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Post by pguererro on Jun 17, 2021 16:13:35 GMT -5
Positive news for MannKind this week. Afrezza scripts jumping 2-3X next year not gonna happen. The leveling off is Real and it’s not because of coverage. See my prior comments 2-3 yrs ago about pricing differences in mealtime insulin. It’s too late for MannKind to drop the price of Afrezza 80% to still only be 3X the cost. The sales force expenditure is nothing but a money drain at this point for MK. Zero growth in 2 yrs. The Afrezza sales force is at least 30Million a year and that’s probably light. Volume would stay the same if the sales force was gone tomorrow. However MC, Medtronic dude, HR guy Stu (making $500k per year) and MB couldn’t justify their jobs. Had to comment cause I heard another person talk about 2 to 3 times growth w/Afrezza next year.
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Post by buyitonsale on Jun 17, 2021 16:21:01 GMT -5
The "affordable" part of the insulin only means something to insurance companies, who by the way are currently loosing big money on covering multiple diabetes related claims for services and procedures.
To patients, the current "affordable" insulin means that 80% of them are not at goal and are continuing to jeopardize their lives. Fact.
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Post by pguererro on Jun 17, 2021 16:21:07 GMT -5
One other thing I heard from an endo this week (cause I still plug Afrezza when I can). With most pumps becoming a closed loop system the “adding Afrezza at high carb meals” theory messes everything up. These closed loop systems are programmed to take into consideration a meal time insulin tail. Puff Afrezza and it screws the whole artificial pancreas for a loop. Not my words… prominent endo. Had never thought of that
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Post by pguererro on Jun 17, 2021 16:26:40 GMT -5
But It On Sale: numbers of patients not goal haven’t improved although there has been 15 different new mechanisms of action n the last 15 yrs. That message has been delivered by every pharma company for 15 yrs. non-compliance is a b*&ch
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Post by buyitonsale on Jun 17, 2021 16:43:13 GMT -5
I believe that the reason most patients are not at goal is related to a combination of poor patient management, lack of CGM and the drugs used.
We will start seeing a shift especially in the younger population toward better diet, more novel diabetes management tools, like CGM and Afrezza.
Those who want to live longer and better lives will get on board.
Afrezza is a better insulin regardless of cost, it may not be proclaimed by the medical community or insurance companies, but it is a fact for those who experienced it using the proper dosing, it just works better.
Outcomes will continue to drive insurance coverages for drugs, it is inviable as A1C is at the top of the metrics that contribute to health related issues.
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Post by lennymnkd on Jun 17, 2021 17:01:48 GMT -5
CGM : adoption is probably the most important to scrips / real time … SEEING IS BELIEVING ! BAD NUMBERS HAVE TO WEIGH ON THE MINEs OF DIABETICS and when
Introduced to Afrezza and the simplicity and overall results you can’t help to win … the question is how to introduce them as a package with the FDA’s blessing..and maybe go
The partnership route with the right device company.. SENS🤔.. fair disclosure I own sens shrs .
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Post by peppy on Jun 17, 2021 17:11:42 GMT -5
Positive news for MannKind this week. Afrezza scripts jumping 2-3X next year not gonna happen. The leveling off is Real and it’s not because of coverage. See my prior comments 2-3 yrs ago about pricing differences in mealtime insulin. It’s too late for MannKind to drop the price of Afrezza 80% to still only be 3X the cost. The sales force expenditure is nothing but a money drain at this point for MK. Zero growth in 2 yrs. The Afrezza sales force is at least 30Million a year and that’s probably light. Volume would stay the same if the sales force was gone tomorrow. However MC, Medtronic dude, HR guy Stu (making $500k per year) and MB couldn’t justify their jobs. Had to comment cause I heard another person talk about 2 to 3 times growth w/Afrezza next year. replies. Quote, Afrezza scripts jumping 2-3X next year not gonna happen. reply, DUH. quote, The sales force expenditure is nothing but a money drain reply, DUH. (You for example.  ) quote, However MC, Medtronic dude, HR guy Stu (making $500k per year) and MB couldn’t justify their jobs. reply, you sound angry. Life now giving you your do? The world isn't realizing your genius? Anyway, you don't like MNKD and don't think MC deserves the job and you don't like the business plan. Did I get this correct? |
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Post by Clement on Jun 17, 2021 17:14:39 GMT -5
One other thing I heard from an endo this week (cause I still plug Afrezza when I can). With most pumps becoming a closed loop system the “adding Afrezza at high carb meals” theory messes everything up. These closed loop systems are programmed to take into consideration a meal time insulin tail. Puff Afrezza and it screws the whole artificial pancreas for a loop. Not my words… prominent endo. Had never thought of that dumbass prominent endo. That's what firmware (software on a chip) is for. |
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Post by peppy on Jun 17, 2021 17:24:05 GMT -5
But It On Sale: numbers of patients not goal haven’t improved although there has been 15 different new mechanisms of action n the last 15 yrs. That message has been delivered by every pharma company for 15 yrs. non-compliance is a b*&chAhhh, BINGO. Blame the patient. Give them a chit product, which for years is all they had, and blame the patient. The patient is the dancing chicken, put a quarter in the machine. Not that the physician doesn't have to dance, and the pharm rep has to dance. The whole thing reminds me of the western where the fast gun in town gets angry, pulls his gun out and tells the person to dance while he shoots at the dancing feet. While saying DANCE. |
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Post by sportsrancho on Jun 17, 2021 17:29:04 GMT -5
There’s doctors on the Facebook page being talked about by patients who don’t even know Afrezza is for type one diabetes. This one doctor told his type one patient he would not prescribe Afrezza because it was only for type two…
Don’t bury your head in the sand because you think somebody is angry when that is not the case. Keep talking it out. That’s the best thing to do. Listen. Truth is only productive.
