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Post by mymann on Jun 19, 2021 14:18:23 GMT -5
Sports, you are one of my go to person when it comes to truth about mnkd, particularly about Afrezza. I hope VDEX can save Afrezza from becoming a niche drug. Thanks
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Post by sportsrancho on Jun 19, 2021 15:59:48 GMT -5
Sports, you are one of my go to person when it comes to truth about mnkd, particularly about Afrezza. I hope VDEX can save Afrezza from becoming a niche drug. Thanks 👍🏻❣️💪🏻 |
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Post by joeypotsandpans on Jun 19, 2021 16:44:25 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.That was my point Sports, this thread isn't about Afrezza so found it curious that the poster decided to instigate that "Afrezza failed scripts" thesis/opinion in this particular distinct thread. This thread is on topic for what will continue to lay the groundwork for MNKD to be a very successful company via Technosphere and its innovative technology and protected patents. The second drug approval is instrumental in continuing to validate the potential of what seems inevitable to come, that is the company's success  |
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Post by sportsrancho on Jun 19, 2021 16:55:45 GMT -5
I know:-)
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Post by mnkdfann on Jun 19, 2021 18:19:14 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? To be fair, it was oldfishtowner in the post immediately before that one that said "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." So pguerro didn't start the script diversion, he was just responding to what someone else posted. |
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Post by longliner on Jun 19, 2021 21:46:44 GMT -5
UTHR Tyvaso Approval This is the thread topic, the real question should be why was this poster posting the above in this thread? , it was oldfishtowner in the post immediately before that one that said "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." So pguerro didn't start the script diversion, he was just responding to what someone else posted. We're nothing if not fair..... |
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Post by cretin11 on Jun 19, 2021 23:16:42 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. 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? Yes, I can try to answer: it’s because he was directly responding to another poster who brought up the subject. So if you want to quibble about posters not staying on topic (a legit quibble, but unfortunately it happens pretty often), it seems your ire is misdirected in this instance. And no, pguererro is not a “paid troll” as you suggest. In fact, he’s one of the few posters on this board who has actually sold a MannKind product. Interesting that so many here want to ostracize him. |
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Post by joeypotsandpans on Jun 20, 2021 7:32:26 GMT -5
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? Yes, I can try to answer: it’s because he was directly responding to another poster who brought up the subject. So if you want to quibble about posters not staying on topic (a legit quibble, but unfortunately it happens pretty often), it seems your ire is misdirected in this instance. And no, pguererro is not a “paid troll” as you suggest. In fact, he’s one of the few posters on this board who has actually sold a MannKind product. Interesting that so many here want to ostracize him. There are reasons more than one member of this board interpret or question that posters motives. I agree the response was to Oldfish's medicare post regarding a possibility of increased scripts, but it's the nature of the tone of the response along with the successive posts after the initial response (3 consecutive posts within 25 minutes which could have easily been edited into the first of the three posts on 6/17). It just comes across at a time when some very positive FDA news was announced regarding UTHR's submission on Tyvaso (getting back on track here). I mentioned the term "paid troll" in a myriad of possibilities as I have no clue what their true motive is, but since you state with certainty they are not I guess you know them personally as you sound 100% certain of that as well that you're 100% certain they were a former MNKD sales rep. Granted it seems circumstantial enough that they were, however, this jury member has no factual evidence other than hear say and I assume nothing regarding same on a message board. I've stated previously directly to the individual that they seemed angry or bitter and suggested it seems like a cancer eating away at them to continue 2-3yrs. later of "trying to get their point across" and to just let it "the cancer" go. I would make that same suggestion to any long term disgruntled shareholder as well. Having said all that, doesn't it suck when your biological time clock is fixed so that you're awake on a Sunday morning at 4:30a Pacific time, especially on Father's Day 🤣😉. Happy Father's Day to all the pops out there!! |
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Post by sayhey24 on Jun 20, 2021 8:02:37 GMT -5
I took the time to read through many of pguererro's old posts. I guess to sum it up he says afrezza is not selling because people don't like it. OK, don't like what? They don't like it has no tail? They don't like it works too fast and sometimes a second puff is required? They don't like it because it reduces the chance of hypoglycemia? They don't like it because they don't have to jab themselves?
Or, is it the cough? Well, I have got to believe some in the Tyvaso trial also experienced a cough when they took their first puff. Yet, 90% want to continue using it. When that dry powder hits the back of the throat as it will with Tyvaso some will cough.
If its the cough then UTHR is as out to lunch as Al Mann and Mannkind since they are now paying MNKD to expand the factory and hire a 100 or so new crew. I think with afrezza its a more complicated story than the cough. It starts with the SoC and the diabetes cartel. I have spoken with many endos and PCPs and I am always surprised by many's limited knowledge of glucose control. I see Apple is finally saying we will have the continuous glucose sensor on the apple watch in a few years after watching Tim Cook wearing one for years. We also have efforts like Dachis and Sano but this is the topic for another thread.
