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Post by mikesmilitaria on Dec 23, 2016 13:33:48 GMT -5
Seems strange that SNY just gives up $75mm to MNKD which is a good amount of "buy me some more time $$" and also purchases $10mm of insulin which has to be inhaled insulin. SNY can use that inhaled insulin in their Frankfort Germany facility "for something". SNY is cutting their diabetes sales force at a time when Vdex is coming out of their coma and remember that Dexcom now has FDA approval for their new small, disposable CGM devices. Seems strange that Bill at Vdex owns a hair salon and is an attorney who has interest in the world of diabetes too.....that's peculiar......hair, law and diabetes are an unusual combination unless he opens a sandwich shop too. Or maybe, just maybe the attorney element of Bill's ventures is getting things done for his "client" who continues to hide in the shadows. Well, that SNY + Google partnership remains in tact. Ya, these are indeed things to ponder as the PPS and RXs move together in harmony like the two front wheels of Bill's 500SL.
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Post by goyocafe on Dec 23, 2016 13:45:43 GMT -5
Seems strange that SNY just gives up $75mm to MNKD which is a good amount of "buy me some more time $$" and also purchases $10mm of insulin which has to be inhaled insulin. SNY can use that inhaled insulin in their Frankfort Germany facility "for something". SNY is cutting their diabetes sales force at a time when Vdex is coming out of their coma and remember that Dexcom now has FDA approval for their new small, disposable CGM devices. Seems strange that Bill at Vdex owns a hair salon and is an attorney who has interest in the world of diabetes too.....that's peculiar......hair, law and diabetes are an unusual combination unless he opens a sandwich shop too. Or maybe, just maybe the attorney element of Bill's ventures is getting things done for his "client" who continues to hide in the shadows. Well, that SNY + Google partnership remains in tact. Ya, these are indeed things to ponder as the PPS and RXs move together in harmony like the two front wheels of Bill's 500SL. Man, that's a lot of pasta on the wall!
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Post by Deleted on Dec 23, 2016 13:57:02 GMT -5
Seems strange that SNY just gives up $75mm to MNKD which is a good amount of "buy me some more time $$" and also purchases $10mm of insulin which has to be inhaled insulin. SNY can use that inhaled insulin in their Frankfort Germany facility "for something". SNY is cutting their diabetes sales force at a time when Vdex is coming out of their coma and remember that Dexcom now has FDA approval for their new small, disposable CGM devices. Seems strange that Bill at Vdex owns a hair salon and is an attorney who has interest in the world of diabetes too.....that's peculiar......hair, law and diabetes are an unusual combination unless he opens a sandwich shop too. Or maybe, just maybe the attorney element of Bill's ventures is getting things done for his "client" who continues to hide in the shadows. Well, that SNY + Google partnership remains in tact. Ya, these are indeed things to ponder as the PPS and RXs move together in harmony like the two front wheels of Bill's 500SL. beaten to death, that $75 mil is a debt write off and avoid debt litigation $10 mil is not inhaled insulin. and the rest - I cant understand your mind set and you claim to be in management in a fortune 500 company. Not so bright are you?
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Post by mikesmilitaria on Dec 23, 2016 14:00:33 GMT -5
More SNY status to ponder: SNY's Lantus goes generic in January; SNY has feared/dreaded this for a very long time as it will mean the erosion of Lantus sales...could be as much as 50% and the only way to slow down the conversions is by their price erosion o Lantus. So Sny's share in the diabetes market slides and at the same time their 70% margin or so, slides to 35%. This means shareholders happy meals have NO French fries included anymore.....time to bail before it gets worse. SNY better fill their funnel of technology fast that once approved will prevent this mother of all sinkholes...oh, but wait approvals will take years and tons of cash and NO guarantees.....NO fixes here. SNY had better find the fixes.....to get back on top of the diabetes market place and #1 share and at the same time bring new, known, innovative tech platforms, many far along in trials to get their tech funnel full and ready to deliver.....to insure the French fries (jumbo size)are once again included in their happy meals. Just things to ponder......don't over think!
