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Post by longliner on Feb 12, 2020 16:58:47 GMT -5
No, about a week give or take. I hope your cousin is ok! A week? No, here's a link to one of her posts two days ago: mnkd.proboards.com/post/197348 You seem to be more confused than usual today. Be well. Thanks, no, her moniker would show up but no message. |
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Post by nylefty on Feb 12, 2020 17:09:29 GMT -5
Thanks, no, her moniker would show up but no message. Most of us did see her message and seven of us gave it a thumbs up. Sounds like your settings need adjusting. |
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Post by brotherm1 on Feb 12, 2020 17:09:54 GMT -5
Good terms. The way to the hockey stick we’ve all been hoping for is retention. I haven’t seen anything that would classify as “significant” in any sales measure other than cartridges sold. Increase in cartridges sold is good for bottom line and means patients are getting to more therapeutic doses, but if u look at scripts qtr/yr over qtr/yr nothing is significant. If u removed the top 10 Endo Afrezza prescribers nationally tomorrow 90% of the volume would be gone. 10 prescribers are carrying this drug. That’s not a model for growth. Thank you for answering. I believe you that there might be only 10 top endo Afrezza prescribers accounting for the large majority of sales. I remember MC said a while back (1 or 2 years ago?) one of the big Afrezza endos retired and it was a reason for a significant drop in sales. So with about 10 or so endo Afrezza prescribers accounting for the majority of sales, that is not a good model for growth as you say. Seeing we are having trouble getting prescribers, one would think opening clinics specializing in Afrezza would be top priority at this point. |
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Post by sportsrancho on Feb 12, 2020 17:52:12 GMT -5
Good terms. The way to the hockey stick we’ve all been hoping for is retention. I haven’t seen anything that would classify as “significant” in any sales measure other than cartridges sold. Increase in cartridges sold is good for bottom line and means patients are getting to more therapeutic doses, but if u look at scripts qtr/yr over qtr/yr nothing is significant. If u removed the top 10 Endo Afrezza prescribers nationally tomorrow 90% of the volume would be gone. 10 prescribers are carrying this drug. That’s not a model for growth. Thank you for answering. I believe you that there might be only 10 top endo Afrezza prescribers accounting for the large majority of sales. I remember MC said a while back (1 or 2 years ago?) one of the big Afrezza endos retired and it was a reason for a significant drop in sales. So with about 10 or so endo Afrezza prescribers accounting for the majority of sales, that is not a good model for growth as you say. Seeing we are having trouble getting prescribers, one would think opening clinics specializing in Afrezza would be top priority at this point. If I may interject... some of the problem is dosing and Vdex uses off-label protocols and they do not have nearly as many follow up doses. And if there’s a cough they work them through that by their second appointment. |
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Post by sportsrancho on Feb 12, 2020 17:54:49 GMT -5
Thanks, no, her moniker would show up but no message. Most of us did see her message and seven of us gave it a thumbs up. Sounds like your settings need adjusting. Thank you.. this is too funny, if he can’t see me he must’ve blocked me because I can see him. If I blocked him I wouldn’t be able to see him but he would still see me:-) |
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Post by mytakeonit on Feb 12, 2020 18:26:15 GMT -5
So I see.
But, that's mytakeonit
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Post by bioexec25 on Feb 12, 2020 18:33:46 GMT -5
So I see. But, that's mytakeonit Said the blind man. |
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Post by ktim on Feb 12, 2020 19:03:56 GMT -5
Good terms. The way to the hockey stick we’ve all been hoping for is retention. I haven’t seen anything that would classify as “significant” in any sales measure other than cartridges sold. Increase in cartridges sold is good for bottom line and means patients are getting to more therapeutic doses, but if u look at scripts qtr/yr over qtr/yr nothing is significant. If u removed the top 10 Endo Afrezza prescribers nationally tomorrow 90% of the volume would be gone. 10 prescribers are carrying this drug. That’s not a model for growth. Thank you for answering. I believe you that there might be only 10 top endo Afrezza prescribers accounting for the large majority of sales. I remember MC said a while back (1 or 2 years ago?) one of the big Afrezza endos retired and it was a reason for a significant drop in sales. So with about 10 or so endo Afrezza prescribers accounting for the majority of sales, that is not a good model for growth as you say. Seeing we are having trouble getting prescribers, one would think opening clinics specializing in Afrezza would be top priority at this point. Government programs would definitely not pay for visits at clinics owned by a pharma manufacturer. I doubt private insurers would put them "in network". So that would make it almost entirely cash based. If something has never been done before, especially in a highly regulated market like medicine, there likely is a reason it hasn't. |
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Post by brotherm1 on Feb 12, 2020 19:18:03 GMT -5
I did not mean to imply they should open their own clinics.
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Post by ktim on Feb 12, 2020 19:55:56 GMT -5
I did not mean to imply they should open their own clinics. When it comes to a clinic that accepts any government programs, they can't receive funding or anything else from a pharma company. I remember from early on, MNKD considered providing spirometry devices to clinics and even that was deemed unallowable. So very limited what MNKD can do to help clinics other than simply extending the patient support services of Mannkind. I'm sure MNKD would be thrilled if more clinics opened focusing on Afrezza. |
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Post by letitride on Feb 12, 2020 20:01:15 GMT -5
Is that line with the 29 votes gold cause im in the line right above it thats looking for it and it looks like I have been sitting on it all along
Lets Go!
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Post by brotherm1 on Feb 12, 2020 20:07:55 GMT -5
Is that line with the 29 votes gold cause im in the line right above it thats looking for it and it looks like I have been sitting on it all along Lets Go! . Can you please expound? I don’t understand what you are saying. |
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Post by letitride on Feb 12, 2020 20:12:03 GMT -5
Patience
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Post by brotherm1 on Feb 12, 2020 21:27:20 GMT -5
We need patients not patience. And your laissez faire posts are hard for me to understand. It looks to me you either don’t have much invested in MNKD, don’t care if you lose your investment, or just don’t have much experience with stocks. Perhaps you don’t realize MNKD is branded a going concern. MNKD does not have enough money to get through this year. We do not have enough shares registered to sell, and we might not even meet covenants from MC to borrow more. We are in a ten year bull market and our shares are selling for less than a $1.50. And the bigger bull markets have been the harder they have fallen. I doubt you were in in stocks as recent as even 2009. Stocks like this in general market conditions like that get sold and shorted majorly.
Were you even around several years ago when MNKD was delisted? And we had a 5-1 reverse split? Do you even remember MNKD sayiing they were not planning on raising funds and suddenly diluted the stock big for basically pennies in December 2018 because MNKD expected poor market conditions in 2019? That did not go over well with shareholders but in my mind it was the logical thing to do as MNKD would have had a hard time raising funds in poor market conditions.
Now is by far not the time for any patience. MNKD needs to get the ball rolling faster now to take some risk off this going concern. If it means selling a pipeline drug for less then we could get a year from now; or if it means allowing a company like VDEX have some states exclusive for Afrezza sales, or maybe even raising funds with equity right now, they should be doing it.
Whatever, we need change NOW. No more patience. After 4 years of helping to keep this company afloat with my money, I’m down well over 50%.
We need change now. Almost anything. New board members, new CEO, almost anything. But we cannot go on with this sitting back and being patient nonsense. And I said we, because I said it (and if anyone doesn’t like me saying that word, too bad).
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Post by brotherm1 on Feb 12, 2020 21:45:29 GMT -5
And I’ll also add, if the economy takes a big hit, Afrezza sales will take a big hit as it’s much more expensive than other insulins and much of it is paid for out of pocket,
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