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Post by longinvstr on Nov 1, 2015 18:56:07 GMT -5
To the extent that all of WS underpromisses and over delivers (beat by a penny), sure SNY is sandbagging If MNKD were not partnered and going this alone, this is exactly how I'd want them to play it, quiet Best that a minnow in a sea of sharks not thrash about A move not telegraphed is longer to counter
Since SNY holds our cards, I'm OK that this is their approach. This assumes it is all part of their plan for massive success ... eventually Better that a prospect gets their scrip filled the first time rather them than having to initiate the process repeatedly. Prudent DTC spending has no corollary to the size of the back account. Prudent is prudent. If SNY wants to appear as a placid duck, OK, but those feet better be slapping away at the formulary obsticals
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Post by gamblerjag on Nov 1, 2015 20:17:33 GMT -5
First, I don't think SNY is sandbagging to deter other BP.. I mean come on, if true, and message board folks think that ..don't you think major BP would think that too? Also, if they were sandbagging to get a low bid for MNKD; AL would know that SNY is sandbagging and he would tell all other BP that they are sandbagging and tell other BP's too look at Afrezza fantastic results in lower A1c and lower BG... so lets throw the sandbagging out the window... companies know this tactic only to well. They are not going to be fooled by this process.
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Post by centralcoastinvestor on Nov 1, 2015 20:56:27 GMT -5
First, I don't think SNY is sandbagging to deter other BP.. I mean come on, if true, and message board folks think that ..don't you think major BP would think that too? Also, if they were sandbagging to get a low bid for MNKD; AL would know that SNY is sandbagging and he would tell all other BP that they are sandbagging and tell other BP's too look at Afrezza fantastic results in lower A1c and lower BG... so lets throw the sandbagging out the window... companies know this tactic only to well. They are not going to be fooled by this process. Gambler, I don't think that Sanofi is sandbagging to put Mannkind in a bind. I believe that there is an overall master plan that Mannkind was a part of from before the partnership was signed. That is why there is a confidentiality clause that both parties agreed to as part of the partnership contract. There is so much we don't know. We won't know much until things are announced along the way in my opinion. Unfortunately, because so much is unknown, the fudters will continue to beat up Mannkind.
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Post by cjc04 on Nov 4, 2015 12:32:42 GMT -5
First, I don't think SNY is sandbagging to deter other BP.. I mean come on, if true, and message board folks think that ..don't you think major BP would think that too? Also, if they were sandbagging to get a low bid for MNKD; AL would know that SNY is sandbagging and he would tell all other BP that they are sandbagging and tell other BP's too look at Afrezza fantastic results in lower A1c and lower BG... so lets throw the sandbagging out the window... companies know this tactic only to well. They are not going to be fooled by this process. Gambler, I don't think that Sanofi is sandbagging to put Mannkind in a bind. I believe that there is an overall master plan that Mannkind was a part of from before the partnership was signed. That is why there is a confidentiality clause that both parties agreed to as part of the partnership contract. There is so much we don't know. We won't know much until things are announced along the way in my opinion. Unfortunately, because so much is unknown, the fudters will continue to beat up Mannkind. [ I agree with your thoughts on MNKD & SNY being on the same plan, although the CEO switch does cause just enough second guessing to create some doubt. I also believe that things are not going according to the original plan. I believe they expected much better results from an organic demand for Afrezza, via Sam and other word of mouth avenues touting the incredible benefits of Afrezza, benefits that cannot be said by SNY due to the limitations of the label, thanks to our FDA. Even worse, it feels like the MNKD side of the contract was depending on those viral sales results, which has them in a financial scramble. If so, what's the back up plan? Why no visible efforts to improve the label by SNY? As for any reassuring info coming from SNY on Friday,,,,,, Going with the assumption that the SNY-MNKD bond is still fully in tact, and their efforts to "lay low" "slow roll" or what ever we'd like to call it, for "competitive reasons" has been overwhelmingly successful (sentiment towards MNKD & Afrezza can't get much lower) then why would they blow that cover this Friday by telling US (bottom feeder retail investors) what we want to hear? Further more, let's not forget that SNY is really talking to THEIR shareholders, and do we really expect that they're going to tell them that Afrezza is their future & savior? Have they EVER told their shareholders what they really feel about Afrezza? I once felt like I was an unshakable long, but my frustrations are beginning to consume me, hopefully a sign of a bottom.
