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Post by bioexec25 on Nov 12, 2015 20:00:43 GMT -5
Guys.... only to say that the first messagge was totally right. A TS partner has been announced to come and there are no thread. Here discussion has become about Sny and the JV. I Think we all have been shocked too much recently Maybe so but your comment reminds me of form over substance. Shocked too much? What does that even mean?
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Post by jurystillout on Nov 12, 2015 20:45:26 GMT -5
As much as I'd like to see a TS deal I really think money would be left on the table if mnkd is negotiating from a position of weak afrezza sales. The negotiating position with another BP would be much, much better if Afrezza was flying off the shelves. What we really need more than anything else are sales /marketing. Once we get sale rolling everything gets better!
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Post by Deleted on Nov 12, 2015 20:51:33 GMT -5
As much as I'd like to see a TS deal I really think money would be left on the table if mnkd is negotiating from a position of weak afrezza sales. The negotiating position with another BP would be much, much better if Afrezza was flying off the shelves. What we really need more than anything else are sales /marketing. Once we get sale rolling everything gets better! only of MNKD had that luxury.. why would you think it had to sell shares to TASE @ multi year lows...? Better pawn of a drug and save Afrezza as Afrezza market is huge than any thing else
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Post by Deleted on Nov 12, 2015 21:01:06 GMT -5
A signed TS Partnership, you're kidding right ?? It depends on what the deal is and for what. Remember, the Afrezza deal was not well received by most and did not truly help the share price. Go look and see how the stock tanked right after the deal was announced on Aug 11, 2014. It was all downhill from there in general to where we now sit. Disappointing would not adequately explain where Mannkind is with Techsnosphere. There might be a lot of interest but if no one is willing to actually partner with Mannkind to bring something to market, then the company is most likely doomed unless Afrezza starts to get a foothold. And that brings yet another concern. Sanofi is having a problem with Toujeo gaining acceptance and if Matt Bendall is onto something with Tresiba being the optimal basal to go with Afrezza and not Toujeo, Sanofi will most like ditch Afrezza and use all its resources to try and resurrect Toujeo imo. That scenario again puts the screws to Mannkind. Maybe there is a white knight out there like Teva that will bail Mannkind out. Would Novo make a move? I dunno but Mannkind is radioactive right now. The reality is that Afrezza for most patients reduces the amount of basal they need. If Sanofi dumped Afrezza, one of their competitors would take it over and do irreversible damage to Sanofi's diabetes franchise and within a year, Sanofi would be revising their sales for diabetes products down further. Afrezza reducing the amount of basal needed by the patient could potentially increase Sanofi's basal revenue. Afrezza would work with insurance companies to offer a bundled price for an Afrezza/Toujeo combination. In this scenario, basal utilization drops, Sanofi negotiates a deal that shares a portion of the savings due to reduced basal usage along with the benefits Afrezza offers: better control of blood glucose levels, reduced A1c, significantly reduced long term health complications and associated costs, better patient compliance (i.e. no injections, better patient comfort). While patient utilization of basal declines, Sanofi increases their marketshare taking patients from Lilly, Novo and stemming the loss of their Lantus base by migrating these patients to the A/T combo.
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Post by Deleted on Nov 12, 2015 21:08:10 GMT -5
It depends on what the deal is and for what. Remember, the Afrezza deal was not well received by most and did not truly help the share price. Go look and see how the stock tanked right after the deal was announced on Aug 11, 2014. It was all downhill from there in general to where we now sit. Disappointing would not adequately explain where Mannkind is with Techsnosphere. There might be a lot of interest but if no one is willing to actually partner with Mannkind to bring something to market, then the company is most likely doomed unless Afrezza starts to get a foothold. And that brings yet another concern. Sanofi is having a problem with Toujeo gaining acceptance and if Matt Bendall is onto something with Tresiba being the optimal basal to go with Afrezza and not Toujeo, Sanofi will most like ditch Afrezza and use all its resources to try and resurrect Toujeo imo. That scenario again puts the screws to Mannkind. Maybe there is a white knight out there like Teva that will bail Mannkind out. Would Novo make a move? I dunno but Mannkind is radioactive right now. The reality is that Afrezza for most patients reduces the amount of basal they need. If Sanofi dumped Afrezza, one of their competitors would take it over and do irreversible damage to Sanofi's diabetes franchise and within a year, Sanofi would be revising their sales for diabetes products down further. Afrezza reducing the amount of basal needed by the patient could potentially increase Sanofi's basal revenue. Afrezza would work with insurance companies to offer a bundled price for an Afrezza/Toujeo combination. In this scenario, basal utilization drops, Sanofi negotiates a deal that shares a portion of the savings due to reduced basal usage along with the benefits Afrezza offers: better control of blood glucose levels, reduced A1c, significantly reduced long term health complications and associated costs, better patient compliance (i.e. no injections, better patient comfort). While patient utilization of basal declines, Sanofi increases their marketshare taking patients from Lilly, Novo and stemming the loss of their Lantus base by migrating these patients to the A/T combo. patients will soon find out Toujeo isnt for them..and move back to Lantus or Tresiba.. SNY is in big trouble.. but dont they get royalty on Tresiba sales? got mixed up www.fiercepharma.com/story/sanofi-patent-deal-lets-lilly-roll-out-lantus-biosim-us-next-december/2015-09-28
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Post by dictatorsaurus on Nov 13, 2015 9:52:07 GMT -5
With the slow launch of Afrezza and very low sales, I believe TS is the bail out solution for MNKD. Afrezza is a long term goal and will take years for it to pick up. We have to be realistic, the weekly scripts are disturbingly low, and even if they pick up, how much of a jump should we expect?
