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Post by inittowinit on Nov 6, 2015 5:44:03 GMT -5
Afrezza's time will come, but will it come in time? More than ever MNKD needs their TS patents/pipeline to deliver.
Looking forward to the 9th...
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Post by kc on Nov 6, 2015 5:54:27 GMT -5
Based on the slides dedicated to diabetes and the two that had Afrezza on them. They still get it and are committed.
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Post by tayl5 on Nov 6, 2015 6:02:50 GMT -5
That is the real question. We all know that Afrezza works, I knew all along that Sanofi would not walk away, but for how long can MNKD survive without a clear statement of support? We'll have to wait and see what Matt and Hakan (oh god how scary the thought) have to say. This was a clear statement of support. I expect Sanofi will respond further if there is clear traction happening ftom the ongoing DTC and sales efforts. Everything else is manageable if sales grow. |
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Post by hammer on Nov 6, 2015 6:04:19 GMT -5
It looks like status quo for a while.
In a perfect world I would have liked to seen a radical change in the diabetic profile different from competitors. At least they have re committed to Afrezza since it obviously has a place in their plan into 2020, although they have decreased expectations of the drug. We must now wait to see if they will market properly. There is much work to be done until Afrezza assumes is therapeutic place in diabetes treatment.
As a SNY stockholder, I'm am discouraged by their overall diabetes plan. I think that NVO is going to clean their clock going forward with Tresiba, and Lilly will continue to pull market share from Lantus with biosimilars. They seem to have bet the farm on Praluent and have submitted a superiority trial for diabetic use based on Afrezza. I find that very odd, unless in the back room they still have bigger hopes about Afrezza.
For now as many years prior its a hold for MNKD stock.
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Post by tayl5 on Nov 6, 2015 6:13:43 GMT -5
If you're long and unimpressed with today's presentation, think how the big-time shorts must be feeling. They just had one of the biggest pillars of FUD kicked away. Now all they have is the insufficient cash argument which, while not minor, can be resolved in a number of quantifiable and verifiable ways.
They will spin this hard today but I bet they're feeling pretty sick and many will be looking for the exit, especially if today's numbers continue last week's positive trend.
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Post by mnholdem on Nov 6, 2015 8:01:41 GMT -5
Bon courage à toute l'équipe de Mannkind dans ces circonstances vraiment difficiles !
La chance n'a rien à voir avec elle , mais je vous remercie.
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Post by turk74 on Nov 6, 2015 8:09:17 GMT -5
It looks like status quo for a while.
In a perfect world I would have liked to seen a radical change in the diabetic profile different from competitors. At least they have re committed to Afrezza since it obviously has a place in their plan into 2020, although they have decreased expectations of the drug. We must now wait to see if they will market properly. There is much work to be done until Afrezza assumes is therapeutic place in diabetes treatment.
As a SNY stockholder, I'm am discouraged by their overall diabetes plan. I think that NVO is going to clean their clock going forward with Tresiba, and Lilly will continue to pull market share from Lantus with biosimilars. They seem to have bet the farm on Praluent and have submitted a superiority trial for diabetic use based on Afrezza. I find that very odd, unless in the back room they still have bigger hopes about Afrezza.
For now as many years prior its a hold for MNKD stock.
Hammer - was this stated today in the presentation? I have reviewed the slides but was not able to listen. |
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Post by hammer on Nov 6, 2015 8:12:00 GMT -5
It looks like status quo for a while.
In a perfect world I would have liked to seen a radical change in the diabetic profile different from competitors. At least they have re committed to Afrezza since it obviously has a place in their plan into 2020, although they have decreased expectations of the drug. We must now wait to see if they will market properly. There is much work to be done until Afrezza assumes is therapeutic place in diabetes treatment.
As a SNY stockholder, I'm am discouraged by their overall diabetes plan. I think that NVO is going to clean their clock going forward with Tresiba, and Lilly will continue to pull market share from Lantus with biosimilars. They seem to have bet the farm on Praluent and have submitted a superiority trial for diabetic use based on Afrezza. I find that very odd, unless in the back room they still have bigger hopes about Afrezza.
For now as many years prior its a hold for MNKD stock.
Hammer - was this stated today in the presentation? I have reviewed the slides but was not able to listen. It can be found on the clinicaltrails.gov site. |
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Post by uvula on Nov 6, 2015 8:17:57 GMT -5
Thank you so much to everyone who listed to the call and commented on it.
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Post by peppy on Nov 6, 2015 8:40:34 GMT -5
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Post by esstan2001 on Nov 6, 2015 8:44:10 GMT -5
I have a comment. The diabetes medications highlighted in Sanofi's growth plans can not yet be prescribed. screencast.com/t/bOVvhdZ4A dream. yes... and looking like the panicked throwing of money at the pipeline to see what sticks (would that make this a pipe dream?) |
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Post by peppy on Nov 6, 2015 8:49:48 GMT -5
another comment regarding sanofi.
Isatuximab Formula
C6456H9932N1700O2026S44 look at the atoms in that. look at the nitrogen.
screencast.com/t/e8fxBqhX
Isatuximab is a monoclonal antibody designed for the treatment of cancer This drug was developed by Sanofi-Aventis
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Post by jpg on Nov 6, 2015 8:52:14 GMT -5
It looks like status quo for a while.
In a perfect world I would have liked to seen a radical change in the diabetic profile different from competitors. At least they have re committed to Afrezza since it obviously has a place in their plan into 2020, although they have decreased expectations of the drug. We must now wait to see if they will market properly. There is much work to be done until Afrezza assumes is therapeutic place in diabetes treatment.
As a SNY stockholder, I'm am discouraged by their overall diabetes plan. I think that NVO is going to clean their clock going forward with Tresiba, and Lilly will continue to pull market share from Lantus with biosimilars. They seem to have bet the farm on Praluent and have submitted a superiority trial for diabetic use based on Afrezza. I find that very odd, unless in the back room they still have bigger hopes about Afrezza.
For now as many years prior its a hold for MNKD stock.
Hammer - was this stated today in the presentation? I have reviewed the slides but was not able to listen. This is the trial in Hammer is referring to: clinicaltrials.gov/ct2/show/NCT02585778?term=praluent&rank=5500 patients on lantus and Afrezza. |
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Post by hammer on Nov 6, 2015 9:13:33 GMT -5
jpg,
Thanks for posting link.
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Post by jpg on Nov 6, 2015 9:22:12 GMT -5
Sanofi wants to show superiority of Praluent (and Afrezza by association. This is obviously very good for us. And do notice the trial is for 500 patients. Not small.
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