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Post by mikesmilitaria on Jun 3, 2017 15:20:57 GMT -5
My opinion is that advertising was held pending "the change of control" i.e., they want the name of the new control associated with MNKD and Afrezza.
Anyone with 1/2 a brain knows that the only way to create demand for a new product is to highlight its existence and its inherent benefits of use.
DTC advertising will create the demand from diabetics that health providers will be forced to address.
Knocking on doors with 95 sales people would never get the job done and MNKD and Amgen recognize that = "no wine before its time."
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Post by peppy on Jun 3, 2017 16:35:57 GMT -5
My opinion is that advertising was held pending "the change of control" i.e., they want the name of the new control associated with MNKD and Afrezza. Anyone with 1/2 a brain knows that the only way to create demand for a new product is to highlight its existence and its inherent benefits of use. DTC advertising will create the demand from diabetics that health providers will be forced to address. Knocking on doors with 95 sales people would never get the job done and MNKD and Amgen recognize that = "no wine before its time." The question why has no advertising taken place. 1. sanofi never did any advertising. 2. Afrezza has been so maligned in print, and we know the physicians are saying, "No, it is not for you." Sports wrote an example of that recently. 3. low amount of insurance coverage. 4. Money
It is time now. Perhaps with Reversed, people will not take no for an answer. We know what health insurance premiums look like.
Afrezza has been in alternative Insulin prison.
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Post by sellhighdrinklow on Jun 3, 2017 16:55:16 GMT -5
My opinion is that advertising was held pending "the change of control" i.e., they want the name of the new control associated with MNKD and Afrezza. Anyone with 1/2 a brain knows that the only way to create demand for a new product is to highlight its existence and its inherent benefits of use. DTC advertising will create the demand from diabetics that health providers will be forced to address. Knocking on doors with 95 sales people would never get the job done and MNKD and Amgen recognize that = "no wine before its time." I am on board with Amgen taking over Afrezza. Something is happening in July. Two EX CFOs on mnkd payroll until July. One was dismissed 1.5 years ago. One was dismissed last week. Edstrom was released of his duties but it was stated he will stay on until July 2017 to "help w the transition". Pfeffer on board until July 2017 as well. What's happening in July 2017? BTW, is it the end, beginning or middle of July, 2017? |
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Post by mnkdfann on Jun 3, 2017 17:12:11 GMT -5
My opinion is that advertising was held pending "the change of control" i.e., they want the name of the new control associated with MNKD and Afrezza. Anyone with 1/2 a brain knows that the only way to create demand for a new product is to highlight its existence and its inherent benefits of use. DTC advertising will create the demand from diabetics that health providers will be forced to address. Knocking on doors with 95 sales people would never get the job done and MNKD and Amgen recognize that = "no wine before its time." I am on board with Amgen taking over Afrezza. Something is happening in July. Two EX CFOs on mnkd payroll until July. One was dismissed 1.5 years ago. One was dismissed last week. Edstrom was released of his duties but it was stated he will stay on until July 2017 to "help w the transition". Pfeffer on board until July 2017 as well. What's happening in July 2017? BTW, is it the end, beginning or middle of July, 2017? Maybe July 2017 is just what Hakan negotiated? And then when Pfeffer left, they had to give him something but not more than they had to. Maybe letting him stay on until Hakan left was just a convenient date both sides agreed to. Surely it would just be confusing if one left in July, and then another left a month or two later. (And it would be insulting, create bad blood, and also look bad to the investment community if they canned Matt before Hakan.) If some friendly Amgen takeover of Mannkind was so far in the planning stages that exit dates for C-suite execs were already being set (a year and a half ago in the case of Hakan) ... surely that is information that would have to be released? |
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Post by sportsrancho on Jun 3, 2017 17:51:48 GMT -5
There is something with SNY that won't be revealed until late July.
