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Post by mnkdnewb on Dec 21, 2018 11:12:37 GMT -5
Symphony data week ending 01/29/16
NRx = 296
TRx = 552
basically the same #'s that came out today. In 3 years, the numbers will still be right here - but with 3 more years worth of share dilution. Merry Christmas!
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Post by markado on Dec 21, 2018 11:22:18 GMT -5
Nice try. But this post is so uninformed and ill calculated / incomparable - literally, provided the change in the packaging configurations, let alone the changes in count and revenue growth, it's laughable.
That's not to say there isn't MUCH work and improvement needed in the script counts, but, ho ho ho.
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Post by mcloven on Dec 21, 2018 11:29:38 GMT -5
Symphony data week ending 01/29/16 NRx = 296 TRx = 552 basically the same #'s that came out today. In 3 years, the numbers will still be right here - but with 3 more years worth of share dilution. Merry Christmas! oh my my... what a clown.. how did you get to post 241 times? |
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Post by mannmade on Dec 21, 2018 11:33:58 GMT -5
Not even close of a comparison for so many reasons you choose to ignore:
1. Weekly revenue is much higher
2. Renewals are much higher
3. Number of prescribers is up
4. Almost all DF debt is paid off
5. Uthr deal
So many reasons why this is not apples to apples for the company as a whole which you choose to ignore.
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Post by Chris-C on Dec 21, 2018 11:50:25 GMT -5
Nice try. But this post is so uninformed and ill calculated / incomparable - literally, provided the change in the packaging configurations, let alone the changes in count and revenue growth, it's laughable. That's not to say there isn't MUCH work and improvement needed in the script counts, but, ho ho ho. I totally get how the naysayers are down on the company today. And I do feel their pain, as my investments in MNKD are about 100K underwater over the past several years. But for me it boils down to this: A long investor either believes in the product and the company or s/he s doesn't. Speculation in a vacuum of information is a dangerous thing. It takes discipline to recognize that we have two choices: We can let others create our reality, or we can create it ourselves. This happens through choices: We choose how we interpret and how we respond to events that occur in our lives. Given the fantastic progress that has been made by this management team and the company over the past year, in my mind there is no reason to believe that suddenly they lost their senses and started making foolish decisions. They have a plan, they have steadily executed, and progress for multiple reasons is taking longer than any of us, despite our impatience, would like. We know what the challenges are and that executing the strategy will take time and money. Unless I'm an outlier, I surmise that others in the country have been busy and preoccupied with all of the happenings that typically occur in December. So, if scripts had been up again this week, I would have been pleasantly surprised. Sure, I'm disappointed in the offering, but sales staff, production and promotion take $$$. So I'm choosing to notice the event, notice and control my emotional reaction to it, and to be vigilant for reports from the company that will provide additional information on which to respond accordingly in an appropriate manner. I understand why fear and frustration impel some people to serve up negative posts, and if that's what makes them feel better, it's a much safer coping behavior than physical aggression or unhealthy addictions. Maybe we should set up a thread after these events labeled "general venting for frustration at the company" (each with disclaimer that it's targeted at the world in general and not any individual on the board).? Good luck to all longs, and season's greetings!!! Chris C |
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Post by uvula on Dec 21, 2018 12:23:36 GMT -5
Don't feed the troll.
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Post by joeypotsandpans on Dec 21, 2018 13:14:06 GMT -5
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Post by nadathing on Dec 21, 2018 13:22:32 GMT -5
Nice try. But this post is so uninformed and ill calculated / incomparable - literally, provided the change in the packaging configurations, let alone the changes in count and revenue growth, it's laughable. That's not to say there isn't MUCH work and improvement needed in the script counts, but, ho ho ho. I totally get how the naysayers are down on the company today. And I do feel their pain, as my investments in MNKD are about 100K underwater over the past several years. But for me it boils down to this: A long investor either believes in the product and the company or s/he s doesn't. Speculation in a vacuum of information is a dangerous thing. It takes discipline to recognize that we have two choices: We can let others create our reality, or we can create it ourselves. This happens through choices: We choose how we interpret and how we respond to events that occur in our lives. Given the fantastic progress that has been made by this management team and the company over the past year, in my mind there is no reason to believe that suddenly they lost their senses and started making foolish decisions. They have a plan, they have steadily executed, and progress for multiple reasons is taking longer than any of us, despite our impatience, would like. We know what the challenges are and that executing the strategy will take time and money. Unless I'm an outlier, I surmise that others in the country have been busy and preoccupied with all of the happenings that typically occur in December. So, if scripts had been up again this week, I would have been pleasantly surprised. Sure, I'm disappointed in the offering, but sales staff, production and promotion take $$$. So I'm choosing to notice the event, notice and control my emotional reaction to it, and to be vigilant for reports from the company that will provide additional information on which to respond accordingly in an appropriate manner. I understand why fear and frustration impel some people to serve up negative posts, and if that's what makes them feel better, it's a much safer coping behavior than physical aggression or unhealthy addictions. Maybe we should set up a thread after these events labeled "general venting for frustration at the company" (each with disclaimer that it's targeted at the world in general and not any individual on the board).? Good luck to all longs, and season's greetings!!! Chris C I believe in the product. As a T2 who participated in a P3 trial for a GLP-1 I was excited to learn about Afrezza. I believed in and trusted Dr. Mann. Dr. Mann was a genius, but failed as a CEO to make intelligent business decisions. It cost the company dearly. While I still believe in the product and think Mike is doing a great job, I fail to see how they are going to succeed by diluting time and time again. Will we see 500 million shares again before Afrezza pays to keep the lights on? |
