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Post by mango on Dec 30, 2021 10:46:56 GMT -5
Afrezza is the holy grail of diabetes. Afrezza effectively mimics the endogenous first phase insulin response and restores post prandial glucose homeostasis. It’s incredibly safe and pain free. It offers no long term consequences other than possibly living like a person without diabetes. It’s truly the holy grail of diabetes.
CEO Michael Castagna has yet to sell 1000 scripts/week.
CEO Mike has the holy grail of diabetes and still majority of people with diabetes have never heard of Afrezza.
Something is terribly wrong.
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Post by markado on Dec 30, 2021 12:59:22 GMT -5
I've been emploring for years for MNKD to plan an advertising flight in conjunction with the Macy's Thanksgiving Parade. I now think they should run a story board flight - a series of story telling type commercials on NBC national, ahead of Thanksgiving, with an ad that brings it all together on Thanksgiving and for the Holidays. Afrezza is all about mealtime spike control, and for many diabetics, the Holidays and Holiday meals either present lost opportunities or elevated risks. Moreover, having commercials airing before and when diabetics and their families are getting together inspires conversations and awareness building, as well as potentially ups the level of consideration and urgency around making an important medical decision/medicine change. It's time for Mike to pay to play to get us on the air at the right time with the right message.
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Post by sayhey24 on Dec 30, 2021 13:09:42 GMT -5
Mango - I am not sure something is terribly wrong. I think its more the case that Al made a couple of big mistakes, BP has done all they can to suppress afrezza and MNKD has had some really bad luck.
I think Al's first mistake was thinking the diabetes community would really want to help diabetics - wrong. They are clearly more interested in making money and will do all to protect and promote the SGLT-2s, GLP-1s and anything else which will generate more sales. The last thing they want to do is stop T2 progression or make a T1's life as simple as a patch pump and afrezza.
Al's second mistake was thinking calling the cartridges units would make things easier and would over come the dosing issues with Exubera - wrong. This decision has led early users to significantly under dose leading many to think afrezza does not work or does not work well. Its also lead to less than spectacular results during trials. Simply calling them small, medium and large would have over come MNKD's biggest marketing blunder. I will also say, the floating hamburger commercial was not our best moment but I am hoping Mike learned from that.
Add in the fact that Al was sick while negotiating the licensing deal and then passed right as SNY screwed us, how bad was that luck? I firmly believe if Al was healthy and was still with us afrezza could be well on its way to realizing Al's vision of afrezza being the greatest selling drug of all time. Al was a giant in the diabetes community and would have made things happen through brute force. Mike is no Al and knew nothing about diabetes nor the community when he came to MNKD.
Then of course when Mike takes over MNKD had no money, no sales and was running on fumes. It hard to make things happen with no money and no friends trying to explain why MNKD's insulin is not dangerous and is not going to kill people like the subqs.
Mango - if you look at the new SoC section 9 which was just published a week or so ago it includes things like AGP charts and the old step program is gone. How many PCPs treating T2s have ever seen an AGP? Its still a treat to fail protocol but its not as obvious as it once was. I guess the ADA got tired of of hearing ii called a treat to fail protocol.
Until CGMs very few in the diabetes community understood the value of an AGP. Technology will save afrezza because it is as good as you say and seeing is believing. Until CGM's no one could see afrezza's value. This past 5 years has also given Mike the time to gather some money and learn the industry. I am hoping for good things in 2022 and maybe, just maybe Mike is really going to sign the correct global sales partner he keeps talking about and afrezza will become a household name and realize Al's vision.
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Post by mango on Dec 30, 2021 13:32:32 GMT -5
All very good and valid points. I agree with most everything.
It’s just very frustrating, especially when you know for certain that what you have is the holy grail.
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Post by mango on Dec 30, 2021 13:39:09 GMT -5
The so-called relaunch has been extremely static. CEO Mike focused on very polar things in regards to Afrezza awareness that have gotten us no where.
Only recently have I seen a shift in the right direction, but that shift is still so small it’s barely noticeable.
MannKind still doesn’t have the dosing figured out either while VDex figured it out years ago. I think it was a major mistake for CEO Mike to not capitalize on VDex’s success and expertise.
VDex has the 3 Al Mann key ingredients for success: patience, passion, and persistence.
Hopefully 2022 is the year for Afrezza.
