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Post by savzak on Jan 7, 2016 7:04:23 GMT -5
Are institutions selling off?? Without a doubt. Institutions selling and shorts buying.
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Post by parrerob on Jan 7, 2016 7:58:02 GMT -5
(i) Everyone who looks at this can clearly see that SNY intentionally killed the drug. I stand by that. Comparing launches, strategy, lack of resources, etc.... and you clearly see how they neglected Afrezza for their other products. I also think the reasons are clear. They retained 65% of Afrezza sales compared to 100% of Lantus, Toujeo, etc....thus those became their priorities. I also strongly believe they saw Afrezza as a threat due to patient results. If Afrezza users were posting results that were so good that they needed to use less basal, then Afrezza was going to cost them money by eating into their existing sales. So We should go alone or with a partner not involved in basal market .... No way at this point to test another partner like MRK, NVO LLY etc ......
I was thinking this point was not affecting because obviously SNY could reduce his income from their basal drugs (risk to reduce) but they could apply the concept to their concurrency (meaning taking basal market share from concurrency too) and in the long term this could be a win situation. Probably they valuated that it is not a win situation or (I don't want to believe) there is a conspiracy from BPs operating in basal market (SNY included).
Sure now We need to keep Afrezza available ! a 10% monthly increase without sale force pushing is amazing imo. We need to keep the product available in the market (may be no sale force, as too expensive now without a partner... just production, logistic and marketing + studies to improve label and insurance coverage)
And We need for sure a second, then a third product from our pipeline in different drug sector.
Funny I was just googling the words: "big pharma diabetes" and the FIRST result from google is a page named: "Conspiracy Theory: Pharmas preventing a diabetes cure". Strange, it is an article from 2012.... Obviously I went through and it can explain exactely what have been done to Afrezza (FDA phase including). Amazing.
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Post by bill on Jan 7, 2016 8:29:23 GMT -5
I saw a lot of TV ads for Truejo. Comparing the spend on their other 2015 launch is a reasonable place to start when evaluating Sanofi's behavior. Unless of course MNKD didn't want to have the expense of TV before formulary improved and thus MNKD is on record as having voted against TV spending in the JV oversight committee. Based on MNKD's comments about potential TV ads starting last December (which never occurred), I doubt MNKD voted against TV ads.
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