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Post by Deleted on Feb 11, 2019 6:43:05 GMT -5
Seems like things might been turning in MNKDs favor. Rxs seem to be reaching what might be considered higher lows. The annual lull in Jan and Feb seems to have recovered fastest to date. Further insurance coverage has come on line. Particularly in CA with Kaiser and Humana. And the continued onslaught of commercials has been steady. Just need the damn fuse to lite and stay lit. Be it another molecule, something cannabis related. Least anyone forget Brazil, India, or any other international sale, as they are not count in the weekly count, correct.
Back to buying more weekly.
Best to all.
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Post by mnkdfann on Feb 11, 2019 17:44:05 GMT -5
Seems like things might been turning in MNKDs favor. Rxs seem to be reaching what might be considered higher lows. The annual lull in Jan and Feb seems to have recovered fastest to date. Further insurance coverage has come on line. Particularly in CA with Kaiser and Humana. And the continued onslaught of commercials has been steady. Just need the damn fuse to lite and stay lit. Be it another molecule, something cannabis related. Least anyone forget Brazil, India, or any other international sale, as they are not count in the weekly count, correct.Back to buying more weekly. Best to all. Afrezza is not really available in any of those countries (Brazil and India) yet, is it? Certainly in Brazil, approval is still forthcoming. AFAIK, India is no further ahead (I may be mistaken). So I think there is nothing from those countries to include in any weekly count.
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Post by mnholdem on Feb 12, 2019 6:09:48 GMT -5
Many shareholders reached their tipping point during the Christmas stock offering:
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Post by seanismorris on Feb 12, 2019 8:07:38 GMT -5
I think we’ll know about the “tipping point” by the end of March.
Several times it’s looked like “it’s happening” with scripts, but it turned out to be 2 steps forward & 2 steps back.
MannKind needs to chain together growth in scripts for 6 weeks. It doesn’t need to be huge increases, but 5% improvements each week will get us there.
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Post by Clement on Feb 12, 2019 8:38:44 GMT -5
Last week's Symphony number for week ending 2/1 ---- $TRx = $963,680
Add 5% to that and you get >$1 million on Friday. It's possible and not far-fetched.
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Post by mytakeonit on Feb 12, 2019 13:13:29 GMT -5
My tipping point is with cabernet wine ... so not so nice wearing a tuxedo with white shirt.
And I feel that we will be flying pass $1M on Friday. Not to worry ... definitely NOT far-fetched.
But, that's mytakeonit
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Post by sportsrancho on Feb 15, 2019 16:07:24 GMT -5
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Post by agedhippie on Feb 15, 2019 18:10:02 GMT -5
I think there was one last year. Articles in IDS are a big deal because they have a reputation as a thought leader (Gary Scheiner wrote Think Like a Pancreas which is one of the most recommended T1 books) and diabetics think well of them.
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Post by mnholdem on Feb 15, 2019 18:53:00 GMT -5
That’s encouraging.
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Post by sportsrancho on Feb 15, 2019 22:12:07 GMT -5
I know this isn’t a popular opinion but what if some BP came along and marketed Afrezza for corrections, and 25% of the diabetic population used it in their tool kit? Insurance is getting better but the cost is a problem.
Afrezza should be for everyone, and I know the flaw in my theory is insurance companies do not want to cover two mealtime insulin‘s, but if the cost was low enough they might and the people using Afrezza for corrections would eventually use it all the time.
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Post by travelereastwest on Feb 19, 2019 8:20:08 GMT -5
Tipping point - I like the sound...
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Post by minnlearner on Feb 19, 2019 8:34:56 GMT -5
we all have been waiting some time for that point. I think Rx reform would be great for us
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Post by peppy on Feb 19, 2019 8:40:19 GMT -5
we all have been waiting some time for that point. I think Rx reform would be great for us "According to the plaintiffs, in order to secure positions on pharmacy benefit managers’ (PBMs’) formularies, the drug companies artificially inflated list prices in order to provide higher rebates to PBMs while forcing patients (especially those who are uninsured, have high deductibles, have high coinsurance rates or are in the Medicare Part D coverage gap) to pay more out-of-pocket." www.centerforbiosimilars.com/news/judge-dismisses-rico-claims-but-3-insulin-makers-must-still-face-drug-pricing-lawsuit“In an industry where artificial benchmark price inflation has become common, Sanofi, Novo Nordisk, and Eli Lilly are [3] of the worst offenders,” read the complaint."
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Post by matt on Feb 19, 2019 9:25:31 GMT -5
we all have been waiting some time for that point. I think Rx reform would be great for us "According to the plaintiffs, in order to secure positions on pharmacy benefit managers’ (PBMs’) formularies, the drug companies artificially inflated list prices in order to provide higher rebates to PBMs while forcing patients (especially those who are uninsured, have high deductibles, have high coinsurance rates or are in the Medicare Part D coverage gap) to pay more out-of-pocket." Be careful what you wish for. Certainly the PBMs and large insurers have been pushing for ever increasing rebates in exchange for maintaining formulary exclusivity, but if rebates are prohibited as some in the Trump administration have proposed, that would not be good for MNKD. Certainly it might improve formulary access, but at the same time the prices for other rapid acting insulins would fall to 2010 prices which are less than half of today's price. If you think it is hard to compete against Lilly and Novo at the current price point, imagine what it would be like if those providers cut prices by half or more. The big players can take huge price cuts and still be making money selling insulin while MNKD has not yet figured out how to make a product that sells for more than its manufacturing cost. Beating up on Lilly and Novo may be a feel good moment but it might make matters worse for MNKD, not better.
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Post by boca1girl on Feb 19, 2019 9:26:50 GMT -5
To bad the judge dismissed the RICO charges. If the PBM’s were also named in the suite, then maybe the RICO charges could have stuck. The term “collusion” comes to mind.
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