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Post by ghochr on Oct 21, 2017 10:53:06 GMT -5
So what's a common example? We sell their products and they sell afrezza? A deal could be simular to Sanofi but 7x the 1 billion buy in price to get the 35% of co-promotion if it was the same size sales forces as Sanofi's..probably a much larger effort is my guess. Mnkd does what Sanofi did with 1/7th the staff..to use as a pricing scale...So the valuation of Afrezza also went way way up with the new label since then..so $7 billion up front for 35% of Afrezza..that should motivate them to sale a lot more then giving them 65% like Sanofi got so it could sit on its ass while MNKD scrapped by...no more of that.. You must have lots of billions to throw away 😜 I dream myself as a arm chair billionaire too 😂 |
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Post by mnholdem on Oct 21, 2017 12:16:15 GMT -5
Instant gratification is the #1 reason Afrezza is the perfect compliment to a CGM. This is what people want not to wait 3 months to find out how their doing. No other insulin on the market is going to show them its working in real time like Afrezza will. Yet you might be surprised at how many, especially T2 patients, actually prefer thinking as little as possible about diabetes, hence why so many have poor compliance/control. It might be easy to imagine that "instant gratification" is something people always want, but thinking that most people would derive instant gratification from knowing their BG all the time might be stretching things. Perhaps you should ask some people with diabetes if 24/7 monitoring of their BG is something from which they would derive that sort of enjoyment. I think following MNKD, especially through proboards, it's easy to start thinking that Sam and the other frequent social media Afrezza advocates are the typical patient with diabetes... when they really aren't. Shareholders who research the prandial insulin market know it's huge, but T2s who don't think enough about their disease to bolus at mealtimes aren't a part of that market. MannKind's goal is to take a big chunk of the prandial market away from Novo, Lilly and Sanofi. To play along with your theory, though, let me add one of my own. Perhaps many people with T2 diabetes find controlling BG with RAA injections to be too complicated to bother with. We know it's because the poor PK/PD performance of RAA insulin makes it difficult to control BG. Afrezza is ultra fast and easy, which would appeal to those T2s who want a simple solution that isn't much of a bother. But as I said, if they don't care enough about their BG to bolus, then they're not really part of the prandial insulin market anyway. |
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