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Post by jpg on Oct 14, 2015 21:09:14 GMT -5
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. I personally doubt Sanofi will even mention Afrezza/ Mannkind in their CC. They have big stuff to announce (PCSK9 amongst other things) in diabetic and cardiovascular and will wait for the diabetic forum to talk Afrezza. That's what I would do if I were Sanofi.
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Post by gamblerjag on Oct 14, 2015 22:10:30 GMT -5
I would love analyst for SNY's and MNKD CC to just come out and ask the question about a potential buyout.. Just to see their answers and how they fumble over any words/scenarios. Of course they can't say anything is going on but uncomfortable dialogue/response could give us a clue if that is happening. Also it would be interesting to compare responses from both CEO's. We haven't heard any questions since Al about 18 months ago saying that "he never pursued a company but if the price is right they would consider it.. " Times could be a changing.. of course it better not change for less than $40 bucks for the whole company or 16 billion!.. Can't imagine it would bring less than that for everything. Though I mention b/o .. personally I don't think it's in the cards.. but just chiming in on the thread about someone saying "the ending is already in place"! GL
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Post by babaoriley on Oct 15, 2015 2:12:09 GMT -5
Sanofi failed to mention MNKD or Afrezza before, I doubt this Nov 6 thing will be any different. Afrezza is very small potatoes to Sanofi about now, however, hopefully, by this time next year, we'll earn a small paragraph in a Sanofi presentation. I don't care too much about presentations or hit pieces or glowing pieces. We have scripts that tell a significant story, so far, disappointing, but looking for steady improvement as time goes by. And I do like hearing about those that have tried it and really love it. Sanofi can say what they like, as can MNKD, but when they say something, I assume it will be positive, but there's no way we can know how genuine the comment is, so I discount such talk. So, I'm waiting on scripts to turn and for the occasional, non-script news to hit. Like global marketing efforts, foreign approvals, ongoing trials, successful trial results, and increased insurance company acceptance. So many of the posts these days have overly negative garbage in them; several have overly positive garbage in them - but at least the positive posts are from those genuinely believing what they write, notwithstanding various states of denial and/or delusion.
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