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Post by centralcoastinvestor on Nov 10, 2016 15:44:46 GMT -5
Someone let me know if this idea has already been shared and we can lock this thread. Yesterday, it was mentioned in the conference call that MannKind will be hiring sales staff as full time MannKind employees. They also mentioned that these new employees will co-promote other products to help offset employee costs. Guess what product they will co-promote (my guess): the new CGM product from Dexcom. It's the perfect fit. I don't believe they mentioned any product yesterday, but imagine MannKind staff promoting CGM technology alongside Afrezza. It makes sense.
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Post by wmdhunt on Nov 10, 2016 15:49:00 GMT -5
And spirometer?
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Post by sayhey24 on Nov 10, 2016 20:56:02 GMT -5
Ray mentioned the dose optimization study in type 1 diabetics will be using a CGM either the Dexcom or the new Abbott Libre system. I suspect they will be going with the Dexcom since it will provide 24/7 cloud monitoring while the current FDA approved Libre Pro requires the patient to go back to the doctor every 2 weeks so they can get the results. Also, Kevin Sayers was a friend of Al and is a friend of Mannkinds. The again, if Abbott comes up with a lot of cold hard cash, IMO Abbott wins.
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Post by brotherm1 on Nov 10, 2016 21:50:59 GMT -5
Someone let me know if this idea has already been shared and we can lock this thread. Yesterday, it was mentioned in the conference call that MannKind will be hiring sales staff as full time MannKind employees. They also mentioned that these new employees will co-promote other products to help offset employee costs. Guess what product they will co-promote (my guess): the new CGM product from Dexcom. It's the perfect fit. I don't believe they mentioned any product yesterday, but imagine MannKind staff promoting CGM technology alongside Afrezza. It makes sense. Excellent observation, question and answer. I think Onduo (Sanofi and Verily) were also plannimg on selling Dexcom CGM's. Makes perfect sense to me to sell products synergistic to our own. Coming from the guy that predicted the SNY settlement, I'm thinking you will be correct again. |
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Post by agedhippie on Nov 10, 2016 21:51:43 GMT -5
Ray mentioned the dose optimization study in type 1 diabetics will be using a CGM either the Dexcom or the new Abbott Libre system. I suspect they will be going with the Dexcom since it will provide 24/7 cloud monitoring while the current FDA approved Libre Pro requires the patient to go back to the doctor every 2 weeks so they can get the results. Also, Kevin Sayers was a friend of Al and is a friend of Mannkinds. The again, if Abbott comes up with a lot of cold hard cash, IMO Abbott wins. I am not sure there is much mileage in selling Dexcom. The problem is not getting doctors to prescribe it, if you want it your endo will usually prescribe it in a heartbeat, the problem is getting insurance and Medicare to cover it. The Libre would be sold via Abbott's existing salesforce. |
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Post by babaoriley on Nov 11, 2016 0:48:37 GMT -5
Krispy Kreme Donuts and Godiva Chocolate come to mind.
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Post by mannmade on Nov 11, 2016 0:56:01 GMT -5
Krispy Kreme Donuts and Godiva Chocolate come to mind. The perfect choice for AFREZZA reps...  . Actually perhaps the new sample packs for AFREZZA should also include Godiva Chocolates... 😊 |
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Post by lakers on Nov 11, 2016 2:48:02 GMT -5
And then, finally, now that we have our infrastructure built and our distribution channels at the door and salesforce continue to built the coverage footprint, we are seeking complementary opportunities that will continue leverages infrastructure, as we know one product sell bags are not always the easiest thing to maintain from overhead.
However, we do think we can be profitable in the long run with given the model we have, but as of now we can accelerate MannKind growth trajectory by finding opportunities co-promote and collaborate with other products.
[Co-promote with Tresiba, RLS products, DEXcom CGM, Amphastar products. If Docs like the result from the D(EXcom)A(frezza)T(resiba), Novo may sign up w/ Mnkd.]
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Post by carl1974 on Nov 11, 2016 4:48:38 GMT -5
I know it is highly unlikely, but wouldn't it be a good idea to co-operate with Medtronic to sell its recently FDA-approved artificial pancreas, together with Afrezza next year (in 2017)? |
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Post by tripoley on Nov 11, 2016 5:53:00 GMT -5
I know it is highly unlikely, but wouldn't it be a good idea to co-operate with Medtronic to sell its recently FDA-approved artificial pancreas, together with Afrezza next year (in 2017)? Yes. The best way to deal with meals is Afrezza as the JDRF noted. |
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Post by mannmade on Nov 11, 2016 9:25:35 GMT -5
Also as I have mentioned before AFREZZA was used by the Samsun Institute w the AP during trials.
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Post by esstan2001 on Nov 11, 2016 9:29:16 GMT -5
Krispy Kreme Donuts and Godiva Chocolate come to mind. The perfect choice for AFREZZA reps... . Actually perhaps the new sample packs for AFREZZA should also include Godiva Chocolates... 😊 I believe Spiro would be quite upset if the co-promote was not with Mallomars (...did they sever his internet connection in Siberia?) |
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Post by mannmade on Nov 11, 2016 9:31:46 GMT -5
No he is busy celebrating and has a Mallomar hangover... Good thing it looks like his supply of AFREZZA is not in jeopardy anymore... |
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Post by surplusvalue on Nov 11, 2016 12:03:31 GMT -5
The perfect choice for AFREZZA reps... . Actually perhaps the new sample packs for AFREZZA should also include Godiva Chocolates... 😊 I believe Spiro would be quite upset if the co-promote was not with Mallomars (...did they sever his internet connection in Siberia?) First things first. Co promotion should be RLS Cannabis and then the Kripsy Creme Donuts, Godiva, Mallomars etc. They'll be room for all of these this way. |
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Post by mnholdem on Nov 11, 2016 13:58:34 GMT -5
I know it is highly unlikely, but wouldn't it be a good idea to co-operate with Medtronic to sell its recently FDA-approved artificial pancreas, together with Afrezza next year (in 2017)? Yes. The best way to deal with meals is Afrezza as the JDRF noted. Excerpt from 3Q16 earnings transcript:
Dr. Raymond Urbanski - Chief Medical Officer
"Next slide, the subsequent pediatric Phase 3 trial which with we will file for pediatric indication, we will incorporate evidence not only from the PK study that we have conducted previously but as well as data from recent publications. These publications as you can see on this slide include dosing simulation work and the Afrezza with the artificial pancreas. The use of Afrezza with the artificial pancreas is impressive and promising and an area that we are actively investigating."
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. Actually perhaps the new sample packs for AFREZZA should also include Godiva Chocolates... 😊
