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Post by EveningOfTheDay on Dec 1, 2015 23:17:01 GMT -5
Don't expect Sanofi to say anything about Afrezza, especially for the benefit of Mannkind or the medical community. This is just not their style. I think, whether we like it or not, we all figured out as much. I said it several times, Sanofi has no responsibility or obligation towards MNKD shareholders. This issue has only come to the forefront because of the shaky financial situation that Mannkind faces. I also have posted often that I did not believe for one minute that Sanofi would abandon the Afrezza project, since it would make very little sense for them to do so. My foremost concern is to try to understand how far behind estimates we are in the introduction of Afrezza, how that affects Mannkind on the short term and how Mannkind plans to make up for it, so they can keep development of other Technosphere applications.
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Post by mssciguy on Dec 1, 2015 23:44:08 GMT -5
Don't expect Sanofi to say anything about Afrezza, especially for the benefit of Mannkind or the medical community. This is just not their style. I think, whether we like it or not, we all figured out as much. I said it several times, Sanofi has no responsibility or obligation towards MNKD shareholders. This issue has only come to the forefront because of the shaky financial situation that Mannkind faces. I also have posted often that I did not believe for one minute that Sanofi would abandon the Afrezza project, since it would make very little sense for them to do so. My foremost concern is to try to understand how far behind estimates we are in the introduction of Afrezza, how that affects Mannkind on the short term and how Mannkind plans to make up for it, so they can keep development of other Technosphere applications. Plenty of rays of hope from several sources (known and reputable) on a few other social networks today-- the costco news about low-priced Afrezza without insurance, also reports of UHC (big as they say, including much of California which loves Afrezza), also doctors publishing favorable articles including Afrezza discussion. I would wholeheartedly endorse a "no-spin, facts-only zone" for all the developments occurring but the fact is, the whole system (including the colossal health insurance "industry") is so guarded with secrecy-- if not for social media, no one would know that picking up the phone or sending an email will get them the coverage they need. The whole system in the US is sick, sick, sick.
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Post by suebeeee1 on Dec 2, 2015 0:48:01 GMT -5
Amusing how short sellers have moved from Sanofi ending the partnership to EU approval is meaningless. Soon January will be upon us and no news from Sanofi will end short sellers last supposition of ending the partnership The short sellers will create any news story and continue to engender FUD. Sanofi could shout from the highest mountain that they are committed to MNKD forevermore and the next day the short sellers would be circulating a story about how Sanofi is only doing that in order to control the sales of Afrezza so that it doesn't compete with their own products. The short sellers will continue their manipulation until they have squeezed as much add they can from the stock and them move on. At $2/ share, there isn't much left to squeeze. They are now shaking out longs who are selling for the tax breaks allowing them to cover their positions. We play into their hands
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Post by rrtzmd on Dec 2, 2015 9:13:19 GMT -5
Amusing how short sellers have moved from Sanofi ending the partnership to EU approval is meaningless. Soon January will be upon us and no news from Sanofi will end short sellers last supposition of ending the partnership The short sellers will create any news story and continue to engender FUD. Sanofi could shout from the highest mountain that they are committed to MNKD forevermore and the next day the short sellers would be circulating a story about how Sanofi is only doing that in order to control the sales of Afrezza so that it doesn't compete with their own products. The short sellers will continue their manipulation until they have squeezed as much add they can from the stock and them move on. At $2/ share, there isn't much left to squeeze. They are now shaking out longs who are selling for the tax breaks allowing them to cover their positions. We play into their hands A "shout from the highest mountain" is meaningless. Action, on the other hand, means something. Action towards resolving spirometry issues -- action beyond just providing a link to the company's medical device division. Action towards resolving reimbursement questions. Action towards improving labeling. Even an action as simple as including afrezza on the list of SNY's" Important Options for Prandial Diabetes Treatment" in its presentation would count for something. So far, Sanofi has been the model for "inaction." Whether they cancel the contract hardly seems relevant since they don't appear to be doing much of anything anyway.
