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Post by georgethenight2 on Nov 30, 2019 20:28:20 GMT -5
Before I enjoy my Sunday here in Japan I want to ask.
1. What is Mike and Co doing to address the eventual January/February stagnation?
2. The renewal numbers continue to suprise. There could be a point in the near future where the ratio of nrx to rrx of 1:2. Thus does anyone have a recent stat for retention for Afrezza?
Beautiful day here.
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Post by letitride on Nov 30, 2019 21:07:15 GMT -5
Only one solution I can see NRX, NRX, NRX. Call it a New Years resolution.
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Post by mnkdfann on Nov 30, 2019 22:58:34 GMT -5
2. The renewal numbers continue to suprise. There could be a point in the near future where the ratio of nrx to rrx of 1:2. Thus does anyone have a recent stat for retention for Afrezza? It is currently something like 0.95:1. So movement towards 1:2 would mean that RRX is growing much faster than NRX. Is that really what we want at this stage, when overall scripts are still so very low? |
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Post by cretin11 on Dec 1, 2019 11:11:56 GMT -5
Before I enjoy my Sunday here in Japan I want to ask. 1. What is Mike and Co doing to address the eventual January/February stagnation? 2. The renewal numbers continue to suprise. There could be a point in the near future where the ratio of nrx to rrx of 1:2. Thus does anyone have a recent stat for retention for Afrezza? Beautiful day here. 1. Good question, I’m wondering the same thing. 2. I don’t think we’re anywhere close to a 1:2 nrx to rrx ratio. I haven’t seen a recent stat for retention, but last time it was calculated/estimated by somebody here, it was a depressingly anemic rate. That was before VDEX got rolling, and we know VDEX’s retention rate is much higher. |
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Post by Deleted on Dec 1, 2019 20:31:19 GMT -5
Before I enjoy my Sunday here in Japan I want to ask. 1. What is Mike and Co doing to address the eventual January/February stagnation? 2. The renewal numbers continue to suprise. There could be a point in the near future where the ratio of nrx to rrx of 1:2. Thus does anyone have a recent stat for retention for Afrezza? Beautiful day here. 1. Good question, I’m wondering the same thing. 2. I don’t think we’re anywhere close to a 1:2 nrx to rrx ratio. I haven’t seen a recent stat for retention, but last time it was calculated/estimated by somebody here, it was a depressingly anemic rate. That was before VDEX got rolling, and we know VDEX’s retention rate is much higher. 1. There's no way to circumvent the NEW YEAR SLOW DOWN. A lot of patients PULL their renewals into December to delay their deductible. It just comes with the territory. 2. VDEX is a SHAM. They average 2 scripts a month at each of their 3 locations? That's knocking it out the park. And I've never heard of a CLINIC having MEDICARE COVERAGE? But that's besides the point. It's time to STOP talking about VDEX. They are a 2 Bit CLINIC SHARING Company with a "so called" PROTOCOL that has NO BARRIER TO ENTRY. Once ENDOS become comfortable with Afrezza it will make VDEX just like a regular Doctors Office. |
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Post by akemp3000 on Dec 1, 2019 21:16:42 GMT -5
I hope VDEX is not a sham. Their business model succeeding could be really good for diabetics and Afrezza. I'm willing to keep an open mind but am also concerned they and HFM have chosen to take a combative position instead of moving forward professionally and creating a successful win/win situation for all. Some blame this on MC but to date I haven't seen where VDEX has provided historical data to earn MC or Mannkind's attention. VDEX does have a unique perspective that's not under the same scrutiny by the FDA as a drug manufacturer but I remain highly skeptical VDEX knows anything that Dr. Kendall doesn't already know. I would look forward to VDEX or HFM offering something positive but so far it just sounds like complaining and thinking a plea for change should earn them board seats. Not a strong argument. 2020 could get interesting indeed.
