|
|
Post by rch51 on May 24, 2015 10:41:28 GMT -5
Can anyone help put my mind at ease. I've been reading numerous shocking posts by alleged sales reps for Sanofi. Their comments related to the launch and sale of Afrezza are disturbing beyond belief. Are these posts significant or just another attempt to plant doubt in Afrezza supporters minds? Do you think MNKD and Sanofi are aware of these threads?
Given what we now know about the launch, it seems to me that social media is and will be a critical component of Afrezza promotion. Seeing this assassination of Sanofi and Afrezza by its anonymous sales reps in a public forum is scary to say the least.
|
|
|
|
Post by xoxoxoxo on May 24, 2015 10:54:51 GMT -5
I'm pretty confident that very few if any reps are real. I'm sure 95% of the posters are just shorts and they make it so toxic that no real company employees would bother. The other 5% are longs who make shit up in a poor attempt to counter the shorts.
|
|
|
|
Post by kc on May 24, 2015 10:55:30 GMT -5
I would take most postings as FUD. DIsregard them as trash and misinformation.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 24, 2015 11:03:22 GMT -5
Garbage. Plain and simple. Read the REGN board from a few years back if you want to compare, then laugh at how it's gone up 4,000% since.
|
|
|
|
Post by dg1111 on May 24, 2015 11:15:22 GMT -5
It's been a while since I checked there, because it's not really valuable information. Cafepharma allows anonymous posting. I am pretty sure that a lot of the "conversations" are only one person responding to their own posts to try to prove a point. I think it's almost all fake.
|
|
|
|
Post by rch51 on May 24, 2015 12:04:41 GMT -5
Thanks guys. I guess I'm way too gullible.
When it comes to doing one's own DD, sifting through the piles of rotten scraps to find an edible morsel is truly a nasty and stressful task.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 24, 2015 12:31:01 GMT -5
Can anyone help put my mind at ease. I've been reading numerous shocking posts by alleged sales reps for Sanofi. Their comments related to the launch and sale of Afrezza are disturbing beyond belief. Are these posts significant or just another attempt to plant doubt in Afrezza supporters minds? Do you think MNKD and Sanofi are aware of these threads? Given what we now know about the launch, it seems to me that social media is and will be a critical component of Afrezza promotion. Seeing this assassination of Sanofi and Afrezza by its anonymous sales reps in a public forum is scary to say the least. That place is much like YMB. Take it for what its worrh. For interesting reading, look back into posts on cafepharma from last nov thru jan before the official launch. Seems to be less infected with investors and more dominated by actual sales folks and makes for much better reading, more balanced and real imho. |
|
|
|
Post by 1 percenter on May 24, 2015 14:33:25 GMT -5
I'd ignore the posts. You have to question the veracity of the posts because you have NO clue as to what it true or not. The only thing you can go by right now is the dismal script rate which tells you there aren't a lot of reps making money off the drug yet and not a lot of reps repping it to date. We know the company is ~8 weeks behind their own projected script forecast. And I don't think we are getting the full truth from Mannkind because I don't think Sanofi is being all that truthful with Mannkind to begin with. That's my 2 cents.
|
|
|
|
Post by benyiju on May 24, 2015 15:44:17 GMT -5
RCH51, just out of curiosity, what are these supposed Sanofi reps saying?
|
|
|
|
Post by ezrasfund on May 25, 2015 9:09:06 GMT -5
RCH51, just out of curiosity, what are these supposed Sanofi reps saying? Wouldn't it be easier to type Afrezza CafePharma or Sanofi CafePharma into Google? |
|
|
|
Post by oscarlonzo on May 25, 2015 10:20:42 GMT -5
It seems to me that what you should be more concerned about is the LACK of posts about afrezza. I see posts about toujeo and posts about Sanofi management and posts about various other Sanofi drugs, but I see relatively few threads about afrezza-- certainly not as many as I would expect were they "excited" about a new drug. Prior to that, just scanning posts suggests that a significant number do sound like reps complaining about various issues with management -- which probably explains the "anonymity." Most of the afrezza threads, however, seem obviously from afrezza investors concerned about what's going on with sales and promotion of the drug.
One that I found that sort of sounded like it might be from an authentic rep said:
"I used to like my job until I had to launch Afrezza and then Toujeo within a three month period. So much brain damage. Endless disease state and product training, new sales model, two launch meetings, breakfasts & lunches every day of the week, several speaker programs (live and remote), weekly Afrezza teleconferences, Toujeo teleconferences, Afrezza follow up training meeting, area business meetings, all added to compliance training, endless emails, cold chain hand sampling, etc. The specialty team doesn't want us around for lunches because all they care about is Toujeo scripts (not their fault). I can handle all that, but now we're getting a ton of pressure from our ABL because Afrezza ain't selling."
Somewhat encouraging since Sanofi appears to be making at least some effort. However, how long will that continue if afrezza turns out to be a "hard sell"?
|
|
|
|
Post by babaoriley on May 25, 2015 12:16:59 GMT -5
Can we re-name this thread, "Shorts R Us?"
|
|
|
|
Post by thekindaguyiyam on May 25, 2015 14:45:30 GMT -5
RCH51, just out of curiosity, what are these supposed Sanofi reps saying? Consider the source. Once can chose to listen to FUD all day. Why dwell on it. I'll listen and participate in conversation about legit concerns... but talking about a FUD board and bringing it here would not be my first choice. If you want to listen and participate with that just go to the site where amuse yourself there. |
|
|
|
Post by benyiju on May 25, 2015 15:00:00 GMT -5
On Ezra's suggestion I did just that, but I don't think it's "a FUD board", it mostly sounds like disgruntled Sanofi reps blowing off steam, complaining about the kinds of things pharma reps complain about, with plenty of internal rivalry and backstabbing mixed in. There are some poorly disguised investors (long and short) interjecting from time to time, but it was actually more interesting and useful than I expected. On the other hand it offers little genuinely new information, it just confirms what we already knew, that Sanofi hasn't done a particularly good job with the launch. I'm not sure what Mannkind could have done about that, probably not much, and it sounds like a lot of the problem has nothing to do with Afrezza and everything to do with structural Sanofi problems, we just have to hope they are starting to fix their mistakes now and realizing what an opportunity they would be missing if they blow this.
|
|
|
|
Post by thekindaguyiyam on May 25, 2015 15:35:41 GMT -5
What value do you get from "old sonofi reps blowing off steam".. even if they are genuine and they have a grievance with sonofi? Assuming they are real; how do you know that they weren't fired for incompetence and what does this have to do with Afrezza?
|
|
