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Post by slugworth008 on May 10, 2018 8:35:35 GMT -5
China has more high income people, and China has IP protection for drugs. It's easier to command higher selling prices for imported drugs. Sadly both countries are known for copycat products. I would hope that we have adequate protection going forward there iand anywhere else the company might sell products Um...I don't think Afrezza is anywhere near easy to copy. So no worries here on that front. IMO
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Post by lennymnkd on May 10, 2018 8:41:36 GMT -5
Been mentioned by Matt and al several times that barriers to entry were high, don’t know the science why , but Al was proud of that.
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Post by babaoriley on May 10, 2018 9:18:44 GMT -5
That's the snub-nose 38 model Dreamboat, compared to Dirty Harry's 44 Magnum!
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Post by Clement on May 10, 2018 9:19:08 GMT -5
Does Cipla have a US-based sales force selling to US patients? (I'm pondering co-promote here.)
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Post by Clement on May 10, 2018 9:27:42 GMT -5
On the other hand, what if Cipla is still working on its own inhalable insulin and needs more time. US$2 million would be cheap to stop Afrezza in its tracks in India by dragging out approval process as long as possible and then "de-emphasizing" with India sales force (like Sanofi did to us in the US).
Do we know that Cipla's inhalable insulin is actually dead? I'm mean really dead -- not just mostly dead.
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akil
Newbie
Posts: 21
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Post by akil on May 10, 2018 9:43:11 GMT -5
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Post by akemp3000 on May 10, 2018 9:58:25 GMT -5
IMO, when thinking about this Cipla partnership, it's important to recall both Michael Castagna and Dr. David Kendall's most recent past positions before joining Mannkind Corporation:
Dr. David Kendall: “Vice President of Global Medical Affairs for Lilly Diabetes, and during that time was responsible for all medical affairs activities and guided research and development strategy across multiple geographies. In this role, he worked to re-establish Lilly Diabetes as a world class medical organization.
Michael Castagna: “…Amgen, Inc., where he spent over three years as Vice President, Global Commercial Lead for a portfolio of nine biosimilar drugs, and Vice President, Global Lifecycle Management”
No doubt both men have strong knowledge and many global connections that should help accelerate success in various countries. While there will certainly be challenges for MNKD, there's no reason to be worried about some of the concerns that are being suggested herein.
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Post by liane on May 10, 2018 10:51:25 GMT -5
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Post by porkini on May 10, 2018 11:26:25 GMT -5
I would say nope... if you copy the picture of the inhaler from afrezza.com front page and paste into an image editor, then resize ONLY horizontally, you can get it to look nearly identical to this picture. I think someone just got hasty with their copy preparation.
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Post by brentie on May 10, 2018 11:39:59 GMT -5
Porkini, you may be right. I don't see anything like it here....
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Post by joeypotsandpans on May 10, 2018 11:44:31 GMT -5
Porkini, you may be right. I don't see anything like it here.... or here .....
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Post by porkini on May 10, 2018 11:52:24 GMT -5
Okay, for anyone here that wishes to duplicate what I did. Here is the picture from the front page of afrezza.com. Copy it into your, for example, Windows Paint application. Make sure the image is selected and you see the resizing handles on the sides of the image. Drag either the right- or left-center handle to resize the image smaller horizontally. If you do it side-by-side with the article image, you can easily get it to look identical.
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Post by joeypotsandpans on May 10, 2018 12:05:38 GMT -5
Okay, for anyone here that wishes to duplicate what I did. Here is the picture from the front page of afrezza.com. Copy it into your, for example, Windows Paint application. Make sure the image is selected and you see the resizing handles on the sides of the image. Drag either the right- or left-center handle to resize the image smaller horizontally. If you do it side-by-side with the article image, you can easily get it to look identical. Oh, kinda like those mirrors at the amusement park? (meant for baba )
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Post by dreamboatcruise on May 10, 2018 14:01:16 GMT -5
On the other hand, what if Cipla is still working on its own inhalable insulin and needs more time. US$2 million would be cheap to stop Afrezza in its tracks in India by dragging out approval process as long as possible and then "de-emphasizing" with India sales force (like Sanofi did to us in the US). Do we know that Cipla's inhalable insulin is actually dead? I'm mean really dead -- not just mostly dead. Hopefully that was part of the deal... ceasing development and/or agreeing not to submit an NDA for some period of time. That would be almost negligent on MNKD's part if they didn't get this. I'm assuming Cipla doesn't have an injectible mealtime insulin... that could still pose a problem of repeating SNY even if there were provisions to halt inhaled development.
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Post by lakers on May 10, 2018 22:08:20 GMT -5
“We're also working on additional filings in other markets, and I hope to be able to share some of that information with you soon. Additionally, we have started negotiating term sheets for some other key markets which we will try to get done in second quarter but it could go into third quarter.”
Mike already said China, Mex. Mnkd needs To renegotiate with AMPH on the insulin contract anyway. IMHO, Mnkd may be filing in Mex by itself. Ditto Canada.
Cipla was an obvious choice given its strong presence in S Africa, UAE, Saudi Arabia, Oman, MENA. This would come handy for expansion to These regions as Mnkd saves supporting resource. One stone kills four birds. Cipla truly believes in inhaled insulin. They worked on it for years but failed to get approval. They really like that A is storage friendly, less intrusive, easy to use. Moreover, India, MENA ppl are needle phobic.
I suspect we will hear about Cipla again outside of India.
Takeda is pretty obvious for Japan, Australia, New Zealand, VN, APAC.
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