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Post by robsacher on Nov 6, 2015 5:00:55 GMT -5
Friday, Nov.6, 2015
Sanofi Corporation have confirmed the company's commitment in promoting and marketing Afrezza at Sanofi's latest senior management meeting in Paris earlier this morning. Calling Afrezza, an innovative treatment option for diabetes on page 105 of Sanofi's 200+ page document of Sanofi products, Sanofi management express that Afrezza is a novel mode of administration and innovative in nature.
Perhaps most importantly in an endorsement of the new inhaled insulin, Sanofi state that time is needed for Afrezza to demonstrate its potential and Sanofi expects gradual market access. Sanofi also highlighted Afrezza's fast absorption rate and short duration of action and listed the inhaler as an innovative device.
Sanofi highlighted the coming Direct To Consumer, aka DTC, promotion campaign and an expanded number of physicians being targeted by the Sanofi sales force as well as a commercial focus on uncontrolled basal insulin intensification patients.
All in all, while Afrezza is only one of a large number of new products Sanofi has recently launched or has plans to launch in the near future, the Sanofi endorsement will likely be what long investors in MannKind Corporation, Sanofi's partner and developer and manufacturer of Afrezza, were hoping to find in Sanofi's marketing plans for the future.
Robert Sacher
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Post by falconquest on Nov 6, 2015 5:27:35 GMT -5
I guess the thing that I don't understand is the huge disparity of belief in this product between those that see it as a paradigm shift in the treatment of diabetes that offers patients A1c levels of normal healthy individuals and those who feel it just has a novel delivery mechanism for the same old insulin. It feels like Sanofi doesn't know what it has. How can so many investors and users understand this is a huge advance in the treatment of diabetes and yet Sanofi treats it as just an alternative treatment option? They are certainly playing their cards close to their chests on this one. The question is why?
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Post by kc on Nov 6, 2015 5:38:29 GMT -5
Rob, thanks for your digging and diligence. I still think they want Afrezza but don't really understand how to market it. They are old and backwards in their approach.
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Post by Deleted on Nov 6, 2015 5:41:37 GMT -5
Rob - Thanks for taking the time to post Sanofi's commitment to Afrezza. This should finally extinguish the short sellers supposition of ending their partnership.
Now if MannKind adds some reassurance on Monday we should see a steady rise in share price.
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Post by robsacher on Nov 6, 2015 5:48:26 GMT -5
I guess the thing that I don't understand is the huge disparity of belief in this product between those that see it as a paradigm shift in the treatment of diabetes that offers patients A1c levels of normal healthy individuals and those who feel it just has a novel delivery mechanism for the same old insulin. It feels like Sanofi doesn't know what it has. How can so many investors and users understand this is a huge advance in the treatment of diabetes and yet Sanofi treats it as just an alternative treatment option? They are certainly playing their cards close to their chests on this one. The question is why? That's the way it is with paradigm changing innovation. Even the Wright Brothers never envisioned that people would fly in airplanes. They saw the airplane as a means of delivering the mail. Also, the predominant view at the time among the population was that the airplane was a toy for the wealthy but no person in his right mind would ever want to leave the ground. A few years later, more people preferred to fly in dirigibles than in airplanes and most people thought that dirigibles would be how people flew across the ocean and continents. |
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Post by robsacher on Nov 6, 2015 5:50:00 GMT -5
Rob, thanks for your digging and diligence. I still think they want Afrezza but don't really understand how to market it. They are old and backwards in their approach. We need to give them some time and let them figure it out. I think they are doing more than we know... |
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Post by vestful on Nov 6, 2015 7:44:20 GMT -5
Rob - personally want to thank you for your work on this stock. You responded to Greg in a professional manner and I am sure that wasn't easy.
Sani showed they aren't leaving anytime in the near future and that should shut up shorts. (but won't). I was hoping they would talk about the label and fda. Maybe this was because they have a portfolio of products and not enough time or they are just leaving a little meat on the bone for mnkd. Either way, looking forward to Monday and if nothing substantial I will take it as a blessing to add more.
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Post by vissertrades on Nov 6, 2015 8:09:05 GMT -5
We tend to have "group think" mentaility as we are so close to this product via our investment but it will take time for awareness and acceptance by those outside the "group". This long haul is NOT street friendly, hence the increasing pressure and you'll always have creepy haters like shrek. Additionally, this is a complex disease and therefore change is not taken on a whim. I hold firm to the belief in Afrezza, Mannkind, and Technosphere.
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Post by mnholdem on Nov 6, 2015 8:12:42 GMT -5
Sanofi also states that their U.S. Launch in Feb 2015 has "Commercial focus on ~1.1m uncontrolled basal insulin intensification patients". A footnote states that this is the number of patients AFTER excluding patients for whom Afrezza® is contraindicated.
Sanofi also notes that the FDA requirements for starting patients on Afrezza® is one of the reasons of why time is needed for Afrezza® to demonstrate its potential.
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To reach their target of 1.1m patients, Sanofi stated that it has a plan for a DTC advertising campaign and expanded number of physician targets for sales force.
NOTE: Sanofi projection for the U.S. market only. Sanofi's global sales projections have not be published.
