$%$&-storm of pour timing for MNKD. It is taken by a newly installed Witz who has a newly installed CEO who works for a company that seeks to install a totally new identity & completely reinvent itself. Hindsight makes it so clear that this puzzle would take a while to solve. Maybe Al & MNKD Mgt knew this, maybe not. I suspect they knew 80% of it but are disappointed that more penetration has not occurred to date. So, patience is applied and reapplied. MNKD Mgt gets reassurance from SNY that it will happen, just wait. [Matt did say (FWIW) that they remain very happy w/ SNY as partner in Vegas] MNKD remains confident in eventual success & adjusts cash flow equation to meet SNY’s protracted timeline. Financial provisions are made if they have, again, underestimated timelines/penetration. I have little concern about bankruptcy. If in Jan ’16, SNY punts, we have the fuel to last thru a B/O bid process. I’ve no doubt, other BP’s are watching VERY closely and would relish the oppty – the science and the “take care of the patient” is there. Why do I like SNY & Witz? >>Pascale Witz, a 17-year veteran of General Electric (GE) who led its global medical diagnostics business. Witz, 48, an MBA graduate of France's top private business school, INSEAD, stood out for her grounding in GE's strong cross-disciplinary culture.<< Diabetes management is a cross-disciplinary process. GE’s focus in that culture = check. Her background in diagnostics is a key asset in solving the Afrezza puzzle. BG management and improved A1C superiority is the THING. Convenience and lack of needles are the other things. Diagnostics and monitoring are the path to putting proof of the THING in the hands of patients/customers. >>The days of developing a medicine purely on the basis of clinical efficacy and then handing everything over to sales with the three-word command "sell, sell, sell" are over," Witz told Pharm Exec. "What was required is a stepped-up commitment to focus all our resources to address a single question: do our efforts support a real medical need, across the broad continuum of care, with the potential to carry a positive impact on outcomes, as defined by the patient? >>With significant clinical differentiation harder to demonstrate, the conveniences a new diabetes drug offers to patients, particularly in promoting increased adherence—which has added appeal to prescribers and payers—can go far in determining whether a company hits blockbuster pay dirt or finds itself left in the dust.<< I sure as hell did not make my investment in MNKD based on Afrezza’s label. It was the real-life differentiation that had me flip the switch. Enter social media and it’s ability to pull Afrezza thru the channels. Dr’s care about labels much more than do patients. “I want that stuff I saw on YouTube that is changing lives.” >>Behind that determination were many of the factors outlined earlier—competition, cost, cures, and compliance, not to mention expectations: as the incidence of diabetes worldwide reaches the 400 million mark, with another 179 million people estimated as undiagnosed, and with treatment consuming 11% of global health costs, the challenges posed by this disease are too large to be devolved to a professional elite—there is no other choice but to put the patient in charge of managing his own condition. Specifically, Witz looked for people from businesses adjacent to pharma, like devices and diagnostics; people comfortable with digital connectivity, big data, and new information technologies, …<< I wonder if she called on Google and sold them on the benefit that big data could have on the real-time BG/diabetes management process. Who cares, they are aligned and an ideal “real need” with “positive impact on outcomes” partnership is set. Maybe Al & Co knew that, eventually, the label would not matter. It is just that the “eventually” has taken longer than planned. I like the partnership & the science is too good not to find the patience.
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Post by mnholdem on Oct 14, 2015 12:59:32 GMT -5
longinvstr,
As several members here have posted, the market hates (or takes advantage of) uncertainty. While I sometimes think that MannKind Corporation management has previously answered many questions that get asked repeatedly here and on other discussion boards, and that some posters appear to simply be too lazy to find many answers that are readily available, it remains true that there are several unanswered questions. None so prevalent as "what is Sanofi's strategy for Afrezza?"
This leads to a double-whammy. Investors and advisors who are faced with uncertainty about the future of Afrezza cannot get much out of MannKind, who are obligated by contract to not reveal business strategy unless it's approved by their partner, yet when inquirers turn to Sanofi for answers they are also told to wait...
I hope, from an investor's standpoint, that Sanofi can shed much more light on their plans for Afrezza at the November 6 event.
