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Post by jonesq on Sept 6, 2015 7:55:37 GMT -5
Can someone please post an updated graph showing exubra scripts vs. afrezza scripts. I believe now the graph will show that afrezza is on its way up (and no chance would be dropped by Sanofi) while exubera was doomed.
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Post by xoxoxoxo on Sept 6, 2015 8:49:30 GMT -5
Can someone please post an updated graph showing exubra scripts vs. afrezza scripts. I believe now the graph will show that afrezza is on its way up (and no chance would be dropped by Sanofi) while exubera was doomed. Oh crap, YMB is leaking. 1) brand new poster - CHECK 2) comparison to exubera - CHECK 3) question regarding sales that can easily be answered with a few searches since it's been discussed - CHECK 4) knowledge that the comparison doesn't look good for Afrezza because DTC ads only started a couple weeks ago - CHECK 5) mentioning the possibility of Sanofi breaking their agreement with MNKD - CHECK This garbage gets old, unless you have something new to add, please keep the soft bashing to ymb. Thanks! |
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Post by Chris-C on Sept 6, 2015 9:03:27 GMT -5
Can someone please post an updated graph showing exubra scripts vs. afrezza scripts. I believe now the graph will show that afrezza is on its way up (and no chance would be dropped by Sanofi) while exubera was doomed. jonesq: Greetings and welcome to the board. Please forgive this note of caution. This board is suspicious of first time posters who may be "short sighted/sided" traders whose comments seem intended to create fear, uncertainty and doubt (FUD). Suggesting comparisons with Exubera would fall into the category of a FUD-style post, because few here believe the comparisons are relevant or appropriate for many reasons. If you have done the due diligence required for investing in this sector, you will understand the reasons why. These range from vastly different inhalers and different pharmacokinetic profiles, to different marketing strategies/companies. It is well accepted here that Sanofi is doing a controlled and targeted launch with Afrezza and intends to combine it with their new basal insulin, Toujeo as an unbeatable therapy for persons with diabetes. As I reflect on the history of the drug and the launch, I conclude that Exubera's failure made Afrezza's challenges greater because of the inevitable tendency for some to reach conclusions based on incorrect information and faulty logic. Included in this group would be the regulators at the FDA, who, throughout the process, failed in their duty to adequately understand the profile and mechanism of the drug and therefore (inadvertently?) discounted the arguments that Afrezza is more effective and safer than other prandial insulins on the market. I think the consensus here is that Sanofi knows the value of the drug, believes that it will be widely prescribed over time, and has a plan that many here expect will result in increasing sales during the last quarter of the calendar year. Time will tell. GLTA Chris C |
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Post by jonesq on Sept 6, 2015 9:08:03 GMT -5
Wow, xoxoxo way to welcome a new member. You forgot "6) updated graph of exubera vs afrezza scripts NOPE" I know people here are handy with graphing (which I am not, nor do I have the Exubera data) so I thought an updated graph would be helpful (and I thought there would be some members here happy to help). I'm also not sure what you mean by "soft bashing", I am no basher (just a long on MNKD like most here). In fact, I feel I could add a lot to these boards but if this is the attitude around here, then hasta lavista. My mistake for joining this forum.
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Post by peppy on Sept 6, 2015 9:27:25 GMT -5
Wow, xoxoxo way to welcome a new member. You forgot "6) updated graph of exubera vs afrezza scripts NOPE" I know people here are handy with graphing (which I am not, nor do I have the Exubera data) so I thought an updated graph would be helpful (and I thought there would be some members here happy to help). I'm also not sure what you mean by "soft bashing", I am no basher (just a long on MNKD like most here). In fact, I feel I could add a lot to these boards but if this is the attitude around here, then hasta lavista. My mistake for joining this forum. get the skills, get the data, put it on a graph and i'll look.  Thanks in advance.
afrezzauser.com/exubera-vs-afrezza/
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Post by centralcoastinvestor on Sept 6, 2015 9:40:54 GMT -5
Wow, xoxoxo way to welcome a new member. You forgot "6) updated graph of exubera vs afrezza scripts NOPE" I know people here are handy with graphing (which I am not, nor do I have the Exubera data) so I thought an updated graph would be helpful (and I thought there would be some members here happy to help). I'm also not sure what you mean by "soft bashing", I am no basher (just a long on MNKD like most here). In fact, I feel I could add a lot to these boards but if this is the attitude around here, then hasta lavista. My mistake for joining this forum. Good Morning jonesq and welcome to Mnkd Proboards. Sorry about the distrustful reception. In my book everyone should be given a fair reception. I actually don't disagree with you on the Exubera script data versus Afrezza script data. Granted it is somewhat of comparing apples to oranges but the information is just more data to keep in mind. I also was interested in the script data from Humalog and Novolog to see what those script numbers are doing. I believe one of the posters here is doing that but haven't checked in awhile. I'd say you should stick around and see how things work out. CCI |
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Post by jonesq on Sept 6, 2015 10:30:31 GMT -5
thanks Chris and CCI. The reason for my initial question was because of the massive short sellers like Jason Karp (aka Tourbillon hedge fund) who sent a letter to their investors last year comparing afrezza to exubera and putting a $1 target on MNKD (and according to my sources he is as short as ever). And of course bashers like Adam Feuerstein who also hold on to this comparison although he ("supposedly") holds no interest himself. The shorts will eventually realize the exubera analogy is inapposite when the trend of afrezza scripts clearly shows a different direction than exubera did. With the recent positive script data, I'm thinking this may have already happened. I'm not so much interested in the actual numbers themselves (yes i know exubera still had higher outright scripts) but in the overall trend. In addition to my long MNKD position, I am looking at writing puts in anticipation of some of the shorts covering this fall and such a chart would help me get the timing right. I agree with everyone here that it's like comparing apples to oranges, but the script data seems to be the only thing that will cause the shorts to start getting out. So I'm sorry if I offended anyone here but I am definitely no basher in disguise.
