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Post by akemp3000 on Jan 16, 2023 11:51:11 GMT -5
Doing your own due diligence is a wise decision. A common problem is when a post is stated as a fact when it's really just an opinion and should be clarified as such. Hint; the stronger the language used to try to win an argument or to convince others, the more likely it's just an opinion.
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Post by phdedieu12 on Jan 16, 2023 14:13:38 GMT -5
When I asked what I thought was a simple question where I was seeking a simple answer, I had several responses to my query about what the 125,000 number cited by the CEO, represented. 1- Any RX for Afrezza. A second person agreed with this first responders’ answer. 2- Another stated that the 125,000 number was refills per month. 3- Another stated that the 125,000 number was NOT the number of monthly refills. 4- Another stated it didn’t matter. If we could get 125,000 patients, the stock would be much higher. 5- It represents scripts between 2016-2020. Now I see the danger of getting your answers from an internet board--appears everybody has a different answer. With this impetus, I'm going to seek my answer. The correct answer is 5, since it came from Mike when I asked him. You’re welcome, it’s not a guess |
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Post by letitride on Jan 16, 2023 14:33:37 GMT -5
Can I guess the 125,000 between 2016 - 2020 is wrong as well? Reason being it seems strange MC would discount 2021 and 2022 in his total.
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Post by hopingandwilling on Jan 16, 2023 15:48:27 GMT -5
letitride,
What phdedieu states is probably true—as I research the issue and what
I’m finding ,why he did it is now the issue and it ain’t pretty at this stage of discovery effort.
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Post by nylefty on Jan 16, 2023 17:35:43 GMT -5
From the J.P Morgan transcript:
Castagna: "So when you think about MannKind's evolution from '15 to '20, it was really all about Afrezza...
...We got Afrezza approved in the U.S. and Brazil. At that point we've had 125,000 scripts written for Afrezza.
Now we're probably another 100,000 beyond that."
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Post by uvula on Jan 16, 2023 17:39:50 GMT -5
Is mc bragging about the horrible retention rate? Only 1% of the people who tried it are still using it.
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Post by nylefty on Jan 16, 2023 17:51:03 GMT -5
Mike wasn't talking about the retention rate, which is bad, but I seriously doubt that it's only one percent. Where did that come from?
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Post by cretin11 on Jan 16, 2023 18:51:32 GMT -5
Not sure how to do the math on it, since some scripts are recorded as TRx when they are RRx. But no matter how it’s calculated, retention rate is abysmal and is one of the (if not the) biggest problems with our Afrezza strategy.
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Post by caesar on Jan 16, 2023 18:55:58 GMT -5
Afrezza is a side note. Focus on the collaboration with United and the pipeline.
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Post by cretin11 on Jan 16, 2023 19:29:15 GMT -5
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Post by mymann on Jan 16, 2023 21:57:07 GMT -5
Sell Afrezza for the 1 billion and concentrate on our pipeline. At least get Some of Al's investment back.
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Post by phdedieu12 on Jan 16, 2023 21:57:58 GMT -5
I am not sure that side note is how it should be described but I understand why some see it that way. We'll continue to see growth, I think the numbers will actually look better this year, but in my opinion we will have to wait for peds to see on real impact. Till then, I agree with Caesar, Pipeline with Clofazimine leading the charge, Tyvaso bringing in the $$$$ |
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Post by nylefty on Jan 17, 2023 0:46:37 GMT -5
Would anybody pay a billion dollars for Afrezza at this point? I doubt it, but at 89 I'd vote YES.
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Post by agedhippie on Jan 17, 2023 11:00:03 GMT -5
The pediatric trials will move the needle. What child (or parent) would begin with less (or no injections) then opt for slower speed and needles? They will still need a daily basal injection with Afrezza, but it does avoid the four or so other injections. The competition isn't MDI, it's automated insulin delivery pumps. These are being very heavily pushed right now because something like the 780G is averaging out at a TIR of 74% in the real world. Endos really like that, and having kids on them reduces the need for the parents and kid to manage things which always helps. That TIR is better than Afrezza has achieved in trials so far. |
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Post by sportsrancho on Jan 17, 2023 11:48:16 GMT -5
Let’s start a new marketing campaign right now, the pump versus Afrezza.... #ALifeUntethered
Can you go swimming at the beach with a pump? #CaliforniaLifestyle.
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