|
Post by otherottawaguy on Feb 4, 2015 14:24:33 GMT -5
Haven't seen this kind of action for a while.
OOG
|
|
|
Post by otherottawaguy on Feb 4, 2015 14:10:46 GMT -5
Anyone else want to suggest a topic?
|
|
|
Post by otherottawaguy on Feb 4, 2015 14:09:31 GMT -5
Can you guess which Sanofi product it was?
Suggested they may want to take a look at a website owned by a very vocal proponent of the product as well.
Added that they might even get that person on a show segment.
Still guessing?
OOG
|
|
|
Post by otherottawaguy on Feb 4, 2015 9:17:30 GMT -5
Number of previous trial population is close to 6000 what I recall.
|
|
|
Post by otherottawaguy on Feb 3, 2015 12:02:45 GMT -5
just received this from Griffin Securities...
MannKind Corp. BUY Company Update : Pharmaceuticals
Afrezza Makes Its Debut
GRIFFIN SECURITIES Member FINRA, SIPC
Keith A. Markey, Ph.D., M.B.A. kmarkey@griffinsecurities.com
Stock Symbol NASDAQ: MNKD Current Price $6.43 12 mos. Target Price $16.25 Market Cap $2,608.7 mln
Sanofi and MannKind issued a joint press release this morning to announce the official launch of Afrezza®, the inhalable insulin that offers diabetics an opportunity to improve their control of glucose levels with less risk of hypoglycemia. The Companies have not released much information about the launch other than to say that the drug is available nationwide. However, we understand that Sanofi has dedicated 1,500 sales reps to call on endocrinologists and primary care physicians who see diabetics often.
Afrezza packaging is suited to diabetics who are well controlled. According to the package insert, the drug will be available in five different dosage sizes that provide a 30-day supply: (i) 90 – 4 unit cartridges, (ii) 90 – 8 unit cartridges, (iii) 60 – 4 unit and 30 – 8 unit cartridges, (iv) 30 – 4 unit and 60 – 8 unit cartridges, and (v) 90 – 4 unit and 90 – 8 unit cartridges. Our discussions with patients and pharmacies suggest that the first, third and fourth package sizes are available presently. Thus, the initial dosage strengths provide a month’s supply for patients who require one of the three dosage sizes at a meal. Our understanding is that patients are eligible to receive one or two identical boxes per copay, but face a second copay if two different boxes are needed, at least under some insurance programs. This is a good starting point for the rollout, in our opinion, but it doesn’t provide for patients who might benefit from an extra dose for an especially large meal or just before bedtime.
The Afrezza difference is in the pharmacokinetics. As shown in the accompanying chart (below left), MannKind has created Afrezza to deliver insulin (red line in chart) in a manner that closely resembles the hormone’s release from a normal pancreas (blue line) into the blood. Their profiles differ significantly from that of rapid acting insulin analogs (black line), and it is the slow decline in insulin with the analogs that often causes the dangerous condition of hypoglycemia.
Execution moves to the fore with Afrezza’s launch. Investors’ attention has shifted to the drug’s acceptance via Sanofi's sales reports, and in the months ahead, it will shift further to progress on MannKind's bottom line. We will provide estimates with the release of the Company's results for the December quarter. Nonetheless, we believe the pharmacokinetic profile of Afrezza sets it apart from the competition and will enable it to secure a large share of the diabetes market. We continue to give MannKind stock a BUY rating. .
|
|
|
Post by otherottawaguy on Feb 2, 2015 14:28:58 GMT -5
Just checked the express scripts site for TriCare cost of AFREZZA...went up $16.00 from $13.00, for a ninety day supply...yes 90 day supply. Now if Sanofi and Mannkind can only do their part in promoting AFREZZA, I can stop taking drugs for depression. Orlon:
Are you sure this is a 90 day supply and not a 90 unit package? They come in boxes of 90 in 4/8 and 8 unit configurations that I have seen picture of thus far. If you figure that a user will require 3 per day and 30 days in the month...90 units.
OOG
|
|
|
Post by otherottawaguy on Feb 2, 2015 9:41:44 GMT -5
Pretty sure this is an old clip. Heard the "My friends" quote before. His friends were right, it did go back much lower (low 5s from mid 10s) but this not to say they will be right going forward.
OOG
|
|
|
Post by otherottawaguy on Jan 29, 2015 13:36:32 GMT -5
Might be nice if we took up a collection of shares here or something for his efforts. If every member here tossed in 5 shares the guy would be sitting on 3500 shares?
OOG
|
|
|
Post by otherottawaguy on Jan 29, 2015 11:09:41 GMT -5
Saw it mentioned on YMB that there is a Sanofi Webcast today for docs. Wondering if any of our board resident MDs are going to be watching/participating. Wondering if this is even a legit rumour.
Can't find much of anything on Sanofi.com about Afrezza other than references to the partnership. Nothing in the partnerships section, nothing in the events, nothing of any "New" substance. Hence why I am wondering if the webcast is legit.
Thanks,
OOG
|
|
|
Post by otherottawaguy on Jan 28, 2015 16:10:33 GMT -5
Avoid December-April, guess I know why you live in Vangroovy. Makes me think that you don't ski...
OOG
|
|
|
Post by otherottawaguy on Jan 28, 2015 15:44:14 GMT -5
Not sure why, but I have only been seeing ads for Quebec City for a while now.
OOG
|
|
|
Post by otherottawaguy on Jan 27, 2015 17:27:47 GMT -5
I will drive down from Ottawa for that one.
OOG
|
|
|
Post by otherottawaguy on Jan 27, 2015 16:57:38 GMT -5
I feel as well that something is brewing, just not 100% sure its a buyout. Buyout of Afrezza, maybe, but as Matt reiterated they are looking to put the next TI products before the board in Feb, which kind of smells of that Mannkind Technologies issue that has been discussed.
OOG
|
|
|
Post by otherottawaguy on Jan 26, 2015 9:27:57 GMT -5
Sounds like Dedendron (DNDN).. that went from 3 to 60 in a year and is now facing restructuring because of lack of market for 100K+ one off treatment.
OOG
|
|
|
Post by otherottawaguy on Jan 25, 2015 19:34:06 GMT -5
I sent an email and followed it up with a phone call. He called me back about a week or two later. I was pleasantly surprised when he fired back 5 min after I posed the production question.
OOG
|
|