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Post by ashiwi on Jul 24, 2015 11:32:58 GMT -5
I get a free subscription to People Magazine for my office waiting room which I never open.
I was talking to a diabetic patient who is on Lantus whose doc gave him a sample of Toujeo. He said he just saw an ad in People. So I checked out the magazine and low and behold there was a 4 page spread on Toujeo.
I don't know where any Afrezza ads are. I certainly have not seen any.
Afrezza seems to be SNY's redheaded step child.
It's time for SNY to step it up a notch.
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Post by babaoriley on Jul 24, 2015 11:38:32 GMT -5
Same deal in Time Magazine, ashiwi. Didn't read all four pages, though.
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Post by liane on Jul 24, 2015 11:50:07 GMT -5
I'll let everyone know when it shows up in "O" magazine or Martha Stewart Living - that's what is in my waiting room.  |
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Post by charlespk on Jul 24, 2015 12:09:48 GMT -5
So far , it seems to me Sanofi is pushing and doing DTC on Toujeo , because , of the Lantus patent expiration , they want to make sure that pt's who were on Lantus. transition to Toujeo before Lantus generics show up .
Toujeo is also their baby , they " adopted" Afrezza.
hopefully once , they have established Toujeo , their next DTC is for Afrezza , and how they work so well together .
They need to start Afrezza ads on TV and magazine soon , before Afrezza is buried by the nay-sayers , hopefully they start SOON!
They also need to realize , there are far more T2's , where Afrezza can become the drug of choice .
We are all waiting , I do hope Matt and/or someone from Mannkind is reading this board .
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Post by dreamboatcruise on Jul 24, 2015 12:40:39 GMT -5
"Oh, well. What's a royal ball? After all, I suppose it would be frightfully dull, and-and-and boring, and-and completely..."
Where's our fairy godmother?
One could, many have, argued that the benefit of blasting DTC is muted until docs are better informed and access to coverage is better. I'm sure SNY wouldn't have had to work as hard on doc education regarding Toujeo, though I suspect they put more effort into it anyway. On formulary side, I'm actually surprised at how well SNY has done. According to formularylookup.com they have 22% preferred and 28% more covered without restrictions/authorization. The numbers for Afrezza are 4% and 22%. Hopefully this is indicative of a long term strategy to have aggressive pricing, but I'm not convinced that it isn't a result of being Cinderella.
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Post by savzak on Jul 24, 2015 12:49:02 GMT -5
I get a free subscription to People Magazine for my office waiting room which I never open. I was talking to a diabetic patient who is on Lantus whose doc gave him a sample of Toujeo. He said he just saw an ad in People. So I checked out the magazine and low and behold there was a 4 page spread on Toujeo. I don't know where any Afrezza ads are. I certainly have not seen any. Afrezza seems to be SNY's redheaded step child. It's time for SNY to step it up a notch. I think Afrezza is too good for SNY to see it as a back bencher on its portfolio of assets. I still think the reason that we aren’t seeing a big push yet is because of the bugs that have left to be worked out:
1. Doctor education
2. Insurance coverage
3. Label improvement (this one not so much as the first 2)
I think the fact that Afrezza is inhaled makes these issues to a degree more complicated. But even so, I’m still bothered because I don’t know what SNY is really doing to address any of these issues. Nor do I know how long it will take to get results from their efforts to address them. As a result, I’m frankly concerned about short term pricing generally and in particular, as a result of a lot of expected FUD over whether SNY will deep 6 Afrezza in early 2016.
These short term concerns could be mitigated if SNY would do one or more of three things:
First, they could say that they’ve got a handle on everything, that they’re satisfied with their plan, that they’re utterly confident of Afrezza’s success. In short, they could talk up Afrezza like they’ve never done before.
Second, they could go a step further and define their timeframe.
Third, they could buy shares of MNKD.
Any or all of those would go a great distance to alleviating the concerns over short term pricing. Obviously, number 3 would likely cause the pps to increase substantially. But without any of these happening, I can see the pps trending down further in the short term if scripts don’t ramp significantly. I still the Afrezza will be a huge success and MNKD will be ultimately be worth much, much more than it's ever been worth before. I just don't like the short term in the absence of some strong indicia of SNY commitment or sharply ramping scripts.
