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Post by orlon on Oct 29, 2015 11:57:58 GMT -5
Maybe Mannkind should be the one looking for a new partner. The current one doesn't seem to be doing such a great job in marketing, or anything else that is substantial for that matter.
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Post by orlon on Oct 29, 2015 12:11:04 GMT -5
Maybe Mannkind should be the one looking for a new partner. The current one doesn't seem to be doing such a great job in marketing, or anything else that is substantial for that matter. Teva Pharma comes to mind. |
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Post by patryn on Oct 29, 2015 12:25:34 GMT -5
Only way that happens is if SNY walks away. Can't have it both ways worrying about them walking away and also wanting a new partner.
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Post by ashiwi on Oct 29, 2015 12:40:06 GMT -5
TEVA has $5 billion for an acquisition. They had earnings today. Looking to make up for their MS drug generic competition.
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Post by jpg on Oct 29, 2015 12:45:19 GMT -5
I will happily stick with Sanofi over Teva...
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Post by ashiwi on Oct 29, 2015 12:48:36 GMT -5
I just want SNY to give us their game plan for marketing Afrezza. There's no reason for the secrecy. Afrezza works too good for the world to not even know it exists.
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Post by jpg on Oct 29, 2015 12:50:57 GMT -5
They won't. And even if the did most would still be unsatisfied.
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Post by bradleysbest on Oct 29, 2015 13:11:31 GMT -5
What about a TEVA partnership for another TS drug? Is this possible?
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Post by kball on Oct 29, 2015 13:25:27 GMT -5
Really starting to feel SNY is the abusive husband in this relationship.
Unless we EVENTUALLY (please soon) start to see
label improvement
Insurance coverage
Foreign markets
Vastly expanding Physician Prescribers
And DTC
The most likely explanation is not that Sanofi is walking away but that they want to acquire the whole shabang for cheap imo.
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Post by kc on Oct 29, 2015 17:37:21 GMT -5
TEVA has $5 billion for an acquisition. They had earnings today. Looking to make up for their MS drug generic competition. Ashiwi, Teva could buy the company for a cheap price today $10.00 or $12.00 per share. They would own Afrezza which will continue to be licensed to Sanofi and clip a coupon off of their sales and then use technosphere and all the various patents that MannKind owns for new drug development. The Israeli's are very smart and know the Bio-medical field very well. It would be fitting for them to own the drug and be supplying Sanofi. Teva knows how to sell and market drugs too if the Sanofi deal comes apart. It just takes one good Big pharma to make a tender offer and Sanofi would have to Crap or get off the pot. Heck even long time Teva Chairman Phil Frost who already with his OPKO health is trying to get into the inhalation business as he purchased an Israeli company in 2014 Inspiro Medical Ltd.
Inspiro was not in the same development stage as MannKind since they don't have anything approved yet, you can tell by the price of the transaction but nevertheless still in the inhalation space. mobihealthnews.com/32207/pharma-company-opko-acquires-smart-inhaler-startup-for-at-least-10m/
Inspiro Medical Ltd. is a medical device company dedicated to the development of a next-generation dry powder inhaler platform. The Inspiromatic™ dry powder inhaler, developed by Inspiro, is the first active dry powder inhaler (DPI) that delivers drugs effectively at extremely low inhalation flow rates, instructs the patient in real time and enables efficient physician follow-up to substantially improve medication delivery and compliance
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Post by bioexec25 on Oct 29, 2015 18:34:56 GMT -5
Really starting to feel SNY is the abusive husband in this relationship. Unless we EVENTUALLY (please soon) start to see label improvement Insurance coverage Foreign markets Vastly expanding Physician Prescribers And DTC The most likely explanation is not that Sanofi is walking away but that they want to acquire the whole shabang for cheap imo. Hehe, Kball exactly. This is a huge pharma company with a ginormous porrtfolio mgmt process. They are trying to integrate their financial silo with their strategic and R&D silos. They are waiting and just waiting but they are in control of this absent of a hostile bid which I guess cannot happen until January contractually. |
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