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InterOil Corporation Message Board

ashvinsanghvi 5 posts  |  Last Activity: Sep 24, 2014 4:18 PM Member since: Jun 4, 2013
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  • ashvinsanghvi by ashvinsanghvi Sep 24, 2014 4:18 PM Flag

    Just goes news Sam Waksal is taking Kadmon Pharma IPO, He is transferring the CEO title to his brother to bypass the SEC ban. This company has a mindblowing pipeline of drugs.

  • ashvinsanghvi ashvinsanghvi Sep 11, 2014 6:39 PM Flag

    Why does every one say its 150 Mil deal? Most of the milestone payments are totally achievable, and not based on sales volume at all. So the overall deal is atleast 6-700 million.
    Now, say, the product is a dud/slow starter. If that is the case, there will be losses (or losses up front) - and those would be covered with credit extended by Sanofi. And if the product is a dud - MNKD goes belly up and Sanofi looses that on top of 700 million on top of what they spend themselves on go-to-market.
    Total it all up, and you know - that Sanofi would not risk all of that money without knowing something. And MNKD would have not sold to Sanofi, if it did not need the global presence, mktg muscle, diabetes chops and a fairly reasonable expectation that for the 65% cut, they will go to the mat with Afrezza.

    Nothing was given away for a mere 150 mil. And all this other stuff - like using the device for other purposes - that's just a wild card with possible upside and very little downside (especially if the partners go through the approval process on their own dime).

  • Reply to

    Go It Alone!

    by mitchb7518 Sep 2, 2014 2:48 PM
    ashvinsanghvi ashvinsanghvi Sep 2, 2014 3:09 PM Flag

    Just think - if sanofi can sign up 4 patients in the same time as MNFD can do 1 ( very very easy for Sanofi) , MNKD is ahead with the 1:2 profit sharing. And if Sanofi can use its channel already addressing the diabetic mkt - even the selling is more efficient. So, why would they do it alone?

  • ashvinsanghvi ashvinsanghvi Aug 28, 2014 3:33 PM Flag

    See my post on - "Does Trov need FDA".
    I don't think so.

  • Reply to

    Does TROV need FDA?

    by mannchris686 Aug 27, 2014 7:49 AM
    ashvinsanghvi ashvinsanghvi Aug 28, 2014 3:31 PM Flag

    If I was a hospital/ GMO , I would eat the cost of doing these tests to help me quickly stop wasting money on exhorbitant but ineffective medication if the tests are indicating that. If I was an insurance company, I would encourage that.
    So, you don't need a stinking FDA. Some might argue that without an approved (and very accurate) test, one is not authorized to stop the medication. But it can be proven (mathematically) that if one switches meds even with 94% accuracy test, you will have better outcomes than waiting for 3 months to do a repeat tissue biopsy.

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