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Post by kball on Jun 11, 2015 8:36:53 GMT -5
Hard to think of 2 better advocates (and people) for Afrezza than Amy and Sam.
Sanofi, if they haven't already, should take note of this.
On the marketing end of things, pay attention to how liquor/beer, and medication is marketed to consumers via television.
You never see anyone in the commercials drinking and if its medicine, you never see anyone injecting or even swallowing.
Pretty sure the not drinking is a restriction and i would guess not showing folks injecting is either by choice or that they are actors without the disease.
Same with other meds.
I wonder if Sanofi can sort of break the mold by showing puffers puffing?
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Post by newmnkdinvestor on Jun 11, 2015 11:13:50 GMT -5
I caught this too, and can only hope that it is sandbagging to manage expectations- under promise, over deliver. I also note it is not consistent with what has been fed the investment community. we shall see. If you start to run TV ads now, think about the logistical ramifications. Most docs do not know about Afrezza, Spirometry will have its challenges and the prior authorization for the actual Rx itself. With all of this, the ROI on TV at this point would be poor. Sure, you raise awareness to the roof, but you got all these docs who know nothing about Afrezza and think it behaves like an RAA and then you have the whole physician re-education thing in fire drill mode since they have been caught with their pants down, they are now mad and may look like fools in front of their patients and the hassle of prior authorization adds demands to the docs time which they are already in short supply of. The speakers bureau addresses awareness over the next few months. Once A improves on the formulary Tier, that issue gets reduced. Perhaps then, TV advertising but it is too early for that now. I agree. You just blow money out the gate and it becomes exubera part 2 |
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Post by newmnkdinvestor on Jun 11, 2015 11:14:25 GMT -5
Amy sounds like a share holder too!!!!
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Post by daduke38 on Jun 13, 2015 6:29:06 GMT -5
In real estate, the keywords are location, location, and location. In investing, the keywords are patience, patience and patience. There are many reasons why broadcast ads would not be a good idea yet and many of them have been reiterated above. Sanofi is clearly focusing on educating providers, and making sure that Afrezza is well understood, since it is not simply a matter of substituting an inhaler for a unit dosed pen. Neither the twelve unit cartridge nor the capacity to produce enough Afrezza to supply a huge demand are quite in place yet. We all want the drug to be widely used, and it will be; but as has been reiterated a thousand times, this will not happen overnight. Marketing Afrezza is not the same thing as selling iPhones (and besides, even iPhones took a while to catch on). Meantime, the cost to short the stock remains high, the short interest remains high, and the conditions remain for a short squeeze of significant proportions. An announcement of a partnership for another Rx application of Technosphere could come at any time, and that too could blow the lid off. I personally think the shorts are getting a bit squeamish. They may even be losing some sleep at night. The most recent hit piece by AF was arguably the worst piece he has ever written; which is saying something about him reaching new depths. Even the commentators to his hit piece consistently observed how desperate it sounded and how transparently misleading it was. Those who are impatient with the company should know that it is not Mannkind's style (nor exclusive job now) to trumpet their product; nor is it Sanofi's style to share their game plan with competitors. I think both companies know what they have, and like the goose that laid the golden egg, they are going to nurture it and protect it as carefully and competently as they can. Investment advisor Nate Pile remains confident and continues to advise his clients to buy. He has observed more than once that this stock will generously reward long term investors. I like his track record, his reasoning, and his patience. Chris C Great post Chris. The short side bet is 1 catalyst away from imploding IMHO. And I couldn't agree more about AF's last piece. I haven't verified, but I think it may have been pulled. |
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Post by kball on Jun 13, 2015 6:45:03 GMT -5
In real estate, the keywords are location, location, and location. In investing, the keywords are patience, patience and patience. There are many reasons why broadcast ads would not be a good idea yet and many of them have been reiterated above. Sanofi is clearly focusing on educating providers, and making sure that Afrezza is well understood, since it is not simply a matter of substituting an inhaler for a unit dosed pen. Neither the twelve unit cartridge nor the capacity to produce enough Afrezza to supply a huge demand are quite in place yet. We all want the drug to be widely used, and it will be; but as has been reiterated a thousand times, this will not happen overnight. Marketing Afrezza is not the same thing as selling iPhones (and besides, even iPhones took a while to catch on). Meantime, the cost to short the stock remains high, the short interest remains high, and the conditions remain for a short squeeze of significant proportions. An announcement of a partnership for another Rx application of Technosphere could come at any time, and that too could blow the lid off. I personally think the shorts are getting a bit squeamish. They may even be losing some sleep at night. The most recent hit piece by AF was arguably the worst piece he has ever written; which is saying something about him reaching new depths. Even the commentators to his hit piece consistently observed how desperate it sounded and how transparently misleading it was. Those who are impatient with the company should know that it is not Mannkind's style (nor exclusive job now) to trumpet their product; nor is it Sanofi's style to share their game plan with competitors. I think both companies know what they have, and like the goose that laid the golden egg, they are going to nurture it and protect it as carefully and competently as they can. Investment advisor Nate Pile remains confident and continues to advise his clients to buy. He has observed more than once that this stock will generously reward long term investors. I like his track record, his reasoning, and his patience. Chris C Great post Chris. The short side bet is 1 catalyst away from imploding IMHO. And I couldn't agree more about AF's last piece. I haven't verified, but I think it may have been pulled. Ironically, also the keywords in site selection for insulin injection. For now anyways |
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