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Elan Corporation, plc Message Board

andy.strojny 5 posts  |  Last Activity: Dec 15, 2014 11:14 PM Member since: Feb 20, 2013
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    MannKind Corporation
    File No. 000-50865 - CF#31824
    MannKind Corporation submitted an application under Rule 24b-2 requesting
    confidential treatment for information it excluded from the exhibits to a Form 10-Q filed on
    November 10, 2014.

    Based on representations by MannKind Corporation that this information qualifies as confidential
    commercial or financial information under the Freedom of Information Act, 5 U.S.C. 552(b)(4), the
    Division of Corporation Finance has determined not to publicly disclose it. Accordingly, excluded
    information from the following
    exhibits will not be released to the public for the time periods specified:

    Exhibit 10.1 through November 10, 2017
    Exhibit 10.2 through November 10, 2017
    Exhibit 10.3 through November 10, 2017
    For the Commission, by the Division of Corporation Finance, pursuant to delegated authority:
    Brent J. Fields

  • From:

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    Bottom Line

    Despite favorable odds as prudent investments, both MannKind and Sanofi, like nearly all investments, are not immunized against all risks. Investing research is an imperfect science; there are no guaranteed bets. Investors are wise to weigh the risks versus benefits to allocate their assets accordingly.

    Given that Toujeo is a strong U300 insulin and that both basal insulin and Afrezza have reduced risk of hypoglycemia, it is likely the new drugs in Sanofi’s carefully chosen portfolio will overshadow even the flagship blockbuster Lantus.

    With the corporate conflicts intensified, a demand for Afrezza-and-Toujeo combinations rises to fill the decline gap in the firm’s $8 billion in revenues from Lantus: this is a substantial 20 percent of the overall revenues. Sanofi can deepen, as well as widen, its “moat” by acquiring MannKind’s Afrezza and the Technosphere platform. In the highly competitive biopharmaceutical market, where innovation and intellectual property are critical materials to fortify a firm from barrages of competitors, securing a revolutionary technology could mean the difference between complete dominance and dwindling revenues.
    * * * * *

  • The Chief Medical Officer gave this video which seems very very positive on AFREZZA.

  • andy.strojny andy.strojny Nov 20, 2014 4:17 PM Flag

    This should put to an end speculation that the ouster of Sanofi's CEO will somehow bollix the AFREZZA partnership.

  • From:Seeking Alpha -October 31, 2014 News From Sanofi About MannKind's Afrezza And Its Future

    Viehbacher said, "We also ... have brought in a new medicine in diabetes called Afrezza ... an awful lot of people I think we have got Exubera." i.e. a terrible product destined to fail, addressing the primary argument of the loudest bears.

    But Viehbacher immediately addressed this concern, saying, "...we know Exubera, Sanofi sold it to Pfizer for a nice chunk of money. But I think because we knew of Exubera, we also were able to I think assess why Afrezza is different." To illustrate one reason it was different, he cited the small inhaler. But he immediately moved on to explain that Afrezza"... has a PK profile that really can mimic the natural prandial insulin response."

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