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Nov. 9 CC
Nov 7, 2015 17:54:55 GMT -5
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Post by lakers on Nov 7, 2015 17:54:55 GMT -5
I don't expect anything good to come out of Monday's quarterly, and expect the detractors of MNKD to come out strong on Tuesday, with a barrage of negative spin that will further erode the share price. Like it or not, (I don't), the shorts are running the show for now. I hate it, but that's just the reality of the situation currently. Longs need to remain patient and wait. This is going to get uglier, before it gets better. Aloha. Last month they had a JV meeting last month discussing the global expansion. I would hope to hear more about their first countries they have plans for, also TS status, and a statement on the long term commitment of SNY, and another mention that there is no plan for a secondary for the shorts to close out their position. My conjecture: Israel, Germany, the U.K., the Netherlands and several Nordic countries., followed by Japan and Canada. |
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Post by lakers on Nov 7, 2015 12:00:05 GMT -5
moodle.univ-lille2.fr/pluginfile.php/89852/mod_resource/content/0/AFREZZA%20lavenir%20dune%20insuline%20inhalée.pptxLooking forward to 2016: $25M bonus for Qualifying Sny insulin for Afrezza And $30M bonus for EMA Approval And $20M bonus for Japan Approval EU, Middle East Launch "You have to ask Sanofi about that" 2 more indicators: oncology, antiemetic, lung injury 2 Wild Cards. It's all up to Al, now that he is 90. He'd want to leave a great legacy and long lasting franchises to carry on... A majority of great men think alike...Simple 101 psyc... 2016 is shaping up to be an exciting year for us.
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Post by lakers on Nov 7, 2015 1:35:24 GMT -5
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Post by lakers on Nov 7, 2015 1:29:05 GMT -5
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Post by lakers on Nov 6, 2015 17:56:32 GMT -5
November 6, 2015 4:00 pm Sanofi/GSK: across the channel The pharma champions of England and France face a common enemy Anyone skimming the strategic update released on Friday by Sanofi, France’s biggest drug company, might have felt a bit of deja-vu. Half a year ago and a short hop over the channel, Britain’s biggest drug company gave an update that, save for the change in accent, looked much the same. Sanofi thinks it can increase sales at 3-4 per cent a year between this year and 2020; in May, GlaxoSmithKline targeted “low-to-mid single-digit” sales growth between next year and 2020. Sanofi expects little growth in per-share earnings for the next two years, but for the growth rate to exceed that of sales thereafter — in line with the “mid-to-high single-digit” growth GSK is shooting for starting next year. Both groups draw a fifth or so of revenues from vaccines. Both have big businesses in the emerging markets. Investors rate them similarly, too: France’s champion and the UK’s both have price/earnings ratios of 16. The groups also point to diversified product lines as a strength. In addition to vaccines, Sanofi has consumer healthcare, generics and animal health; GSK too is big in consumer health. Sanofi, interestingly, backed away a little from diversification on Friday, saying it would consider “strategic options” (read: a sale or spin-off) for its animal health and European generics units (together under a tenth of revenues). Sanofi’s modest change of tack likely reflects pressure from a shared enemy of the two companies: a market that has recently developed a strong preference for growth over safety and focus over diversification. Investors have plumped for pharmaceutical companies built around tight portfolios of high-growth drugs (Bristol-Myers Squibb, say) rather than the steadiness offered by vaccines and consumer health. Weakness in both companies’ shares compared with many peers in part reflects this. Owning either is a bet that the market’s preferences will change — or that one or both will succumb to the pressure, and break up. www.ft.com/cms/s/3/d3972e2c-8483-11e5-8095-ed1a37d1e096.html?ftcamp=traffic/partner/feed_headline/us_yahoo/auddev#axzz3qkr6eto6 |
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Post by lakers on Nov 6, 2015 17:50:09 GMT -5
finance.yahoo.com/news/sanofi-boss-seen-well-placed-174041024.htmlPARIS, Nov 6 (Reuters) - Sanofi could hope to get over 12 billion euros ($13 billion) should it decide to sell its Merial animal health unit and its European generics business, and the French drugmaker's new boss is seen as well-placed to find a buyer. Olivier Brandicourt, who took on the job of chief executive earlier this year, said on Friday at an investor day he hoped to decide on both business activities within a year, confirming recent reports that they were under review. Analysts had already said that while the company wants to remain diversified management could decide to sell non-core businesses such as these to help fund expansion in other areas. However, Brandicourt declined to say on Friday if his company was already talking to potential purchasers and would give no further details. "This is a decision we made very recently," he said. Sanofi said in a statement that all options would be considered "including retention" for the two activities which it said offered "limited synergies" with its other businesses. In a previous job at U.S.