|
|
Post by garrett on Sept 13, 2016 6:33:58 GMT -5
How large is the EpiPen Market and if approved what share could MannKind achieve?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Sept 13, 2016 6:39:49 GMT -5
100 bil
|
|
|
|
Post by mnholdem on Sept 13, 2016 6:46:41 GMT -5
|
|
|
|
Post by agedhippie on Sept 13, 2016 7:17:07 GMT -5
Remember that in Europe EpiPens only cost about $120 a pair retail and not the $600 they cost in the US. Competing in the US will be easy, competing elsewhere will be far more difficult.
|
|
|
|
Post by b2011wilder on Sept 13, 2016 8:26:37 GMT -5
Another question is whether it's really worth making an investment that takes you into an arena with a monster like Mylan while you're still trying to win a "boss battle" with Lilly, Novo, and Sanofi.
|
|
|
|
Post by tayl5 on Sept 13, 2016 9:21:06 GMT -5
It's not a battle we fight. It doesn't make sense for MannKind to do retail on EpiInhale while also clawing for market share with Afrezza. Our product is the licensing deal.
|
|
|
|
Post by LosingMyBullishness on Sept 13, 2016 9:45:45 GMT -5
Remember that in Europe EpiPens only cost about $120 a pair retail and not the $600 they cost in the US. Competing in the US will be easy, competing elsewhere will be far more difficult. Aged, you have really mastered it. Please 'remember' that it would be sufficient if MNKD get a share of the US EPI market or a decent sales partner. I guess that the US market is the biggest market worldwide due to the heavy marketing, specifics of US health care policy and some cultural traits. So getting reminded of 'elsewhere' is really not a downer. Sorry. And on your argument: It is not 'far more difficult', it is 'less lugrative'. That is not an issue as long as they have a decent margin. Given that their device is cheaper and the cost its content insignificant they can easily undercut any pseudo-discount by Mylan. And as cost is key in many countries for public services this could open doors that were closed for Mylan despite their heavy lobbying. MNKD can freeride on the lobbying paid by Mylan. |
|
|
|
Post by cretin11 on Sept 13, 2016 11:10:49 GMT -5
Remember that in Europe EpiPens only cost about $120 a pair retail and not the $600 they cost in the US. Competing in the US will be easy, competing elsewhere will be far more difficult. Excellent news that competing in the US will be easy. |
|
|
|
Post by lakers on Sept 13, 2016 12:04:43 GMT -5
It's not a battle we fight. It doesn't make sense for MannKind to do retail on EpiInhale while also clawing for market share with Afrezza. Our product is the licensing deal. You are correct. I too expect a deal. No wonder Mgmt is confident Afrezza will have enough time and resource to fight for mkt share. |
|
|
|
Post by buyitonsale on Sept 13, 2016 12:44:10 GMT -5
History shows that management has been very shortsighted with respect to securing proper financing. A little over a year ago 50M shares would have put $350M in the bank. Their "confidence" today could have been real... I'm especially surprised that BOD at the time did not make that move. Hard for me to accept it as a gap in planning as these are not average folks. I'm powerless so this is just an observation.
|
|
|
|
Post by agedhippie on Sept 13, 2016 12:54:22 GMT -5
Remember that in Europe EpiPens only cost about $120 a pair retail and not the $600 they cost in the US. Competing in the US will be easy, competing elsewhere will be far more difficult. Excellent news that competing in the US will be easy. Competing in the US is the sweet spot. The chart mnholden posted was for global sales so I mentioned Europe as well. |
|
|
|
Post by nylefty on Sept 13, 2016 12:57:57 GMT -5
Remember that in Europe EpiPens only cost about $120 a pair retail and not the $600 they cost in the US. Competing in the US will be easy, competing elsewhere will be far more difficult. Excellent news that competing in the US will be easy. A sports message board that I occasionally access has a tradition of using a "sarcasm font" to make clear that a post shouldn't be taken seriously. Perhaps we could do that here. Comic Sans MS? |
|
|
|
Post by sportsrancho on Sept 14, 2016 10:28:09 GMT -5
|
|
|
|
Post by boomboom on Sept 24, 2016 10:48:40 GMT -5
|
|
|
|
Post by gonetotown on Sept 24, 2016 11:35:37 GMT -5
Original primatene was banned and Amphastar's revised version of it was rejected by the FDA in 2014; they don't appear to have pursued it any further. |
|