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Post by mnholdem on Dec 2, 2015 10:40:15 GMT -5
It does't appear that Sanofi is all that concerned that spirometry testing is a major roadblock, according to this July 2015 interview by the American Journal of Managed Care:
www.ajmc.com/journals/evidence-based-diabetes-management/2015/july-2015/sanofi-addresses-need-for-spirometry-before-physicians-can-prescribe-afrezza
Excerpt:
Sanofi is taking steps to turn the tide. At the annual Scientific Sessions of the American Diabetes Association (ADA) held June 5-9, 2015, in Boston, the education session on Afrezza was packed with physicians seeking information. The Afrezza floor display included efforts to deal with the spirometry issue head on, such as a document, “Guide to spirometry,” which described who can give the test and how, what the parameters mean, and—most important of all—which codes to use for reimbursement, both current procedural terminology and ICD-9 diagnosis codes.
Officially, Sanofi does not see spirometry as a challenge to broader use of the drug. “While spirometry testing is required in order for a patient to be prescribed Afrezza, we do not see this as a barrier since many healthcare professionals are familiar with and have spirometry equipment in their offices,” said Susan Brooks, spokeswoman for Sanofi Diabetes, in an email to Evidence-Based Diabetes Management. “We have and will continue to make sure to get feedback and input from healthcare professionals and patients to help make Afrezza available to appropriate patients.”
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Post by rrtzmd on Dec 2, 2015 11:09:30 GMT -5
It does't appear that Sanofi is all that concerned that spirometry testing is a major roadblock, according to this July 2015 interview by the American Journal of Managed Care:
www.ajmc.com/journals/evidence-based-diabetes-management/2015/july-2015/sanofi-addresses-need-for-spirometry-before-physicians-can-prescribe-afrezza
Excerpt:
Sanofi is taking steps to turn the tide. At the annual Scientific Sessions of the American Diabetes Association (ADA) held June 5-9, 2015, in Boston, the education session on Afrezza was packed with physicians seeking information. The Afrezza floor display included efforts to deal with the spirometry issue head on, such as a document, “Guide to spirometry,” which described who can give the test and how, what the parameters mean, and—most important of all—which codes to use for reimbursement, both current procedural terminology and ICD-9 diagnosis codes.
Officially, Sanofi does not see spirometry as a challenge to broader use of the drug. “While spirometry testing is required in order for a patient to be prescribed Afrezza, we do not see this as a barrier since many healthcare professionals are familiar with and have spirometry equipment in their offices,” said Susan Brooks, spokeswoman for Sanofi Diabetes, in an email to Evidence-Based Diabetes Management. “We have and will continue to make sure to get feedback and input from healthcare professionals and patients to help make Afrezza available to appropriate patients.”
"Officially, Sanofi does not see spirometry as a challenge to broader use of the drug." Well, that's fine for Sanofi, but then again, right now they don't seem particularly concerned about "broader use of the drug." Also, as I recall, at least a few reports from analysts came out alleging they did some surveys and found that spirometry was a significant issue. Have they changed their minds? Also, whether "many healthcare professionals are familiar with and have spirometry equipment" does not translate into eliminating a barrier. Other problems such as insurance reimbursement -- simply providing ICD codes does not address that issue -- and malpractice risk may weigh in as well. There was one website -- which I can't recall but will attempt to find -- that provided a full breakdown of the issues from one survey.
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Post by mnholdem on Dec 2, 2015 12:41:53 GMT -5
I'm not challenging your post. I'm just sharing a viewpoint I read some time ago from a Sanofi spokesperson. Your point about needing action to get the label improved is spot on and very much related to the insurers balking at covering Afrezza at its current premium pricing.
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Post by Deleted on Dec 2, 2015 13:32:46 GMT -5
With SD training provided by Sanofi, the partnership ending supposition seems to be flowing down the toilet like the rest of shorts' lies.
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Post by longinvstr on Dec 2, 2015 14:07:37 GMT -5
With SD training provided by Sanofi, the partnership ending supposition seems to be flowing down the toilet like the rest of shorts' lies. SD training revelation also, perhaps, having some corolation with MNKD pps finding some recent boyancy
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Post by Deleted on Dec 2, 2015 18:40:23 GMT -5
Sanofi training and early completion of post marketing studies, indicates good things on the horizon for MannKind.
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