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Post by BD on Sept 6, 2015 11:09:16 GMT -5
Can someone please post an updated graph showing exubra scripts vs. afrezza scripts. I believe now the graph will show that afrezza is on its way up (and no chance would be dropped by Sanofi) while exubera was doomed. Oh crap, YMB is leaking. 1) brand new poster - CHECK 2) comparison to exubera - CHECK 3) question regarding sales that can easily be answered with a few searches since it's been discussed - CHECK 4) knowledge that the comparison doesn't look good for Afrezza because DTC ads only started a couple weeks ago - CHECK 5) mentioning the possibility of Sanofi breaking their agreement with MNKD - CHECK This garbage gets old, unless you have something new to add, please keep the soft bashing to ymb. Thanks! xo, if there's a fool-proof way to distinguish an actual "soft basher" from an honest questioner who might come across as one, with as little to go on as the OP's original post, I sure haven't found it yet. The approach we encourage on this board is to give the benefit of the doubt. There are folks here who exhibit a seemingly inexhaustible supply of patience and courtesy ( Chris-C, you're amazing); if any members find themselves getting angry as a result of perceiving a new poster as a FUDster, I'd encourage restraint (just don't post), and let cooler heads step in. In the vast majority of cases, the worst thing you'll end up thinking about a new member is that they need some re-education, or perhaps some brush-up in social skills, but not that they've landed here with a sole mission to demoralize longs. There's a tendency to lash out when we're hurting; I suspect there are some longs here in that boat (I'm one of them), and I try to keep in mind that it's not some new member's fault that I'm in the situation I'm in. Let's please keep those weapons holstered. |
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Post by savzak on Sept 6, 2015 11:26:13 GMT -5
There's a tendency to lash out when we're hurting; I suspect there are some longs here in that boat (I'm one of them), and I try to keep in mind that it's not some new member's fault that I'm in the situation I'm in. Let's please keep those weapons holstered. BD, who exactly am I supposed to blame for my predicament then?  |
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Post by hankscorpio7 on Sept 6, 2015 11:45:21 GMT -5
Welcome. Look in thread "symphony script data". bobw put up a nice one.
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Post by nylefty on Sept 6, 2015 11:47:11 GMT -5
There's a tendency to lash out when we're hurting; I suspect there are some longs here in that boat (I'm one of them), and I try to keep in mind that it's not some new member's fault that I'm in the situation I'm in. Let's please keep those weapons holstered. BD, who exactly am I supposed to blame for my predicament then? Predicament? What's your predicament? That the current price of MNKD stock is down and for some reason you need to sell your stock immediately? It's a long term investment that will pay off handsomely in the years ahead. I don't see that as a predicament. |
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Post by dinvestor89 on Sept 6, 2015 11:50:17 GMT -5
This post is testament to how much of a virus these "paid bashers" are on society. It's hard to even have real conversation with multiple perspectives because these scumbags exist. I cannot comprehend why there isn't a stronger crackdown on this nonsense. Any firm caught paying bashers should be SHUT DOWN, not fined. There should be proper jail time for these losers who LITERALLY ROB PEOPLE OF THEIR MONEY. I mean that's their job.
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Post by spiro on Sept 6, 2015 12:02:44 GMT -5
Spiro has noticed that a lot of senior women apparently are not bothered by the Afrezza Dreamboat apparatus in his front pocket. But if Spiro had an Exubera Bong in his front pocket, that could possibly scare the older women, or not? Size is a major difference between the Dreamboat and the bong. But does size really make that much of a difference? It's more about effectiveness of the delivery device.
Spiro here, it's the Dreamboat for him
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Post by savzak on Sept 6, 2015 12:06:34 GMT -5
BD, who exactly am I supposed to blame for my predicament then? Predicament? What's your predicament? That the current price of MNKD stock is down and for some reason you need to sell your stock immediately? It's a long term investment that will pay off handsomely in the years ahead. I don't see that as a predicament. It was a joke; apparently not a very good one, but I'd have thought the emoticon might have been an adequate tip-off. |
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Post by peppy on Sept 6, 2015 12:48:16 GMT -5
Can someone please post an updated graph showing exubra scripts vs. afrezza scripts. I believe now the graph will show that afrezza is on its way up (and no chance would be dropped by Sanofi) while exubera was doomed. It was/is a big request. It is a lot to ask of strangers to spend time to compile and present information for you. That said I looked in symphony script data, there was no chart/graph showing exubra scripts vs afrezza scripts that I could find.
What I did find is: At this week's pace, Afrezza will sell $16.3 million in 12 months and $12.2 million in 9 months. I am not saying these are great numbers, but this is a slap in the face of those naysayers who kept saying, misleadingly, that the current Afrezza scripts are less than half of those Exubera. Sales numbers speak and in the long run it is sales that count. And in terms of sales, unless the New York Times article is factually incorrect in terms of Exubera sales in 2007, Aferzza is already outpacing Exubera in weekly sales.
(If the scripts numbers and sales numbers of Afrezza and Exubera we have heard so far are correct, it appears script for script, Aferzza has a much higher sales amount per script than that of Exebera.)
Beating a dead horse, can you buy all the ingredients for a steak dinner, a potato and a salad/ cook it, package it and deliver it to me for my convenience? Agreed, the people on this board are... not tolerant enough.
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