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Post by Deleted on Nov 15, 2016 17:56:05 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. even then mannkind could be starved. rev tiered royalty is ok, but there should be minimum's built into the yearly sales so sandbagging or feeling sandbagged wont have a chance.
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Post by slugworth008 on Nov 15, 2016 18:12:58 GMT -5
There's plenty in works. Whether it will materialize or not is the question. Agreed and very true. IMO
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Post by LosingMyBullishness on Nov 15, 2016 19:31:55 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. IMO part of last CC especially from Mike was sales talk for a partnership with dexcom.
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