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Post by notamnkdmillionaire on Apr 8, 2015 11:04:22 GMT -5
Your comparisons to Exubera are like comparing apples to oranges. Exubera was a horrible product. Plain and simple. Afrezza is the next generation of inhaled insulin which is not even in the same ball park as Exubera. Compare your I-phone 6 to the 1st cell phone you had 20 years ago. (mine was as big as a shoe box and I had 30 min a month). Nobody knows better than SNY to launch a product. We are only in the 2nd inning of a 9 inning game. The scripts will come. I agree. The comparison on a head to head product to product viewpoint - exubera was a horrible product. Agreed. Moving on to the business world and out of the scientific world, because, I'm sure you know that just because a product is good does not mean it's going to sell. I'm looking for what sano is doing differently with afrezza vs what pfizer did with exubera. What I'm grappling with is that the gameplan here appears identical so far in terms of a roll out as well as initial results followed by almost identical excuses as to why sales haven't taken off in the first 9 weeks (so to be 10 weeks). I'm too old to sit around and make grand statements about whats going to happen 20 yrs from now or pretend that I (or anyone else) has a clue. I've been around long enough to know that when something like an initial drug launch looks like a pile of manure, smells like a pile of manure, then it's probably a rose??? The capacity of humans to ignore what they see in favor of what they wish for is never ending. I'd argue we are still in spring training!
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Post by nugjuice on Apr 8, 2015 11:07:36 GMT -5
Your comparisons to Exubera are like comparing apples to oranges. Exubera was a horrible product. Plain and simple. Afrezza is the next generation of inhaled insulin which is not even in the same ball park as Exubera. Compare your I-phone 6 to the 1st cell phone you had 20 years ago. (mine was as big as a shoe box and I had 30 min a month). Nobody knows better than SNY to launch a product. We are only in the 2nd inning of a 9 inning game. The scripts will come. In his defense I don't think he's saying Exubera is the same as Afrezza. He was pretty careful to say he knew Afrezza was better. The problem is do OTHER people know that it's better? That's the billion dollar question. Unfortunately, perception is often reality.
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Post by harryx1 on Apr 8, 2015 11:15:53 GMT -5
Your comparisons to Exubera are like comparing apples to oranges. Exubera was a horrible product. Plain and simple. Afrezza is the next generation of inhaled insulin which is not even in the same ball park as Exubera. Compare your I-phone 6 to the 1st cell phone you had 20 years ago. (mine was as big as a shoe box and I had 30 min a month). Nobody knows better than SNY to launch a product. We are only in the 2nd inning of a 9 inning game. The scripts will come. In his defense I don't think he's saying Exubera is the same as Afrezza. He was pretty careful to say he knew Afrezza was better. The problem is do OTHER people know that it's better? That's the billion dollar question. Unfortunately, perception is often reality.
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Post by brentie on Apr 8, 2015 11:24:47 GMT -5
Dreamboatcruise, actually, they did. This is from Sanofi's conference call last September 8th....
"I don't see it as a huge ramp up because something that people don't always appreciate is that even though it's insulin you still have to produce it, scale up, and make it with the devices. Those steps have to be carefully managed, it's the same for biosimilars, you can announce a biosimilar but to produce it in the quantity that you need is not something you can do overnight. So controlled launch is what we want and then expand."
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Post by jpg on Apr 8, 2015 11:44:12 GMT -5
Dreamboatcruise, actually, they did. This is from Sanofi's conference call last September 8th.... "I don't see it as a huge ramp up because something that people don't always appreciate is that even though it's insulin you still have to produce it, scale up, and make it with the devices. Those steps have to be carefully managed, it's the same for biosimilars, you can announce a biosimilar but to produce it in the quantity that you need is not something you can do overnight. So controlled launch is what we want and then expand." I do not recall the context of the above statement but it seems simply like prudence when dealing with a completely new process to make a drug. At the same time Sanofi has stated more then once that sales of Afrezza will take time.
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Post by dreamboatcruise on Apr 8, 2015 12:12:17 GMT -5
And one additional...
When you say "And finally, the excuses. We're not but 10 weeks into the launch and the excuses why scripts are so anemic are flying already." you mean flying from random people posting on message boards. To my knowledge, and much to the consternation of investors, Mannkind and Sanofi have said nothing about scripts... no mention of whether they are better or worse than plan and no excuses. You do seem to indicate an awareness of the distinction but then appear to make the unfounded leap of logic that because certain enthusiastic investors (myself included) have seen scripts below their expectations and thus make excuses, that this can somehow be interpreted as the launch not going according to how Sanofi and Mannkind thought best for long term success.