-based Pfizer, Brandicourt managed the sale of animal health unit Zoetis. A trader in Paris, who spoke on condition of anonymity, said Merial could be of interest to a private equity fund or to Germany's Bayer, where Olivier Brandicourt held a top position before joining Sanofi, and which also operates animal health activities. Third-quarter sales in Sanofi's animal health business were up 9.3 percent at constant exchange rates at 607 million euros. The increase was mainly driven by NexGard, a flea and tick product for dogs, and Sanofi expects total revenues for the business to top 2.4 billion euros this year. "The business is big enough to be floated. They (Sanofi) could also swap assets", a senior source with knowledge of the matter told Reuters when asked about Sanofi's options. Tim Anderson, an analyst with Bernstein, said Merial could fetch up to 12.5 billion euros on the basis of five times revenue, although he said a sale could represent a risk. "While investors appreciate a narrowing down of focus and the returns that can come from disposals ... if a company is not a great R&D organisation, it puts future growth at risk because growth will be that much more dependent of R&D," he said. Sanofi said on Friday annual research and development spending would rise to 6 billion euros by 2020, up from 4.8 billion in 2014. The generics assets that could be for sale are relatively small scale. Western European sales amounted to just 135 million euros in the third quarter. ($1 = 0.9309 euros) (Reporting by Matthias Blamont; Additionnal reporting by Alexandre Boksenbaum-Granier; Editing by Andrew Callus, Greg Mahlich)
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Post by lakers on Nov 6, 2015 17:19:27 GMT -5
Attachment DeletedAttachment DeletedAttachment DeletedDated 11/06/15. Sny needs to rapidly expand CVS and UHG mkt access. Tier 3 needs to be no PA required. Express Scripts PBM Covers 96%, 1465/1472 plans CVS Caremark RX Covers 12%, 38/1326 plans UnitedHealth Group, Inc. Covers 7%, 60/284 plans
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Sanofi
Nov 6, 2015 15:55:23 GMT -5
via mobile
Post by lakers on Nov 6, 2015 15:55:23 GMT -5
Sny $46.46, down 3.96, 7.85%. So St must not like what they heard.
Mnkd is up a little now that the Flop was dealt allowing Mnkd to be in-play still.
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Post by lakers on Nov 6, 2015 15:43:18 GMT -5
www.bloomberg.com/news/articles/2015-11-05/investors-balk-as-tel-aviv-exchange-woos-u-s-biotech-listingsBy David Wainer david_wainer November 4, 2015 — 7:00 PM PST Companies benefit as index funds shore up share prices `For the Israeli public, this isn’t necessarily a good thing' Israel has a reputation as a hotbed of tech innovation, yet the Tel Aviv Stock Exchange hasn’t seen much benefit as many of the country’s best startups have offered their shares in the U.S. instead. Now, an effort to get American companies to go the other direction is starting to pay off. Four U.S. health care companies have completed dual listings on the bourse this year, including generic-drug giant Mylan NV on Nov. 4. As many as 10 more such deals are in the works, according to law firm Pearl Cohen. “It’s a win-win situation,” said Uri Ben-Or, Chief Executive Officer of CFO Direct, a consulting firm that helped three companies with listings in Israel. “The exchange gets more volume while the companies find a new market where they can raise capital and boost liquidity.” But three companies that have made the trip aren’t exactly Wall Street darlings. On the NYSE MKT, the smallest U.S. bourse, Navidea Biopharmaceuticals Inc. and BioTime Inc. are among the 10 most shorted issues (in which investors borrow shares and sell them, expecting to profit by buying them back at a lower price). Mannkind Corp. is the sixth most-shorted health care stock on the Nasdaq, according to data compiled by Bloomberg. “If these companies are so successful, why don’t they just stay in the U.S.?” said Jerry Cutiesteanu, who helps oversee $4.7 billion in assets at Israel Brokerage & Investments Ltd. in Tel Aviv. The shares “are particularly risky.” While the companies are little known at home, in Israel they’re relative giants. Their size means they have been added to indexes of the exchange’s biggest companies, which shores up their price as index-tracking funds buy their shares. Increased Risk “In the U.S., these companies were among thousands of their size,” said Ilan Gerzi, a senior partner at Pearl Cohen who has worked on the listings. “Here, they are immediately catapulted into the Tel Aviv 75 or Tel Aviv 100. They get new capital, more liquidity. Why not?” Some in Israel’s financial community say that including the new biotech shares in index funds, which make up about 35 percent of all Tel Aviv Stock Exchange equity turnover, increases the risk for investors. “For the Israeli public, this isn’t necessarily a good thing,” said Meir Slater, head of research at Bank of Jerusalem Ltd. in Tel Aviv. “These listings are forcing the public to put money into companies that aren’t exactly safe.” Navidea President Rick Gonzalez acknowledged that biotech investment is inherently risky, but said the company has gotten approval for a compound that can help diagnose cancer in lymph nodes, and that it’s building the commercial organization needed to market it. Matt Pfeffer, Mannkind’s chief financial officer, said his company has an approved product, an inhaled insulin, that he expects to start gaining ground soon. The stock has fallen 19 percent since Oct. 29 when Sanofi, its partner, said the product wasn’t selling as well as anticipated. BioTime declined to comment. Biotech Ecosystem The number of companies listed in Tel Aviv has dropped every year since 2007, and by September had fallen to 461 -- a 30 percent decline in the last eight years. In the past decade, by contrast, more than 40 Israeli companies held initial public offerings in the U.S., according to data compiled by Bloomberg, including stars such as car safety software-maker Mobileye NV and solar energy equipment producer SolarEdge Technologies Inc. Bourse CEO Yossi Beinart said the listings dovetail with a strategy to make the exchange more technology-oriented. He says attracting biotech companies can help Israel by creating partnerships and boosting investment in research, and that the exchange is considering changes to the way the indexes are composed to ensure the risk profile doesn’t increase dramatically. “We want to create an ecosystem of biotech and tech,” Beinart said. “No investor has a gun to his head to invest in these companies.”
