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Post by longliner on Jun 18, 2021 11:16:48 GMT -5
Somehow this thread got hijacked into complaining about poor Afrezza sales. I believe there are other threads for that. So lets get back on the topic of this thread. We need to celebrate the incredible news that the FDA has accepted an accelerated approval process for Tyvaso DPI. What is really amazing to me, is that everyone including myself thought that the earliest date we could receive FDA approval was December but it turns out it is October. Two months faster than all of us thought. So lets think about that for a minute. We are just 4 months away from a likely approval of another Technosphere product that is being marketed by the very talented company United Therapeutics. We should begin seeing royalty payments by the end of 2021. This sets up 2022 as the likely year that MannKind becomes profitable. So regardless of what the negative nellies say, MannKind is in the very best growth and financial position they have ever been in. It is something to celebrate. Yeah, not surprising given that Tyvaso approval is such a game changing event for Technosphere and Mannkind. |
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Post by nylefty on Jun 18, 2021 13:40:34 GMT -5
My understanding, Heard in a video, By law Medicare is the only agency in the USA allowed to negotiate the price of drugs with the manufactures. Not yet. Congressional Democrats are ramping up efforts to reach a deal on legislation to lower the cost of prescription drugs, but face internal disputes and pushback from the pharmaceutical industry.
Senior Democrats in both the House and Senate are working on a bill that would empower the federal government to negotiate the cost of drugs in Medicare.www.wsj.com/articles/democrats-strain-to-unify-on-proposal-to-reduce-drug-prices-11622722106 |
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Post by peppy on Jun 18, 2021 13:46:37 GMT -5
My understanding, Heard in a video, By law Medicare is the only agency in the USA allowed to negotiate the price of drugs with the manufactures. Not yet. Congressional Democrats are ramping up efforts to reach a deal on legislation to lower the cost of prescription drugs, but face internal disputes and pushback from the pharmaceutical industry.
Senior Democrats in both the House and Senate are working on a bill that would empower the federal government to negotiate the cost of drugs in Medicare.www.wsj.com/articles/democrats-strain-to-unify-on-proposal-to-reduce-drug-prices-11622722106I wish these quotes taken from the papers would mention, Why there is a problem? What other countries pay for the same/identical medications and why. Then I wish the paper would outline why we can not have the same system here. We know the gig, I tell it to my children. Every legislator has to go sit in the call room and raise money for the party..... |
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Post by nylefty on Jun 18, 2021 14:11:07 GMT -5
Here's more from the Wall Street Journal article: In the House, a trio of committee chairmen reintroduced a bill that would allow Medicare to negotiate drug prices and extend those lower costs to commercial health-insurance plans. But 10 House Democrats in May signaled concerns in a letter to Mrs. Pelosi, in which they called for a bipartisan approach.
Republicans generally oppose allowing Medicare to negotiate drug prices, which they say amounts to federal price controls that will mean less money for research and development of drugs.
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Post by lazyb767 on Jun 18, 2021 14:44:08 GMT -5
Here's more from the Wall Street Journal article: In the House, a trio of committee chairmen reintroduced a bill that would allow Medicare to negotiate drug prices and extend those lower costs to commercial health-insurance plans. But 10 House Democrats in May signaled concerns in a letter to Mrs. Pelosi, in which they called for a bipartisan approach.
Republicans generally oppose allowing Medicare to negotiate drug prices, which they say amounts to federal price controls that will mean less money for research and development of drugs.
The Yin and Yang, may they find middle ground. |
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Post by cretin11 on Jun 18, 2021 15:34:27 GMT -5
Here's more from the Wall Street Journal article: In the House, a trio of committee chairmen reintroduced a bill that would allow Medicare to negotiate drug prices and extend those lower costs to commercial health-insurance plans. But 10 House Democrats in May signaled concerns in a letter to Mrs. Pelosi, in which they called for a bipartisan approach.
Republicans generally oppose allowing Medicare to negotiate drug prices, which they say amounts to federal price controls that will mean less money for research and development of drugs.
The lobbying power of Big Pharma cannot be overstated. |
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Post by olderteampt on Jun 18, 2021 16:54:35 GMT -5
I think you hit it on the nail. My hypothesis since Afrezza was approved was that all the reasons it is not the blockbuster we thought it would be by now can all be traced back to "Big Pharma".
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Post by sportsrancho on Jun 18, 2021 19:12:52 GMT -5
Very large amount of people being hired in Danberry!
