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Post by mango on Feb 26, 2020 22:21:24 GMT -5
Joeypotsnpans: like your posts, but the argument that big pharma is blunting Afrezza is just not true. After 4 years we are not a pimple on their ass and haven’t produced enough volume for them to ever mentioned Mannkind. If they ever got scared of our science and product they would just buy us. The big pharma blunting effect is another farce. Trust me...Afrezza is not in their mouth when they are talking to prescribers. You're missing the point, they don't have to mention nor would they want to heed any attention directly to Afrezza....they just have to keep it off tier 2 formulary.... and the rest takes care of itself. They know the game because they are in it. SNY realized it was going to be a huge battle when they understood the insurance hurdle combined with the label. This isn't rocket science (no pun intended regarding speed). Make it near impossible for the patient to obtain and just play the system as it allows to be played. If Afrezza was tier 2, this board would have been gone a long long time ago with a lot of happy campers (Liane included) enjoying enriched lives monetarily and a lot of T1 and T2 patients enriched with improved health and lives in general. They know the science and thus why they have stealthily and shrewdly kept this incredible proxy for natural insulin out of patients hands. I guess NVO was quick to get FIASP on the market because they didn't feel threatened. The last thing they would want to do is mention Afrezza when talking to prescribers.....you're not seeing the bigger picture, perhaps you were born for better things than sales.  Exactly! Remember all the PR with Novo and Lilly using "ultra" and even going as far as sneaking in comments like (paraphrasing) "closely mimicking endogenous insulin". They were basically copying MannKind, but they ultimately stopped that stupid shit since they were lying and could never get away with it for long. MannKind actually can though, hence, why they continue to this day still have "Afrezza matches physiologic insulin" with the graphic on the official website. Yep, anyone who thinks the Insulin Cartel isn't playing hard ball against us is delusional. |
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Post by sportsrancho on Feb 26, 2020 22:21:33 GMT -5
Again...pesky facts...like when VDEX was looking into new markets to expand this algorithm. Less VDEX offices today than 3 years agoSports, is that true? No it is not true, but things are also not known yet. This thread has literally exploded so I’m just answering Mango and then I’m gonna go back and read all the other posts and questions. |
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Post by sweedee79 on Feb 26, 2020 22:27:11 GMT -5
I don't agree with pguerro.. but she is (from what I hear) on the inside and I wanted to bear what she had to say..
She has also been here for years.. and I believe was invested.. But I don't believe for one minute that Afrezza is the problem.. Afrezza is amazing.. Anyone who has a vested interest in their health and understands the drug would want it and have a positive experience if they use it correctly in the first place..and have a supportive doc. And insurance to pay for it.
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Post by pguererro on Feb 26, 2020 22:36:56 GMT -5
Sports I think you are a great add to VDEX but your response of “things are yet to come” sounds like the same old Afrezza stuff. Maybe they had 6 locations in 2018 and now they have 5. The white paper never moved the needle and also didn’t spur expansion.
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Post by golfeveryday on Feb 26, 2020 22:38:10 GMT -5
I don't agree with pguerro.. but she is (from what I hear) on the inside and I wanted to bear what she had to say.. She has also been here for years.. and I believe was invested.. But I don't believe for one minute that Afrezza is the problem.. Afrezza is amazing.. Anyone who has a vested interest in their health and understands the drug would want it and have a positive experience if they use it correctly in the first place..and have a supportive doc. And insurance to pay for it. i see it work well everyday in my own house. MC doesn’t know how duplicate it at scale. Apparently pguererro has given up. Maybe working somewhere else makes sense. |
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Post by sportsrancho on Feb 26, 2020 22:46:46 GMT -5
Steve will address the math and do a little compromise with you guys concerning it.
And then also together we might try to figure out what happened to the people in the trials.
He has a lot of other things to say about Afrezza!! A lot:-) He’ll explain how they communicate to the patient and go over everything that could go wrong before hand...make sure they feel safe and excited and then nothing is a big deal.
Not tonight though..long day, rewardingly spent introducing patients to a life they never thought they could have.
Steve handles lot of different aspects of Vdex, he trains the physicians, he brings in the patient’s, billing, insurance etc. But it’s introducing the patients to Afrezza..the one on one, ( THEIR excitement ). That’s what drives him, that’s what renews him, and just talking to him today I could hear the excitement in his voice.
