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Post by joeypotsandpans on May 14, 2018 15:44:56 GMT -5
Depends on whether or not you think AFREZZA is the best prandial insulin As a user, think is not an option as the ones that are properly using it KNOW it is  ...just sayin....ok carry on. |
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Post by sayhey24 on May 14, 2018 19:18:45 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. Lilly has the grandmother batch of insulin making e coli. Frozen in vats. Insulin, which is both a hormone and a protein, is a balled-up string of chemicals called amino acids. Human insulin's sequence of 51 amino acids differs from that of pork insulin by a single amino acid and by three amino acids from beef insulin. In 1978, researchers at a burgeoning biotechnology company called Genentech announced that they had introduced a human gene for insulin into a safe strain of E. coli bacteria, which then produced the protein. Genentech partnered with Lilly, which brought engineered human insulin to the market in 1982 under the brand name Humulin, the first recombinant DNA drug product in the world. Read more: mnkd.proboards.com/thread/2906/insulin#ixzz5FV4Vbbyhwww.rxlist.com/humulin-r-drug.htmPeppy - between Jardiance and Trulicity, Lilly is doing about $1.5B. Add in Humalog $2.5B and Humulin $1.5B and Lilly is closing in on $6B in sales which afrezza could disrupt. If afrezza is the T2 standard of care it would be given first and there would never be a need for the anti-glycemics. Most basal insulin is sold into the T2 market once the anti-glycemics fail. Then there is Humalog which has been clearly obsoleted by afrezza. $6B seems like a pretty big risk. IMO its better to try and bankrupt MNKD, pick up afrezza in the liquidation and take it to the salt mines never to be seen again. |
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Post by golfeveryday on May 14, 2018 19:43:09 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. Lilly has the grandmother batch of insulin making e coli. Frozen in vats. Insulin, which is both a hormone and a protein, is a balled-up string of chemicals called amino acids. Human insulin's sequence of 51 amino acids differs from that of pork insulin by a single amino acid and by three amino acids from beef insulin. In 1978, researchers at a burgeoning biotechnology company called Genentech announced that they had introduced a human gene for insulin into a safe strain of E. coli bacteria, which then produced the protein. Genentech partnered with Lilly, which brought engineered human insulin to the market in 1982 under the brand name Humulin, the first recombinant DNA drug product in the world. Read more: mnkd.proboards.com/thread/2906/insulin#ixzz5FV4Vbbyhwww.rxlist.com/humulin-r-drug.htmPeppy - between Jardiance and Trulicity, Lilly is doing about $1.5B. Add in Humalog $2.5B and Humulin $1.5B and Lilly is closing in on $6B in sales which afrezza could disrupt. If afrezza is the T2 standard of care it would be given first and there would never be a need for the anti-glycemics. Most basal insulin is sold into the T2 market once the anti-glycemics fail. Then there is Humalog which has been clearly obsoleted by afrezza. $6B seems like a pretty big risk. IMO its better to try and bankrupt MNKD, pick up afrezza in the liquidation and take it to the salt mines never to be seen again. you think Lilly is shorting mnkd? |
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Post by falconquest on May 14, 2018 21:20:30 GMT -5
Depends on whether or not you think AFREZZA is the best prandial insulin I could make a case for Lilly buying Mannkind, but not for investing in them. If Lilly think Afrezza is the best prandial insulin then the logical thing to do is buy them, with a hostile bid if necessary. Investing in Mannkind makes no sense because they would be funding a competitor to their existing product lines (plus Lilly is a pharma, not an investment firm). Far better for Lilly that Mannkind continues to struggle financially. There is always the tainted aspect of Mannkind following the rejection by Sanofi to consider. So how would Lilly shareholders feel about investing their profits in a company with a poor track record that was tossed to the curb by Sanofi?. You may be able to make a fiscal case but politically.......not so sure. On the other hand you could consider the point that Management doesn't give a hoot about shareholders anyway so it wouldn't really matter. I can see a case both ways. |
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Post by akemp3000 on May 14, 2018 21:30:24 GMT -5
Management that follows political opinions or polls almost always fail. Leaders lead. They do not follow. Mannkind's management team has stated their goals and thus far haven't waivered. I look forward to seeing how this plays out.
