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Post by babaoriley on Jan 25, 2015 20:09:19 GMT -5
Just for fun.
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Post by dreamboatcruise on Jan 25, 2015 20:19:17 GMT -5
I would love for something to happen tomorrow but I suspect that the controlled launch simply means that reps will be talking to doctors.
I, as I'm sure some others have, signed up some time ago at afrezza.com to get notified via email when Afrezza is available. I bet that despite it really being available now, they will hold off on sending out emails until many doctors have been trained.
Here is what is still stated at afrezza.com, though seemingly not really true. This site is run by Mannkind not Sanofi so perhaps it isn't even actively updated.
"AFREZZA is not available in pharmacies at this time. We are working to make AFREZZA available to patients as soon as possible. Please register so that we can update you on the availability of AFREZZA."
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Post by babaoriley on Jan 25, 2015 20:28:53 GMT -5
Thanks, DBC, and regarding that message on afrezza.com, SPIRO, time for you to call Roberta!!
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Post by hansmolo on Jan 25, 2015 20:33:41 GMT -5
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Post by hansmolo on Jan 25, 2015 20:48:18 GMT -5
Eyes are dry. I read it as 1/20'15. Less interesting than I thought.
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Post by brentie on Jan 25, 2015 21:41:04 GMT -5
New Cafepharma thread... Matt Murphy a rising star for Sanofi Great meetings last week. Glad to see the enthusiasm of the company and associates. Enjoyed meeting so many associates. Matt Murphy being one of them. Time to hit the streets and show our knowledge on the new product.
www.cafepharma.com/boards/showthread.php?t=573712Here's another one from today... Goals should be easy to make if we focus on the benefits of the product. Based on the speakers and two users I heard we should be able to meet 2015 sales goals if you seriously make your calls. We have a product that the competition doesn't and that gives us an edge for quite some time. www.cafepharma.com/boards/showthread.php?t=573563 |
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Post by babaoriley on Jan 26, 2015 10:20:34 GMT -5
That SA piece posted on a couple of other threads this morning is interesting, don't know to characterize it as "hit" or "support." I would think most here would lean to "hit" given that 30% profit margin at the partnership level, way, way below what we've been discussing here, of a 20% to 25% of gross sales "royalty" interest. I believe if we break $6 and remain there for a while, an unambiguous hit piece may materialize.
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Post by mannmade on Jan 26, 2015 10:29:46 GMT -5
Baba, while not a resounding voice of support I do think that the author is supporting Afrezza. I think he made a good case with very conservative numbers all the way around for success. To me I am now more convinced than ever that Afrezza will succeed because even if it was a "hit" piece the fact that we could not tell the difference suggest even the forces of BS realize it may be time to start picking up their "toys" and moving to another sandbox. And as we both recognize the numbers are way low and it still shows a nice potential for upside. Let's not forget that today any good news directly related to Mannkind and Afrezza now being available (or launched as it seems) may be off set in part by the Greek election and the snow storm back east... Can't catch a break...  |
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Post by mnholdem on Jan 26, 2015 18:50:46 GMT -5
I think what may be the most potent argument the author makes is that Afrezza has the potential to capture market share away from every Big Pharma that offer diabetes treatments - from RAA to pills - many of which have serious side effects that are dangerous to diabetics.
Forget his calculations and low balling. The big picture is that Afrezza has the potential to benefit (& thus, capture) the majority of diabetics.
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Post by BlueCat on Jan 26, 2015 18:59:37 GMT -5
I think what may be the most potent argument the author makes is that Afrezza has the potential to capture market share away from every Big Pharma that offer diabetes treatments - from RAA to pills - many of which have serious side effects that are dangerous to diabetics. Forget his calculations and low balling. The big picture is that Afrezza has the potential to benefit (& thus, capture) the majority of diabetics. Generally, I think the writer was trying to "handle objections". The structure and pace of the argument could have been much better. But the best way to overcome is to align with their argument, get them feeling heard, and then chip away at it with reasonable counters. And I think that was the intent. |
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Post by mnholdem on Jan 27, 2015 5:49:38 GMT -5
You'll get no argument from me that it was a poorly constructed article, nor any speculation as to his intent.
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