|
Post by peppy on Jul 30, 2015 0:37:59 GMT -5
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jul 30, 2015 0:52:00 GMT -5
Sales of Afrezza. 2m euro. Thoughts. Anyone. ?
|
|
|
Post by charlespk on Jul 30, 2015 0:53:24 GMT -5
|
|
|
Post by centralcoastinvestor on Jul 30, 2015 1:08:09 GMT -5
Not what I was hoping for. A bit of a bummer. Oh well, I am dug in for the long haul.
|
|
|
Post by waldemar on Jul 30, 2015 1:15:03 GMT -5
Disappointing results. This time they are in line with the Symphony data. I hope that Sanofi have used this time to work on the improvement of insurance coverage before they really start aggressive market penetration... if they have not been doing this, I am afraid we will be in trouble.
|
|
|
Post by gamblerjag on Jul 30, 2015 1:24:07 GMT -5
Central.. agree long haul.. this day to day; week to week quarter to quarter will not be the same in 2016....
|
|
|
Post by jbe on Jul 30, 2015 1:46:59 GMT -5
Question for me is not how much afrezza Sanofi sold, but how much they bought from Mannkind...sanofi sales for the first two quarters would be competing with free samples that sanofi has given out... I believe Mannkind gets paid for both the free and sold Afrezza.
|
|
|
Post by parrerob on Jul 30, 2015 2:10:08 GMT -5
Until We don't know how the 54000 samples are managed We cannot say nothing about it. For sure when MNKD Q2 Earnings will be out We will know much more.
Remember the difference in sales from SNY and MNKD during first quarter.
Important questions will be: 1) 54000 free samples were managed all during Q1 (hopefully and rationally not) ? all during Q1+Q2 (rationally not as DTC start in Q3) ? big amount still available for Q3 (and or Q4) ? 2) 54000 was the number reported during previous cc, but did MNKD produced more ? 3) Did MNKD sold, and accounted, all 54000 samples to SNY during Q1 ?
54000 samples are a huge number ! until we don't solve these questions absolute values of scripts and earnings are totally meaningful.
We have a very nice retention rate so, imo, the way free samples are managed is very important to understand actual and future scripts.
|
|
|
Post by jbe on Jul 30, 2015 2:41:07 GMT -5
Booking $$ for the samples will be nice, eventually booking $$ from the milestone payments will be nice, getting tier 2 level from insurance plans will be good too, but these positives are slow in arriving,so good thing the $100 million notes due issue has been kicked down the road to preserve the company cash. Looks to me we are in the max pain period, thank God the product is so good, at least we have that going for us.
|
|
|
Post by eddiemoy on Jul 30, 2015 6:23:19 GMT -5
The number confirm two things! 1) the numbers that sanofi is reporting is rounded to the nearest million, 2) how accurate symphony data is!
so if we look at the end of Q1, symphony reported $567k and for Q2 it was $2.2M. looks good to me, 4X increase Q2 over Q1.
need to keep momentum going, weekly symphony numbers are key in coming months. but these number from sanofi should not be a shock. unless you didn't believe the symphony numbers.
|
|
|
Post by cusop on Jul 30, 2015 7:08:12 GMT -5
The number confirm two things! 1) the numbers that sanofi is reporting is rounded to the nearest million, 2) how accurate symphony data is! so if we look at the end of Q1, symphony reported $567k and for Q2 it was $2.2M. looks good to me, 4X increase Q2 over Q1. need to keep momentum going, weekly symphony numbers are key in coming months. but these number from sanofi should not be a shock. unless you didn't believe the symphony numbers. Nicely put
|
|
|
Post by gomnkd on Jul 30, 2015 7:40:02 GMT -5
Q1 was less than 60 days. Q2 full 3 months.
What bugs me is the lack of traction, a ramp up. I thought having an official a1C from initial pts would have swayed docs. We are not seeing that.
The refill rate is also not robust. I'm hoping that the traction will come from ads. The really good news is , a year from now we'll know for sure. MNKD will trade much higher or closer to 0.
|
|
|
Post by eddiemoy on Jul 30, 2015 7:45:45 GMT -5
listening and looking at the sanofi cc, there is zero mention by ceo of afrezza. think it is not mentioned maybe too early in their plan, why highlight 1-2m which is unremarkable.
|
|
|
Post by factspls88 on Jul 30, 2015 7:49:07 GMT -5
I am very disappointed that there has been no mention of Afrezza at all in the CC. I am hoping that it will be discussed in the Q&A but this may be a case of "be careful what you wish for." Sigh.
|
|
|
Post by thsloppy on Jul 30, 2015 7:54:14 GMT -5
Q1 was less than 60 days. Q2 full 3 months. What bugs me is the lack of traction, a ramp up. I thought having an official a1C from initial pts would have swayed docs. We are not seeing that. The refill rate is also not robust. I'm hoping that the traction will come from ads. The really good news is , a year from now we'll know for sure. MNKD will trade much higher or closer to 0. I agree 100%. This is really troubling. If scripts were jumping every week so that a strong curve was occurring I wouldnt be so concerned. The curve is basically slightly up to flat. We just are not seeing liftoff. If the early patient feedback is so strong, why aren't patients flocking in droves?
|
|