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Post by Deleted on Jan 5, 2016 16:53:36 GMT -5
Matt gave the essential facts: Afrezza is the best meal time insulin. Without Sanofi, MannKind can price Afrezza competitively and achieve blockbuster status in a shorter time frame than Sanofi projected.
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Post by chuck on Jan 5, 2016 16:56:55 GMT -5
And of course Sanofi didn't think about a price reduction. Delusional.
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Post by trondisc on Jan 5, 2016 16:58:19 GMT -5
And of course Sanofi didn't think about a price reduction. Delusional. I'm with you on that one. For Sanofi not succeeding because of a price reduction not happening is delusional. I'm a long in pure revolt and have lost all credibility.
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Post by Deleted on Jan 5, 2016 16:59:49 GMT -5
He kinda made a jab that it needed to be cheaper a couple of times and that it was not being marketed properly. Whether or not its the greatest drug in the world does not matter at this point. These guys are out of their league. They don't have the experience, or the capital to play games.
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Post by kc on Jan 5, 2016 17:01:51 GMT -5
Matt gave the essential facts: Afrezza is the best meal time insulin. Without Sanofi, MannKind can price Afrezza competitively and achieve blockbuster status in a shorter time frame than Sanofi projected. Perhaps Sanofi wanted to cream the market or just make it look bad for Afrezza. I hope that Mannkind collaborates with a Pharma who has great marketing skills and needs an add on insulin product. or perhaps a deal with a company like TEVA who has great distribution networks. We need a hungry Pharma.
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Post by mnkdnewb on Jan 5, 2016 17:03:54 GMT -5
He kinda made a jab that it needed to be cheaper a couple of times and that it was not being marketed properly. Whether or not its the greatest drug in the world does not matter at this point. These guys are out of their league. They don't have the experience, or the capital to play games. That is exactly why they hired DeSisto. He really is and will be a game changer. For whatever reason, sanofi does NOT want this drug to be a success. IMHO, the more of a success afrezza is, the less money they would make overall due to patients not needing many of the other drugs they offer and make a killing on.
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Post by Deleted on Jan 5, 2016 17:06:19 GMT -5
So discount the price and get it into the hands of 30,000 people with diabetes. Then do a before and after of their A1C and CGMs which will show much better control and much lower volatility (large swings in blood glucose levels) which results in a 65% reduction in long term health complications. After a year or two, raise the price 20%. In a healthcare system that is moving to outcomes based compensation, Afrezza wins.
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Post by kc on Jan 5, 2016 17:26:44 GMT -5
He kinda made a jab that it needed to be cheaper a couple of times and that it was not being marketed properly. Whether or not its the greatest drug in the world does not matter at this point. These guys are out of their league. They don't have the experience, or the capital to play games. That is exactly why they hired DeSisto. He really is and will be a game changer. For whatever reason, sanofi does NOT want this drug to be a success. IMHO, the more of a success afrezza is, the less money they would make overall due to patients not needing many of the other drugs they offer and make a killing on. Bingo. I have heard from a couple of Diabetics on Afrezza they need less and less product. Dr. cut them back on what meals and injections are down. Al understood how the pancreas works with Afrezza. Its remarkable.
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Post by kc on Jan 5, 2016 17:27:59 GMT -5
So discount the price and get it into the hands of 30,000 people with diabetes. Then do a before and after of their A1C and CGMs which will show much better control and much lower volatility (large swings in blood glucose levels) which results in a 65% reduction in long term health complications. After a year or two, raise the price 20%. In a healthcare system that is moving to outcomes based compensation, Afrezza wins. You can be the new director of marketing.
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Post by Deleted on Jan 5, 2016 17:41:21 GMT -5
MannKind is worth considerably more with Afrezza and Technospere than the market has priced it at. I see many mid-sized pharmaceuticals being a good fit for MannKind.
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Post by kc on Jan 5, 2016 18:39:02 GMT -5
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Post by jbe on Jan 5, 2016 18:59:44 GMT -5
That is exactly why they hired DeSisto. He really is and will be a game changer. For whatever reason, sanofi does NOT want this drug to be a success. IMHO, the more of a success afrezza is, the less money they would make overall due to patients not needing many of the other drugs they offer and make a killing on. Bingo. I have heard from a couple of Diabetics on Afrezza they need less and less product. Dr. cut them back on what meals and injections are down. Al understood how the pancreas works with Afrezza. Its remarkable. Sell it in the midrange of injectable pens, Sanofi tried the expensive niche path, so we know that doesn't work. Let the product compete head2head with the pens, Afrezza will win. 3% will not repurchase due to the initial cough effect, but the remaining 97% will stick with it due to improved numbers and quality of life. Don't spend money on advertising, got to save the cash on hand, I am sure most diabetics have heard about it by now, I think it's cost, not ignorance, that has been the constraint. MNKD is stuck with lots of insulin right now, so use it to advantage to go low cost to generate volume, once people try it, they will stick with it. Start selling in any country that will accept FDA approval. MNKD will soon be getting 100% of the cash flow instead of 35% so they could cut the price in half and still make more profit. Avoid partnerships that don't allow MNKD to control its own destiny, ie just make distribution alliances. Today may have felt like a sucker punch, but the fight is not over, if we go down, at least go down swinging.
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Post by sccrbrg on Jan 5, 2016 19:14:28 GMT -5
Matt gave the essential facts: Afrezza is the best meal time insulin. Without Sanofi, MannKind can price Afrezza competitively and achieve blockbuster status in a shorter time frame than Sanofi projected.I could be wrong, but I don't think he ever said that.
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Post by mnkdnewb on Jan 5, 2016 19:29:38 GMT -5
Bingo. I have heard from a couple of Diabetics on Afrezza they need less and less product. Dr. cut them back on what meals and injections are down. Al understood how the pancreas works with Afrezza. Its remarkable. Sell it in the midrange of injectable pens, Sanofi tried the expensive niche path, so we know that doesn't work. Let the product compete head2head with the pens, Afrezza will win. 3% will not repurchase due to the initial cough effect, but the remaining 97% will stick with it due to improved numbers and quality of life. Don't spend money on advertising, got to save the cash on hand, I am sure most diabetics have heard about it by now, I think it's cost, not ignorance, that has been the constraint. MNKD is stuck with lots of insulin right now, so use it to advantage to go low cost to generate volume, once people try it, they will stick with it. Start selling in any country that will accept FDA approval. MNKD will soon be getting 100% of the cash flow instead of 35% so they could cut the price in half and still make more profit. Avoid partnerships that don't allow MNKD to control its own destiny, ie just make distribution alliances. Today may have felt like a sucker punch, but the fight is not over, if we go down, at least go down swinging. Start selling head to head against whatever the **** sanofi is pushing! I want those jerks to pay, too!
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Post by mnkdmorelong on Jan 5, 2016 19:30:13 GMT -5
Matt gave the essential facts: Afrezza is the best meal time insulin. Without Sanofi, MannKind can price Afrezza competitively and achieve blockbuster status in a shorter time frame than Sanofi projected.I could be wrong, but I don't think he ever said that. You are not wrong. Matt said Mannkind can price Afrezza lower as they now have marketing rights. Everything else Kastanes wrote was not uttered by Matt.
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