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Post by cretin11 on Jun 26, 2021 15:48:20 GMT -5
Darn right it is. I’ve been in this stock a long time and feel qualified to discern some truths about Afrezza. That is one of them and I’m glad it is becoming apparent to more folks. Here’s another theme you might’ve noticed: posters on this board now espousing some version of “Afrezza script count doesn’t matter that much now anyway, because we have UTHR and they will make sure we make enough money to send our stock price to the moon.” And while that may be true, it reminds me that a lot of us were attracted to MNKD because of the game changing potential of Afrezza to dramatically improve PWDs lives on a massive scale. Yes, I wanna make money on MNKD stock like everybody else here. But if it means we are making so much money on Tyvaso and other TS applications that MannKind can afford to jettison Afrezza, that prospect makes me sick to my stomach. >> discern some truths about Afrezza
Wow that sounds so religious! Surely, you meant VDex, right?
The fact remains that VDex has shown no proof whatsoever that "their protocol" (which looks similar Sam Finta´s postings from years before) has any benefit at all over regular Ednos! However, it seems plausible that sitting down and explain carefully how to dose a drug might provide an edge, but saying so does not make it so.
And of course there is that thing that a patient might just get in contact with other Afrezza users for example via that Faceboook page and get more and better information from real Afrezza users.
VDex seems to offer two extremes, "too much care" or "prescription-meds-via-internet", which seems too little care. The middle ground between those would be what a concerned Endo would do.
So maybe instead of repeating tirelessly that old song it might be time for some facts! (and these "white papers" only show that VDex needs Afrezza, not the other way around!) I don’t get why it’s so hard for you to understand that the VDEX protocol is superior to what a typical endo office visit provides. You mention people repeating this tirelessly, put another way you find that tiresome. What I find tiresome is script counts stuck in the 600s and 700s, when every investor in MNKD expected weekly counts in the tens of thousands by now. |
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Post by morfu on Jun 27, 2021 8:36:08 GMT -5
>> discern some truths about Afrezza
Wow that sounds so religious! Surely, you meant VDex, right?
The fact remains that VDex has shown no proof whatsoever that "their protocol" (which looks similar Sam Finta´s postings from years before) has any benefit at all over regular Ednos! However, it seems plausible that sitting down and explain carefully how to dose a drug might provide an edge, but saying so does not make it so.
And of course there is that thing that a patient might just get in contact with other Afrezza users for example via that Faceboook page and get more and better information from real Afrezza users.
VDex seems to offer two extremes, "too much care" or "prescription-meds-via-internet", which seems too little care. The middle ground between those would be what a concerned Endo would do.
So maybe instead of repeating tirelessly that old song it might be time for some facts! (and these "white papers" only show that VDex needs Afrezza, not the other way around!) I don’t get why it’s so hard for you to understand that the VDEX protocol is superior to what a typical endo office visit provides. You mention people repeating this tirelessly, put another way you find that tiresome. What I find tiresome is script counts stuck in the 600s and 700s, when every investor in MNKD expected weekly counts in the tens of thousands by now.
Okay one more repetition.. I see nothing new from your side!
They seem to be making a bigger effort (which makes them more inefficient, a big no no in medical business). So, what is the effect? I am guessing the retention rate is a good measure. How does VDex retention rate compare to a regular Endo or a top 10 Endo for patients who know how to use Facebook and are in the Afrezza group?
>> What I find tiresome is script counts Well, if you are not happy with something, highly beware of people selling snake oil! Last week was extraordinary for Sportsrancho as 3 people reached out to her two for that Viagra-style speed prescription (which I admit is more efficient than most other medical procedures) and 1 of them could be helped on Facebook (but didn't find the large Afrezza group yet, as somehow Sportsrancho forgot to mention it)
Over the last weeks VDex was closing one of their offices and are now down to 5?? Quite a long shot from the 200 they were dreaming to have by now.
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Post by cedafuntennis on Jun 27, 2021 9:21:00 GMT -5
I don’t get why it’s so hard for you to understand that the VDEX protocol is superior to what a typical endo office visit provides. You mention people repeating this tirelessly, put another way you find that tiresome. What I find tiresome is script counts stuck in the 600s and 700s, when every investor in MNKD expected weekly counts in the tens of thousands by now.
Okay one more repetition.. I see nothing new from your side!
