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Post by dreamboatcruise on Dec 20, 2017 17:09:27 GMT -5
The thing is, a One Drop A+ subscription would bundle One Drop Premium support services with (X) amount of Afrezza/month, to go along with the test strips. I don't think anything else makes sense for One Drop. And it won't be cheap, but it would be cheaper than retail Afrezza. This way insurance companies will keep paying the same price, while One Drop customers paying out of their own pocket get a discount. Bonus: It would come with a wealth of usage *and* result data that One Drop could be contracted to share with MNKD. This is complete speculation! I think that the One Drop trial will need to finish before we hear anything else on that front though. Just a thought, but could another reason why the change to the new revenue recognition model be tied to the one drop partnership and selling direct to patients? Would make sense to book all of your revenue to direct customers like wholesalers if you are selling Afrezza direct. No, there really isn't any connection between those two. I think you should take management at their word when they said that they are making the switch because they now have enough data to satisfy the accountants that they can estimate returns. Switching will simply bring revenue forward which will boost recognized revenue in coming quarters as the channel is filled. Any company in MNKD's position would want the optics of higher revenues.
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