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Post by mikesmilitaria on Dec 26, 2016 13:38:27 GMT -5
Let's see some facts....no speculation here:
Diabetic drugs = 20% of Sanofi's annual revenue.
Lantus is now generic and this $6B in annual revenue has NO place to go but down.
Lilly is locked and loaded to steal their share.
SNY has no choice but to drop the price of Lantus to fight off the generics = tremendous margin erosion.
When you combine the lost sales + the sinking margin you have a major problem with PPS & shareholder satisfaction.
Toujeo was a waste of a few $B.....see those TV ads disappear? When is the last time you saw one?
Toujeo was an expensive effort to replace Lantus and save the ship.....did not work now did it?
You are now free to ponder SNY's salvation.
Have a nice day.
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Post by cjm18 on Dec 26, 2016 14:06:44 GMT -5
Fact. None of those drugs are meal time insulins.
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Post by kbrion77 on Dec 26, 2016 14:13:56 GMT -5
Fact: This thread has no relavance to MNKD and belongs in the Other BioPharma Stock thread.
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Post by careful2invest on Dec 26, 2016 14:19:08 GMT -5
Fact. None of those drugs are meal time insulins. Yes, that's true. There is no implication that they are! I think that you are missing Mikes point. If I am reading the post correctly, Mike is simply exposing the financial position of Sanofi due to recent activities. And possibly showing the need for something profitable in their pipeline. GLTA TRUE LONGS! |
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Post by cjm18 on Dec 26, 2016 14:50:45 GMT -5
Fact. None of those drugs are meal time insulins. Yes, that's true. There is no implication that they are! I think that you are missing Mikes point. If I am reading the post correctly, Mike is simply exposing the financial position of Sanofi due to recent activities. And possibly showing the need for something profitable in their pipeline. GLTA TRUE LONGS! Fact. Afrezza isn't profitable. |
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Post by Deleted on Dec 26, 2016 15:10:13 GMT -5
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Post by mikesmilitaria on Dec 26, 2016 16:11:29 GMT -5
Really----wow, I guess I missed that fact for 13 years.
Many thanks!
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Post by mikesmilitaria on Dec 26, 2016 16:15:20 GMT -5
Careful----thank God for someone with active brain cells.
Financially SNY will become very unstable this year unless they have a recourse well prepared.
This down and out period with MNKD's pps has been a gift for those who can see thru the smoke screen.
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Post by mikesmilitaria on Dec 26, 2016 16:17:19 GMT -5
No---I watch very little TV except the non-existent news, football and basketball----I'll leave the reality shows to you.
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Post by mikesmilitaria on Dec 26, 2016 16:20:31 GMT -5
I guest you missed the point.
I can explain it to you but I can't make you understand it.
Act as though you did not see that post and you'll feel better.
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Post by careful2invest on Dec 26, 2016 16:26:29 GMT -5
Yes, that's true. There is no implication that they are! I think that you are missing Mikes point. If I am reading the post correctly, Mike is simply exposing the financial position of Sanofi due to recent activities. And possibly showing the need for something profitable in their pipeline. GLTA TRUE LONGS! Fact. Afrezza isn't profitable. "Fact. Afrezza isn't profitable" YET!!!!!!!!!!!! |
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Post by cjm18 on Dec 26, 2016 17:24:44 GMT -5
I guest you missed the point. I can explain it to you but I can't make you understand it. Act as though you did not see that post and you'll feel better. Sounds like you don't feel fine if people don't agree with you. Saying sny will be hurting financially is speculation. |
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Post by slugworth008 on Dec 26, 2016 18:50:24 GMT -5
Let's see some facts....no speculation here: Diabetic drugs = 20% of Sanofi's annual revenue. Lantus is now generic and this $6B in annual revenue has NO place to go but down. Lilly is locked and loaded to steal their share. SNY has no choice but to drop the price of Lantus to fight off the generics = tremendous margin erosion. When you combine the lost sales + the sinking margin you have a major problem with PPS & shareholder satisfaction. Toujeo was a waste of a few $B.....see those TV ads disappear? When is the last time you saw one? Toujeo was an expensive effort to replace Lantus and save the ship.....did not work now did it? You are now free to ponder SNY's salvation. Have a nice day. And I for one - LOVE IT! F-U SNY!! I hope they lose their assets! Toujeo...bwahahaha and yes - The ads have vanished from the airwaves. But I'm sure Brandicourt got his bonus...amazing. IMO SNY is kaput in the diabetic space. They hit it out of the park with Lantus but not with Toujeo. Their karma for screwing MNKD will be epic - IMO |
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Post by steve on Dec 26, 2016 19:06:27 GMT -5
Yes, that's true. There is no implication that they are! I think that you are missing Mikes point. If I am reading the post correctly, Mike is simply exposing the financial position of Sanofi due to recent activities. And possibly showing the need for something profitable in their pipeline. GLTA TRUE LONGS! Fact. Afrezza isn't profitable. Fact, afrezza is a miracle and fastest acting prandial treatment. |
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Post by cjm18 on Dec 26, 2016 22:09:19 GMT -5
Fact. Afrezza isn't profitable. Fact, afrezza is a miracle and fastest acting prandial treatment. I'm as pro-afrezza and con-sny as they come here. I just don't see sny buying afrezza in the short term for a price that would make mnkd shareholders happy. Sny knew when the patent for Lantus ran out. |
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