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Post by lakers on Nov 6, 2015 15:27:48 GMT -5
phl17.com/2015/11/06/afrezza-and-helping-treat-diabetes/Afrezza and Diabetes POSTED 8:10 AM, NOVEMBER 6, 2015, BY EYEOPENERPHL17, UPDATED AT 08:15AM, NOVEMBER 6, 2015 Elissa Violino (CDE): Afrezza is the only inhaled insulin. It's a rapid acting insulin, so it's administered at the beginning of a meal to control blood sugar spikes after the meal. Jason: So how does it work? Tell us about that. Elissa: It's breathed in through your mouth, so through your lungs. And it peaks within 12 to 15 minutes to help control blood sugars after the meal. It's important for the audience to know that it's not right for everyone, with chronic lung disease or asthma or copd, or if you smoke, or recently stopped smoking or for children under the age of 18. Jason: Ok so we're talking about inhaled insulin. People with diabetes may want to know more. What can you tell them? Elissa: Go to Afrezza.com. You can check out that website. Its also important to talk to your healthcare professional. This is by prescription only, so it's important to have that discussion with your healthcare professional as well. Jason: So many people have diabetes these days. Any tips for dealing with it, maintaining it. Elissa: Absolutely...having diabetes is important to know, and knowledge is your key. So healthy eating, physical activity, and taking your diabetes medication everyday, really helps to manage your blood sugar. Jason: When diabetes gets bad, it gets really bad. Talk about that. Elissa. Check at home the glucometer, and bring it to your appointment. Jason: Once again give us that website. Elissa: Afreszza.com. Check it out when you have time.
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Post by lakers on Nov 6, 2015 11:35:35 GMT -5
The Flop was shown as corroborated by 11/4-5 Vegas training and Sny Meet Mgmt pdf. Rob, you missed that Afrezza was mentioned 3 times on pg 63, 105, 210. Please re-read. Slide 210 is interesting, left as an exercise to readers. It shows how much they love Afrezza.
