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Post by careful2invest on Dec 26, 2016 23:45:21 GMT -5
Fact. Afrezza isn't profitable. Fact, afrezza is a miracle and fastest acting prandial treatment. Since we're going with this "fact" thing for some reason, Here's one more... Fact. AFREZZA is second only to a healthy human pancreas! No other treatment for Diabetes can make that claim! GLTA TRUE LONGS!
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Post by kc on Dec 27, 2016 0:34:24 GMT -5
Toujeo. Advertisement just started up again. I would think that that is a result of the end of the political season. The political ads got the best placement for the last couple months. You will now see a lot of medical advertising it again including Toujeo
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Post by rockstarrick on Dec 27, 2016 0:43:24 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. Actually, if you check sanofi share price trends from February 2015 when afrezza was launched, thru January 2016, (when they dropped afrezza) out a couple of months I think you will see they lost several billion in market cap around that time. in February 2015 when Sanofi launched afrezza the sp was trading around $50.00/share. In July 2015, 5 months into the "soft launch", the sp was trading around $55/share. In October 2015, 8 months into launch the sp was holding steady @ $50,00/share. This was when Toujeo was launched and things started looking bad between sny and mnkd. Fast forward to January 2016 after they announced they were dropping afrezza, the sp was trading between $37 and $40/share. At 2.6 billion outstanding shares from the time Sanofi launched Toujeo and chose to sandbag and finally drop afrezza they lost a minimum of 40 billion dollars in MC if 4 months. Sanofi last closing price was $39.47/share, still over $15 down from the highest sp $55/share when Afrezza script numbers were at their highest. Sanofi is still over 40 billion down in market cap since choosing to give afrezza the backseat to Toujeo, and their ride will get worse, much worse before it gets better. Anybody can ponder or think what you want about these numbers, but they are facts. When afrezza script numbers were at their highest, so was Sanofis market cap, coincidence ?? When Sanofi dropped afrezza, their market cap dropped to its lowest and is still there today. With lantus losing to generics things are looking pretty bleak around Sanofi about now. I have included the link to a 3 year trend for your enjoyment. data.cnbc.com/quotes/SNYIt gives me great joy to share these factual numbers, that seem to point out some bad decision making at Sanofi, and I strongly believe if they would've continued to aggressively market afrezza, and script numbers would've continued to grow, things could look a lot different around Sanofi right now. As soon as they pulled the troops off afrezza their mc started falling, a 40 billion dollar mistake in my opinion. I hope they sink to the bottom. Cheers Everybody !!
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Post by rockstarrick on Dec 27, 2016 0:48:07 GMT -5
Sounds like you don't feel fine if people don't agree with you. Saying sny will be hurting financially is speculation. Actually, if you check sanofi share price trends from February 2015 when afrezza was launched, thru January 2016, (when they dropped afrezza) out a couple of months I think you will see they lost several billion in market cap around that time. in February 2015 when Sanofi launched afrezza the sp was trading around $50.00/share. In July 2015, 5 months into the "soft launch", the sp was trading around $55/share. In October 2015, 8 months into launch the sp was holding steady @ $50,00/share. This was when Toujeo was launched and things started looking bad between sny and mnkd. Fast forward to January 2016 after they announced they were dropping afrezza, the sp was trading between $37 and $40/share. At 2.6 billion outstanding shares from the time Sanofi launched Toujeo and chose to sandbag and finally drop afrezza they lost a minimum of 40 billion dollars in MC if 4 months. Sanofi last closing price was $39.47/share, still over $15 down from the highest sp $55/share when Afrezza script numbers were at their highest. Sanofi is still over 40 billion down in market cap since choosing to give afrezza the backseat to Toujeo, and their ride will get worse, much worse before it gets better. Anybody can ponder or think what you want about these numbers, but they are facts. When afrezza script numbers were at their highest, so was Sanofis market cap, coincidence ?? When Sanofi dropped afrezza, their market cap dropped to its lowest and is still there today. With lantus losing to generics things are looking pretty bleak around Sanofi about now. I have included the link to a 3 year trend for your enjoyment. data.cnbc.com/quotes/SNYIt gives me great joy to share these factual numbers, that seem to point out some bad decision making at Sanofi, and I strongly believe if they would've continued to aggressively market afrezza, and script numbers would've continued to grow, things could look a lot different around Sanofi right now. As soon as they pulled the troops off afrezza their mc started falling, a 40 billion dollar mistake in my opinion. I hope they sink to the bottom. Cheers Everybody !! You will need to select the 3 year trend as the link I shared shows the 1 year trend. The 3 year trend shows the drop much better.
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Post by agedhippie on Dec 27, 2016 5:44:33 GMT -5
I don't think things are as bleak for Sanofi as people think. Sanofi are diversified. Yes the diabetes sector was flat (+0.3%) but other sectors did very well - their new drugs portfolio bought in sales of $1.2Bn in the first 9 months of the year which is more than twice the sales lost by Lantus. Sanofi raised their EPS estimate in the Q3 conference call and have outperformed the IBB YTD so they cannot be hurting that much.