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Post by olderteampt on Jun 20, 2021 8:06:11 GMT -5
Here is the real question to ask yourself when trying to figure out potential growth rates for Afrezza. What percent of the total population of Diabetics have tried Afrezza and out of that subset what percent have had proper coaching? Then ask yourself out of the proper coaching subset what percent could afford to stay on Afrezza? Now if you ask me it is far too early to tell the future potential of Afrezza because of MNKD's failure to get the third subset up to a decent sample size out of the total population of Diabetics.
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Post by nylefty on Jun 20, 2021 11:34:59 GMT -5
It would be interesting to know whether pguererro is currently employed and if so if he's peddling drugs for another pharmaceutical company.
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Post by awesomo on Jun 20, 2021 11:56:51 GMT -5
Yes, I can try to answer: it’s because he was directly responding to another poster who brought up the subject. So if you want to quibble about posters not staying on topic (a legit quibble, but unfortunately it happens pretty often), it seems your ire is misdirected in this instance. And no, pguererro is not a “paid troll” as you suggest. In fact, he’s one of the few posters on this board who has actually sold a MannKind product. Interesting that so many here want to ostracize him. There are reasons more than one member of this board interpret or question that posters motives. I agree the response was to Oldfish's medicare post regarding a possibility of increased scripts, but it's the nature of the tone of the response along with the successive posts after the initial response (3 consecutive posts within 25 minutes which could have easily been edited into the first of the three posts on 6/17). It just comes across at a time when some very positive FDA news was announced regarding UTHR's submission on Tyvaso (getting back on track here). I mentioned the term "paid troll" in a myriad of possibilities as I have no clue what their true motive is, but since you state with certainty they are not I guess you know them personally as you sound 100% certain of that as well that you're 100% certain they were a former MNKD sales rep. Granted it seems circumstantial enough that they were, however, this jury member has no factual evidence other than hear say and I assume nothing regarding same on a message board. I've stated previously directly to the individual that they seemed angry or bitter and suggested it seems like a cancer eating away at them to continue 2-3yrs. later of "trying to get their point across" and to just let it "the cancer" go. I would make that same suggestion to any long term disgruntled shareholder as well. Having said all that, doesn't it suck when your biological time clock is fixed so that you're awake on a Sunday morning at 4:30a Pacific time, especially on Father's Day 🤣😉. Happy Father's Day to all the pops out there!! Pguerrero broke news of Kendall’s and other c suite executive’s departures long before they were confirmed by MannKind or anyone else. Of course, that was met with the same vitriol on the message board of being a paid basher, disgruntled employee, troll, etc. So yeah, there is credibility there. |
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Post by sportsrancho on Jun 20, 2021 12:20:49 GMT -5
Here is the real question to ask yourself when trying to figure out potential growth rates for Afrezza. What percent of the total population of Diabetics have tried Afrezza and out of that subset what percent have had proper coaching? Then ask yourself out of the proper coaching subset what percent could afford to stay on Afrezza? Now if you ask me it is far too early to tell the future potential of Afrezza because of MNKD's failure to get the third subset up to a decent sample size out of the total population of Diabetics. 👍🏻 Exactly The numbers are the numbers they don’t lie. Everyone has an opinion. They are built on your environment and your experiences. Credibility is important because once you lose it you can’t get it back. People shouldn’t care if someone is mad sad or annoyed if they’re talking about their real world experience. |
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Post by sayhey24 on Jun 20, 2021 12:28:49 GMT -5
Kendall's departure was sure an odd one after telling us getting afrezza mainstreamed was going to be the easiest job of his life. I would sure like to know why both Kendall and Pguerrero failed. What is it about afrezza new users don't like?
If its the cough, Tyvaso users are going to have the same cough. I don't hear about that as being an issue with Tyvaso. When afrezza first hit the market what SNY told Al was the issue was getting the spirometry test. It wasn't the cough. I doubt Tyvaso will require a spirometry test but some will surely cough on their first puff.
I would sure like to know from Kendall why he failed. Since Pguerrero was the first to break the news of Kendall leaving maybe he can tell us why Kendall failed.
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Post by cretin11 on Jun 20, 2021 12:47:17 GMT -5
Lots of us on this message board spouting opinions. pguererro has a track record better than almost all the rest of you (excepting maybe sports and a very select few others).
As for his credibility being based on hearsay, luckily we are on a message board and not a court of law. Hearsay here is indeed admissible. We the jury may assess its merit. pguererro thank you for posting and I hope you aren’t dissuaded by the bitter naysayers.
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