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Post by peppy on Oct 4, 2017 13:22:42 GMT -5
Under the title, if you are sanofi?
You are thinking about getting rid of Brandicourt and/or sucking your thumb.
I want to do a clinical trail with brandicourt getting the monoclonic antibodies. oh yeah. (I am a horrible human being.)
Also: Sanofi is covering as fast as they can. less eps...... |
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Post by nadathing on Oct 4, 2017 13:24:45 GMT -5
No more fear about BK for how long? The can got kicked down the road for a few more months. I'm happy about that, but it does not take care of the long term issue. We need sales. We need profits. NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. So, you deny that they have kicked the can down the road for a few more months? You deny that the cash position of the company is still precarious? You have any idea of how many scripts and refills are required for profitability? The op said that BK isn't going to happen. I'm glad you have a crystal ball. I'll wait to make that judgement after we get financing and become profitable. Until financing is in place and profitability is attained you cannot rule out BK in the future. But what do I know? |
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Post by n8 on Oct 4, 2017 13:29:01 GMT -5
NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. So, you deny that they have kicked the can down the road for a few more months? You deny that the cash position of the company is still precarious? You have any idea of how many scripts and refills are required for profitability? The op said that BK isn't going to happen. I'm glad you have a crystal ball. I'll wait to make that judgement after we get financing and become profitable. Until financing is in place and profitability is attained you cannot rule out BK in the future. But what do I know? Probably not denial but observational science. Just a guess............................................................................ |
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Post by thekindaguyiyam on Oct 4, 2017 13:29:26 GMT -5
NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. So, you deny that they have kicked the can down the road for a few more months? You deny that the cash position of the company is still precarious? You have any idea of how many scripts and refills are required for profitability? The op said that BK isn't going to happen. I'm glad you have a crystal ball. I'll wait to make that judgement after we get financing and become profitable. Until financing is in place and profitability is attained you cannot rule out BK in the future. But what do I know? Opportunity is better than having none. This conversation with you is over. Enjoy your short position. |
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Post by peppy on Oct 4, 2017 13:29:35 GMT -5
NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. So, you deny that they have kicked the can down the road for a few more months? You deny that the cash position of the company is still precarious? You have any idea of how many scripts and refills are required for profitability? The op said that BK isn't going to happen. I'm glad you have a crystal ball. I'll wait to make that judgement after we get financing and become profitable. Until financing is in place and profitability is attained you cannot rule out BK in the future. But what do I know? Have you had your thyroid checked? |
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Post by thoth on Oct 4, 2017 13:43:55 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. While you are generally correct, I think the larger question is how in the world Sanofi could screw up the original launch so poorly that Afrezza was able to pretty much match (and likely exceed) their efforts with a fraction of their resources. This is a major red flag that the problems with the launch were primarily on the sales and marketing side, not the product itself. |
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Post by thekindaguyiyam on Oct 4, 2017 13:55:17 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. While you are generally correct, I think the larger question is how in the world Sanofi could screw up the original launch so poorly that Afrezza was able to pretty much match (and likely exceed) their efforts with a fraction of their resources. This is a major red flag that the problems with the launch were primarily on the sales and marketing side, not the product itself. why did GM kill the electric car? It killed the service side of dealerships. WHY did Sanofi try to kill MNKD with the change of CEO's? Their other 15 diabetic drugs would lose their piece of the pie. It wasn't a screw up.. it was deliberate. And if you think that big pharma will sit on the sidelines watching the new kid on the block get attention and position then you don't yet understand the opposition in place which has systematically been obstacles in print and short traders so that they don't lose their share of what is and will be a trillion dollar industry. |
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Post by boca1girl on Oct 4, 2017 14:13:28 GMT -5
While you are generally correct, I think the larger question is how in the world Sanofi could screw up the original launch so poorly that Afrezza was able to pretty much match (and likely exceed) their efforts with a fraction of their resources. This is a major red flag that the problems with the launch were primarily on the sales and marketing side, not the product itself. why did GM kill the electric car? It killed the service side of dealerships. WHY did Sanofi try to kill MNKD with the change of CEO's? Their other 15 diabetic drugs would lose their piece of the pie. It wasn't a screw up.. it was deliberate. And if you think that big pharma will sit on the sidelines watching the new kid on the block get attention and position then you don't yet understand the opposition in place which has systematically been obstacles in print and short traders so that they don't lose their share of what is and will be a trillion dollar industry. Surely BP will protect their products and fight against us as long as possible, but they will come to the realization that Afrezza is superior and will win out. The leaders of technology learned long ago that it was necessary to cannibalize your own products in order to stay relevant, even if it meant buying out the competition. BP is slow to come around but I think buy out discussions will be held in many of the BP boardrooms. I just hope it would be at a very high $$ amount for Afrezza only and we retain Technosphere (our little annuity). |
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Post by thekindaguyiyam on Oct 4, 2017 14:28:33 GMT -5
personally; I'm hoping that with some momentum and the boards intent we will not have to sell any part of Afrezza as it applies to 50% + of the global population if you include prediabetics
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Post by thekindaguyiyam on Oct 4, 2017 14:50:13 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. What MNKD did not do right was that in its agreement that it should have specified the minimum level of efforts Sonofi SHOULD HAVE MADE to market Afrezza. Sonofi did not make a good faith effort to market Afrezza. One still needs money (to carry out the sell activities) to make money. Mike has shown us that this is a way to sell Afrezza and that Afrezza CAN make money. after the problem with Sanofi our board made the right decision re: should we ever be involved with another partner/ that the MNKD Board makes the decisions. Good decision not to repeat a bad decision is surrendering autonomy. Unshakled by Sanofi allows for greater potential return for MNKD investors. |
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Post by pengiep on Oct 4, 2017 14:54:42 GMT -5
Sanofi's incompetence at marketing Afrezza suggests a lot of things, Not in the least purposeful sabotage of a product they didn't own that would cannibalize a large part of their sales. They got off easy by forgiving some of MNKD's debt.
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Post by thekindaguyiyam on Oct 4, 2017 14:58:29 GMT -5
Sanofi's incompetence at marketing Afrezza suggests a lot of things, Not in the least purposeful sabotage of a product they didn't own that would cannibalize a large part of their sales. They got off easy by forgiving some of MNKD's debt. I think (conjecture) that Alfred gave them an ultimatum otherwise they wouldn't have been as generous in their exit. No one (especially corporations) give away money unnecessarily. |
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Post by dreamboatcruise on Oct 4, 2017 15:04:46 GMT -5
NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. So, you deny that they have kicked the can down the road for a few more months? You deny that the cash position of the company is still precarious? You have any idea of how many scripts and refills are required for profitability? The op said that BK isn't going to happen. I'm glad you have a crystal ball. I'll wait to make that judgement after we get financing and become profitable. Until financing is in place and profitability is attained you cannot rule out BK in the future. But what do I know? Even the lizard can enjoy a day like today. True... we're not out of the woods. Though I think I might see a clearing up ahead. |
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Post by ilovekauai on Oct 4, 2017 15:07:33 GMT -5
OMG DBC! I must be dreaming, but no it's real. So glad to hear you say this. Mahalo!
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Post by mytakeonit on Oct 4, 2017 15:13:21 GMT -5
Yep ... new pic and new direction. Maybe the lizard has turned.
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