"I think Pfizer's decision to put a cancer warning on Exubera was intended to make it more difficult to any other company to enter the inhaled insulin market. Scorched earth policy so to speak!!!"
"Scratch Pfizer off your list."
"At this point in time it's apparent that there's only one company remaining that will market Afresa."
Just a thought!!
PFE is a strong possibility because they need a diabetes program and they have an interest in inhaled insulin. Some leap from inference...Sometime after June, SNY no longer is the prime candidate and in September is publicly dismissed with strong conviction by Al Mann. There is no gray area or diplomacy. SNY is out. Who is the partner that has offered a higher bid? Well, it turns out a partner whose marketing VPs care a great deal about labeling, almost as if they have some painful experience with inhaled insulin. This certainly points to PFE. Indeed, PFE has the most experience with Afresa since its ex-Exubera patients are using it. But if PFE is the primary partner candidate, why did it sell its insulin plant in Germany to SNY?
On a related note, I think it is very telling that SNY is trying to diversify its revenue streams by acquiring a consumer health care company like Chattem. I would not be at all surprised if this acquisition was motivated by the realization that SNY may lose a significant amount of market share in its insulin franchise to MNKD.