Their purchase of Coviden has to be completed and then MDT will do an tax inversion with the COV folks. Then the Mannkind deal might be on the table with them. This all probably won't happen until late 4th Quarter 2014 or early 2015. Its a slow moving process. But it will finalize the relationship with SNY, MDT and MNKD.
בשבוע שעבר סאנופי מנהל ראשי של יסראיל ריאיין בתקשורת צרפתית על אפראזזה והוא התקשר לזה מהפכה בפרמקולוגיה והתלהבות שלו לשגר את אפראזזה ביסראיל.
מנהל ראשי של סאנופי בישראל : אפראזזה הוא מהפכה אמיתית בעולם של פרמקולוגיה רוני בירינבוים, מנהל ראשי של סאנופי בישראל : " שאף אינסולין אפראזזה חוסך חולי סוכרת מהחייב לעשות זריקות ובגדול מקל בחיים שלהם. זה מהפכה אמיתית בעולם של פרמקולוגיה. החברה שלנו הכל הכרחית למסור בהקדם האפשרי האינסולין הזה בישראל
But even in a margin account they are your shares and if you decide to sell then the shorts have to cover it.
Perry you have that correct. The real play is to buy and hold for this time next year and going forward. Good things ahead to those who wait and not churn.
PARIS, FRANCE, AND MINNEAPOLIS, MN - June 14, 2014 - Sanofi (EURONEXT: SAN and NYSE: SNY) and Medtronic, Inc. (NYSE: MDT) today announced that they have signed a memorandum of understanding to enter into a global strategic alliance in diabetes, aimed at improving patient experience and outcomes for people with diabetes around the world. The alliance will initially focus on two key priorities: the development of drug-device combinations and delivery of care management services to improve adherence, simplify insulin treatment, and help people with diabetes better manage their condition.
The alliance will be structured as an open-innovation model, leveraging the capabilities, as well as the human and financial resources, of both companies. Based on the success of the two initial priorities, the companies may explore other areas for potential collaboration.
"We know that insulin and other medicines are only one element of treating the whole patient. There is no day off in managing diabetes, and lack of adherence is one of the major hurdles to optimal disease management. That is why Sanofi is committed to developing integrated care solutions that focus on making life easier for people with diabetes and improving clinical outcomes that may help reduce costs to the overall healthcare system," commented Pascale Witz, executive vice president of Global Divisions & Strategic Development, Sanofi. "Through this important collaboration, Sanofi will tap into technology advances that aim to create holistic treatment solutions which take into account the individual patient's needs."
"Diabetes is unfortunately rising in prevalence around the world, driving up system costs and, most importantly, adversely impacting the lives of millions of people. Like Sanofi, we believe there is tremendous opportunity to better align care across the diabetes care continuum through new and varied technologies and patient care management strategies," said Omar Ishrak, chairman and chief execut
Its not the small shares that change the needle. Its the large blocks. you won't change the price buying and selling 100 or 300 share at a time. Its takes thousands perhaps 5000 to 10,000 shares. the movers are using HFT trading. they are pros.
מנהל ראשי של סאנופי בישראל : אפראזזה הוא מהפכה אמיתית בעולם של פרמקולוגיה רוני בירינבוים, מנהל ראשי של סאנופי בישראל : " שאף אינסולין אפראזזה חוסך חולי סוכרת מהחייב לעשות זריקות ובגדול מקל בחיים שלהם. זה מהפכה אמיתית בעולם של פרמקולוגיה. החברה שלנו הכל הכרחית למסור בהקדם האפשרי האינסולין הזה בישראל.
Is Israel a Tier One country for Drug export? There is a link on the FDA page for medical devices and it says the following on Medical devices. But does the same apply for FDA approved Drugs?
