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Post by vissertrades on Jan 11, 2016 15:42:54 GMT -5
The alliance will pair Sanofi's extensive insulin portfolio and drug development expertise with Medtronic's expertise in insulin pumps and continuous glucose monitoring. One of the priorities of the alliance will be to deliver novel drug-device combinations, including new form factors that are affordable, convenient and easy to-use to increase therapy adherence and deliver better outcomes. These efforts will focus on improving the management of Type 2 diabetes, especially for people who cannot achieve glucose control even with multiple daily injections of insulin. newsroom.medtronic.com/phoenix.zhtml?c=251324&p=irol-newsArticle&ID=1939865 |
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Post by Deleted on Jan 11, 2016 15:45:01 GMT -5
I dont folllow?
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Post by greg on Jan 11, 2016 15:50:40 GMT -5
The notion of a MDT and MNKD combination makes a lot of sense. Al and MDT have a history together. In fact, the origins of MNKD date back to MDT's ownership of Ti, which was given to Al when MDT acquired Minimed. As well, Desisto becomes far more of a threat to Insulet as an insider at MDT than at an independent MNKD. It would not be shocking if MDT made an overture as soon as SNY gave notice.
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Post by fedakd on Jan 11, 2016 15:58:41 GMT -5
So, does it make sense that because Medtronic approached MNKD, DeSisto could not take the job due to the non-compete?
MDT and Insulet would definitely be in competition with one another...
MDT buys MNKD or partners with them? Is this the new rumour on the streets? LOL
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Post by vissertrades on Jan 11, 2016 15:59:51 GMT -5
Exactly, and MDT is flush with cash. I recall MNKD/SNY contract exhibits had a clause about change of control by [...***...]. Hmmm :-)
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Post by Deleted on Jan 11, 2016 16:05:18 GMT -5
Exactly, and MDT is flush with cash. I recall MNKD/SNY contract exhibits had a clause about change of control by [...***...]. Hmmm :-) the MNKD/SNY contract is no longer valid? |
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Post by 4allthemarbles on Jan 11, 2016 16:07:47 GMT -5
Not trying to sound negative- but is this all speculation?
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Post by kc on Jan 11, 2016 16:09:24 GMT -5
But MDT is not a drug company. The ironic thing is that the partner ship of MDT and SNY was on June 14, 2014 about 10 days before Afrezza was FDA approved. I had always wondered if there was a connection with that timing. That Sanofi / Mannkind knew that approval was just right around the corner. I guess we will never know until the book is written on what went right or wrong with Mannkind.
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Post by mnkdmorelong on Jan 11, 2016 16:11:53 GMT -5
Not trying to sound negative- but is this all speculation? This is worse than speculation. It's not practical. MDT uses mechanical devices to infuse insulin into the body. Afrezza is inhaled. Where is the connection? |
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Post by mnkdfann on Jan 11, 2016 16:15:18 GMT -5
Not trying to sound negative- but is this all speculation? This is worse than speculation. It's not practical. If it's not practical and a bad idea, it sounds just like something MNKD would do! |
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Post by blindhog1 on Jan 11, 2016 16:27:49 GMT -5
Not trying to sound negative- but is this all speculation? Welcome to Proboards: MNKD Edition. Everything here is speculation! That's what makes it so interesting.
I have many ideas about the future of MNKD. You'd be amazed. But the first thing I want to hear is the presentation on Wednesday.
My suggestion to Matt is to let it all hang out. He doesn't have the option of screwing up and he could hit a Home Run. 
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Post by agedhippie on Jan 11, 2016 16:39:11 GMT -5
The notion of a MDT and MNKD combination makes a lot of sense. Al and MDT have a history together. In fact, the origins of MNKD date back to MDT's ownership of Ti, which was given to Al when MDT acquired Minimed. As well, Desisto becomes far more of a threat to Insulet as an insider at MDT than at an independent MNKD. It would not be shocking if MDT made an overture as soon as SNY gave notice. A couple of things: That press release is a year and a half old, if something was happening we would have known by now. And the agreement is between Medtronics and Sanofi, Mannkind is not involved, so there would be no conflict of interest or reason why Medtronics would delay approaching Mannkind in the first place. |
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Post by greg on Jan 11, 2016 16:45:37 GMT -5
The notion of a MDT and MNKD combination makes a lot of sense. Al and MDT have a history together. In fact, the origins of MNKD date back to MDT's ownership of Ti, which was given to Al when MDT acquired Minimed. As well, Desisto becomes far more of a threat to Insulet as an insider at MDT than at an independent MNKD. It would not be shocking if MDT made an overture as soon as SNY gave notice. A couple of things: That press release is a year and a half old, if something was happening we would have known by now. And the agreement is between Medtronics and Sanofi, Mannkind is not involved, so there would be no conflict of interest or reason why Medtronics would delay approaching Mannkind in the first place. I certainly know that the pr is old. My comment doesn't refer to that pr, it speaks for itself. As to conflict of interest, MDT represents a major competitor to Insulet, so obviously the latter wouldn't want its former CEO joining a critical rival. All conjecture, but you have to concede it does makes some sense, given recent events, don't you think? |
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Post by agedhippie on Jan 11, 2016 17:06:29 GMT -5
As to conflict of interest, MDT represents a major competitor to Insulet, so obviously the latter wouldn't want its former CEO joining a critical rival. All conjecture, but you have to concede it does makes some sense, given recent events, don't you think? I think it is a very slim chance. I cannot see why a pump company would be interested in a non-pumped product. Medtronics and Sanofi have joint interests around pumped insulin though. Sanofi is about to release a Humalog biosimilar and views pumps as a primary market. In turn Medtronics would like to see the development of ultra fast pumpable insulins like Novo Nordisk's FAIsp insulin for the artificial pancreas systems. |
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Post by kbrion77 on Jan 11, 2016 19:19:36 GMT -5
As to conflict of interest, MDT represents a major competitor to Insulet, so obviously the latter wouldn't want its former CEO joining a critical rival. All conjecture, but you have to concede it does makes some sense, given recent events, don't you think? I think it is a very slim chance. I cannot see why a pump company would be interested in a non-pumped product. Medtronics and Sanofi have joint interests around pumped insulin though. Sanofi is about to release a Humalog biosimilar and views pumps as a primary market. In turn Medtronics would like to see the development of ultra fast pumpable insulins like Novo Nordisk's FAIsp insulin for the artificial pancreas systems. Every big player out there has so much invested in pumps that unless they own 100% of Afrezza they would be undercutting their existing revenues IF in fact Afrezza continues the performance trajectory these real world users are experiencing with using less basal. We need an up and comer or Google bottom line. Again if I'm Matt I'm delivering MNKD on a silver platter to Google because we just can't continue to go at this alone with this existing management, financial situation and being slammed by competitors. |
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