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Post by peppy on Jun 17, 2021 17:55:05 GMT -5
There’s doctors on the Facebook page being talked about by patients who don’t even know Afrezza is for type one diabetes. This one doctor told his type one patient he would not prescribe Afrezza because it was only for type two… Don’t bury your head in the sand because you think somebody is angry when that is not the case. Keep talking it out. That’s the best thing to do. Listen. Truth is only productive. You can help me. Tell me what it is like for a rep to get in and see a physician these days. Is it doable? What do you need to do to get to speak to a physician for 5 mins about the product? That would help me with the picture. |
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Post by nylefty on Jun 17, 2021 17:56:21 GMT -5
It isn’t out of the realm of possibility for the royalties from Tyvaso DPI to quickly surpass revenues from Afrezza. Maybe, maybe not. I would like to see MNKD's participation in the Medicare Part D Senior Savings Model surprise everyone and double or triple scripts in 2022. But this probably requires that MNKD has to have a robust marketing program targeted to this segment, like ads in AARP's magazine, TV commercials targeted to seniors with Medicare Part-D, sales reps making sure that prescribers know that MNKD is participating in the program and what the cost is to patients, and maybe pamphlets distributed in physicians offices. Spending all that marketing money could be money down the drain if the Medicare Part D plans don't include Afrezza in their formularies. As it stands, almost none of them do. And since the PR release about the Senior Savings program I haven't heard Mike mention it at any of his public appearances. |
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Post by buyitonsale on Jun 17, 2021 17:59:41 GMT -5
I wonder if prominent endos out there are suggesting to their diabetic patients to get a CGM ? If not then they do not want their patients to see their not so prominent Time In Range or to better manage their A1C. When Apple comes up with the the new watch that has glucose monitoring feature I am gettin one. I am not a diabetic and I do not currently wear a watch, don't like them... Why will I get one, because I am interested in living a longer and heather life and I want to know what is going on when I eat or drink, even if my A1C is normal. There is medical research that shows that even at A1C of 5.6 the arterial plaque is much more prominent than in people with lower A1C ... "Hemoglobin A1C Levels are Independently Associated with the Risk of Coronary Atherosclerotic Plaques in Patients without Diabetes: A Cross-Sectional Study" www.ncbi.nlm.nih.gov/pmc/articles/PMC7458793/ |
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Post by cjm18 on Jun 17, 2021 18:10:48 GMT -5
One other thing I heard from an endo this week (cause I still plug Afrezza when I can). With most pumps becoming a closed loop system the “adding Afrezza at high carb meals” theory messes everything up. These closed loop systems are programmed to take into consideration a meal time insulin tail. Puff Afrezza and it screws the whole artificial pancreas for a loop. Not my words… prominent endo. Had never thought of that Afrezza is too good of a drug for closed loop system. I’ll take that. Endo even knows it (tail difference). Save money. Get on Afrezza and Get off the pump. |
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Post by porkini on Jun 17, 2021 18:15:09 GMT -5
But It On Sale: numbers of patients not goal haven’t improved although there has been 15 different new mechanisms of action n the last 15 yrs. That message has been delivered by every pharma company for 15 yrs. non-compliance is a b*&chAhhh, BINGO. Blame the patient. Give them a chit product, which for years is all they had, and blame the patient. The patient is the dancing chicken, put a quarter in the machine. Not that the physician doesn't have to dance, and the pharm rep has to dance. The whole thing reminds me of the western where the fast gun in town gets angry, pulls his gun out and tells the person to dance while he shoots at the dancing feet. While saying DANCE. Reminds me of recycling, blame the consumer, if only the consumer would do their part and recycle, we would not have the problem we have with plastic and other waste. Ha! I do wonder if there is a team at MNKD looking at the disposable plastic parts of the solution and looking towards a way to dose or reuse or recycle or to otherwise not keep creating or create less landfill and oceanfill material. ( frontlinetv.com/plastic-wars-full-film) michaelcastagna |
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