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Post by mnkdnut on Nov 8, 2015 14:24:01 GMT -5
If you watched/listened to Sanofi's recent conference, please rate it in this poll.
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Post by gwb on Nov 8, 2015 14:47:00 GMT -5
If you watched/listened to Sanofi's recent conference, please rate it in this poll. The SNY shareholders have voted Friday ( DOWN 8 % ) ! These French Fk's should all die today .
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Post by blindhog1 on Nov 8, 2015 15:02:14 GMT -5
If you watched/listened to Sanofi's recent conference, please rate it in this poll. I don't want to influence anyone's vote...but if you were expecting more than what you got...you're not very savvy.
Maybe you should answer the same question Monday evening after MNKD gives it's CC. Not just a where are we going in the next few years presentation by one of the big boys on the block.
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Post by peppy on Nov 8, 2015 15:37:46 GMT -5
It was a "star wars" presentation.
Afrezza is the sneak attack.
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Post by jpg on Nov 8, 2015 16:16:25 GMT -5
It was a "star wars" presentation. Afrezza is the sneak attack. Or an after thought? Mannkind has a big quarterly ahead of them. I hope they have something up their sleeve. I'm becoming sceptical... |
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Post by rrtzmd on Nov 8, 2015 21:13:39 GMT -5
It was a "star wars" presentation. Afrezza is the sneak attack. Or an after thought? Mannkind has a big quarterly ahead of them. I hope they have something up their sleeve. I'm becoming sceptical... One thing that stood out to me was on page 104 -- "Important Options for Prandial Diabetes Treatment." It describes "Apidra" as "A rapid acting, mealtime, injectable insulin for Type 1 and Type 2 Diabetes" that is "Available in the SoloSTAR® pen." It describes "Lyxumia" as a "Once-daily prandial GLP-1 for Type 2 Diabetes" that is "Approved in over 50 countries worldwide." It does not say one word about afrezza. |
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Post by mnkdnut on Nov 8, 2015 22:44:58 GMT -5
Or an after thought? Mannkind has a big quarterly ahead of them. I hope they have something up their sleeve. I'm becoming sceptical... One thing that stood out to me was on page 104 -- "Important Options for Prandial Diabetes Treatment." It describes "Apidra" as "A rapid acting, mealtime, injectable insulin for Type 1 and Type 2 Diabetes" that is "Available in the SoloSTAR® pen." It describes "Lyxumia" as a "Once-daily prandial GLP-1 for Type 2 Diabetes" that is "Approved in over 50 countries worldwide." It does not say one word about afrezza. Yes, I had the same observation about that slide. So, if we're not one of the "Important Options for Prandial...Treatment", what are we exactly? Some kind of fringe experimental project? Brandicourt could have very easily said something very succinct about the longer term potential, or the innovativeness of delivery, or the positive response from early patients, etc. Instead, he purposefully avoided saying anything about it, even when its listed on the slide he's discussing. If you're Regeneron, or Zealand, you certainly got an unambiguous vote of confidence from Brandicourt. He seems intent on covering basal and prandial with a reduced set of longer acting injectables. Afrezza seems (to me) to be "on probation" of sorts with Brandicourt. I hope the US Sanofi team can win him over, and that they're up for the challenge. |
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Post by kball on Nov 9, 2015 6:12:25 GMT -5
Its almost like Sanofi has decided maybe T1 is their market after all....for a long while
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