They seem to be making a bigger effort (which makes them more inefficient, a big no no in medical business). So, what is the effect? I am guessing the retention rate is a good measure. How does VDex retention rate compare to a regular Endo or a top 10 Endo for patients who know how to use Facebook and are in the Afrezza group?
>> What I find tiresome is script counts Well, if you are not happy with something, highly beware of people selling snake oil! Last week was extraordinary for Sportsrancho as 3 people reached out to her two for that Viagra-style speed prescription (which I admit is more efficient than most other medical procedures) and 1 of them could be helped on Facebook (but didn't find the large Afrezza group yet, as somehow Sportsrancho forgot to mention it)
Over the last weeks VDex was closing one of their offices and are now down to 5?? Quite a long shot from the 200 they were dreaming to have by now.
Hey Morty. Hating VDEX much? Careful, it's becoming way too obvious.. maybe it's cutting into your short thesis but for me, VDEX is an invaluable service which fills a huge role that MNKD should support but for some strange reason, does not. |
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Post by cjm18 on Jun 27, 2021 11:19:50 GMT -5
Okay one more repetition.. I see nothing new from your side!
They seem to be making a bigger effort (which makes them more inefficient, a big no no in medical business). So, what is the effect? I am guessing the retention rate is a good measure. How does VDex retention rate compare to a regular Endo or a top 10 Endo for patients who know how to use Facebook and are in the Afrezza group?
>> What I find tiresome is script counts Well, if you are not happy with something, highly beware of people selling snake oil! Last week was extraordinary for Sportsrancho as 3 people reached out to her two for that Viagra-style speed prescription (which I admit is more efficient than most other medical procedures) and 1 of them could be helped on Facebook (but didn't find the large Afrezza group yet, as somehow Sportsrancho forgot to mention it)
Over the last weeks VDex was closing one of their offices and are now down to 5?? Quite a long shot from the 200 they were dreaming to have by now.
Hey Morty. Hating VDEX much? Careful, it's becoming way too obvious.. maybe it's cutting into your short thesis but for me, VDEX is an invaluable service which fills a huge role that MNKD should support but for some strange reason, does not. How was mannkind supposed to support vdex? Sell the drug to them for less? So revenue goes down. And not guarantee vdex scripts increase to offset it. |
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Post by sportsrancho on Jun 27, 2021 11:49:51 GMT -5
The person we helped and are having an ongoing session with was in the large Afrezza Facebook group. ( Sam’s group ) That’s where they’re talking about Afrezza not working. I usually just read the posts, I don’t comment …but this person reached out to Vdex specifically. And I was glad to set up an appointment for him.
On another note…Most of the time you don’t just have a zoom meeting with Vdex to get a prescription, these are ongoing sessions just like if you were to walk into a office. You get a CGM, are monitored and helped every step of the way with Insurance/dosing and time in range. It’s Telehealth, it’s everywhere now. On the other hand if you understand the drug and just are having trouble getting a prescription we can help. Most of the time if we work with you and get your numbers down we can appeal to your insurance.
There’s many ways we could work together with Mannkind. One of the ways since we are one of their largest providers is them getting samples to us so we can start the people on Afrezza and then appeal to the insurance. Which they have. Others have been dismissed.
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Post by falconquest on Jun 27, 2021 12:00:11 GMT -5
Hey Morty. Hating VDEX much? Careful, it's becoming way too obvious.. maybe it's cutting into your short thesis but for me, VDEX is an invaluable service which fills a huge role that MNKD should support but for some strange reason, does not. How was mannkind supposed to support vdex? Sell the drug to them for less? So revenue goes down. And not guarantee vdex scripts increase to offset it. Hmm, let's apply a little logic here. Since Mannkind sells at a reduced price to distributors and in the past VDEX had simply wanted to be treated as a distributor, how would that be selling Afrezza for less? As a further argument, for those who claim VDEX scripts are very low, if Mannkind did sell to them at distributor price levels, it wouldn't have much of an impact on revenue now would it? If you believe Mannkind revenue would be negatively impacted by selling Afrezza at a discount to Vdex then you have to admit that they must be moving a lot of product. You can't have it both ways. |
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Post by sportsrancho on Jun 27, 2021 12:01:14 GMT -5
I just got a laugh.. last week was extra ordinary🤣 I can’t keep all these comments in my mind to write one post.
Most of the time when I refer people it comes from private messaging or emails. It’s not talked about. And they hardly depend on me for that.
Kentucky is on fire, many people switching from the pump to Afrezza. It’s just so much easier! You saw the team we have there.