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Post by agedhippie on May 14, 2018 21:51:41 GMT -5
Management that follows political opinions or polls almost always fail. Leaders lead. They do not follow. Mannkind's management team has stated their goals and thus far haven't waivered. I look forward to seeing how this plays out. Ah, the King Canute school of management  |
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Post by peppy on May 15, 2018 4:27:23 GMT -5
Peppy - between Jardiance and Trulicity, Lilly is doing about $1.5B. Add in Humalog $2.5B and Humulin $1.5B and Lilly is closing in on $6B in sales which afrezza could disrupt.If afrezza is the T2 standard of care it would be given first and there would never be a need for the anti-glycemics. Most basal insulin is sold into the T2 market once the anti-glycemics fail. Then there is Humalog which has been clearly obsoleted by afrezza. $6B seems like a pretty big risk. IMO its better to try and bankrupt MNKD, pick up afrezza in the liquidation and take it to the salt mines never to be seen again. you think Lilly is shorting mnkd? Quote: Jardiance and Trulicity, Lilly is doing about $1.5B. Add in Humalog $2.5B and Humulin $1.5B and Lilly is closing in on $6B in sales which afrezza could disrupt. If afrezza is the T2 standard of care it would be given first and there would never be a need for the anti-glycemics. Reply: The question was, what would Lilly have to lose? You hit the nails on the heads. Thank you for looking it all up sayhey. ======================================================================================================= Jardiance, amputation post marketing. Trulicity, thyroid cancer. Humalog, hyperglycemia,hypoglycemia. pi.lilly.com/us/trulicity-uspi.pdfwww.accessdata.fda.gov/drugsatfda_docs/label/2016/204629s008lbl.pdfpi.lilly.com/us/humalog-pen-pi.pdf |
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Post by digger on May 15, 2018 8:03:00 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. Lilly has the grandmother batch of insulin making e coli. Frozen in vats. Insulin, which is both a hormone and a protein, is a balled-up string of chemicals called amino acids. Human insulin's sequence of 51 amino acids differs from that of pork insulin by a single amino acid and by three amino acids from beef insulin. In 1978, researchers at a burgeoning biotechnology company called Genentech announced that they had introduced a human gene for insulin into a safe strain of E. coli bacteria, which then produced the protein. Genentech partnered with Lilly, which brought engineered human insulin to the market in 1982 under the brand name Humulin, the first recombinant DNA drug product in the world. Read more: mnkd.proboards.com/thread/2906/insulin#ixzz5FV4Vbbyhwww.rxlist.com/humulin-r-drug.htmHow much did Sanofi lose in its partnership with Mannkind? |
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Post by MnkdWASmyRtrmntPlan on May 15, 2018 8:18:03 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. Lilly has the grandmother batch of insulin making e coli. Frozen in vats. Insulin, which is both a hormone and a protein, is a balled-up string of chemicals called amino acids. Human insulin's sequence of 51 amino acids differs from that of pork insulin by a single amino acid and by three amino acids from beef insulin. In 1978, researchers at a burgeoning biotechnology company called Genentech announced that they had introduced a human gene for insulin into a safe strain of E. coli bacteria, which then produced the protein. Genentech partnered with Lilly, which brought engineered human insulin to the market in 1982 under the brand name Humulin, the first recombinant DNA drug product in the world. Read more: mnkd.proboards.com/thread/2906/insulin#ixzz5FV4Vbbyhwww.rxlist.com/humulin-r-drug.htmPeppy, I followed that proboards hotlink and I found the article from your post in mid-2015 that you pulled those quotes from: www.diabetesforecast.org/2013/jul/making-insulin.htmlThat's a really interesting article about how insulin is made. I think I might have seen it back then, but I'm glad you pointed me to it now. I am surprised that Lilly allowed that to be published, since it is normally so closely-guarded. You just don't see that kind of information often. Thanks. |
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Post by mnholdem on May 15, 2018 10:50:31 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. [clipped] How much did Sanofi lose in its partnership with Mannkind? Not nearly enough, IMHO.  |
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Post by brotherm1 on May 15, 2018 11:02:01 GMT -5
I thought SNY had instead benefitted from the sabotage.
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Post by dh4mizzou on May 15, 2018 11:30:08 GMT -5
Yes, exactly why you chose them...for example, lol. You made a sound case. Mike could shop that around for takers and with Kendall inside MNKD now, he can still get the ears of the guys in the corner office at Lilly. Lilly might buy Afrezza or possibly Mannkind, but I doubt they would take a minor stake in Mannkind since it's hard to see what would be in it for them. Lilly has drugs like Trulicity that three years after launch is bringing in 90% of the revenue that Humalog does. They have a faster (not going to call it ultra fast) INJECTIBLE insulin in trials and probably released next year, and is working on a pump and hybrid AP. FIFY |
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Post by dh4mizzou on May 15, 2018 11:32:43 GMT -5
Lilly is not stupid. They have eyes, they can see. In my opinion Lilly would have nothing to lose and everything to gain. What would Lilly have to lose if Lilly partnered with MNKD/ Afrezza? Dr. Kendall. Insight. Connection. Lilly has the grandmother batch of insulin making e coli. Frozen in vats. Insulin, which is both a hormone and a protein, is a balled-up string of chemicals called amino acids. Human insulin's sequence of 51 amino acids differs from that of pork insulin by a single amino acid and by three amino acids from beef insulin. In 1978, researchers at a burgeoning biotechnology company called Genentech announced that they had introduced a human gene for insulin into a safe strain of E. coli bacteria, which then produced the protein. Genentech partnered with Lilly, which brought engineered human insulin to the market in 1982 under the brand name Humulin, the first recombinant DNA drug product in the world. Read more: mnkd.proboards.com/thread/2906/insulin#ixzz5FV4Vbbyhwww.rxlist.com/humulin-r-drug.htmPeppy - between Jardiance and Trulicity, Lilly is doing about $1.5B. Add in Humalog $2.5B and Humulin $1.5B and Lilly is closing in on $6B in sales which afrezza could disrupt. If afrezza is the T2 standard of care it would be given first and there would never be a need for the anti-glycemics. Most basal insulin is sold into the T2 market once the anti-glycemics fail. Then there is Humalog which has been clearly obsoleted by afrezza. $6B seems like a pretty big risk. IMO its better to try and bankrupt MNKD, pick up afrezza in the liquidation and take it to the salt mines never to be seen again. One could argue that any decrease in their current sales would/could be more than offset by an increase in Afrezza sales. |
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Post by buyitonsale on May 15, 2018 12:50:40 GMT -5
Once company achieves break even point (within 18 months IMO) there will be interest.
After the pediatric approval there will be multiple offers.
But... Afrezza is not for sale.
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Post by agedhippie on May 15, 2018 14:06:28 GMT -5
Once company achieves break even point (within 18 months IMO) there will be interest. After the pediatric approval there will be multiple offers. But... Afrezza is not for sale. Afrezza is not for sale but Mannkind is, and the current price is $278 million |
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...just sayin....ok carry on.
