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Post by trondisc on Sept 22, 2016 13:56:46 GMT -5
Although my $30k+ (Long position? LOL wtf was I thinking getting involved because I believed science can make a difference in the PWD community) loss is on paper still, I'm deeply upset that Afrezza & future Technosphere drugs in the pipeline won't see the light of day. Even if scripts incrementally improve over the next few months, it will not matter because the cash raised will be too little to late. Folks MannKind has officially run out of time: no buyout in the next 6-12 months, no partnerships on the horizon and a reverse split would absolutely confirm the death knell of this company.
R. Keith Campbell, MBA, BPharm, CDE = the slim-to-none White Knight miracle. R. Keith Campbell praises Afrezza as the greatest game changer in diabetes & serves on the advisory board on insulin for Novo Nordisk yet any acquisition by Novo Nordisk is HIGHLY improbable. Longs suffering like me, it's time to throw in the towel at the end of the year for tax write off purposes.
Before I get hate spammed please remember: I've been long since the summer of 2015, Hakan & Pfeffer have drove this company almost to extinction, and the ever increasing massive short position in the stock is definitely the writing on the wall.
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Post by Deleted on Sept 22, 2016 14:14:17 GMT -5
did you write to management and BoD as to what they have been doing all along?
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Post by mnkdnewbie on Sept 22, 2016 15:04:45 GMT -5
Ever increasing short position? If I recall we have seen 120 mil short before?
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Post by bioexec25 on Sept 22, 2016 16:16:58 GMT -5
TS was always a stick in the crawl type aspect of my DD. The efficacy of Afrezza is clear and so is pharma's protection of their turf. Albeit I still think one will break ranks soon. It's a great drug although teetering on the Betamax/os2 analogy.
But hard to fathom how TS doesn't get more play if it's that great. It's what, a 15-20 yrs old tech, yet zero (few) investors or even scientists really talk much about it.
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Post by factspls88 on Sept 23, 2016 9:18:14 GMT -5
This morning's scripts don't help. Not much uptake and little follow-through in terms of refills. I really don't know what to say anymore. I've lost so much of my investment. I'm still hanging in but this is disappointing.
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Post by liane on Sept 23, 2016 9:30:13 GMT -5
I'm not disappointed. Of course I did not have unrealistic expectations. 34% increase in NRx. It will be a while before the new patients need refills.
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Post by madog365 on Sept 23, 2016 9:38:40 GMT -5
I'm not disappointed. Of course I did not have unrealistic expectations. 34% increase in NRx. It will be a while before the new patients need refills. day titration packs started when? In august? Refills will come in October. Alot of the NRX are new doctors prescribing their first script. There will be a key moment one week where titration pack patients get refills, and doctors begin to prescribe NRX to more then 1-2 patients of their population. |
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Post by gonetotown on Sept 23, 2016 9:46:36 GMT -5
I'm not disappointed. Of course I did not have unrealistic expectations. 34% increase in NRx. It will be a while before the new patients need refills. day titration packs started when? In august? Refills will come in October. Alot of the NRX are new doctors prescribing their first script. There will be a key moment one week where titration pack patients get refills, and doctors begin to prescribe NRX to more then 1-2 patients of their population. Are the titration packs the same price as the others? I can't find any drug pricing website that lists them. |
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Post by Deleted on Sept 23, 2016 9:50:37 GMT -5
90 day titration packs started when? In august? Refills will come in October. Alot of the NRX are new doctors prescribing their first script. There will be a key moment one week where titration pack patients get refills, and doctors begin to prescribe NRX to more then 1-2 patients of their population. Are the titration packs the same price as the others? I can't find any drug pricing website that lists them. call your pharmacy and ask for a cash price? |
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Post by mannmade on Sept 23, 2016 11:23:59 GMT -5
Titration paks are free with first script.
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Post by cjm18 on Sept 23, 2016 11:43:51 GMT -5
Titration paks are free with first script. Might this explain why revenue per prescription on the script count chart dropped this week? More free titration packs? Also, I hope insurance coverage for someone given a free titration pack would be addressed upfront ? Waste to deal with it weeks later and figure out a second prescription is not covered or barely covered. |
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Post by lakers on Sept 23, 2016 11:51:54 GMT -5
I believe cash infusion will come from outright sale of EpiHale or EpiHale partner. Next up is PAH of which mkt is even larger than Epi. This should extend the runway for Afrezza which needs until next Dec 2017 to prove its viability. Dec 2016 is unrealistic to fix PBM coverage and refill rate due to 90 day script and titration pack. Set your expectation accordingly. There’s a lot of interest in [EpiPen] alternatives,” he said. “It’s not inconceivable that we could get a partner to help us with the funding of that trial. That’s not our current game plan, but it’s something we could consider.” MannKind also expects that the clinical trials would take much less time than those for Afrezza, which needed to prove that long-term use did not decrease lung function. That was a problem with an earlier inhalable insulin developed by Pfizer that was pulled off the market. When the FDA approved Afrezza, it required a warning that it should not be used by people with asthma and other lung conditions. But diabetics may take insulin several times a day, while life-threatening allergic reactions are generally rare events. “It's hopefully something you never have to use, which makes that less of an issue," said Pfeffer, who hopes clinical trials could begin and end next year, with the product hitting the market by late 2018. Read more: mnkd.proboards.com/thread/6034/epi-pen-pricing-rising?page=7#ixzz4L69UMNyL |
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Post by gonetotown on Sept 23, 2016 17:45:42 GMT -5
Titration paks are free with first script. Really? As I recall the titration pak contains 90 4U doses and 90 8U doses. And that's free? The could be enough for 2 months, maybe more for a type 1. |
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Post by liane on Sept 23, 2016 18:55:03 GMT -5
I could be wrong, but I thought it was that sample packs were free, but not titration packs.
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Post by compound26 on Sept 23, 2016 18:59:52 GMT -5
I could be wrong, but I thought it was that sample packs were free, but not titration packs. The titration pack is by prescription. However, based on what heard on the conference call, I understand Mannkind is giving out (one-month supply) vouchers for the titration packs before the new (bigger) sample packs are available. |
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