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Post by slugworth008 on Nov 15, 2016 13:27:41 GMT -5
With SNY officially and completely out of the picture now - Do you think that some type of deal or partnership is in the works?
Just having a little Tuesday fun here.
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Post by madog365 on Nov 15, 2016 13:55:08 GMT -5
I'm not sure what kind of deal you mean. I don't think Mannkind get's another exclusive marketing partner in the US and they have been pretty clear that they are going at it solo in the diabetes space domestically. For other regions, a partner is possible but that won't happen until Afrezza sales grow here first.
I do think we may see a co-marketing partnership with Insulet/Dexcom AP in 2017. That's pending newest clinical trial data and approval by the FDA.
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Post by Deleted on Nov 15, 2016 14:02:39 GMT -5
I'm not sure what kind of deal you mean. I don't think Mannkind get's another exclusive marketing partner in the US and they have been pretty clear that they are going at it solo in the diabetes space domestically. For other regions, a partner is possible but that won't happen until Afrezza sales grow here first. I do think we may see a co-marketing partnership with Insulet/Dexcom AP in 2017. That's pending newest clinical trial data and approval by the FDA.I would say No. Insulet is competitors as people would go off pump Why would dexcom limit itself to Afrezza when there are other insulins in the market that sell more? |
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Post by madog365 on Nov 15, 2016 14:09:15 GMT -5
I'm not sure what kind of deal you mean. I don't think Mannkind get's another exclusive marketing partner in the US and they have been pretty clear that they are going at it solo in the diabetes space domestically. For other regions, a partner is possible but that won't happen until Afrezza sales grow here first. I do think we may see a co-marketing partnership with Insulet/Dexcom AP in 2017. That's pending newest clinical trial data and approval by the FDA.I would say No. Insulet is competitors as people would go off pump Why would dexcom limit itself to Afrezza when there are other insulins in the market that sell more? Non-exclusive of course. Lot's of benefit to Dexcom to partner with a drug that really showcases the benefits of its device. The soon to be only FDA approved insulin in the ultra rapid acting category. Real time diabetes management. Insulet's AP system will still need mealtime bolus. Dexcom is already working with them as the exclusive CGM for the AP. One last missing piece. Ray Urbanski mentioned on the 3Q call Mannkind was actively exploring this area. We will hear soon. |
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Post by dictatorsaurus on Nov 15, 2016 14:12:46 GMT -5
There's plenty in works. Whether it will materialize or not is the question.
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Post by kbrion77 on Nov 15, 2016 14:16:36 GMT -5
I would say No. Insulet is competitors as people would go off pump Why would dexcom limit itself to Afrezza when there are other insulins in the market that sell more? Non-exclusive of course. Lot's of benefit to Dexcom to partner with a drug that really showcases the benefits of its device. The soon to be only FDA approved insulin in the ultra rapid acting category. Real time diabetes management. Insulet's AP system will still need mealtime bolus. Dexcom is already working with them as the exclusive CGM for the AP. One last missing piece. Ray Urbanski mentioned on the 3Q call Mannkind was actively exploring this area. We will hear soon. Entirely my opinion but I don't believe Dexcom would partner this early on. Afrezza still has a long way to go to gain even respectable market share and MNKD still is not out of the woods yet. Dexcom isn't going to throw a bone to MNKD just because they are Al's boys. It would be great if MNKD/Afrezza can get to the point where these companies are drooling over partnering and negotiating from strength. |
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Post by Deleted on Nov 15, 2016 14:34:08 GMT -5
There have been a few Afrezza users who have stated they don't even need a Dexcom with Afrezza "ONCE" dialed in properly. I dont see this as a possibility at all because of those comments
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Post by dreamboatcruise on Nov 15, 2016 14:41:35 GMT -5
Based on a career spent in start up companies... there is always a deal in the works, usually more than one. Many never come to fruition.
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Post by Deleted on Nov 15, 2016 14:55:45 GMT -5
Based on a career spent in start up companies... there is always a deal in the works, usually more than one. Many never come to fruition. except here , the deals are retail share holder's fantasies. |
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Post by saxcmann on Nov 15, 2016 14:56:53 GMT -5
I'm not sure what kind of deal you mean. I don't think Mannkind get's another exclusive marketing partner in the US and they have been pretty clear that they are going at it solo in the diabetes space domestically. For other regions, a partner is possible but that won't happen until Afrezza sales grow here first. I do think we may see a co-marketing partnership with Insulet/Dexcom AP in 2017. That's pending newest clinical trial data and approval by the FDA. I would say...Yep, yep and double yep for last paragraph. |
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Post by sayhey24 on Nov 15, 2016 16:14:58 GMT -5
I am still waiting on Al's $200M deal with that tiny country he talked about. I suspect a few things are moving or they would not have gotten the SNY deal and the Amphastar deal. Stefan Schwartz still says he is the US Afrezza Lead and the head of alliance management with Verily. Didn't MNKD just post a job looking for someone to do alliance management? I am not sure you would hire someone unless you thought you were doing some deals.
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Post by broncolife on Nov 15, 2016 16:54:37 GMT -5
There's plenty in works. Whether it will materialize or not is the question. Wow! Dict didn't say anything negative. |
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Post by lakers on Nov 15, 2016 17:01:10 GMT -5
Most likely EpiHale will have a partner after IND even though only Phase 1,2 are required. Trials are expensive. Mnkd can't go alone. Likewise, Treprostinil+PDE5 inhibitor aka PAHale will have a partner as four phases are required.
IMHO, RLS will be big with many states passed medical and/or recreational MJ. Revenue tiered 12-15% royalty on large volume can sustain Mnkd for years.
These deals will save Mnkd and Afrezza which may take a while to establish as std treatment.
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Post by Deleted on Nov 15, 2016 17:16:46 GMT -5
Most likely EpiHale will have a partner after IND even though only Phase 1,2 are required. Trials are expensive. Mnkd can't go alone. Likewise, Treprostinil+PDE5 inhibitor aka PAHale will have a partner as four phases are required. IMHO, RLS will be big with many states passed medical and/or recreational MJ. Revenue tiered 12-15% royalty on large volume can sustain Mnkd for years. These deals will save Mnkd and Afrezza which may take a while to establish as std treatment. Partner with cash upfront? Split 50/50? |
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Post by lakers on Nov 15, 2016 17:41:38 GMT -5
IMHO, next deals will model after RLS, more upfront cash, milestones, rev tiered royalty, no P/L sharing to avoid who has final say on how to mkt, sell.
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