Here's hoping for some good stuff from SNY next Thursday.
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Post by Deleted on Jul 24, 2015 12:56:47 GMT -5
Is production strong enough to support a vigorous marketing effort?
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Post by dreamboatcruise on Jul 24, 2015 13:08:00 GMT -5
Is production strong enough to support a vigorous marketing effort? They could have brought many more lines up if they needed to by now. Production is not the cause of delay in marketing efforts. At least that is sure how I see it. |
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Post by newmnkdinvestor on Jul 24, 2015 13:16:06 GMT -5
It doesnt matter how many commercials or ads are out there. If Dr's are not on board its a complete waste of money.
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Post by orlon on Jul 24, 2015 14:24:07 GMT -5
I get a free subscription to People Magazine for my office waiting room which I never open. I was talking to a diabetic patient who is on Lantus whose doc gave him a sample of Toujeo. He said he just saw an ad in People. So I checked out the magazine and low and behold there was a 4 page spread on Toujeo. I don't know where any Afrezza ads are. I certainly have not seen any. Afrezza seems to be SNY's redheaded step child. It's time for SNY to step it up a notch. Ashiwi, I think SNY needs to step it up more tha a notch! I suggest there's minimal education and DTC going on right now. AFREZZA has become the bastard child of SNY. The really sad part, especially watching the PPS tank yet again today, is the MNKD management has nothing to offer. I've seen a lot of excuses on this board, especially about SNY's plan, secret or otherwise, to push AFREZZA. I'm afraid if AFREZZA and Technosphere are to become blockbusters it's not going to be through SNY. |
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Post by kball on Jul 24, 2015 14:55:51 GMT -5
I'll let everyone know when it shows up in "O" magazine or Martha Stewart Living - that's what is in my waiting room. Guessing not many vasectomys? |
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Post by charlespk on Jul 24, 2015 18:24:19 GMT -5
Orlon and dreamboat ;
You both seem to agree with me that Afrezza is the " adopted child " like I said , or the "bastard child" like you said.
At this point , we the long term believers in this paradigm shifting insulin need to let them now , Sanofi for not showing ( at least too many of us) , that the effort is there and Mannkind for not speaking up .
Meanwhile , they destroy our PPS , because of this silence and today's Rx numbers again show no significant improvement .
I suggest we all e- mail Matt and Sanofi and express as shareholders our concerns . They may not be answered but if enough of us send them , they may let us know ( we hope) at the upcoming CC or sooner , what is the plan .
I believe in Afrezza , and its long term potential for investors and for patients alike is huge , but ads need to start with a vigorous effort , pts seen them will start asking their physicians. who in turn will get interested if and only if enough pts ask them and not only ask, but show them all the good news from early adopters and the cycle will begin but it needs to get kickstarted and my opinion , TV ads will begin that cycle .
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Post by notamnkdmillionaire on Jul 24, 2015 18:44:45 GMT -5
Guys (and Gals), SNY can't do mainstream ads for Afrezza because of competitive reasons.
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Post by biotec on Jul 24, 2015 18:51:03 GMT -5
Guys (and Gals), SNY can't do mainstream ads for Afrezza because of competitive reasons. Why is that? |
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Post by jimbering on Jul 24, 2015 20:31:29 GMT -5
Is production strong enough to support a vigorous marketing effort? Yes. The last time I talked to Matt production was not a problem. In fact they were not using all three lines at that time which was a few weeks ago because they didn't need them. Production is not the problem. If any blame needs to be applied it is to SNY but I would be careful about that. SNY might just want to get their ducks in a row before going full out with DTC ads. It is like my grandma used to tell me "Don't pull the trigger until your ducks are in a row." Meaning everything being in place. Or in her case when the ducks were actually in a row and you could sluice several with one shot. Very unsporting but she was born in the 19th century and had no idea of fair play when it came to hunting. It was kill as many as you could with as few as shots as possible. |
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