MannKind Corp. (MNKD)

[TREND1]

SNY/NVO/LLY—More on the competitive landscape in diabetes:

PART OF STORY

Both Novo and Lilly hope to market new long-acting insulin treatments over the next couple of years, but meanwhile, they can give Sanofi difficulty in the short-acting insulin market, according to Diabetic Investor’s Kliff. How so? Sanofi has a deal to market Afrezza, the recently approved inhaled product that was developed by MannKind.




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FROM COMMENT #2
What this means is that Sanofi will have a harder time growing Their Lantus business from the 7 billion plus business it is today. The more interesting story is the tactical flanking Sanofi has done buying the global rights to Afrezza, the novel super rapid acting meal time insulin, from Mannkind corp. How aggressive will Sanofi price this product vs. Lilly’s and Novo’s dominant mealtime pen based insulins?? Afrezza will launch in a few months and there has been no indication or even a peep from Sanofi and Mannkind as to their plans.
Interestingly, the Sanofi CEO, who has a background with inhaled products, seems to really think highly of the Afrezza product and says it will also be appropriate for the ten year window between when oral drugs stop working for Type II diabetics and when they eventually go on insulin. This is a hugh gap in the health care of millions of people and Afrezza looks to be the right product to solve this problem. Should be interesting…