Replies to post #13510 on MannKind Corp. (MNKD)

[JLS]

Why is big Pharma afraid of MannKind?

When you speak of big Pharma, you automatically include all large pharmaceuticals; not just one, such as Sanofi.

Is that what you intended, or do you want to limit it to just Sanofi?

Otherwise, I tend to agree (and already mentioned) that one could logically question Sanofi's conviction to sell lots of Afrezza.

Are they not robbing Peter to pay Paul?

Some of Sanofi's drugs are coming off patent so maybe they have no choice.

Here's a possibility which would explain Sanofi's interest in Afrezza: Sanofi gives preferential price treatment to the distribution channel for packaged deals containing both Sanofi's long-lasting products and Afrezza; yet they do not offer the same discount on Afrezza alone, thus preventing packaged deals by their competitors at the same, or lower, price level. A problem with that is it could leave them vulnerable to both federal and state antitrust laws.

[Cave In Temptor]

Only Mannkind's partner Sanofi not afraid of Afrezza as it is the only one offering ultra fast insulin thank to Mannkind.

Having Afrezza on board allows Sanofi to be the only BP selling a complete range of insulins from ultra-fast to long-lasting...

[yosemite47]

Assuming you are right, and this is all money driven, it's not out of the realm of possibility that Sanofi buys out MNKD and kills off Afrezza. That would allow Lantus and Tuojeo to remain the top insulin products in Sanofi's lineup. I wonder if Al Mann started Second Sight in anticipation of such a move allowing him to retain this technology under a different company. If it was in MNKD and there was a buyout, he would lose that too.