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Post by newmnkdinvestor on Oct 14, 2015 14:03:30 GMT -5
longinvstr, As several members here have posted, the market hates (or takes advantage of) uncertainty. While I sometimes think that MannKind Corporation management has previously answered many questions that get asked repeatedly here and on other discussion boards, and that some posters appear to simply be too lazy to find many answers that are readily available, it remains true that there are several unanswered questions. None so prevalent as "what is Sanofi's strategy for Afrezza?" This leads to a double-whammy. Investors and advisors who are faced with uncertainty about the future of Afrezza cannot get much out of MannKind, who are obligated by contract to not reveal business strategy unless it's approved by their partner, yet when inquirers turn to Sanofi for answers they are also told to wait... I hope, from an investor's standpoint, that Sanofi can shed much more light on their plans for Afrezza at the November 6 event. And if Afrezza is not brought up on November 6th?
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Post by esstan2001 on Oct 14, 2015 14:13:47 GMT -5
Patient-centricity certainly seems to be the direction Pascale Witz is taking Sanofi globally. Listen to patients, then strive to show them how Sanofi can meet their needs:
www.pharmexec.com/sanofi-s-big-bet-integrated-patient-care
Does Olivier Brandicourt also share Witz's vision? I suppose we'll all find out on November 6th.
Appreciate the link, I had not seen that one. The more I read of SNY & Witz, the more comfortable I am with them as partner & her on point. If I have ........ .......... Maybe Al & Co knew that, eventually, the label would not matter. It is just that the “eventually” has taken longer than planned. I like the partnership & the science is too good not to find the patience. Good link, great post- welcome to the board long investor.
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Post by longinvstr on Oct 14, 2015 18:35:57 GMT -5
longinvstr, As several members here have posted, the market hates (or takes advantage of) uncertainty. While I sometimes think that MannKind Corporation management has previously answered many questions that get asked repeatedly here and on other discussion boards, and that some posters appear to simply be too lazy to find many answers that are readily available, it remains true that there are several unanswered questions. None so prevalent as "what is Sanofi's strategy for Afrezza?" This leads to a double-whammy. Investors and advisors who are faced with uncertainty about the future of Afrezza cannot get much out of MannKind, who are obligated by contract to not reveal business strategy unless it's approved by their partner, yet when inquirers turn to Sanofi for answers they are also told to wait... I hope, from an investor's standpoint, that Sanofi can shed much more light on their plans for Afrezza at the November 6 event. I am self-described as "not a patient man" and just jumped on in June. I doubt I'd be so inclined to accept the lack of marked progress and plan disclosure, if I'd been holding thru FDA trials or longer. I have empathy for those that have and agree, either SNY on Nov 6 or MNKD's next CC will be important. I think Sanofi hasn't said b/c they haven't finalized THE plan = don't know. I'd prefer to see SNY offer some solid acknowledgement of support and/or strategy. If not, I'd settle for Matt's relay during our next CC. Mutual lack of follow-through by mid-Nov will be very disappointing. SNY may not "relaunch" itself until '16 but MNKD management should be urging that a bone be tossed to loyal investors/analysts, something specific, no more generalities. I also acknowledge, we handed over keys to the bus a long time ago. If Sanofi isn't ready to come clean till '16, there is little/no recourse. FWIW, I do not plan any action (sell/stay) decision point until 4Q CC in Feb. That, for me will be the seminal, ^%@# or get off the pot moment. The thing I keep falling to in attempt to justify MNKD's complicit lack of plan disclosure is that the ending has already been written. I believe the agreement is not one of just simple partnership. Al & co. know it ends happily, why risk resource draining litigation to pacify the impatient? 90+ years buys a pile of patience. There is no such thing as easy money, this is the "where we earn it" part.
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Post by mnholdem on Oct 14, 2015 19:56:24 GMT -5
longinvstr, As several members here have posted, the market hates (or takes advantage of) uncertainty. While I sometimes think that MannKind Corporation management has previously answered many questions that get asked repeatedly here and on other discussion boards, and that some posters appear to simply be too lazy to find many answers that are readily available, it remains true that there are several unanswered questions. None so prevalent as "what is Sanofi's strategy for Afrezza?" This leads to a double-whammy. Investors and advisors who are faced with uncertainty about the future of Afrezza cannot get much out of MannKind, who are obligated by contract to not reveal business strategy unless it's approved by their partner, yet when inquirers turn to Sanofi for answers they are also told to wait... I hope, from an investor's standpoint, that Sanofi can shed much more light on their plans for Afrezza at the November 6 event. And if Afrezza is not brought up on November 6th? There will have been Sanofi's 3Q15 earnings cc on October 29. I haven't seen an agenda for the Nov. 6 meet, but no mention of Afrezza until MannKind's earnings call will not sit well with MNKD shareholders, obviously.
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