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Post by liane on Dec 23, 2016 14:00:57 GMT -5
Seems strange that SNY just gives up $75mm to MNKD which is a good amount of "buy me some more time $$" and also purchases $10mm of insulin which has to be inhaled insulin. SNY can use that inhaled insulin in their Frankfort Germany facility "for something". SNY is cutting their diabetes sales force at a time when Vdex is coming out of their coma and remember that Dexcom now has FDA approval for their new small, disposable CGM devices. Seems strange that Bill at Vdex owns a hair salon and is an attorney who has interest in the world of diabetes too.....that's peculiar......hair, law and diabetes are an unusual combination unless he opens a sandwich shop too. Or maybe, just maybe the attorney element of Bill's ventures is getting things done for his "client" who continues to hide in the shadows. Well, that SNY + Google partnership remains in tact. Ya, these are indeed things to ponder as the PPS and RXs move together in harmony like the two front wheels of Bill's 500SL. The insulin that SNY purchased from MNKD is just plain old human insulin made by AMPH. It is not inhalable insulin nor insulin designated to only be used in the manufacture of inhaled insulin.
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Post by mikesmilitaria on Dec 23, 2016 14:02:05 GMT -5
OH, I'm bright. How much to you have invested?
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Post by nemzter on Dec 23, 2016 14:11:36 GMT -5
OH, I'm bright. How much to you have invested? You're definitely the brightest out of all of us with this grammar
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Post by Deleted on Dec 23, 2016 14:13:01 GMT -5
OH, I'm bright. How much to you have invested? are they directly proportional?
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Post by mikesmilitaria on Dec 23, 2016 14:19:07 GMT -5
typo......let's read your resume.
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Post by careful2invest on Dec 23, 2016 14:23:47 GMT -5
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Post by mikesmilitaria on Dec 23, 2016 14:26:32 GMT -5
The insulin they purchased was never defined in nature so your conjecture has as much value as mine. "Things to ponder" does not = "The reality of things" If I was sure, I would not write to this board and give the gift of wealth. People believe what "they think" is the obvious and look no further...that's the brain laziness of 90% of the populace.
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Post by liane on Dec 23, 2016 14:34:25 GMT -5
It makes no sense for SNY to purchase MNKD's old stash of insulin. However, SNY required MNKD to enter in to a now onerous contract with AMPH, so it does make sense for SNY to take some of that insulin off MNKD's hands.
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Post by mikesmilitaria on Dec 23, 2016 14:48:25 GMT -5
Agreed----that's the obvious but it's not confirmed reality. Remember SNY has an inhaled insulin mfg. plant in Germany, won in a bidding war vs. MNKD (if indeed the war ever existed). SNY might have purchased inhaled insulin (Afrezza) to begin preparing that facility in Germany for packaging purposes. "Things to ponder".......
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Post by mikesmilitaria on Dec 23, 2016 14:59:45 GMT -5
The debt write off and settlement = the obvious not necessarily the true drivers or purpose....I ponder other possibilities. The insulin purchased is assumed to be MNKD inventory of unprocessed insulin and not inhaled insulin = the obvious but not necessarily the true driver or purpose...I ponder other possibilities.....you don't have to ponder anything..... but SNY's facility in Germany was purchased for a future need years ago and I ponder if the future need is now. I'm retired. I ever stated I still worked for that Fortune 500 company.....I retired after 40 years but my brain hasn't...sorry for offering food for thought...I don't want to make people like you ponder as it might confuse your preconceived perceptions. Merry Christmas!
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Post by Deleted on Dec 23, 2016 15:09:03 GMT -5
75 million is nothing to SNY. ABSOLUTELY NOTHING
If you worked for a fortune 500 company you would know this.
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