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Post by lakers on Nov 6, 2015 3:08:20 GMT -5
Selective, Disciplined M&A
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Post by lakers on Nov 6, 2015 1:56:00 GMT -5
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Post by lakers on Nov 6, 2015 1:35:30 GMT -5
Downgrade hurts MannKind stock Manufacturing facilities of the Mannkind Corporation of Danbury that are used to produce Afrezza, a new form of inhalable insulin that was released into the market in February. Photo: H John Voorhees III / File Photo / The News-Times Photo: H John Voorhees III / File Photo Manufacturing facilities of the Mannkind Corporation of Danbury that are used to produce Afrezza, a new form of inhalable insulin that was released into the market in February. DANBURY — The stock for local pharmaceutical company MannKind hit a new low during trading Thursday after disappointing comments from both its marketing partner and an analyst with the Royal Bank of Cananda. On Wednesday, RBC Capital Markets’ Adnan Butt downgraded MannKind to underperform from a market perform rating, citing sluggish growth for Afrezza, an inhalable form of insulin that MannKind brought to the market in February. Butt also reduced his price target on the stock to just $1. During trading Thursday, the stock dropped nearly 7 percent to close at $2.79 per share. The stock, which has lost more than 25 percent of its value in the past two weeks, had been trading as high as $7.58 in February when the drug was released. Analysts also pointed to comments made last week by Olivier Brandicourt, the chief executive officer of Sanofi, a France-based pharmaceutical company and MannKind’s marketing partner for Afrezza. During a call with investors, Brandicourt indicated that the sales of diabetic related drugs will drop from 4 to 8 percent in the coming years, due in part, he said, to reduced sales expectations for Afrezza. Investors, however, have been critical of Sanofi’s marketing efforts for the drug and its efforts to get insurance companies to accept the new treatment. “Basically the CEO of Sanofi threw Afrezza under the bus as an excuse for the disappointing outlook for their diabetes franchise,” said Kevin Markey, an analyst with Griffin Securities who has a buy rating on the stock. “But how can they say the drug has been disappointing when they haven’t put the kind of support behind it that the drug needs?” Markey noted that the drug has only been on the market for about six months and it has taken time to educate the medical community about the benefits of Afrezza over other treatments. Sanofi, he added, has only just begun stepping up its efforts to have insurance companies cover the drug. “The diabetes market is very competitive and it will take some time for Afrezza to be accepted,” he said. “Right now is an excellent opportunity. For those investing in the long term, MannKind will be very attractive and rewarding.” Markey’s price target for the stock is $11.50. MannKind is expected to announce its third-quarter results on Monday. Most analysts expect the company, which has yet to record a profit, to report loss per share of about seven cents. dperrefort@newstimes.com m.newstimes.com/business/article/Downgrade-hurts-MannKind-stock-6613785.php |
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Post by lakers on Nov 5, 2015 18:17:44 GMT -5
Boots on the Ground, Taking Pulse of Sanofi A&T Reps. anonymous, Nov 4, 2015 at 2:02 PM They said Afrezza will be the next Aspirin. The Launch Outhouse is in full throttle mode. The role-playing is relentless as Challenger Model is the best thing to come since The Ten Commandments. You have 1 quarter to right the ship or you will be PIP ed out of here. anonymous, Nov 5, 2015 at 9:13 AM Anyone else feeling like Vegas is a little nasty? MGM is smoke filled, food is not good, and everything's just dated. hate to complain, but literally I think someone went to the hospital yesterday because they couldn't breathe in this place! anonymous, Nov 5, 2015 at 9:24 AM The big groups were quiet. There's drama in every region. Reps and ABLs are starting to leave. Everyone at an RBL level and above either doesn't see what's happening or is choosing to ignore what's happening. At least we're finishing early today. cafepharma.com/boards/threads/whatz-up-in-vegas.587583/Regional Business Leader (RBL) and Area Business Leaders (ABLs) anonymous, Oct 12, 2015 at 3:37 PM cafepharma.com/boards/threads/tell-the-truth-how-many-hrs-does-abl.586484/Just as it gets old for you have the ABL ride with you, it gets just as old for them to ride with reps. You should actually look at this as a good thing. If they are there all day for two straight days, they are probably onto you about something. If they are there 3 or 4 hours and are causing no trouble in your territory why complain? When I was an ABL, the first day would be about 9 to 4 or so and day 2 was about 9 to 12. The rep appreciated this even though I was helping them schlep lunch in offices, carrying samples and drop offs and pretty much staying out of their way. If I wasn't allowed back, I would simply wait in the waiting room. I tried not to make any waves. Don't look a gift horse in the mouth as previous poster mentioned. They could make full full full days mandatory. anonymous, Oct 16, 2015 at 11:50 PM Thank you for your honesty. I wish you were my ABL because not all managers have this teamwork mindset. My manager spends the entire day with me, dominates all of my sales calls, and uses the over-the-top challenger method on my customers. When he leaves me I get an earful from my physicians about him being so obnoxious. Several offices now have a "No Managers" sign because of him having been in these offices several times with several different reps doing the same thing. Then the next day I get a FCR that tells me everything I did wrong or wasn't able to say because he wouldn't shut up and how I need to improve. I wish there was a checks and balance system for managers so people like you would be promoted and idiots like the one I work for would find the door. Believe me, if I had a manager like you I'd be motivated to work harder. Now, I'm just...not. anonymous, Oct 17, 2015 at 5:39 PM the ABL job is not to ride with the rep 8-5 we would all hate it. They ride with us make a few calls talk about the business. They discuss opportunities within the company, ask if we need anything. They have to write up the FCR, calls from the regional, brand team, compliance etc. I was both and if the manager made a few calls and left great. Do your job and you will hardly see them. Stay home, call in sick, work 3 hours, make no impactful calls and you will see them more not less. Just left the company in August, and my ABL was the reason. Rode with us two days in a row from 8:30 until 4:30. Conference calls at either 7:45 or 5:15. They constantly jumped in calls and made us take them to shutdown offices. It was brutal. |
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