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Post by od on Sept 7, 2016 17:39:37 GMT -5
Stefan Schwarz, formerly Sanofi VP, US Afrezza Lead is now Head, Alliance Management Sanofi Verily.
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Post by longstocking on Sept 7, 2016 23:19:41 GMT -5
Stefan Schwarz, formerly Sanofi VP, US Afrezza Lead is now Head, Alliance Management Sanofi Verily. Is that a question or a statement? Are we sure SNY is done with Afrezza? I like chess. |
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Post by audiomr on Sept 8, 2016 21:57:25 GMT -5
Yes, we are sure.
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Post by sayhey24 on Sept 27, 2016 21:01:59 GMT -5
Stefan Schwarz, formerly Sanofi VP, US Afrezza Lead is now Head, Alliance Management Sanofi Verily. Stefan seems to keep his linkedin page up to date. It seems he has been in that position per his page for a month. At the same time, he has left his title on linkedin as US Afrezza Lead - interesting if not a bit odd. Soon after he gets his new position, Onduo is announced which is no coincidence, IMO. Onduo's focus is initially that same Type 2 market which Stefan was targeting with afrezza. When Stefan was asked about afrezza marketing last year he said sometimes you start out in one direction, learn and then adjust that direction. He also said if afrezza succeeded it would be huge for Sanofi. One thing Stefan learned was the doctors who were prescribing afrezza were prescribing it "more frequently than we had expected, especially among Type 1 diabetics," per Deepak in one of the Jefferies reports. Why? Mainly because the PWDs with CGMs were getting amazing results, beyond expectations and those PWDs with CGMs were the T1s. I wonder if Stefan ever thought about getting CGMs to those T2s who he was targeting? Even better how about a 24/7 monitoring cloud service which could predict dosing needs? I wonder when we will hear more about Onduo and what Stefan and Onduo have planned. |
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Post by cjm18 on Sept 27, 2016 22:09:17 GMT -5
Stefan Schwarz, formerly Sanofi VP, US Afrezza Lead is now Head, Alliance Management Sanofi Verily. Stefan seems to keep his linkedin page up to date. It seems he has been in that position per his page for a month. At the same time, he has left his title on linkedin as US Afrezza Lead - interesting if not a bit odd. Soon after he gets his new position, Onduo is announced which is no coincidence, IMO. Onduo's focus is initially that same Type 2 market which Stefan was targeting with afrezza. When Stefan was asked about afrezza marketing last year he said sometimes you start out in one direction, learn and then adjust that direction. He also said if afrezza succeeded it would be huge for Sanofi. One thing Stefan learned was the doctors who were prescribing afrezza were prescribing it "more frequently than we had expected, especially among Type 1 diabetics," per Deepak in one of the Jefferies reports. Why? Mainly because the PWDs with CGMs were getting amazing results, beyond expectations and those PWDs with CGMs were the T1s. I wonder if Stefan ever thought about getting CGMs to those T2s who he was targeting? Even better how about a 24/7 monitoring cloud service which could predict dosing needs? I wonder when we will hear more about Onduo and what Stefan and Onduo have planned. Always like reading your posts. Do you think Sanofi was going after type 2 who were not on insulin? I.e. Metaformin? That's the impression I got from Matt at his last presentation earlier this month. |
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Post by sayhey24 on Sept 28, 2016 5:34:02 GMT -5
The T2 market which were not on insulin was the stated market SNY was trying to address with afrezza. They said that the T2 not in control is 40% of the market. Onduo said they are going after the T2 market first and T1s second. Mike C. is going after the market Onduo is not. Is this all a coincidence? I guess we will find out soon.