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Post by yossarian on Nov 6, 2015 8:23:14 GMT -5
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Post by dubylvs on Nov 6, 2015 8:42:48 GMT -5
Rob, thanks for your digging and diligence. I still think they want Afrezza but don't really understand how to market it. They are old and backwards in their approach. We need to give them some time and let them figure it out. I think they are doing more than we know... I haven't posted here in a long time but I am not shaken in my beliefs of Al Mann's vision. We all have to understand in this sector that new drugs are not all like Viagara and are not going to rise immediately once gone to market (no pun intended ) and will take time. I have bought anywhere between $3.00 to 9.50 and will keep adding until that confidence is shaken. I'm sure SNY wth MNKD's education on the product is not going in half halfheartedly, just slow and steady and trying to get it right.. So many other drugs have failed trying to jump right in too quickly. For me, I have faith and know it will eventually be the blockbuster all longs have envisioned. See you in another year for my next post.. |
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Post by centralcoastinvestor on Nov 6, 2015 9:05:55 GMT -5
Friday, Nov.6, 2015 Sanofi Corporation have confirmed the company's commitment in promoting and marketing Afrezza at Sanofi's latest senior management meeting in Paris earlier this morning. Calling Afrezza, an innovative treatment option for diabetes on page 105 of Sanofi's 200+ page document of Sanofi products, Sanofi management express that Afrezza is a novel mode of administration and innovative in nature. Perhaps most importantly in an endorsement of the new inhaled insulin, Sanofi state that time is needed for Afrezza to demonstrate its potential and Sanofi expects gradual market access. Sanofi also highlighted Afrezza's fast absorption rate and short duration of action and listed the inhaler as an innovative device. Sanofi highlighted the coming Direct To Consumer, aka DTC, promotion campaign and an expanded number of physicians being targeted by the Sanofi sales force as well as a commercial focus on uncontrolled basal insulin intensification patients. All in all, while Afrezza is only one of a large number of new products Sanofi has recently launched or has plans to launch in the near future, the Sanofi endorsement will likely be what long investors in MannKind Corporation, Sanofi's partner and developer and manufacturer of Afrezza, were hoping to find in Sanofi's marketing plans for the future. Robert Sacher Rob, like so many others, I really appreciate all the research and advocacy you do for Mnkd shareholders. Your steady voice in an ocean of FUD has been very reassuring to me in our dark days, which there have been many. Keep up the great work. CCI |
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Post by Chris-C on Nov 6, 2015 9:52:53 GMT -5
I guess the thing that I don't understand is the huge disparity of belief in this product between those that see it as a paradigm shift in the treatment of diabetes that offers patients A1c levels of normal healthy individuals and those who feel it just has a novel delivery mechanism for the same old insulin. It feels like Sanofi doesn't know what it has. How can so many investors and users understand this is a huge advance in the treatment of diabetes and yet Sanofi treats it as just an alternative treatment option? They are certainly playing their cards close to their chests on this one. The question is why? That's the way it is with paradigm changing innovation. Even the Wright Brothers never envisioned that people would fly in airplanes. They saw the airplane as a means of delivering the mail. Also, the predominant view at the time among the population was that the airplane was a toy for the wealthy but no person in his right mind would ever want to leave the ground. A few years later, more people preferred to fly in dirigibles than in airplanes and most people thought that dirigibles would be how people flew across the ocean and continents. Rob- Nicely stated. Let me join the chorus of admirers you have on this board. Your efforts are sincerely appreciated. I particularly admire your careful thought to balance and qualification in what you write, your willingness to acknowledge and respect differing views, and your consistently kind and civil responses to your detractors both here and on Seeking Alpha. Regards, Chris C |
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Post by rrtzmd on Nov 6, 2015 10:07:02 GMT -5
The full document: en.sanofi.com/Images/40161_MSM_presentation_final.pdfPages 24-26 stood out immediately: "Deliver Outstanding Launches" "Greater Focus on Six Major Launches through GBU Structure" "Sanofi Expects its Six Major Launches to Generate Substantial Combined Sales" Afrezza isn't one of the six drugs. Toujeo, praluent, sarilumab, lixilan, dupilumab, dengvaxia are the six chosen. A dengue vaccine took precedence over afrezza? |
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Post by robsacher on Nov 6, 2015 11:25:02 GMT -5
Rob, thanks for your digging and diligence. I still think they want Afrezza but don't really understand how to market it. They are old and backwards in their approach. kc, the more I think about this the more I believe that Sanofi know exactly what they are doing. First, they know that Afrezza will not be in preferred tiers for the first year so why waste a fortune on advertising something that patients will not be able to afford. Second, doctors knew very little to nothing of Afrezza and how it works so doctors will either take a wait and see approach or find one or two patients for whom the doctor can perform his or own personal study. Again, why waste a fortune on DTC when doctors will be conservative and slow and cautious on writing prescriptions. Patience really means profits in this case. 2016, especially the second half, will have much more good news for MNKD investors. Doctors who have had A1C results for a few quarters will know the benefits of Afrezza for the handful of their patients who have been their early adopters. Also, there will likely be published results of some of these findings which will make prescribing Afrezza easier for more of the wait and see doctors. Sanofi will have more time to get Afrezza into more and more preferred tiers. Therefore, more and more patients will be able to afford it. |
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