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Post by pat on Dec 30, 2017 6:16:40 GMT -5
I agree realestateman. Insurance coverage seems to be the key to real script growth.
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Post by pat on Dec 30, 2017 9:22:02 GMT -5
Mytakeonit. Somewhat agree. Seems like insulin is the biggest bang for techno sphere delivery 'buck'. Every incremental drug delivered via TS will only increase MNKD sales that much more, depending on the drug and the size of the audience. But, and I am not a heavy science guy, once afrezza catches on and the industry gets what MNKD has in TS, a company will develop an alternative TS to capture a piece of the outsize profits well be making. Just like Ford didn't remain the only company to mass produce the internal combustion engine for very long. Just on of many examples. So too we will have a limited amount of time to maximize our sales from TS - and I'm not talking about the patents we have, although they extend our runway - until we have to share the pie. As such, I would argue there is a ceiling to the companies value. What it is I have no idea. But I do think it's probably in the 100B range.
I'm waxing poetic and imagine I'll be skewered die it. 😀
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Post by realestateman on Dec 30, 2017 14:03:35 GMT -5
mike said also commercials takes 6 to 9 months to get into consumers minds. then another 3 months to get appointment with doc
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Post by realestateman on Dec 30, 2017 14:08:10 GMT -5
also commercials will take another 6 months to help script count
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Post by akemp3000 on Dec 30, 2017 14:27:00 GMT -5
The biggest problem has always been awareness of Afrezza by diabetics. Insurance is definitely a big obstacle but it should be noted that scripts climbed from the 200s to now 500s in a relatively short period of recent time without significant improvement in insurance coverage. It may take six or more months to achieve maximum effect but Mike said two or three months to see an effect. We should soon witness the perfect storm for script growth in the February, March time frame because of: 1) label improvement, 2) TV ads, 3) One Drop suggesting to its customer base they consider trying Afrezza, 4) Insurance coverage improvement and 5) exponential growth from current Afrezza users sharing their life changing excitement...IMHO
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Post by realestateman on Dec 30, 2017 14:32:14 GMT -5
couldn't agree with you more , by march we should know if this will work
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Post by realestateman on Dec 30, 2017 14:34:28 GMT -5
also sure hope those additional shares are for partners and not to run the company or we are cooked
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Post by realestateman on Dec 30, 2017 14:35:43 GMT -5
more delusion don't need
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Post by sportsrancho on Dec 30, 2017 15:30:03 GMT -5
Would not hurt to use1/3 for over year’s runway. 1/3 for a partner. Keep the rest on the shelf. We could make it to break even with that. Then there would be nothing else in the way of the PPS growing.
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Post by golfeveryday on Dec 30, 2017 15:58:47 GMT -5
Would not hurt to use1/3 for over year’s runway. 1/3 for a partner. Keep the rest on the shelf. We could make it to break even with that. Then there would be nothing else in the way of the PPS growing. good STAT results and maybe some other good news followed by a partner then some dilution would be fine with me.
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Post by sportsrancho on Dec 31, 2017 11:07:03 GMT -5
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