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Post by agedhippie on Sept 28, 2016 16:20:39 GMT -5
Stefan seems to keep his linkedin page up to date. It seems he has been in that position per his page for a month. At the same time, he has left his title on linkedin as US Afrezza Lead - interesting if not a bit odd. Soon after he gets his new position, Onduo is announced which is no coincidence, IMO. Onduo's focus is initially that same Type 2 market which Stefan was targeting with afrezza. When Stefan was asked about afrezza marketing last year he said sometimes you start out in one direction, learn and then adjust that direction. He also said if afrezza succeeded it would be huge for Sanofi. One thing Stefan learned was the doctors who were prescribing afrezza were prescribing it "more frequently than we had expected, especially among Type 1 diabetics," per Deepak in one of the Jefferies reports. Why? Mainly because the PWDs with CGMs were getting amazing results, beyond expectations and those PWDs with CGMs were the T1s. I wonder if Stefan ever thought about getting CGMs to those T2s who he was targeting? Even better how about a 24/7 monitoring cloud service which could predict dosing needs? I wonder when we will hear more about Onduo and what Stefan and Onduo have planned. Always like reading your posts. Do you think Sanofi was going after type 2 who were not on insulin? I.e. Metaformin? That's the impression I got from Matt at his last presentation earlier this month. A steady stream of Type 2 diabetics reach the point where they are not hitting their targets with basal insulin alone and drift out of compliance because they don't want to use meal time insulin. Sanofi's rationale (I think) was that you could reach that audience with Afrezza because it was less effort to add an inhaled insulin than an injected insulin. Potentially that market dwarfs the Type 1 market plus you can access it by hitting PCPs who are in theory easier to reach than endos. It all makes sense except it turns out PCPs are not that keen on anything new which together with the lung test and insurance doomed the exercise. Afrezza 2.0 steps back and looks at the data and sees that the market is turning out to be predominantly Type 1. That's a different ball game as you now have to go after endos rather than PCPs and endos. Convincing endos takes more work since they want more evidence than a PCP might and take trials seriously. However if you can do it an endo will see more diabetics in a day than most PCPs see in a month. |
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Post by sayhey24 on Sept 28, 2016 17:59:49 GMT -5
I don't think Afrezza 2.0 predominantly sees the market as T1, I think 2.0 is about the fact that MNKD with limited resources can target a well defined Endo market with sophisticated PWDs that can help jump start sales. If Schwarz's new plan was to step back and join forces with Google so he could provide the T2's the tools and guidance they needed then 2.0 would also buy some time and keep afrezza on the market while Google and SNY got their act together. If Jefferies was right and afrezza scripts by prescribing doctor exceeded expectations that would have given Schwarz some pretty big ammunition to argue with the SNY board for an Onduo organization which he could oversee which sounds like a promotion to me. If Schwarz can make this work he not only expands his role as afrezza lead he gets to lead an entirely new direction for SNY. If this is what he is doing I think it was a great move on his part. Last year Schwarz said afrezza had the potential to be huge for SNY. Knowing what Jeffereis said and knowing what social media was saying and knowing the results SNY reviewed of users in San Diego back in December pulling the plug would have said afrezza may work but Schwarz is the wrong guy leading this. Instead they promote him. I have seen big companies do crazier things but not often.
