just read it, so true. Successful people avoid nostalgia; they learn from bad experience but they don't get hung over it. The shorts can't see pass Exubera; they are hung on past failure.
do they have additional production lines already built? Are those regulation approved and ready to go, if they need to?
Some sources are saying around 100k patients per year. Thus since early this year they have been running only 1 line which supports only about 100k patients. You are correct they can only support about 50k patients with a single production line. The other half goes toward samples and studies.
agree but I don't think it will take 2-3 years from now. Perhaps 6 more months we will see this trading around $30/sh. Mnkd doesn't have the cash to support 2-3 years time frame, or they need to sell now.
1,000 SNY drug reps. Each setting up two CME dinners/wk, assuming each dinner has about 10 docs, that is about 20 docs per week for each drug rep. 20,000 docs each week being taught of AFrezza. There are about 225,000 PCPs in the US which will take about 10 weeks to accomplish. They can push this any time; they just need all the insurance approval first.
it would have been so easy to sell a blockbuster share at $10/sh. $500 million only needed 50 million shares-- two to 5 days of tradings. The question is why they didn't take this route? So easy to generate cash after FDA.
interesting perspective. At FDA approval price peaked $11.50/sh; they could have came out immediate and offered shares at $10; they could easily raise $500 million and do this on their own.
sildenifel is a vasodilator, originally developed for heart attack patients, to open up clogged heart blood vessles. But the subjects/patients were found to have erectile side effects. Hence Phfizer started marketing Viagra instead for erectile dysfunction, rather than heart problems. It does cause a drop in BP but at therapeutic dosage the BP is not an issue. So, if that is the case, then if one was to inhale at therapeutic level, why should the blood pressure drop to dangerous level? Help me understand please.
i used Viagra pills for recreational purpose before, I had to wait hours before the effect started to kick in. I had no erectile dysfunction but if I did and couldn't perform in 1-2 hours, my girls would have left me. To have Viagra that works in seconds is mind blowing (pun intended) LOL
1/1 sny:mnkd share swapping will happen in August, no need to deal with debt conversion. The shorts have started covering already. By middle August we may be trading in the 40's.
coincidently James Shannon was hired back from retirement recently. This a guy who has held many executive positions at various companies throughout his career but his expertise is cardiovascular. I think Viagra inhalation is going to be very uplifting (pun intended).
the huge bottleneck currently is NOT having the docs knowing about Afrezza; I believe only a handful of endos are prescribing afrezza, that is the reason why we are consistently getting 300-500 scripts weekly. The other bottleneck is getting FEV done, which is just time.
I never said endos are the only docs who can prescribe Afrezza but currently it seems like SNY has only approached endos, and there are only 4,000 of them. I highly doubt that SNY even approached 1/4 of the endos. They have not contacted PCPs yet that is 225,000 of them.
BTW the spirometry is the bottleneck currently as to why it takes so long for the patients to get their Afrezza. Hospital systems aren't efficient, first getting the endo appointment which takes at least 1-3 weeks, then wait for the spirometry test another 1-3 weeks, so we are looking at 2-6 weeks before anyone can get Afrezza.
yup! the market for afrezza is 450 million diabetes world wide, and the numbnuts shorts are bashing on the initial slow launch of the first 10% of the market share (the US market). Other countries will not abide by the FDA baseline spirometry FEV requirement, that I can almost guarantee.
too fast is never a problem. Does it really matter if it works within seconds vs. hours? Yes, everyone prefers the seconds. But Dosage is the problem; that I think they can tweek or add more technosphere coating to slow down absorption; thus not all particles will hit the blood stream at the same time.
that I agree. If there is a buyout, it will be announced before consumer Ads. SNY isn't going to advertise and gloat about AFrezza and have acompetitor outbid them. If SNY doesn't buyout before consumer Ads, you can 100% rest assure there will never be a buyout from SNY; they will take the 65% all the way.
This guy has made millions, held many leadership positions, and went into retirement. Why back? Your guess is as good as mine. But given that he has medicine and cardiovascular experience and many board positions in R&D; I think his expertise in cardiovascular serves invaluable in inhale Viagra. I know many have discussed this and said that hypotension is the side effect of Viagra that makes it an unlikely candidate. Even Alfred Mann himself, shot down the Viagra idea. But this could be coming back.
Imagine, taking Viagra with $6 billion annual market revenue, and turning it into a quicker response within minutes instead of waiting an hour to kill the mood. In my opinion, the circumvent this HYPOtension issue, all they have to do is tweek the dosage lower, so that patients can't get hypotension. Redose on smaller doses, instead of big ones, to avoid HYPOtension.