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Post by agedhippie on Dec 2, 2019 0:07:56 GMT -5
1. Good question, I’m wondering the same thing. 2. I don’t think we’re anywhere close to a 1:2 nrx to rrx ratio. I haven’t seen a recent stat for retention, but last time it was calculated/estimated by somebody here, it was a depressingly anemic rate. That was before VDEX got rolling, and we know VDEX’s retention rate is much higher. 1. There's no way to circumvent the NEW YEAR SLOW DOWN. A lot of patients PULL their renewals into December to delay their deductible. It just comes with the territory. 2. VDEX is a SHAM. They average 2 scripts a month at each of their 3 locations? That's knocking it out the park. And I've never heard of a CLINIC having MEDICARE COVERAGE? But that's besides the point. It's time to STOP talking about VDEX. They are a 2 Bit CLINIC SHARING Company with a "so called" PROTOCOL that has NO BARRIER TO ENTRY. Once ENDOS become comfortable with Afrezza it will make VDEX just like a regular Doctors Office. Having problems with your caps key?  Ok lets go through this: - The number of scripts you are quoting per location is flatly wrong, it's not even the same number as Mike claimed! Truth is you have no idea how many scripts they issue. - How do you know they don't take Medicare? As an aside limiting Medicare patients is a survival tactic given Medicare rates - my endo doesn't take new Medicare patients, only those that were with him before they started Medicare. - I do think the barrier to entry for the protocol is low, but that's offset by the apparent unwillingness of anyone else to attempt this work given that we have seen no other publicity from clinics. - "Once endos become comfortable..." Any time scale for that? My bet would be not this side of a superiority trial at scale and with at least a six month duration. So right now VDEX looks pretty attractive. |
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Post by Deleted on Dec 2, 2019 9:16:59 GMT -5
1. There's no way to circumvent the NEW YEAR SLOW DOWN. A lot of patients PULL their renewals into December to delay their deductible. It just comes with the territory. 2. VDEX is a SHAM. They average 2 scripts a month at each of their 3 locations? That's knocking it out the park. And I've never heard of a CLINIC having MEDICARE COVERAGE? But that's besides the point. It's time to STOP talking about VDEX. They are a 2 Bit CLINIC SHARING Company with a "so called" PROTOCOL that has NO BARRIER TO ENTRY. Once ENDOS become comfortable with Afrezza it will make VDEX just like a regular Doctors Office. Having problems with your caps key? Ok lets go through this: - The number of scripts you are quoting per location is flatly wrong, it's not even the same number as Mike claimed! Truth is you have no idea how many scripts they issue. - How do you know they don't take Medicare? As an aside limiting Medicare patients is a survival tactic given Medicare rates - my endo doesn't take new Medicare patients, only those that were with him before they started Medicare. - I do think the barrier to entry for the protocol is low, but that's offset by the apparent unwillingness of anyone else to attempt this work given that we have seen no other publicity from clinics. - "Once endos become comfortable..." Any time scale for that? My bet would be not this side of a superiority trial at scale and with at least a six month duration. So right now VDEX looks pretty attractive. I was being facetious. VDEX has little impact on MNKD revenues. They have been around as long as MNKD has had a sales force (maybe longer) and the percentage is 5% vs 95% when it comes to Afrezza scripts. We don't know anything about what VDEX does. They are too cagey and only reveals what they want you to know. If they were on the level and want investor support they need to lay every thing out there. They want to attack MNKD (may I remind you it's a personal investor attack) for not explaining their strategy or marketing plan. Tell them to its time to PONY UP. I've had 2 friends go through VDEX's "PROTOCOL" and they felt like it was an insurance SCAM. They were going back 4 or 5 visits which they thought were unnecessary. They said 2 visits max was fine. Let's see how long insurance companies allow this. Mike has said this was going to be a slow rollout and it's proving out. This is a new therapy and we all know the behavior of diabetics. Another issue......MNKD vs VDEX - It's easier for diabetics to go to their Doctor vs a diabetics clinic which you really don't know it's a D Clinic bc they share an office with another company. But the point is that MOST patients are creatures of habit and takes a while for them to change therapies especially if they are having good control. You gain more coverage when you have 75-100 sales people around the country than you do with 5 clinics in a couple of states. But you know all of this....... |
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Post by porkini on Dec 2, 2019 10:03:02 GMT -5
