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Post by jpg on Nov 6, 2015 4:29:28 GMT -5
So is this punishment for nor accepting an previous offer? Is this Sanofi being pragmatic? Are we part of just a bunch of stuff they are throwing at the wall to see what sticks? So they are not dropping us, obviously, which made no sense to me, but we get no break. Suffering goes on and now we all really need to reassess our deepest believes... or at least I think I will. The suffering goes on but it's still a great drug. Sadly not one Sanofi wants to put any in their A team. OR B team? |
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Post by tchalaa on Nov 6, 2015 4:30:35 GMT -5
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Post by robsacher on Nov 6, 2015 4:34:29 GMT -5
Bon courage à toute l'équipe de Mannkind dans ces circonstances vraiment difficiles ! Thank you.  |
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Post by jpg on Nov 6, 2015 4:35:58 GMT -5
It's actually kind of realistic. I'm ok with that as long as they focus on those 3 things. Medicine sometimes works in strange ways. This is the type of drug that can do a lot better than people think (now think anyway!). As long as they continue giving it a chance and that Mannkind keeps them honest (with the very little leverage they have). |
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Post by parrerob on Nov 6, 2015 4:46:53 GMT -5
Personally I like so much this slide....
If Afrezza will succeed We all know it will take years ..... (meaning years to reach something like 1B$ sales) .... and it will be closed to 2020. This is the road to 2020. And Continued Focus on Gaining Market Access is exactly what We need.
I really don't understand the disappointment.... Some one expected to hear from Sanofi that they will concentrate 100% on Afrezza ?
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Post by Deleted on Nov 6, 2015 4:47:25 GMT -5
I had no problems with the presentation. Afrezza was in there, in the mix, and Sanofi is going nowhere. The partnership is solid. There could be a bump tomorrow in the SP.
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Post by jpg on Nov 6, 2015 5:00:36 GMT -5
Not to defend Sanofi but imagine if he had said the future of Sanofi diabetes depended on Afrezza? How do you think analysts would have responded?
The proof will be in sales over the next few months. The marketing campagne seems finally to be started. Finally...
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Post by tayl5 on Nov 6, 2015 5:00:48 GMT -5
I'm satisfied as well. I saw this as a binary event where we're either on the list or not. If they said Afrezza failed and was being dropped from the portfolio, think how you'd be feeling now.
It would have been good if they said they we're doubling down or buying out Afrezza, MNKD, etc., but it's a reasonable statement of support given the state of sales and their other initiatives.
If they reduce the resources currently focused on Afrezza we have a different problem, but today we're still alive. Hooray!
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Post by Deleted on Nov 6, 2015 5:10:26 GMT -5
Weekly NRx #s are all that matter now. If the #s don't grow and Sanofi does not terminate the deal then they are just dragging it along so they can say they made a good faith effort and not get sued.
If AL is not happy, perhaps he can shop the company and force Sanofi's hand. Right now, Sanofi does not have enough skin in the game to make it hurt if Afrezza were to fail. If they had say $10B of skin in the game, you can bet their approach to marketing Afrezza would be a whole lot more aggressive.
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Post by waldemar on Nov 6, 2015 5:21:15 GMT -5
OK, if Afrezza reaches 1 Billion in sales in let say 5 years, the main and most concerning question still remains: How will the company manage to survive financially? The slow market penetration does not make me happy at all...
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Post by EveningOfTheDay on Nov 6, 2015 5:34:23 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.
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Post by robsacher on Nov 6, 2015 5:36:06 GMT -5
I had no problems with the presentation. Afrezza was in there, in the mix, and Sanofi is going nowhere. The partnership is solid. There could be a bump tomorrow in the SP. I just wrote a quick piece for Seeking Alpha although I'm not sure if they will publish it. However, I have the same piece here so let's hope it gets picked up through search engines asap. The article is entitled: Sanofi Reaffirm Commitment to MannKind'a Afrezza. That was a close one tonight. I thought we were dead in the water until page 105 popped up. |
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Post by Deleted on Nov 6, 2015 5:37:44 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. The other concern with the slow role is competitive technology. The world isn't waiting around. |
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Post by robsacher on Nov 6, 2015 5:38:16 GMT -5
OK, if Afrezza reaches 1 Billion in sales in let say 5 years, the main and most concerning question still remains: How will the company manage to survive financially? The slow market penetration does not make me happy at all… Respectfully, let's enjoy this moment for one day. We can throw ourselves at the other problems on Monday. OK? |
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Post by robsacher on Nov 6, 2015 5:41:43 GMT -5
I'm satisfied as well. I saw this as a binary event where we're either on the list or not. If they said Afrezza failed and was being dropped from the portfolio, think how you'd be feeling now. It would have been good if they said they we're doubling down or buying out Afrezza, MNKD, etc., but it's a reasonable statement of support given the state of sales and their other initiatives. If they reduce the resources currently focused on Afrezza we have a different problem, but today we're still alive. Hooray! We're more than alive. Sanofi have reaffirmed their commitment to Afrezza and if they have reduced expectation then that's a reasonable and logical conclusion based on the headwinds that Sanofi will work on next year. This was a victory. We need to enjoy it for at least one day. |
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