In the meantime a TS partnership and possibly more in the near future will keep the company doors open and steering in the right direction.
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Post by bradleysbest on Nov 13, 2015 10:31:22 GMT -5
Agree 100 %.... We need a TS deal with upfront money to keep us going until Afrezza sales take off.
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Post by ryanwal26 on Nov 13, 2015 11:21:37 GMT -5
Pulmonary Hypertension treatment was discussed during the CC so i'd imagine that would be next to start trials. I would like to see a study done with Afrezza for the treatment of emergency hyperglycemia in an ambulance and emergency room setting. Currently on the ambulance we have no reliable treatments for this and we can't give insulin because it is to dangerous playing the up and down blood glucose game. With Afrezza it leaves the body so fast, is easy to dose and may have a huge impact for patients suffering from this! Cost isn't a factor when talking about emergency medications as long as it is shown to be effective.
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Post by peppy on Nov 13, 2015 11:25:44 GMT -5
Pulmonary Hypertension treatment was discussed during the CC so i'd imagine that would be next to start trials. I would like to see a study done with Afrezza for the treatment of emergency hyperglycemia in an ambulance and emergency room setting. Currently on the ambulance we have no reliable treatments for this and we can't give insulin because it is to dangerous playing the up and down blood glucose game. With Afrezza it leaves the body so fast, is easy to dose and may have a huge impact for patients suffering from this! Cost isn't a factor when talking about emergency medications as long as it is shown to be effective. regarding an ambulance. They would need a spirometer first, if the person still has an airway and does not need to be intubated. The ambulance is not the plan.
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Post by ryanwal26 on Nov 13, 2015 11:33:26 GMT -5
For long term use, spirometer is required but i can't imagine that as an emergency medication it would be required by the FDA especially when there are no other viable treatment options.
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Post by parrerob on Nov 14, 2015 9:05:57 GMT -5
A new TS partnership will move up strongly SNY too develope Afrezza. MannKind will demonstrate that through his pipeline the company have great chances to survive and to groove even if more years are required. MannKind will have all necessary financial requirements to keep Afrezza alive and to found a new partner. SNY knows what Afrezza is and they will not plan their long roadmap with Afrezza in a portfolio not owned by them. So a new TS partnership will help for sure our financial situation, now, and quite soon will push much more then now, SNY to help Afrezza market penetration.
I do not think SNY will drop Afrezza any case. But I believe that MannKind being a little bit more financially independent from Afrezza development, will strongly push SNY to be more proactive in product development.
Considerations ?
Nice weekend to everyone. OT: Normally I do not like French people (for their arrogance), Today I am feeling French !
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Post by liane on Nov 14, 2015 9:08:23 GMT -5
I think we're all feeling the French connection today.
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Post by sportsrancho on Nov 14, 2015 10:33:19 GMT -5
For long term use, spirometer is required but i can't imagine that as an emergency medication it would be required by the FDA especially when there are no other viable treatment options. Agree, the doc can write the script off-label with out the test. Also for people who smoke, have asthma or are under 18. And those people. All that I know personally, are doing great! I thing SNY wanted us cheap. Al wouldn't go for it so we partnered. Now they are taking their own sweet time trying to wait us out. Oops! Then Al pulls another rabbit out of his hat:-))) IMO. ( NVO has to be watching.)
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Post by mssciguy on Nov 14, 2015 10:41:10 GMT -5
For long term use, spirometer is required but i can't imagine that as an emergency medication it would be required by the FDA especially when there are no other viable treatment options. Agree, the doc can write the script off-label with out the test. Also for people who smoke, have asthma or are under 18. And those people. All that I know personally, are doing great! I thing SNY wanted us cheap. Al wouldn't go for it so we partnered. Now they are taking their own sweet time trying to wait us out. Oops! Then Al pulls another rabbit out of his hat:-))) IMO. ( NVO has to be watching.) Novo is very smart. They would make a great partner. They've been recruiting in Lilly's backyard for years, now they are even opening up a peptide lab in Lilly's backyard too, using local talent including a half dozen university MD PhDs ... (disclaimer: rumor).....
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Post by Deleted on Nov 14, 2015 10:45:01 GMT -5
Agree, the doc can write the script off-label with out the test. Also for people who smoke, have asthma or are under 18. And those people. All that I know personally, are doing great! I thing SNY wanted us cheap. Al wouldn't go for it so we partnered. Now they are taking their own sweet time trying to wait us out. Oops! Then Al pulls another rabbit out of his hat:-))) IMO. ( NVO has to be watching.) Novo is very smart. They would make a great partner. They've been recruiting in Lilly's backyard for years, now they are even opening up a peptide lab in Lilly's backyard too, using local talent including a half dozen university MD PhDs ... (disclaimer: rumor)..... But they have a competing meal time insulin which SNY doesn't have ... Apidra market share is negligible... So SNY should have every reason to push Afrezza
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