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Post by cjm18 on Sept 28, 2016 20:36:42 GMT -5
I don't think Afrezza 2.0 predominantly sees the market as T1, I think 2.0 is about the fact that MNKD with limited resources can target a well defined Endo market with sophisticated PWDs that can help jump start sales. If Schwarz's new plan was to step back and join forces with Google so he could provide the T2's the tools and guidance they needed then 2.0 would also buy some time and keep afrezza on the market while Google and SNY got their act together. If Jefferies was right and afrezza scripts by prescribing doctor exceeded expectations that would have given Schwarz some pretty big ammunition to argue with the SNY board for an Onduo organization which he could oversee which sounds like a promotion to me. If Schwarz can make this work he not only expands his role as afrezza lead he gets to lead an entirely new direction for SNY. If this is what he is doing I think it was a great move on his part. Last year Schwarz said afrezza had the potential to be huge for SNY. Knowing what Jeffereis said and knowing what social media was saying and knowing the results SNY reviewed of users in San Diego back in December pulling the plug would have said afrezza may work but Schwarz is the wrong guy leading this. Instead they promote him. I have seen big companies do crazier things but not often. Reading between the lines of your comments and the recent Wall Street journal write up on onduo.... You think onduo will want to use afrezza in conjunction with onduo's dexcom-like product that will come out in 2 years? And to do that they will take an invested interest in afrezza before then in some shape or fashion? |
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Post by sayhey24 on Sept 28, 2016 21:43:07 GMT -5
I don't know what is going to happen. I doubt it will take 2 years to start making things happen. IBM and Qualcomm and others want to get into this market too so Onduo has to move. They don't have 2 years that 2 years includes FDA approvals. Deals and product need to be put together now. All intend to monitor 24/7 via the cloud and provide an online service which tracks and alerts PWD's to dose. IBM is also putting the insurance partnerships together. Now, the only drug which fits that bill for "real time"control is afrezza. So, Onduo and the others need afrezza. The big market is the T2s not currently using insulin. Who ever gets control of afrezza will be able to provide the best PWD results. With Schwarz being the US Afrezza rep and the Verily Sanofi Alliance manager I would think Onduo thinks they have the inside track with MNKD and MNKD needs cash.
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Post by mannmade on Sept 28, 2016 22:18:47 GMT -5
I spoke with Stefan a few times while he was at Sanofi and he told me more than once he thought AFREZZA delivered amazing results.
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Post by sayhey24 on Sept 29, 2016 5:35:17 GMT -5
His team told me several times they were in a controlled launch and they were in learning mode to best figure out how to market afrezza. If Jefferies was correct about prescribing doctors beating expectations in scripts SNY must have only been targeting a handful of doctors. This too would make sense if they were looking for feedback from trusted doctors. We do know in Oct '15 they announced they pulled the afrezza sales force to sell toujeo. If Onduo became the plan, then things IMO make sense again and they have not for more than a year.
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Post by mannmade on Sept 29, 2016 8:20:54 GMT -5
I am not sure that Onduo is the plan. Remember Sanofi is a partner and Brandecourt still runs Sanofi. Why would they drop it only to see it succeed with their partnership in Onduo.
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Post by sayhey24 on Oct 5, 2016 19:17:47 GMT -5
I am not sure that Onduo is the plan. Remember Sanofi is a partner and Brandecourt still runs Sanofi. Why would they drop it only to see it succeed with their partnership in Onduo. You are not alone in not knowing the Onduo plan. I am sure Josh Riff and the rest of Onduo do not fully know their plan. As Stefan Schwarz said last year - you start off in one direction with a plan and then sometimes you change direction. Here are some updates on Onduo if you have not seen it at healthline.com/diabetesmine/sanofi-and-verily-form-onduo What we do know is Stefan Schwarz is still involved and he only ever had great things to say about afrezza. They are already working with Dr. Steve Edelman's Taking Control of Your Diabetes (TCOYD) on their product design and Dr. Edelman has been pretty excited about afrezza. They are already working with Sutter who has a number of afrezza doctors on the MNKD doctor list. afrezza in the Onduo mix only makes sense to me at a minimum as one of the tools in the tool box. Its kind of interesting as a number of T1's are starting to use afrezza primarily for corrections but then some start using it more and more as they start seeing great results. Could you image what results T2s who are not in compliance and should be on insulin could do with 24/7 cloud monitoring/support and afrezza. I think Dr. Edelman has. The thing is Onduo is only one group who wants to play in this market. We also have IBM Watson/Medtronic, Qualcomm, J&J/Abbott and GE/Intel at a minimum. They all want to be a player in this new diabetes full service market not to mention the Vdex type clinics which will hopefully pop up at many urgent care facilities. The companies which succeed in this new market will be providing the best care and getting the best results and afrezza can make that job alot easier. |
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