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Post by olebob1 on Dec 30, 2021 14:28:40 GMT -5
The so-called relaunch has been extremely static. CEO Mike focused on very polar things in regards to Afrezza awareness that have gotten us no where. Only recently have I seen a shift in the right direction, but that shift is still so small it’s barely noticeable. MannKind still doesn’t have the dosing figured out either while VDex figured it out years ago. I think it was a major mistake for CEO Mike to not capitalize on VDex’s success and expertise. VDex has the 3 Al Mann key ingredients for success: patience, passion, and persistence. Hopefully 2022 is the year for Afrezza. I think it would help VDex if they would publish their numbers. I know they are private and they are not required to publish to the rest of us, but how could it hurt. If the numbers are great more folks on StockTwits and ProB might help Sports out with likes and retweets, excetera excetera on her social media work. If the numbers are not good, keep hiding them, until they are good, if they so choose. I hope the numbers are exceptional! |
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Post by buyitonsale on Dec 30, 2021 15:47:18 GMT -5
Afrezza is the holy grail of blood glucose control.
Proper human diet is the holy grail of diabetes IMO.
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Post by sayhey24 on Dec 30, 2021 16:01:59 GMT -5
The so-called relaunch has been extremely static. CEO Mike focused on very polar things in regards to Afrezza awareness that have gotten us no where. Only recently have I seen a shift in the right direction, but that shift is still so small it’s barely noticeable. MannKind still doesn’t have the dosing figured out either while VDex figured it out years ago. I think it was a major mistake for CEO Mike to not capitalize on VDex’s success and expertise. VDex has the 3 Al Mann key ingredients for success: patience, passion, and persistence. Hopefully 2022 is the year for Afrezza. I think at some point last year Mike decided that Al Mann was on the right path about partnering and MNKD's sweet stop is new drug development and manufacturing. Since, Mike has been looking for the right deal for a global sales partner. Hopefully Mike has figured out that BP who are currently in the diabetes space selling meds are not afrezza's friend. If a tech company like an Amazon really wants to go big and really wants to change medical care I think that is a conversation Mike should be having. Back in the day when Al was trying to do a deal he was fighting an uphill battle. Not only was his health failing but he was fighting the Exubera cancer FUD. Mike now has 6+ years to show it was FUD. Mike also now knows the dosing on the label is a wrong and he can prove it with not only his study but in real time with a CGM. Whoever this partner turns out to be as got to be well funded and has got to be willing to take on the existing diabetes community in a big way. Early use of afrezza will be life changing and will significantly reduce things like heart attacks and lost limbs. It will also change existing care for other diabetes related issues like retinopathy. Maybe 2022 will be the year of the partners; UTHR; RLS and Afrezza TBD |
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Post by boca1girl on Dec 30, 2021 23:40:52 GMT -5
I too believe MNKD should get out of sales and get a global partner to market Afrezza. Hopefully MNKD looks at Ascensia Diabetes care that took over marketing and sales of SENS CGM. Ascensia Diabetes Care Holdings AG ascensia.com Ascensia Diabetes Care is a global company dedicated to improving the lives of people with diabetes and helping empower them to take charge of their health and happiness. Our goal is to provide products and solutions that make a positive, daily difference for people with diabetes. www.linkedin.com Ascensia Diabetes Care | LinkedIn Founded: 2015 Parent organization: PHC Holdings Subsidiary: Ascensia Diabetes Care US Inc. |
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Post by akemp3000 on Dec 31, 2021 1:57:14 GMT -5
MC has hinted several times at putting the pieces in place to go global with a partner. IMO, the timing will coincide with pediatric approval and/or proven "superiority" with test data, both of which are now on the radar.
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Post by uvula on Dec 31, 2021 5:21:16 GMT -5
What is AGP? Thank you.
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Post by sayhey24 on Dec 31, 2021 8:36:41 GMT -5
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Post by boca1girl on Dec 31, 2021 10:07:22 GMT -5
MC has hinted several times at putting the pieces in place to go global with a partner. IMO, the timing will coincide with pediatric approval and/or proven "superiority" with test data, both of which are now on the radar. That’s more than a year away, isn’t it? I would think a deal would be inked 2H22, anticipating trial success in 2023. Transitioning out of direct sales would substantially reduce costs and allow MNKD to focus on pipeline and partnerships. |
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Post by sportsrancho on Dec 31, 2021 13:29:05 GMT -5
Highly unlikely they’re going to transfer out of direct sales, that’s why AG was brought on board. Let’s see what he can accomplish. They are ramping up reps in territories all over.
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Post by boca1girl on Dec 31, 2021 13:37:08 GMT -5
Highly unlikely they’re going to transfer out of direct sales, that’s why AG was brought on board. Let’s see what he can accomplish. They are ramping up reps in territories all over. I sure hope they are successful because the cost burden is high. But I think if we go with a global sales partner, they will want the US also. |
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