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Post by dreamboatcruise on Oct 29, 2015 14:06:33 GMT -5
This discussion is just another example of confusion resulting from less than lucid communication on the part of MNKD management. Avo, My thoughts about management are no secret on this board. However I did take the opportunity (based on one of the posters suggestions) to send an email to Matt and I can report he was responsive to my questions and concerns. Although many on this board are concerned about what is being said and what is not being said by management, I'm concluding that Matt and Hakan are more than extremely careful about what is said in a public setting particularly in dealing with proprietary information and strategies. A lot of very important stuff is going on right now and I'm sure management doesn't want to make any mistakes. I'm hoping that Matt and Hakan can be a little more informative on the next conference call. Trend Trend... can you provide some more details on what their responses were to your questions?
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Post by peppy on Oct 30, 2015 11:38:12 GMT -5
Nov 6 a week from today. Revenue and net income from sanofi diabetes division down. Diabetes sales decreased 6.6%, as a result of lower U.S. sales of Lantus®
With technosphere insulin Sanofi has an insulin that can make their diabetes unit revenue increase. Sanofi knows that. We know sanofi has been working on toujeo. Toujeo tier 2 now on a good numbers of plans. subq insulin, is part of very established treatment protocol. There is no way in (h) (e) double toothpick sanofi will let technosphere insulin go. In the diabetes unit, technosphere insulin afrezza is Sanofi's future. Another insulin analogue oh please. Did you see the ph of toujeo? The pH is adjusted by addition of aqueous solutions of hydrochloric acid and sodium hydroxide. TOUJEO has a pH of approximately 4. At pH 4, insulin glargine is completely soluble. After injection into the subcutaneous tissue, the acidic solution is neutralized, leading to formation of a precipitate from which small amounts of insulin glargine are slowly released. www.accessdata.fda.gov/drugsatfda_docs/label/2015/206538lbl.pdf I couldn't find the ph of afrezza. www.accessdata.fda.gov/drugsatfda_docs/label/2014/022472lbl.pdf We know afrezza needs better insurance coverage Then increased marketing, TV, internet, raising the consumer consciousness can start in earnest. The physicians have had time to learn of afrezza's existence. We know sanofi just had a afrezza sales rep meeting. The clamp study completed, result being waited for. Europe on it's way we hope. Someone on the board the other day, said sanofi's insulin is about to be approved for technosphere. I am looking forward to hearing the plan. This meeting might be good for Afrezza. What do you think?
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Post by dreamboatcruise on Oct 30, 2015 12:01:58 GMT -5
peppy... best case I simply think he makes the point that SNY is committed to Afrezza, despite its slow launch... something like "We strongly believe Afrezza addresses an unmet need in the market. We are encouraged by the reception it has received from early patients. We believe that payers and doctors will over time recognize the unique benefits of Afrezza, and over the long term Afrezza can be a significant revenue driver for our diabetes segment." That would be my dream for a best case scenario.
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