Lantus sales will decline but probably not that much in the end. Sanofi always have the option to price match and since their costs are largely written down at this point they are better placed than their competitors. That their competitors have to pay them royalties on generic sales also helps.
Toujeo is ramping up roughly the same as Lantus did. I am not impressed with Toujeo as an insulin, it's just concentrated Lantus, but it definitely has a market in the Type 2 world where reducing the volume of insulin you inject by a third is a big deal. Tresiba is also concentrated, but not as much (it is x2 rather than x3).
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Post by Deleted on Dec 27, 2016 7:31:13 GMT -5
All diabeties related companies lost a ton of market cap due to pricing pressures. Sanofi did actually do better cos it's diversified. Look at NOVO and LILY which are in the worst position . They are mostly only diabetes related
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Post by cjm18 on Dec 27, 2016 8:37:32 GMT -5
All diabeties related companies lost a ton of market cap due to pricing pressures. Sanofi did actually do better cos it's diversified. Look at NOVO and LILY which are in the worst position . They are mostly only diabetes related Unstable this year was the prediction for sny that the op used. Speculation. Anyone of the biggies in the diabetes space could be interested in afrezza. Let sales ramp. Then take multiple bids.
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Post by sayhey24 on Dec 27, 2016 9:19:45 GMT -5
I don't think things are as bleak for Sanofi as people think. Sanofi are diversified. Yes the diabetes sector was flat (+0.3%) but other sectors did very well - their new drugs portfolio bought in sales of $1.2Bn in the first 9 months of the year which is more than twice the sales lost by Lantus. Sanofi raised their EPS estimate in the Q3 conference call and have outperformed the IBB YTD so they cannot be hurting that much. Lantus sales will decline but probably not that much in the end. Sanofi always have the option to price match and since their costs are largely written down at this point they are better placed than their competitors. That their competitors have to pay them royalties on generic sales also helps. Toujeo is ramping up roughly the same as Lantus did. I am not impressed with Toujeo as an insulin, it's just concentrated Lantus, but it definitely has a market in the Type 2 world where reducing the volume of insulin you inject by a third is a big deal. Tresiba is also concentrated, but not as much (it is x2 rather than x3). What Sanofi's plans are in 2017 is anyone's guess but I suspect it will be a positioning year with Onduo's "product" launch in '18. We do know Lilly learned early on with their WebMD that if they placed their drugs on the top of the WebMD lists it resulted in significant sales increases. Maybe thats their plan with Onduo for Toujeo but its hard to see them get the best results without using the Tresiba/afrezza combo. For those T2's who should be on insulin and not, Sanofi's original plan was to put them on afrezza, so maybe that will be Onduo's plan but that won't help Sanofi's sales and in the long run should reduce Lantus/Toujeo sales as many of these T2's may never need to go to basal or atleast delay it. One thing I can say about 2016 is not many questions where answered including will MNKD survive.
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Post by rockstarrick on Dec 27, 2016 9:34:20 GMT -5
I don't think things are as bleak for Sanofi as people think. Sanofi are diversified. Yes the diabetes sector was flat (+0.3%) but other sectors did very well - their new drugs portfolio bought in sales of $1.2Bn in the first 9 months of the year which is more than twice the sales lost by Lantus. Sanofi raised their EPS estimate in the Q3 conference call and have outperformed the IBB YTD so they cannot be hurting that much. Lantus sales will decline but probably not that much in the end. Sanofi always have the option to price match and since their costs are largely written down at this point they are better placed than their competitors. That their competitors have to pay them royalties on generic sales also helps. Toujeo is ramping up roughly the same as Lantus did. I am not impressed with Toujeo as an insulin, it's just concentrated Lantus, but it definitely has a market in the Type 2 world where reducing the volume of insulin you inject by a third is a big deal. Tresiba is also concentrated, but not as much (it is x2 rather than x3). Yes, but looking at these numbers and seeing sny at their highest sp when afrezza scripts were also at their highest, and then losing and sustaining the loss of $15/share when they dropped us has got to put a snicker on most mnkd investors faces It works for me until I have something better to snicker about, and it certainly is better than if their Market cap grew 40 billion after they screwed Mannkind and Investors. Sanofi in my opinion, is definitely a Pharma Company that could care less about people, Afrezza seems to work exceptionally well for those who are able to get it, Sanofi had the resources to deal with several of the problems that still exist today, that make an afrezza script hard to get. I realize these problems weren't created by Sanofi, (specifically the label), but Sanofi knew the label when they signed the agreement. Seeing in realtime the freedom for a PWD to eat what they want and have better control, (imo) over their BG than ever before, should've be a big flashing sign to anybody with a brain bigger than a pea saying... if we advertise this, really get behind it, this could really change a lot of lives for the better, in many ways, and we can also make money while this is evolving. The decision to moth ball the launch of afrezza was one of the biggest blunders I have ever witnessed. I just really hope afrezza lives on through Mannkind to become the Great life changing drug that Al Mann knew it would be. Well, I think I'm going to take my Grandson up in the hills, (snow) and go grouse hunting. Have a Great Day everybody
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