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Post by nylefty on Oct 15, 2015 21:06:43 GMT -5
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Post by tonyz on Oct 16, 2015 1:16:36 GMT -5
Nice find! Sure sounds like Sanofi's strategic planning "over the coming years" includes Afrezza, since it is the first product on the list. Sorry (not) to disappoint the shorts who have been posting on other boards that Sanofi will drop Afrezza as soon as January 2016 rolls around.
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Post by EveningOfTheDay on Oct 16, 2015 1:58:52 GMT -5
As I said before, the notion that Sanofi will drop Afrezza anytime in 2016 is, in my humble opinion, uterly ridiculous.
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Post by liane on Oct 16, 2015 4:44:35 GMT -5
Nice find! Sure sounds like Sanofi's strategic planning "over the coming years" includes Afrezza, since it is the first product on the list. Sorry (not) to disappoint the shorts who have been posting on other boards that Sanofi will drop Afrezza as soon as January 2016 rolls around. My thoughts exactly.  |
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Post by Deleted on Oct 16, 2015 6:14:48 GMT -5
"Investors" are truly naive to believe Wall Street lies regarding Afrezza. People should understand Wall Street's position and realize Wall Street is profiting from "investors" fears.
If one is going to invest in a company they should put the time necessary to understand the potential risks and rewards instead of listening short sellers.
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Post by afrizzle on Oct 16, 2015 6:24:04 GMT -5
Nice find! Sure sounds like Sanofi's strategic planning "over the coming years" includes Afrezza, since it is the first product on the list. Sorry (not) to disappoint the shorts who have been posting on other boards that Sanofi will drop Afrezza as soon as January 2016 rolls around. Fantastic find - agreed while self aware of my tendency to overthink, the list sure isn't in alphabetical order and Afrezza sure is listed first. I hope the product listing order was a subliminal oversight |
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Post by tayl5 on Oct 16, 2015 8:43:51 GMT -5
I wouldn't look too hard at the tea leaves, folks. In the (imo unlikely) event that Sanofi decides to discontinue the relationship, the decision will be made multiple management layers above the people who are arranging trials, managing conference agendas and writing marketing. They will be as surprised as we are and likely also as concerned, since the odds are good their jobs are on the line.
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Post by Deleted on Oct 16, 2015 9:17:20 GMT -5
I wouldn't look too hard at the tea leaves, folks. In the (imo unlikely) event that Sanofi decides to discontinue the relationship, the decision will be made multiple management layers above the people who are arranging trials, managing conference agendas and writing marketing. They will be as surprised as we are and likely also as concerned, since the odds are good their jobs are on the line. exactly and I have seen that many times - happens in every business... |
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Post by peppy on Oct 16, 2015 9:36:33 GMT -5
I wouldn't look too hard at the tea leaves, folks. In the (imo unlikely) event that Sanofi decides to discontinue the relationship, the decision will be made multiple management layers above the people who are arranging trials, managing conference agendas and writing marketing. They will be as surprised as we are and likely also as concerned, since the odds are good their jobs are on the line. exactly and I have seen that many times - happens in every business... or this is the best thing in diabetes since metformin and it takes a while to get tier two insurance coverage, additional FDA studies, European approval, physician knowledge and comfort, patient real world lab results. real world patient lab results that make peoples eye balls pop out would be nice. do not take your eyes off the ball.
We know this is a high sakes poker game.
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Post by esstan2001 on Oct 16, 2015 9:41:00 GMT -5
I wouldn't look too hard at the tea leaves, folks. In the (imo unlikely) event that Sanofi decides to discontinue the relationship, the decision will be made multiple management layers above the people who are arranging trials, managing conference agendas and writing marketing. They will be as surprised as we are and likely also as concerned, since the odds are good their jobs are on the line. exactly and I have seen that many times - happens in every business Those upper level managers will be balancing the rollout costs against the lost opportunity cost of not having a good prandial insulin in their portfolio. It seems they are keeping a tight reign on these rollout expenses, and I also believe considering AZN's recent setback that Afrezza just became more valuable in the T2 market. My estimation is that the scales are strongly tipped in favor of maintaining the partnership. |
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Post by kball on Oct 16, 2015 10:28:31 GMT -5
exactly and I have seen that many times - happens in every business Those upper level managers will be balancing the rollout costs against the lost opportunity cost of not having a good prandial insulin in their portfolio. It seems they are keeping a tight reign on these rollout expenses, and I also believe considering AZN's recent setback that Afrezza just became more valuable in the T2 market. My estimation is that the scales are strongly tipped in favor of maintaining the partnership. Mine too. But I'm wondering if that's also the catalyst for the next leg up in stock price. Which should coincide with Vegas training providing additional script improvement, a deeper DTC push (perhaps), and movement on the insurance front all around the same time. At least thats what i'm piecing together. (so that could be 4 important sales/partnership trends all right around the same time). |
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Post by jpg on Oct 16, 2015 10:38:42 GMT -5
exactly and I have seen that many times - happens in every business Those upper level managers will be balancing the rollout costs against the lost opportunity cost of not having a good prandial insulin in their portfolio. It seems they are keeping a tight reign on these rollout expenses, and I also believe considering AZN's recent setback that Afrezza just became more valuable in the T2 market. My estimation is that the scales are strongly tipped in favor of maintaining the partnership. Sanofi already has a best in class injectable prandial insulin but they are not selling that much of it compared to competitors. As for competitors and setback I think we are only seeing the tip of the iceberg for some new drugs and 'known known but kept secret' by pharma companies (SGLT2s, mineral spilling, osteopenia and fractures). I doubt they weren't aware that their drugs caused mineral spilling as well as glucose spilling. |
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Post by EveningOfTheDay on Oct 16, 2015 12:05:40 GMT -5
In an industry burdened with the cost of new developments, which are measured in billions, with, frankly, very often less than stellar results, where most approved drugs still have to post a long list of nasty side effects that, quite often, can bring costly lawsuits, Sanofi must be, by now, starting to realize Afrezza could be one of those few exceptions. The longer we go with out a negative report and the more patients start using Afrezza the clearer this becomes. We are still early in the game, but testing has been going on for years for a select few patients and unless you believe that MNKD is hiding information deliberately to try to deceive its investors and partner, the only conclusion to be drawn, so far, is that Afrezza's performance and lack of side effects is remarkable in every way. Does anybody really think Sanofi does not see or know this? Once again, Sanofi walking away at this point is simply preposterous.
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Post by jay1ajay1a on Oct 16, 2015 12:28:58 GMT -5
Great find. Two days in the green, whats going on? . |
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Post by mssciguy on Oct 16, 2015 12:47:45 GMT -5
Need Humphrey Bogart photoshopped with Dreamboat/Afrezza
"As time goes by, it's the fundamental things that apply"
Anyone have photoshop?
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