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Post by ktim on Dec 21, 2018 14:46:49 GMT -5
I totally get how the naysayers are down on the company today. And I do feel their pain, as my investments in MNKD are about 100K underwater over the past several years. But for me it boils down to this: A long investor either believes in the product and the company or s/he s doesn't. Speculation in a vacuum of information is a dangerous thing. It takes discipline to recognize that we have two choices: We can let others create our reality, or we can create it ourselves. This happens through choices: We choose how we interpret and how we respond to events that occur in our lives. Given the fantastic progress that has been made by this management team and the company over the past year, in my mind there is no reason to believe that suddenly they lost their senses and started making foolish decisions. They have a plan, they have steadily executed, and progress for multiple reasons is taking longer than any of us, despite our impatience, would like. We know what the challenges are and that executing the strategy will take time and money. Unless I'm an outlier, I surmise that others in the country have been busy and preoccupied with all of the happenings that typically occur in December. So, if scripts had been up again this week, I would have been pleasantly surprised. Sure, I'm disappointed in the offering, but sales staff, production and promotion take $$$. So I'm choosing to notice the event, notice and control my emotional reaction to it, and to be vigilant for reports from the company that will provide additional information on which to respond accordingly in an appropriate manner. I understand why fear and frustration impel some people to serve up negative posts, and if that's what makes them feel better, it's a much safer coping behavior than physical aggression or unhealthy addictions. Maybe we should set up a thread after these events labeled "general venting for frustration at the company" (each with disclaimer that it's targeted at the world in general and not any individual on the board).? Good luck to all longs, and season's greetings!!! Chris C I believe in the product. As a T2 who participated in a P3 trial for a GLP-1 I was excited to learn about Afrezza. I believed in and trusted Dr. Mann. Dr. Mann was a genius, but failed as a CEO to make intelligent business decisions. It cost the company dearly. While I still believe in the product and think Mike is doing a great job, I fail to see how they are going to succeed by diluting time and time again. Will we see 500 million shares again before Afrezza pays to keep the lights on? That's the investment question in a nutshell, though irrelevant to those that wish to "create their own reality". For those that don't accept the reality created by both MNKD decisions over the years and the pharma/medical industry, the financial details don't matter. But, here's wishing Santa delivers a new reality to all of us. Maybe if we all just send letters to the north pole (while it still is above water). Chris, respectfully, maybe people wouldn't vent quite so much if there wasn't also a huge tendency for people to jump on and downplay and be MNKD apologists when negative things happen. I think it is a yin-yang sort of thing. So I'll propose a "general excuses for yet more dilution" thread to balance your venting thread. Keeping them separate might actually be a good idea so that no one feels their concerns/views are being negated directly. As for being emotional, denial is the first step, anger comes after that. Not that I necessarily believe in that, but just quoting. Once we get to bargaining, I fear Deerfield may be involved. Comments above targeted at a general sentiment, not any individual, despite obvious appearance to the contrary. |
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Post by joeypotsandpans on Dec 21, 2018 15:07:25 GMT -5
"Bears" repeating, I added the plural  |
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Post by omeshrin on Dec 21, 2018 15:26:16 GMT -5
Impossible for the numbers to be the same unless there is a serious catastrophe somehow. Your implication is that we will not progress, but that is already false because of what is lined up here. In addition, we have patients ardently staying on- and benefiting from Afrezza. The company will not let this treatment die, and neither will the patients or diabetes advocates who are using and supporting it. If a much better treatment comes out (or a cure) I would be eternally happy. I have family members with diabetes and it runs in my family, so we all want something better, but so far Afrezza is an amazing treatment option that just needs a few more last pushes before it takes off even further. Consistent user base: check. Partners coming in: check. Expansion: check. Improvements in coverage: check. Studies for label/safety: check. I'm not particularly worried. Happy holidays everyone  |
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Post by pguererro on Dec 21, 2018 15:36:08 GMT -5
200-300 new patients start on Afrezza every week and have for a year now. Less than 10% stay on the med. Not a recipe for compounding growth and not much changing in the near future. Sad story
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Post by hiswelshness on Dec 21, 2018 15:38:52 GMT -5
I thought proboards was free from fake id trolls. Isn't there a moderator for that? We have enough work blocking all their fake id's and nonsense posts on ST. I only come here for factual information & to view the discussion among investors. Are the moderators now allowing non investor fakes here too?
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Post by porkini on Dec 21, 2018 15:58:25 GMT -5
200-300 new patients start on Afrezza every week and have for a year now. Less than 10% stay on the med. Not a recipe for compounding growth and not much changing in the near future. Sad storyCurious, are you able to elaborate at all? ty either way. |
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Post by nylefty on Dec 21, 2018 16:41:50 GMT -5
200-300 new patients start on Afrezza every week and have for a year now. Less than 10% stay on the med. Not a recipe for compounding growth and not much changing in the near future. Sad story Of course 200 to 300 new patients do NOT start on Afrezza every week. The number of "new prescriptions" does NOT equal the number of new patients, since a patient can be given multiple prescriptions over time as his or her doc adjusts the dosages or the patient gets insurance coverage or his or her prescription expires. Each one of those prescriptions falls into the "new" category. I've been taking thyroid meds for years and over those years have received literally dozens of "new" prescriptions. I'll be a happy dog when "200-300 new patients start on Afrezza every week," but that's something that will surely happen in the future. |
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