Having problems with your caps key? Ok lets go through this: - The number of scripts you are quoting per location is flatly wrong, it's not even the same number as Mike claimed! Truth is you have no idea how many scripts they issue. - How do you know they don't take Medicare? As an aside limiting Medicare patients is a survival tactic given Medicare rates - my endo doesn't take new Medicare patients, only those that were with him before they started Medicare. - I do think the barrier to entry for the protocol is low, but that's offset by the apparent unwillingness of anyone else to attempt this work given that we have seen no other publicity from clinics. - "Once endos become comfortable..." Any time scale for that? My bet would be not this side of a superiority trial at scale and with at least a six month duration. So right now VDEX looks pretty attractive. I was being facetious. VDEX has little impact on MNKD revenues. They have been around as long as MNKD has had a sales force (maybe longer) and the percentage is 5% vs 95% when it comes to Afrezza scripts. We don't know anything about what VDEX does. They are too cagey and only reveals what they want you to know. If they were on the level and want investor support they need to lay every thing out there. They want to attack MNKD (may I remind you it's a personal investor attack) for not explaining their strategy or marketing plan. Tell them to its time to PONY UP. I've had 2 friends go through VDEX's "PROTOCOL" and they felt like it was an insurance SCAM. They were going back 4 or 5 visits which they thought were unnecessary. They said 2 visits max was fine. Let's see how long insurance companies allow this. Mike has said this was going to be a slow rollout and it's proving out. This is a new therapy and we all know the behavior of diabetics. Another issue......MNKD vs VDEX - It's easier for diabetics to go to their Doctor vs a diabetics clinic which you really don't know it's a D Clinic bc they share an office with another company. But the point is that MOST patients are creatures of habit and takes a while for them to change therapies especially if they are having good control. You gain more coverage when you have 75-100 sales people around the country than you do with 5 clinics in a couple of states. But you know all of this....... Sounds like you just contradicted yourself. Your friend may have picked up on and adopted Afrezza usage quickly. From the PWD I have known, only one or two would be quick adopters and 2 visits might be sufficient. Just a guess, but I would think that patient retention (using Afrezza, not to VDex) is the goal. While retention is getting better, we have seen how slow that growth is. Just another guess, but successful retention for Afrezza use means referrals of new patients to VDex. |
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Post by agedhippie on Dec 2, 2019 10:12:51 GMT -5
... I've had 2 friends go through VDEX's "PROTOCOL" and they felt like it was an insurance SCAM. They were going back 4 or 5 visits which they thought were unnecessary. They said 2 visits max was fine. Let's see how long insurance companies allow this. Mike has said this was going to be a slow rollout and it's proving out. This is a new therapy and we all know the behavior of diabetics. Another issue......MNKD vs VDEX - It's easier for diabetics to go to their Doctor vs a diabetics clinic which you really don't know it's a D Clinic bc they share an office with another company. But the point is that MOST patients are creatures of habit and takes a while for them to change therapies especially if they are having good control. You gain more coverage when you have 75-100 sales people around the country than you do with 5 clinics in a couple of states. But you know all of this....... Ok, I am going to have a rant now about ill-informed people (your friends in this case)... Your friends sound woefully uninformed. Yes, for non-insulin meds you can set up most people in two visits as the second is just a follow up. That is not possible with insulin though. Insulin sensitivity varies between people, sometimes wildly, and what is inadequate for one person can kill another which is not a desirable outcome. Because of the risks involved a patient is always started at a lower dose than they are going to need and stepped up into the correct dose. This is the titration phase and it needs hand holding because it involves a lot of day to day changes in what and how you eat, in when to take insulin, even in little facts like all meters will give different reading for the same drop of blood - basically a crash course in becoming a pancreas. On top of this the patient has hear a lot of nasty things about insulin (people regularly in the news dying of insulin related stuff that they never paid attention to beyond the words insulin and died) and in my experience running a support group people are pretty scared at this point. My advice to anyone going onto MDI is that if your doctor or endo thinks this can be done in two visits they should change doctors immediately. My advice to your friends is not to talk about things they don't know about. Rant over. That scam comment is a serious contender for the most ill-informed comment I have seen on this board though and I would hate someone thinking of starting MDI to think it was correct. As to the clinic vs. PCP point. I guess in large parts of the US it isn't an option (which is rather sad), but if you are using insulin you should always go to a clinic because there are a lot of things that need to be done beyond simple treatment. You need a lot of extra specialists and tests on an ongoing basis and everything works better if they are in one place. Plus I want by diabetes managed by an endocrinologist or CDE/NP rather than a gastroenterologist or pulmonologist. That's assuming your PCP will treat you anyway - my PCP will not treat Type 1 diabetics for their diabetes because it is more complex than he is happy managing. |
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Post by sportsrancho on Dec 2, 2019 11:15:11 GMT -5
Wow !!! ...I guess Vdex really does have insurance. Now it’s a scam ... Interesting contradiction by Casper the ghost. Who’s paying you buddy? Because you will be reported for your “scam” comment.
