Sanofi on November 6

[longinvstr]

I’m speculating at uncertainty but, for lack of certainty, what else can one do?


On July 15, Sanofi announced their new corporate structure. They detailed the five new Global Business Units and noted who would lead each unit. Pascale Witz will head the newly created Diabetes and Cardiovascular GBU which is one of the three that are newly created.


en.sanofi.com/NasdaQ_OMX/local/press_releases/sanofi_announces_new_global_bu_1938930_15-07-2015!14_40_00.aspx


Nothing new here, I understand but, wait, … there’s more.


The 90 min webcast on Nov 6 is titled, “Meet Sanofi Management.” >>Senior management representatives will provide a business update and outline a roadmap towards 2020. We will also present the latest progress of our R&D pipeline.<< It will be all about the new GBU structure.


So, here is my guess at what we’ll hear.


0-20 min = Host overview of new corp structure, justification for changes, and (overall, non-financial) goals for Sanofi.


20-70 min = Each GBU Chief will have 10 minutes to introduce self and lay-out initiatives and goals for their respective unit. Perhaps each Chief leading one of the newly created GBU’s is allotted a bit more time. So, Ms. Witz has 10+ min to lay it out. If she’s equitable, she’ll give 5 min each to cardio and diabetes. We all believe that the future of SNY’s diabetes approach will involve a combination of Afrezza and Toujeo. Again, if she’s equitable, we should get a couple minutes of her strategy for Afrezza.


70-85 min = R&D Chief discusses pipeline progress.


85-90 min = Host rap-up and thank you.



One can hope

I’m just spit-ballin’ (speculating) but, for lack of certainty & guidance, …

[Deleted]

merge please

mnkd.proboards.com/thread/3689/mark-calenders-nov-6-2015

do we have upcoming events sub forum?

[rvc]

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

[mssciguy]

rvc SNY has been very active with the slow rollout.  Please see peppy's post --- the new video is excellent  www.afrezzapro.com/how-afrezza-works
Also stop by your local library and open up magazines Family Circle, Time, Good Housekeeping, Cooking Light and possibly others.  It takes time to get new ideas out there (and the US insurance industry is very slow to change also)

[obamayoumama]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

Please explain to us why SNY is getting their insulin approved for Afrezza through the FDA? If SNY was quitting in Janurary, how does it make sense getting their insulin approved and spending the time and money on getting an insulin approved if your plans are to drop the product.

[obamayoumama]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

I believe that the 25 million dollar milestone payment is for SNY getting their insulin approved. Matt talked about this milestone in the last conference and it seemed it would happen in the 4 th quarter.

[nylefty]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

Not well received. Check. Talk about soft bashing...you fit the definition.

[peppy]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

The studies are underway.

(I was looking at metformin package insert this morning. When metformin received FDA approval, it had studies that needed to be completed.)

Matt said, Sanofi is all over that right now, formulary placement.

Sanofi is in charge of sales.

I think this insulin is very good. When physician start seeing improved patient results, they will prescribe it.

It really is that simple.

The first adapters are telling us and showing us, their results. They like it.

[nylefty]

Oct 15, 2015 13:04:03 GMT -5 mssciguy said:

rvc SNY has been very active with the slow rollout.  Please see peppy's post --- the new video is excellent  www.afrezzapro.com/how-afrezza-works
Also stop by your local library and open up magazines Family Circle, Time, Good Housekeeping, Cooking Light and possibly others.  It takes time to get new ideas out there (and the US insurance industry is very slow to change also)

The ads are also on the Internet and the diabetes magazines (as I've posted before, I've seen the ads in Diabetic Living, which is featured at the checkout stands at my local chain supermarket).

[patryn]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

So basically MNKD would be in a position where one year after FDA approval, they got $200 million free and clear from SNY and some basic marketing and education of the market.  They are then free to choose a new partner with some of the pieces already in place to continue the marketing and sales of the product and unencumbered by the 35/65 split that everyone was griping about incessantly.  

If I had a way to make $200 million a year with no obligations, I'd be all over that personally.

[petech]

Oct 15, 2015 15:10:07 GMT -5 patryn said:

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

So basically MNKD would be in a position where one year after FDA approval, they got $200 million free and clear from SNY and some basic marketing and education of the market.  They are then free to choose a new partner with some of the pieces already in place to continue the marketing and sales of the product and unencumbered by the 35/65 split that everyone was griping about incessantly.  

If I had a way to make $200 million a year with no obligations, I'd be all over that personally.

I think they'd still owe the loan from Sanofi (175M max) for their share of the "losses"....but otherwise agreed.

[mssciguy]

Oct 15, 2015 15:22:25 GMT -5 petech said:

Oct 15, 2015 15:10:07 GMT -5 patryn said:

So basically MNKD would be in a position where one year after FDA approval, they got $200 million free and clear from SNY and some basic marketing and education of the market.  They are then free to choose a new partner with some of the pieces already in place to continue the marketing and sales of the product and unencumbered by the 35/65 split that everyone was griping about incessantly.  

If I had a way to make $200 million a year with no obligations, I'd be all over that personally.

I think they'd still owe the loan from Sanofi (175M max) for their share of the "losses"....but otherwise agreed.

Yup and there would be a boatload of label changes, FDA paperwork.... but, maybe a more aggressive and less conflicted marketer.  Nobody can deny that Sanofi is multitasking in their marketing in a big way and the sales reps' performance metrics is a big unknown (that's how they may be controlled, don't meet metrics, no bonus for you...)

[compound26]

Oct 15, 2015 15:22:25 GMT -5 petech said:

Oct 15, 2015 15:10:07 GMT -5 patryn said:

So basically MNKD would be in a position where one year after FDA approval, they got $200 million free and clear from SNY and some basic marketing and education of the market.  They are then free to choose a new partner with some of the pieces already in place to continue the marketing and sales of the product and unencumbered by the 35/65 split that everyone was griping about incessantly.  

If I had a way to make $200 million a year with no obligations, I'd be all over that personally.

I think they'd still owe the loan from Sanofi (175M max) for their share of the "losses"....but otherwise agreed.

Agree.

If Sanofi elects to walk away as of January 2016 (which I think is very very unlikely), many other big pharma will be interested in partnering with Mannkind.

For example, Matt has wrote: Afrezza w/ Tresiba: A perfect Match? Assuming what Matt claimed in his article and video is acute and other type ones can replicate his results, if Sanofi walks away from Afrezza, Sanofi will face a HUGE risk of losing a significant market share in the basal market. That risk will grow substantially if there comes a bundle of Afrezza + Tresiba down the road.

[Deleted]

Sanofi is best partner as they dont have competing meal time insulin..apidra doesnt have a major market while the others do... ( Novo and Lilly's - )... so these thoughts should be put to rest... Al owns 40% and knows whats best lol

[EveningOfTheDay]

Oct 15, 2015 12:59:16 GMT -5 rvc said:

I wouldn't get my hopes up. SNY management has been increasingly silent in regards to Afrezza, and my best guess is they are simply 'playing out the string' until they can end the marketing arrangement in January. That being said, by all indications this is a great drug (although I doubt it will be nothing more than a niche drug) and after the relationship ends, it could be a great time to pick up shares of the stock for a fraction of its current price.
I know this won't be well received but keep in mind, but the current SNY CEO was not in charge when this deal was made, and it sure appears to me that he's just not that into Afrezza.

Wrong, very very wrong. Every piece of news that has scaped the circle of silence surrounding the whole Afrezza situation points clearly towards Sanofi not going anywhere, at least for the time being. That is one of the few things that is very clear so far.