Tier one countries: Australia, Canada, Israel, Japan, New Zealand, Switzerland, South Africa or member countries the European Union or of the European Economic Area (EEA) (Export under 802 of the FD&C Act). An unapproved device intended for investigational use may be exported to Australia, Canada, Israel, Japan, New Zealand, Switzerland, South Africa or member countries the European Union or of the European Economic Area (EEA) without FDA authorization if the unapproved device is exported in accordance with the laws of that country. Devices being exported to these countries are not required to meet the requirements of the IDE regulations. No notification to FDA is required; however, under section 802 of the FD&C Act these devices;
•must meet the requirements of section 801(e)(1), that is, the device ◦must be in compliance with the specifications of the foreign purchaser
◦must not be in conflict with the laws of the country to which it is intended for export
◦must be labeled on the outside of the shipping package that it is intended for export
◦must not be sold or offered for sale in U.S. commerce
◦must be manufactured, processed, packaged, and held in substantial conformity with current good manufacturing practice requirements or meet international standards as certified by an international standards organization
◦cannot be adulterated other than by lack of marketing approval
◦cannot present an imminent hazard to the public health
◦must be labeled and promoted in accordance with the requirements and conditions for use in the country in which the device is intended for export
Anybody know where in the FDA web site to find the countries that automatically accept FDA approval? I know there is comments about Israel being one of them. Can somebody post the link on the FDA web site that discusses Reciprocity with the FDA. I can't find it.
The FDA probably has a MOU Memoranda of Understanding with Israel on new drugs being approved. Alfred Mann is a known person in Israel as there is the Alfred Mann Institute at Technion University that does drug and pharma work. I would also guess that the the name Technosphere came from some relationship that Mr. Steiner who sold the company had with Technion University. Just google about the Mann Institute at Haifa Israel.
I am sure there are many countries that have MOU Memoranda of Understanding with the FDA on newly approved drugs.
Sanofi will work with the easy markets first to get placement. USA will be the primary focus as it has the ability to really launch the drug the right way. Once launched its then going to be a step by step basis in the other countries that have FDA reciprocity agreements.
Mazor is a great Israeli company. Came out of the Technion in Israel. I have owned since 5 a share it will be a good performer over the next 5 years. Just like mankind the potential is unlimited.
Or partnership with MDT for tech side of the puzzle. I still say that everything has been well planned and charted out. Don't be surprised in MDT buys a stake of MNKD or SNY buys all of MNKD before the end of 2014 or early 2015.
I think you will get news before the end of 2014. There is something going on.
What is the SEC reporting rules. Can they buy shares on the open market and not report for a Quarter? is that the rule? I know they have to report in which ever quarter they accumulate more then a 5% interest. So Sanofi could buy very quickly on the open market any where between 5 and 25% or more and not have to report until October 15th or later.
Something is going on and the stock is being manipulated by some Hedge or other party. All week large chunks have been sold and purchased. If the Institutional buyers are buying up the shares they know that in time. 3 months or one year that MannKind will be taken over by Sanofi or some other company.
The fact that Management is so quiet after a big event is an indication that something is happening behind the scene that we are not privy too but that Hedges have seen over they years. They know the gyrations of how the deal is made and they know how to wring all the money off the table.
Why doesn't Management come out and make any statement after the biggest day in company history on June 27, 2014.
Why doesn't Management come out and make any statement other then Conf Call on August 11, 2014 Another big milestone day.
There is something more to this story. Otherwise they would use the great news to hype the partnership and opportunity that the Sanofi deal brings to the company. You would expect that Mann or some company representative would be extolling the great future of Afrezza and Technosphere. Nothing . Nothing but quiet and no comments.
This company is in play big time and the WALL STREET SHARKS-HEDGES know it. They are loading up their wallets with shares purchased cheap as they know how the sausage is made.
Mark down that MDT will buy the Technosphere part of the deal and that will force SNY to buy the Afrezza piece 100%. Maybe later this year or after revenues start coming in in 2015. This is a bookmark for the future.
Sanofit sells insulin in 120 countries. That is a great foot print when you get EMA and Japanese approval. I said weeks ago SNY and MDT. Now will the sell the Technosphere to MDT? Remember the June announcement of partnership.
The issue is timing.
So I would love to see momentum this quarter but if not then 3rd, 4th or 1st quarter next year. I have to think that big Pharma doesn't want to take too much risk on a new type of treatment but they also don't want to kick themselves for missing out on a blockbuster game change.
Who will the player be? Do you really believe that MannKind won't find one like the shorts have pushed. I am confident we will be pleased if not this week within a year of sales activity. Have to have a few positive quarters. Pharma is not stupid they are Greedy. Mann knows this and will work for the best deal long term. Does a big Pharma want to tell their shareholders the have (OWN) a blockbuster Game changer on future revenue or we have partnered and will be selling a new inhalable insulin.
I personally think the want to OWN they are greedy.
Broadfin. Peel. Back the onion and see where it leads. To who?