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Post by centralcoastinvestor on Nov 4, 2015 13:35:55 GMT -5
Gambler, I don't think that Sanofi is sandbagging to put Mannkind in a bind. I believe that there is an overall master plan that Mannkind was a part of from before the partnership was signed. That is why there is a confidentiality clause that both parties agreed to as part of the partnership contract. There is so much we don't know. We won't know much until things are announced along the way in my opinion. Unfortunately, because so much is unknown, the fudters will continue to beat up Mannkind. [ I agree with your thoughts on MNKD & SNY being on the same plan, although the CEO switch does cause just enough second guessing to create some doubt. I also believe that things are not going according to the original plan. I believe they expected much better results from an organic demand for Afrezza, via Sam and other word of mouth avenues touting the incredible benefits of Afrezza, benefits that cannot be said by SNY due to the limitations of the label, thanks to our FDA. Even worse, it feels like the MNKD side of the contract was depending on those viral sales results, which has them in a financial scramble. If so, what's the back up plan? Why no visible efforts to improve the label by SNY? As for any reassuring info coming from SNY on Friday,,,,,, Going with the assumption that the SNY-MNKD bond is still fully in tact, and their efforts to "lay low" "slow roll" or what ever we'd like to call it, for "competitive reasons" has been overwhelmingly successful (sentiment towards MNKD & Afrezza can't get much lower) then why would they blow that cover this Friday by telling US (bottom feeder retail investors) what we want to hear? Further more, let's not forget that SNY is really talking to THEIR shareholders, and do we really expect that they're going to tell them that Afrezza is their future & savior? Have they EVER told their shareholders what they really feel about Afrezza? I once felt like I was an unshakable long, but my frustrations are beginning to consume me, hopefully a sign of a bottom. I cannot accept that Sanofi will not attempt at least one massive marketing campaign prior to even consider dropping the partnership. Sanofi upper management knows the Afrezza science and results from real world users. Sanofi is not going to lay down and just let other big pharmas take their diabetes market share. To me, it's not a matter of if but when.
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Post by bradleysbest on Nov 4, 2015 13:44:18 GMT -5
Agree Coaster, I just wish SNY would announce some positive news on behalf of MNKD. Things like they are working on the label change, insurance coverage is a priority, DTC will start 1Q-2016 (?), EU approval has been submitted or will be on ?..... Anything at this point would be reassuring! Come on SNY!!!!
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Post by mnkdorbust on Nov 4, 2015 13:48:23 GMT -5
Nobody goes into a fight expecting, wanting or willing to accept the possibility of losing. Sanofi's diabetes franchise is in a fight for their dominance right now and they appear to be losing ground. I can't imagine them not leveraging the advantage they have over all of their competitors to win this fight.
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Post by Deleted on Nov 4, 2015 14:08:23 GMT -5
Agree Coaster, I just wish SNY would announce some positive news on behalf of MNKD. Things like they are working on the label change, insurance coverage is a priority, DTC will start 1Q-2016 (?), EU approval has been submitted or will be on ?..... Anything at this point would be reassuring! Come on SNY!!!! I hear what you are saying but on the other hand, why would Sanofi tip their hand? Better to just execute and kick your opponents backside and let your actions do the talking.
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Post by mnkdorbust on Nov 4, 2015 14:11:44 GMT -5
Agree Coaster, I just wish SNY would announce some positive news on behalf of MNKD. Things like they are working on the label change, insurance coverage is a priority, DTC will start 1Q-2016 (?), EU approval has been submitted or will be on ?..... Anything at this point would be reassuring! Come on SNY!!!! I hear what you are saying but on the other hand, why would Sanofi tip their hand? Better to just execute and kick your opponents backside and let your actions do the talking. While i'm sure there are a number of things going on on the inside, from the outside it appears they are doing nothing of which i suspect/hope is strategic. A simple gesture as taking a 5 or 10% position in MNKD would be fine with me
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Post by Deleted on Nov 4, 2015 14:16:27 GMT -5
I hear what you are saying but on the other hand, why would Sanofi tip their hand? Better to just execute and kick your opponents backside and let your actions do the talking. While i'm sure there are a number of things going on on the inside, from the outside it appears they are doing nothing of which i suspect/hope is strategic. A simple gesture as taking a 5 or 10% position in MNKD would be fine with me :) Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt ― Sun Tzu, The Art of War
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Post by compound26 on Nov 4, 2015 14:16:44 GMT -5
Nobody goes into a fight expecting, wanting or willing to accept the possibility of losing. Sanofi's diabetes franchise is in a fight for their dominance right now and they appear to be losing ground. I can't imagine them not leveraging the advantage they have over all of their competitors to win this fight. Agree. Sanofi should be very concerned now that Tresiba is approved by FDA. Per Matt's videos uploaded in the last couple weeks, it appears Tresiba has an edge over Lantus (and most likely Toujeo) and Tresiba + Afrezza is a better combination vs Lantus + Afrezza.
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Post by bradleysbest on Nov 4, 2015 14:18:57 GMT -5
Everyone knows or thinks that SNY is working behind the scene. Does anyone believe big pharmaceutical companies don't know what needs to be done ? Meanwhile the silence continues as the share price drops.... Any communication to stop the shorts would be nice.
PS... If some good news does pop up & MNKD share price goes to $50 I take back my prior posts!
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Post by Deleted on Nov 4, 2015 14:24:26 GMT -5
Everyone knows or thinks that SNY is working behind the scene. Does anyone believe big pharmaceutical companies don't know what needs to be done ? Meanwhile the silence continues as the share price drops.... Any communication to stop the shorts would be nice. PS... If some good news does pop up & MNKD share price goes to $50 I take back my prior posts! And at $50 will you sell your entire position?
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Post by hammer on Nov 4, 2015 14:33:25 GMT -5
We are witnessing one of two things. The failure of SNY to bring to worldwide diabetics a transformational drug by incompetent marketing efforts, or the beginning of the Minimed 2.0 story!
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Post by fedakd on Nov 4, 2015 14:53:06 GMT -5
Algos seem to be running between $2.98 and $3.00 to cover short sales. This is unbelievable.
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