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Post by sportsrancho on Feb 26, 2020 22:56:31 GMT -5
Sports I think you are a great add to VDEX but your response of “things are yet to come” sounds like the same old Afrezza stuff. Maybe they had 6 locations in 2018 and now they have 5. The white paper never moved the needle and also didn’t spur expansion. Its the funding that will spur expansion. The successful business model. In their hearts they wanted to hire me along time ago.. but their pocketbook said now is the time. So with all respect it’s not the same old stuff:-) |
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Post by mytakeonit on Feb 26, 2020 23:46:00 GMT -5
I can't believe that all of you are chatting with these idiots. People posting here who have no shares of MNKD are most likely paid bashers.  Or bird boy and the old hippie. This pguererro person is probably awesome on drugs. Ha Ha ... sorry ... I made myself laugh. But, that's mytakeonit |
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Post by sportsrancho on Feb 27, 2020 0:22:47 GMT -5
Sweedie: yea sorry. Might have been thinking novo Nordisk Indy Car driver Charlie Kimball. David Kendall What a great hire who has done nothing other than hob nob with the top 10 writers in the country. It’s like going into friendly territory and telling them their kids are beautiful. So sorry to hear that, everybody’s been wondering what he’s been doing..that must’ve been crushing. What about United is questionable? And did Pat quit because of lack of sales? |
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Post by ktim on Feb 27, 2020 0:33:53 GMT -5
Joeypotsnpans: like your posts, but the argument that big pharma is blunting Afrezza is just not true. After 4 years we are not a pimple on their ass and haven’t produced enough volume for them to ever mentioned Mannkind. If they ever got scared of our science and product they would just buy us. The big pharma blunting effect is another farce. Trust me...Afrezza is not in their mouth when they are talking to prescribers. I don't think they try to blunt Afrezza specifically, but the PBM rebate system that they use to try to block all competitors certainly works against Afrezza. |
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Post by ktim on Feb 27, 2020 0:42:47 GMT -5
I certainly thought it would be early success, and I remember many posting here thought that as well. Congrats if you knew it would be so painfully slow. I assume if you bought shares it was at much, much lower price than many of us given your early insight into slow adoption... congrats. Though wish you'd shared that insight. I got into MNKD 5 years ago when they received FDA approval and Sanofi came on board. I believe if Sanofi stuck with Afrezza it would have shut down Apidra, taken the write off and concentrate on Afrezza. They would have pumped in more resources to get a better label and eventually buyout the Afrezza product and have it as their own prandial drug. Those are my original thoughts on why I got in MNKD. Also after speaking with my diabetic friends/relatives on insulin I knew it would be a slow slog in getting them to try Afrezza. When you understand the mentality and how people are creatures of habit, changing anything is tough and when you add in the PCPs and Endos.....you have an even tougher mountain to climb. Mike confirmed my realization when he said it will take 3 years to gain traction. IMO we are in the third year and yes sales are growing but I'm hoping for the hockey stick movement. I have been adding to my position and have lowered my cost basis. I have a long time horizon so I don't sweat the volatility. I am buying as much as I can below $1.50. One day this will pop and it will not stop rising. We don't know that time but when the train leaves the station....I hope you have bought as much as you can because I promise you - you will be saying damn...I wish I bought more. GLTA Bought as much as I'm currently comfortable holding. Lost a lot over the years, and no desire to get back to having MNKD more than small fraction of my portfolio. Will be thrilled if I break even. |
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Post by babaoriley on Feb 27, 2020 1:47:49 GMT -5
After all these years, some poster posts some stuff and people are scared? People, if you haven't been scared of this investment for a number of years, not from anything anyone posts, but by script counts, then there's no reason in the world to get out of mnkd based on any poster's views. How many times has any poster been right over the years? One thing is for sure, I have no idea which way this is all going to turn out, but I'm seeing it through to the end, be it bitter or sweet. Maybe Sports can help turn it around, at least she spends a large part of her day and much energy trying! I do nothing with regard to MNKD any more, other than wait and wait.
Most here would have been better off financially if they'd never heard of this board. More than likely, the posts over the years have encouraged further investment. If you could just strip away your emotion, you'd likely see things in a manner that might lead to a proper trading decision (buy more, sell some or all, or do nothing). I, myself, cannot divorce myself from all the emotion over the years, but I can stay away relatively well.
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CCO Gone
Feb 27, 2020 2:45:42 GMT -5
via mobile
Post by brotherm1 on Feb 27, 2020 2:45:42 GMT -5
From Steve.... Stephen Brown Vice president Vdex diabetes Real simple math... 350(avg new patients per week) X 52 (wks in yr) =18,200 x 4yrs= 72,800 patients. (Approximate) MNKD says there are 5-6k patients now. 7280 patients would speak to a drop rate of over 90%. Simple And that is not subtracting those patients that were in the trials and stayed and those from Sanofi. ... Seems his math is wrong, at least with regard to current situation. Per yesterday's cc... Only 25% of NRx are new patients. Dropout rate for T2 is 50%, and less for T1. He said drop out rate is that within the first couple of months (only). He did not say what the drop out rate is after the first couple of months. |
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CCO Gone
Feb 27, 2020 3:14:54 GMT -5
via mobile
Post by brotherm1 on Feb 27, 2020 3:14:54 GMT -5
Joeypotsnpans: like your posts, but the argument that big pharma is blunting Afrezza is just not true. After 4 years we are not a pimple on their ass and haven’t produced enough volume for them to ever mentioned Mannkind. If they ever got scared of our science and product they would just buy us. The big pharma blunting effect is another farce. Trust me...Afrezza is not in their mouth when they are talking to prescribers. . Now you really just exposed yourself pal. 🙂. You said recently you are no longer working for MNKD. And you said in this thread you lost and sold your entire investment in MNKD. So where does this “WE” you mentioned above fit in. 🙂. Will the real pguererro please stand up. 🙂 And now that you’ve vented about your adventure working at MNKD and losing your investment, let’s have some full disclosure. Who are you now working with? |
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Post by mnholdem on Feb 27, 2020 5:49:49 GMT -5
Sweedie: yea sorry. Might have been thinking novo Nordisk Indy Car driver Charlie Kimball. David Kendall What a great hire who has done nothing other than hob nob with the top 10 writers in the country. It’s like going into friendly territory and telling them their kids are beautiful. So sorry to hear that, everybody’s been wondering what he’s been doing..that must’ve been crushing. What about United is questionable? And did Pat quit because of lack of sales? What is it about the physicians/clinics that makes the Top 10 Afrezza writers so successful? MannKind's Chief Medical Officer SHOULD be paying attention to these endocrinologists. They may possess some of the answers needed to win greater adoption for Afrezza. Frankly, if he isn't already, Dr. Kendall should also make the time to "hob nob" with Vdex doctors. Frankly, pguererro's commentary about what Dr Kendall's activities consist of is simply not credible, although I would like to see a larger, more visible role for the CMO.  |
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Or bird boy and the old hippie. This pguererro person is probably awesome on drugs.
