|
|
Post by lennymnkd on Jan 29, 2022 9:08:57 GMT -5
Follow the money… and big pharma goes to the public .advertising
|
|
|
|
Post by jkendra on Jan 29, 2022 9:35:41 GMT -5
Follow the money… and big pharma goes to the public .advertising Good point. With such poor results and sub-optimal experiences coming from their products one might think they would lose those patients for life. |
|
|
|
Post by lennymnkd on Jan 29, 2022 10:00:57 GMT -5
And some of them they do / Afrezza.. sometimes referred to as .. best keep secret.
|
|
|
|
Post by uvula on Jan 29, 2022 10:34:19 GMT -5
Follow the money… and big pharma goes to the public .advertising Good point. With such poor results and sub-optimal experiences coming from their products one might think they would lose those patients for life. Patients can't stop taking insulin. If they have bad results they switch companies. The big companies are all the same so they each gain and lose customers at the same rate. They all stay profitable as long as they can keep new companies from getting traction. |
|
|
|
Post by jkendra on Jan 29, 2022 11:10:14 GMT -5
Good point. With such poor results and sub-optimal experiences coming from their products one might think they would lose those patients for life. Patients can't stop taking insulin. If they have bad results they switch companies. The big companies are all the same so they each gain and lose customers at the same rate. They all stay profitable as long as they can keep new companies from getting traction. So shouldn't we then just go for a 'big buck' ad run ? |
|
|
|
Post by cretin11 on Jan 29, 2022 11:22:23 GMT -5
We don’t have the money for that (even if it were the right time to do it).
|
|
|
|
Post by sr71 on Jan 29, 2022 13:19:13 GMT -5
This is the second worst time for Mannkind to be running Afrezza ads on television; the worst time was when they actually did that a few years ago when it was even more unaffordable for the company. Instead, management should first focus on patient retention, which to date has been poor at best. I've seen no data from Mannkind on this issue to counter what apparent (stagnant) script counts seem to indicate. Perhaps the two new programs Mike briefly mentioned during the last earnings call (and at the more recent Lytham Partners Winter 2021 Investor Conference) will help with this issue: the "Permanent Care Pilot" and the "Afrezza Consignment Model". Until those two programs are proven successful by exhibiting actual, proven significant improvements in patient retention, any national advertising campaign will be not only expensive, but worse yet, counter-productive. All IMHO, of course.  |
|
|
|
Post by lennymnkd on Jan 29, 2022 16:10:30 GMT -5
The advertisements are how you get the patients to retain them . Can’t help thinking
About a Dexcom add … we’re the person is checking their numbers and take’s out
A dreamboat for the perfect correction.. All in a nice setting ( with the perfect language
( Explanation )
|
|
|
|
Post by jkendra on Jan 29, 2022 16:51:58 GMT -5
We don’t have the money for that (even if it were the right time to do it). The OP stated that increased money flow seems inevitable. Let the OP clarify a bit...OP rather strongly believes this.
- Afrezza seems to be projected for $100M+ annual gross revenue in 2022
- Tyvaso DPI FDA approval will mean more cash flow
- Cash on hand (or CCE) is 200M+ ?
- One (or any intellectual smarty pants out there) would have to imagine United Therapeutics might be rather enticed to pull the trigger on those additional molecules they have the rights to ?
After a significant extinguishment of debt, net loss down to $4.4M (?), and points outlined above it would seem the time is ripe.
|
|
|
|
Post by nylefty on Jan 29, 2022 19:06:34 GMT -5
A commercial wouldn't solve the dosage problem because the FDA would never allow any language that went further than what it says on the label. Mike told me that he wanted to include pizza in the failed commercial that ran a few years ago, but the FDA said no because they didn't want to encourage diabetics to eat pizza. And don't forget that MannKind is still stuck with Black Box warnings that must be included in any commercial.
|
|
|
|
Post by lennymnkd on Jan 29, 2022 19:18:20 GMT -5
Look at the disclaimers for drugs on the market .. it blows my mine
They bother to run them .. I’m sure something can be worked out /
People listen to the part of the add they want too.
|
|
|
|
Post by nylefty on Jan 29, 2022 19:45:06 GMT -5
Look at the disclaimers for drugs on the market .. it blows my mine They bother to run them .. I’m sure something can be worked out / People listen to the part of the add they want too. But they don't leave much time for a positive message. MannKind would only have 30 seconds at best to deliver its message and that rules out the idea of "telling a story with a beginning, a middle, and an end." In any case, the FDA is especially tough when it comes to drugs that it feels warrant Black Box warnings. Ruling out pizza in an ad for a diabetes drug is just one example. |
|
|
|
Post by sweedee79 on Jan 29, 2022 22:10:01 GMT -5
My dad saw one of the commercials Mnkd ran... He was sooo excited to see it.. he never saw it again of course .. but the thing he noticed was ALL of the warnings... He wondered about that.. he watches many advertisements for insulin and other diabetes meds.. and according to him the Afrezza ad had too many warnings... More than others.. so it is noticed..
|
|
|
|
Post by prcgorman2 on Jan 30, 2022 2:53:33 GMT -5
I agree with those who aren’t comfortable running TV ads right now. If the time comes again, I would be in favor of infomercial approach where the benefits outweigh the warnings. Maybe just longer, and therefore more expensive, ads. And yes, a Super Bowl ad to kick it off would be great. But I think the basics have to be taken care of first. I used to want TV DTC because I felt like Afrezza was such a great product and we didn’t have any prospects other than Afrezza and AF once described Mannkind as being in the “death spiral” cycle of financing relying on RS and dilution. I was hoping TV DTC would be a quick easy, but expensive “fix”. It failed utterly and it wasn’t a great ad, but it was run enough to satisfy me it wasn’t going to have the effect we needed. If Tyvaso gets approved, Mannkind should be able to bring more products through the pipeline and establish additional sources of revenue, and in parallel, methodically work on the Afrezza golden egg flagship.
|
|
|
|
Post by lennymnkd on Jan 30, 2022 6:06:53 GMT -5
When I say vegetable pills,pillows, and steel pans … who doesn’t know what i am talking about?
Infomercial is the way to go ! Or else a small army of sales reps . Look Irealize it’s
And expensive proposition and the label would be nice to take care of , but how else
Are will going to make sales / Afrezza is hiding in the basement… ( give me a sales plan )
At the end of the it day it’s still just a product . We’ve been at this a long time what’s going
To make it change… cant use standard of care and the insurance excuse forever.
|
|