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Post by traderdennis on Jun 3, 2017 18:04:40 GMT -5
My opinion is that advertising was held pending "the change of control" i.e., they want the name of the new control associated with MNKD and Afrezza. Anyone with 1/2 a brain knows that the only way to create demand for a new product is to highlight its existence and its inherent benefits of use. DTC advertising will create the demand from diabetics that health providers will be forced to address. Knocking on doors with 95 sales people would never get the job done and MNKD and Amgen recognize that = "no wine before its time." The question why has no advertising taken place. 1. sanofi never did any advertising. 2. Afrezza has been so maligned in print, and we know the physicians are saying, "No, it is not for you." Sports wrote an example of that recently. 3. low amount of insurance coverage. 4. Money
It is time now. Perhaps with Reversed, people will not take no for an answer. We know what health insurance premiums look like.
Afrezza has been in alternative Insulin prison.
Don't forget there is not approved TV commercial from the FDA. Matt had 18 months to get one approved and we are currently waiting for approval. |
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Post by golfeveryday on Jun 3, 2017 18:11:51 GMT -5
There is something with SNY that won't be revealed until late July. ? |
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Post by sportsrancho on Jun 3, 2017 18:18:25 GMT -5
There is something with SNY that won't be revealed until late July. ? I'm hoping mnholdem or mango will help me out:-) I believe it's in the partnership contract. |
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Post by promann on Jun 3, 2017 18:33:02 GMT -5
There is something with SNY that won't be revealed until late July. Huh. What's that little birdie saying? Don't leave us hanging sportster..?. |
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Post by saxcmann on Jun 3, 2017 21:01:35 GMT -5
I'm hoping mnholdem or mango will help me out:-) I believe it's in the partnership contract. Sanofi Mannkind CTO expires then. Not sure if it's July tho? |
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Post by akemp3000 on Jun 3, 2017 21:12:58 GMT -5
If something significant is happening in July, Deerfield is most likely the one that has been working with the board behind the scenes to put it all together. Has any BP been working closely with Deerfield in the more recent years? This could provide an interesting and speculative link?
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Post by bmkb24 on Jun 3, 2017 21:47:13 GMT -5
IMO, the reason why they're keeping Matt till the end of July is to reward him by making him eligible for the golden parachute benefits that was part of recently filed 8-K form. My god felling is that there is going to be some kind of a deal announced before the end of July... it's either going to be a buyout or a reverse merger type deal...
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Post by saxcmann on Jun 3, 2017 21:49:20 GMT -5
I'm hoping mnholdem or mango will help me out:-) I believe it's in the partnership contract. Sanofi Mannkind CTO expires then. Not sure if it's July tho? I just found it...Nov 10th CTO expires with mnkd and sny. |
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Post by scander on Jun 3, 2017 23:12:34 GMT -5
CTO is to make the revenue projections of the collaboration confidential.Nothing more nothing less and hence only the numbers were starred out.
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Post by peppy on Jun 4, 2017 6:37:53 GMT -5
If something significant is happening in July, Deerfield is most likely the one that has been working with the board behind the scenes to put it all together. Has any BP been working closely with Deerfield in the more recent years? This could provide an interesting and speculative link? I would not trust Deerfield as far as I can throw it. IMO Deerfield shorted us all the way down. (which to some peoples thinking, makes them smart.) Do you all remember the allegations, a Deerfield lawsuit? Information Deerfield obtains? I couldn't dig it up. There was a thread. I think deerfield saw the no insurance coverage for Afrezza and shorted MNKD. So I think Deerfield has already made millions on their MNKD investment.
(Goodrx. when I looked, some of the newer cholesterol lowering drugs have the same monthly price tag as insulin/afrezza. Which of us would pay 350 dollars a month out of pocket for cholesterol lowering drugs? Not me.)
Additionally, individuals may not choose their own insulin. Insulin is assigned, oh, ha ha ha. The insurance companies get to choose your insulin for you. The physicians, their tool. Type one's are choiceless. (And that's the way we like it?)
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