Vdex has many T2’s going through Medicare. I hear the stories about the patients, about how long it takes to get them approved, about the results coming in handy if you don’t get approved the first time.
And those patients ..they love everyone of their appointments, they feel secure that they can deal with it on their own by the time they get done going through the protocols. You can’t get 80+ retention without it.
Maybe I can get two people to add two more important points:-) Stay tuned.
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Post by Deleted on Dec 2, 2019 11:37:12 GMT -5
Wow !!! ...I guess Vdex really does have insurance. Now it’s a scam ... Interesting contradiction by Casper the ghost. Who’s paying you buddy? Because you will be reported for your “scam” comment. Vdex has many T2’s going through Medicare. I hear the stories about the patients, about how long it takes to get them approved, about the results coming in handy if you don’t get approved the first time. And those patients ..they love everyone of their appointments, they feel secure that they can deal with it on their own by the time they get done going through the protocols. You can’t get 80+ retention without it. Maybe I can get two people to add two more important points:-) Stay tuned. You have no creditability. If you don't like a post you get it removed which you will do with this post. |
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Post by awesomo on Dec 2, 2019 11:40:56 GMT -5
You have no creditability. Oh the irony of this... |
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Post by sportsrancho on Dec 2, 2019 12:27:51 GMT -5
I don’t have the power to get any post removed, and I doubt Caspers is going anywhere.
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Post by mnholdem on Dec 2, 2019 13:18:15 GMT -5
Having problems with your caps key? Ok lets go through this: - The number of scripts you are quoting per location is flatly wrong, it's not even the same number as Mike claimed! Truth is you have no idea how many scripts they issue. - How do you know they don't take Medicare? As an aside limiting Medicare patients is a survival tactic given Medicare rates - my endo doesn't take new Medicare patients, only those that were with him before they started Medicare. - I do think the barrier to entry for the protocol is low, but that's offset by the apparent unwillingness of anyone else to attempt this work given that we have seen no other publicity from clinics. - "Once endos become comfortable..." Any time scale for that? My bet would be not this side of a superiority trial at scale and with at least a six month duration. So right now VDEX looks pretty attractive. I was being facetious. VDEX has little impact on MNKD revenues. They have been around as long as MNKD has had a sales force (maybe longer) and the percentage is 5% vs 95% when it comes to Afrezza scripts. We don't know anything about what VDEX does. They are too cagey and only reveals what they want you to know. If they were on the level and want investor support they need to lay every thing out there. They want to attack MNKD (may I remind you it's a personal investor attack) for not explaining their strategy or marketing plan. Tell them to its time to PONY UP. I've had 2 friends go through VDEX's "PROTOCOL" and they felt like it was an insurance SCAM. They were going back 4 or 5 visits which they thought were unnecessary. They said 2 visits max was fine. Let's see how long insurance companies allow this. Mike has said this was going to be a slow rollout and it's proving out. This is a new therapy and we all know the behavior of diabetics. Another issue......MNKD vs VDEX - It's easier for diabetics to go to their Doctor vs a diabetics clinic which you really don't know it's a D Clinic bc they share an office with another company. But the point is that MOST patients are creatures of habit and takes a while for them to change therapies especially if they are having good control. You gain more coverage when you have 75-100 sales people around the country than you do with 5 clinics in a couple of states. But you know all of this....... Securing insurance coverage for poorly-tiered drugs basically involves proving results. Afrezza typically doesn't even get prescribed until the patient has had a few visits where they learn to use a CGM to monitor and understand how their body reacts to their present diabetes treatment... only then is Afrezza prescribed. Before and After data based upon recorded data can be much more convincing to insurers than to simply claim a lower A1c. I suspect that your two friends who allegedly told you they went through the VDex protocol are filling you with BS. As agedhippie points out, it takes time to go through the titration process. The idea of 2 visits max is laughable, IMO. |
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