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Post by nylefty on Apr 8, 2015 12:27:53 GMT -5
mnkdmillionaire: Your GIF is incredibly annoying!
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Post by spiro on Apr 8, 2015 14:03:28 GMT -5
Spiro is too old not to have the patience it will take to stay long MNKD. But of course it helps to see this very morning. Without patience, some people would have quit after a week, expecting better results.
Date Fasting BG Notes 2/26/15 134 2/27/15 135 Started Afrezza at breakfast 2/28/15 131 3/1/15 119 3/2/15 115 3/3/15 114 3/4/15 113 3/5/15 100 3/6/15 101 3/7/15 116 3/8/15 105 3/9/15 99 3/10/15 108 3/11/15 94 3/12/15 100 3/13/15 93 3/14/15 106 3/15/15 97 3/16/15 104 3/17/15 94 3/18/15 99 3/19/15 88 3/20/15 98 3/21/15 95 3/22/15 95 3/23/15 88 3/24/15 90 3/25/15 91 3/26/15 94 3/27/15 97 3/28/15 90 3/29/15 95 3/30/15 98 3/31/15 89 4/1/15 98 4/2/15 100 4/3/15 88 4/4/15 93 4/5/15 95 4/6/15 90 4/7/15 94 4/8/15 91
BTW, 2 hours after a nice portion of Lamb, potatoes and Greek olives for lunch, Spiro was back down to 89. Spiro says, stop the B.S. and give Sanofi and MNKD some time to get their plan executed.
Spiro here
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Post by Deleted on Apr 8, 2015 14:28:48 GMT -5
Spiro continues to have outstanding results with Afrezza. Glad it is working so well for you Spiro. Your thoughts on Baklava w/Afrezza a la mode?
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Post by spiro on Apr 8, 2015 15:27:04 GMT -5
Scotta,
Baklava could possibly be the worst food that Spiro could get his hands on. Spiro doesn't just eat a 1 inch by 1 inch piece of homemade Baklava. They are at least 3 inch by 3 inch and probably contain 3 times more carbs than this chart. Spiro would eat at least 2 pieces.
Nutrition summary: Calories 428 Fat 29.0 Carbs 37.62g Protein 6.7g
There are 428 calories in 100 grams of Baklava.
Calorie breakdown: 60% fat, 34% carbs, 6% protein.
Other Common Serving Sizes:
Serving Size Calories 1 cubic inch 56 1 oz 121 1 piece (2" x 2" x 1-1/2") 334 100 g 428
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Post by liane on Apr 8, 2015 15:30:24 GMT -5
Spiro doesn't just eat a 1 inch by 1 inch piece of homemade Baklava. They make them that small??
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Post by babaoriley on Apr 8, 2015 16:02:52 GMT -5
Spiro doesn't just eat a 1 inch by 1 inch piece of homemade Baklava. They make them that small?? If ever there were a softball.....
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Post by gomnkd on Apr 8, 2015 16:05:09 GMT -5
I am all for another view point but come on man. Can you provide any proof to anything you posted. Where did Pfizer ever comment that Exubera would sell itself and that they were confident it would? Please cite the source for that. As well, Exubera wasn't covered by insurance companies AT ALL! You failed to mention that important tidbit. That isn't the case with Afrezza where insurance is covering it. It might be spotty but it's a new drug. It was more of a prevailing wisdom: www.nature.com/nbt/journal/v25/n12/full/nbt1207-1331.html“I think Pfizer felt that the drug would sell itself,” says specialty pharmaceutical analyst Jami Rubin of Morgan Stanley, in New York, who follows Nektar. Not first alerting its partner “does not speak well of Pfizer's partner-of-choice reputation,” she says. “I don't know what's happened. It could be that there's still a lot of dysfunction among the ranks of the senior management team at Pfizer.” ------------------------------------------------------------------------------------------------------------------------------ To me, the biggest shock is that, all along I used to think that Pfizer never had a presence in Diabetes market. They didn't have the contacts with endos. They also had a horrible product to sell. PFE had mgmt issues, employee turnover etc. None of these issues exist with Sanofi, yet result is markedly similar so far. endos must have become even more intransigent or we just need to wait longer. we need nrx to be 10 times of what we are seeing.
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Post by thekindaguyiyam on Apr 8, 2015 16:10:29 GMT -5
Spiro doesn't just eat a 1 inch by 1 inch piece of homemade Baklava. They make them that small?? That's what "She" said. I wouldn't have said this if not for babaoriley pitching.
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Post by gomnkd on Apr 8, 2015 16:22:16 GMT -5
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