Expansion is on its way, just can’t say where yet😎
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Post by sportsrancho on Jun 27, 2021 12:16:55 GMT -5
“1 of them could be helped on Facebook (but didn't find the large Afrezza group yet, as somehow Sportsrancho forgot to mention it)”
Don’t you dare make up lies about me, I’ve had enough of this!! All of us have told people about that group for years it’s a big asset that’s why Vdex is on it.
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Post by sportsrancho on Jun 27, 2021 12:20:35 GMT -5
I also wasn’t aware that we had closed one of our offices, and the only other place I have seen that in print is on seeking Alpha from our best known short.
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Post by cjm18 on Jun 27, 2021 12:52:35 GMT -5
How was mannkind supposed to support vdex? Sell the drug to them for less? So revenue goes down. And not guarantee vdex scripts increase to offset it. Hmm, let's apply a little logic here. Since Mannkind sells at a reduced price to distributors and in the past VDEX had simply wanted to be treated as a distributor, how would that be selling Afrezza for less? As a further argument, for those who claim VDEX scripts are very low, if Mannkind did sell to them at distributor price levels, it wouldn't have much of an impact on revenue now would it? If you believe Mannkind revenue would be negatively impacted by selling Afrezza at a discount to Vdex then you have to admit that they must be moving a lot of product. You can't have it both ways. So vdex wants to be a distributor. Ok but that’s not how it’s done anywhere in the industry. and it would piss off the real distributors. Why not make the top 10 prescribing endos “distributors” If mannkind gave Afrezza to vdex for half price or 1% discount then revenue drops in some amount regardless of vdex number of scripts. I get. It. Vdex was mad that mannkind wasn’t even entertaining the idea or talking to them about potential agreements Got nothing against vdex. Glad they exist as diabetics need all the help they can get. Their commitment to the drug made me more bullish on the stock. |
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Post by cretin11 on Jun 27, 2021 13:01:45 GMT -5
Any short term drop (and it can’t get much lower, right?) would be worth it to get more PWDs introduced to Afrezza with the proper protocol.
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Post by sportsrancho on Jun 27, 2021 13:02:19 GMT -5
Hmm, let's apply a little logic here. Since Mannkind sells at a reduced price to distributors and in the past VDEX had simply wanted to be treated as a distributor, how would that be selling Afrezza for less? As a further argument, for those who claim VDEX scripts are very low, if Mannkind did sell to them at distributor price levels, it wouldn't have much of an impact on revenue now would it? If you believe Mannkind revenue would be negatively impacted by selling Afrezza at a discount to Vdex then you have to admit that they must be moving a lot of product. You can't have it both ways. So vdex wants to be a distributor. Ok but that’s not how it’s done anywhere in the industry. and it would piss off the real distributors. Why not make the top 10 prescribing endos “distributors” If mannkind gave Afrezza to vdex for half price or 1% discount then revenue drops in some amount regardless of vdex number of scripts. I wanna be clear that that distributor idea was off the table years ago. As were the deals that suggested international expansion. |
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Post by peppy on Jun 27, 2021 13:17:08 GMT -5
Sports, I understand you work for VDEX in some manner.
That seems to be the reason the MNKD board is full of VDEX.
VDEX wants samples, I see.
Didn't VDEX also want to distribute?
A reduced price pint?
Didn't VDEX want a VDEX person on the MNKD Board?
To use todays catch all, I want to be clear. VDEX Wants.
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Post by sportsrancho on Jun 27, 2021 13:54:27 GMT -5
Sports, I understand you work for VDEX in some manner. That seems to be the reason the MNKD board is full of VDEX. VDEX wants samples, I see. Didn't VDEX also want to distribute? A reduced price pint? Didn't VDEX want a VDEX person on the MNKD Board? To use todays catch all, I want to be clear. VDEX Wants. Peppy read the responses. We have samples. Distributing was years ago no longer on the table. Yes Bill wanted to be on the board so he could help. Vdex doesn’t want anything. It was my personal idea that there are many ways we could help each other. You know I am the social media director at Vdex. I do not get paid to post on here. I post on here because I am a shareholder. The Vdex thread is full of posts because of Morfu. But anybody is welcome to share their opinion or to request an appointment. |
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Post by sportsrancho on Jun 27, 2021 14:14:39 GMT -5
What Vdex does want is for Afrezza to become the go to drug for diabetics and pre-diabetics….isn’t that what we all want?
And we spend every hour of every day working on that outcome!
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