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Post by bones1026 on Jun 18, 2021 21:50:09 GMT -5
BULLSHIT, plain and simple! It’s interesting that peppy, you accused pguererro of sounding angry in his posts. However, pguererro’s posts seem straightforward and not overly emotional, rather they simply present his experiences in the world of selling Afrezza. The message he conveys is not one you want to hear, so perhaps you interpret him as angry for some reason? Moreover, lots of responses to pguererro seem more emotional that his own posts. Take the exchange above, there are two posters. One of them does seem angry, but it’s not pguererro is it? Thank you peppy for all the great info you take time to share on the Volume threads. Likewise, we should appreciate getting to read the perspective of pguererro who, unlike the rest of us, has spent real world time and energy trying to sell the drug we all believe so much in. Admirable how much you care for your fellow posters! 😂 |
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Post by peppy on Jun 18, 2021 21:57:33 GMT -5
It’s interesting that peppy, you accused pguererro of sounding angry in his posts. However, pguererro’s posts seem straightforward and not overly emotional, rather they simply present his experiences in the world of selling Afrezza. The message he conveys is not one you want to hear, so perhaps you interpret him as angry for some reason?
Moreover, lots of responses to pguererro seem more emotional that his own posts. Take the exchange above, there are two posters. One of them does seem angry, but it’s not pguererro is it? Thank you peppy for all the great info you take time to share on the Volume threads. Likewise, we should appreciate getting to read the perspective of pguererro who, unlike the rest of us, has spent real world time and energy trying to sell the drug we all believe so much in. Admirable how much you care for your fellow posters! 😂 Quote, " peppy, you accused pguererro of sounding angry in his posts However, pguererro’s posts seem straightforward and not overly emotional, rather they simply present his experiences in the world of selling Afrezza. The message he conveys is not one you want to hear, so perhaps you interpret him as angry for some reason?" reply: oh, ok then, pguererro isn't angry. He is here to help. Better? (I do not care) |
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Post by cretin11 on Jun 19, 2021 11:03:28 GMT -5
Much better, peppy. 😆
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Post by cretin11 on Jun 19, 2021 11:35:43 GMT -5
It’s interesting that peppy, you accused pguererro of sounding angry in his posts. However, pguererro’s posts seem straightforward and not overly emotional, rather they simply present his experiences in the world of selling Afrezza. The message he conveys is not one you want to hear, so perhaps you interpret him as angry for some reason? Moreover, lots of responses to pguererro seem more emotional that his own posts. Take the exchange above, there are two posters. One of them does seem angry, but it’s not pguererro is it? Thank you peppy for all the great info you take time to share on the Volume threads. Likewise, we should appreciate getting to read the perspective of pguererro who, unlike the rest of us, has spent real world time and energy trying to sell the drug we all believe so much in. Admirable how much you care for your fellow posters! 😂 As others have pointed out, this message board can be ruthless to folks who dare to speak the truth if it has any negativity. I’m not worried about pguererro, he can handle himself. But a dose of civility is never a bad thing to add to the mix. |
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Post by sportsrancho on Jun 19, 2021 12:21:49 GMT -5
I’ve thought about this obviously, and I’ve talked with other reps, also SNY reps, they told me that the drug was great but the patients didn’t like it. ( The cough or it didn’t seem to work etc. )
Now that is not Vdex’s experience at all. I don’t think we’ve even had a person ask to switch off it onto an injectable insulin. We are perfectly ok with that, although we don’t recommend it. We can prescribe whichever one they want.
That tells me it’s the experience they are having when they first take it.
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Post by joeypotsandpans on Jun 19, 2021 13:02:08 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. UTHR Tyvaso Approval This is the thread topic, the real question should be why was this poster posting the above in this thread? Cretin can you answer this for me? This is the reason some "rational" posters are skeptical of this poster's motives (angry/bitter former employee, paid troll?, cares about my investments or trades?) 🤷♂️ who knows but when derailing an off Afrezza topic like this thread it has to make one wonder, is it because previous posts stopped getting attention? Just putting some food for thought as to why THIS thread which has a positive future outlook for the company? Last I looked there is still a fair amount of short interest that has to be dealt with. I trust no one but that's me, that's why I do my own due diligence. My endo has given me perspective from his professional view which I respect a ton more than some poster on a message board, just saying 😉 |
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Post by sportsrancho on Jun 19, 2021 13:34:09 GMT -5
Very good food for thought Joey, I don’t think it’s applicable in this one situation but that’s just my opinion, we all have people we trust and people we don’t and you’re the one actually taking the drug. I trust you.
Also who in their right mind would short the stock right now…obviously there are people doing it but they’re gonna have to get out:-) Run up to FDA approval…..it’s not about Afrezza right now.
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