Oh yes that would be me for one. Mike made me smile today, maybe I am living rent free somewhere.
V-Go was a total waste of money and FOCUS. The loss of FOCUS is huge. You either believe in the potential of afrezza or you don't. Mike says he does but then buys V-Go. I know buying your first company is exciting but its OK to walk away from the table at the very last minute before the handshake. Too bad, so sad I changed my mind. Why Kendall brought him this deal really makes me question Kendall.
The problem afrezza has is Mike does not know how to sell it into a community where he is an outsider. Al Mann invested $1B of his own money for a reason. I would be shocked if afrezza was not selling $Bs at this point if Al Mann did not get sick. However, it is what it is.
That $15M could have been used so much better on an afrezza/mounjaro study.
Now what we have is Mike saying this today "So I think as we go into the end of this year going into '23, we're just starting to talk about how do we best maximize that impact, how do we best support the sales force so they can maximize their effect. And I think we'll see always a dedicated V-Go sales force because these are the top accounts, top reps, top experienced at V-Go. And I think the question is on the Afrezza side,
when and how do we integrate, what does that look like? And
do we have overlapping accounts or separate accounts? All that work is just starting. So I wouldn't give you much guidance until we probably get to the next quarter."
This is pretty black and white. V-Go and afrezza are at odds. Your sales rep either believes in the current ADA treat to fail protocol or they believe in afrezza and the stop the progression so you don't fail protocol. These are very different approaches. The first accepts failure and plans for it. With the afrezza approach we know we can do so much better and maybe stop the progression so the patient doesn't fail.
