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Post by blindhog1 on Sept 18, 2015 22:34:52 GMT -5
"We" (investors) were the subject of many conversations. He said that he has NEVER been at a meeting w/so much security. The reason security was so tight was because of "crazy investors". (He immediately thought of me). They were warned that investors might try to infiltrate meetings, breaks, lobby, bar etc. "Not to speak to anyone". He said that initially they were spooked as that's never been the case at any of the meetings he's attended over 10 years....................................... blindhog1 replies: Others might see this as a negative but it makes perfect sense. MNKD is so heavily shorted the last thing SNY would want is to hand "crazy investors" material that they could put a negative spin on. There are to many positive stories coming from users to take that chance. This really is a War. I'd rather continue using Afrezza and posting my results and let the professionals execute their game plan. I'm one "crazy investor" that's in it for LIFE. |
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Post by tripoley on Sept 19, 2015 11:51:51 GMT -5
We need to work on your superlatives. Subtract "he" and add "fu". Establishes the point much better. Carry on! |
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Post by liane on Sept 19, 2015 12:12:58 GMT -5
tripoley, I was trying to set a good example.
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Post by mnholdem on Sept 19, 2015 12:32:03 GMT -5
You're definitely a class act, liane.
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Post by zieg on Sept 21, 2015 10:08:53 GMT -5
There is a lot of hype flowing on YMB.
I just found out from my friend that attended the meetings:
"The Toujeo reps were not at the Vegas meeting".
They (the reps selling Afrezza) were not told of any increase or decrease in the number of reps.
He said, "SNY could strategically plan something like this w/out telling the current reps, but they were not at the meetings that were attended in Vegas".
Zieg
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Post by newmnkdinvestor on Sept 21, 2015 10:30:37 GMT -5
Fact for sure. Next fact SNY hates MNKD investors....lol Especially the ones snooping around and almost getting arrested.... not mentioning any names LOL!! Someone we know and love had 4 (no exaggeration) security guards approach them at least 75 feet from the registration desk ...said you'd think it was Fort Knox... I thought about flying to Vegas for the weekend. Screw the meeting. Get them talking at the bar |
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Post by ashiwi on Sept 21, 2015 10:39:29 GMT -5
Thanks Zeig appreciate your info.
Any idea how many reps in total were at the Las Vegas meeting?
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Post by harrys on Sept 21, 2015 10:46:41 GMT -5
There is a lot of hype flowing on YMB. I just found out from my friend that attended the meetings: "The Toujeo reps were not at the Vegas meeting". They (the reps selling Afrezza) were not told of any increase or decrease in the number of reps. He said, "SNY could strategically plan something like this w/out telling the current reps, but they were not at the meetings that were attended in Vegas". Zieg So do you think the Vegas events had anything todo with Afrezza? |
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Post by zieg on Sept 21, 2015 11:02:54 GMT -5
Harrys, If you go back to p.3 you will see my post. It was all about Afrezza. (And Ashiwi, I will ask him a total count and report back).
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Post by mnholdem on Sept 21, 2015 11:11:46 GMT -5
Thanks for the update Zieg. There is a rumor out that Baboriley was the investor being chased all over the MGM Grand by security. Don't believe this picture, Spiro has not been in Las Vegas this week. Come to think of it, we haven't heard much from baba... did they catch him and throw him in jail for being a public nuisance or something? |
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Post by zieg on Sept 21, 2015 11:25:12 GMT -5
Just found out from my friend who attended:
Total count of reps in Vegas was just over 200. These reps only sell Afrezza.
(Frankly, I thought it would be more).
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Post by spiro on Sept 21, 2015 11:35:15 GMT -5
Spiro found out that Baba was in Boston, trying to infiltrate the Danbury facility.
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Post by compound26 on Sept 21, 2015 11:42:35 GMT -5
Just found out from my friend who attended:
Total count of reps in Vegas was just over 200. These reps only sell Afrezza.
(Frankly, I thought it would be more).
Assuming this is the case, I am fine with the number on the sales force ( 200). That means we have an average of 4 reps in a state, with a big state having 4+ and a small state having 4-. Based on this article, the 100th largest city in the US has about 200,000 people. That means for each of these largest cities, there will be at least one rep covering it. In the bigger cities, we apparently have more than one reps covering them. It appears it will take some time for each rep to visit each of the endos and PCPs he/she covers, but if there are 5 of them covering a state, it is doable. I think Sanofi is taking a slow and steady approach, that works and I think that is a prudent approach. This will ensure that Sanofi won't be pressured to see significant sales of Afrezza in a short time frame (as compared with Pfizer in the case Exubera). That will in turn give Sanofi's Afrezza team sufficient time to carry out their strategic plan step by step, without hurry or pressure.I think Pfizer was too aggressive with Exubera (i.e., they had too many people working on the sale, but did not give it enough time; with too many people on the sale, the cost of promoting it was very high to Pfizer). Per this article (of MAY 11, 2007), "Bloomberg News reports that some 2,300 Pfizer sales representatives have been promoting Exubera to more than 5,000 doctors. But Pfizer has also hired approximately 900 additional, part-time diabetes educators to explain the product to doctors and patients, and more will be added, although the company wouldn't say how many." So in total, at one point Pfizer had 3,000+ people promoting Exubera, yet within five month of this article, Pfizer abandoned Exubera. Apparently, Pfizer put in too many people, but did not give enough time. So if Sanofi has 200 rep on Afrezza now and Pfizer had 3,000+ people promoting Exubera, cost wise, just looking at the headcount cost, Pfizer was running a 10+ times that of Sanofi. The cost of Pfizer promoting Exubera (again, just looking at headcount) for 1.5 years was equivalent to Sanofi promoting Afrezza for 15+ years. Assuming a drug company runs a $100,000 (a random number picked just for illustration purpose) headcount cost for each rep, at 200 people, Sanofi runs at $20 million per year for headcount cost for Afrezza, and at 3,000+ people, Pfizer ran at $300 million per year for headcount cost with Exubera. Now I see why Pfizer did not give Exubera more time. It was too expensive for Pfizer to continue the program at that scale much longer. The more I looked at the numbers, the more I think Sanofi's approach is the more prudent approach. |
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Post by ishorr on Sept 21, 2015 12:15:28 GMT -5
Thanks for the intel Zieg. Any sense of the general vibe at the meeting around Afrezza, sales and its future? How the company--and reps attending think things are going?
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Post by liane on Sept 21, 2015 13:28:30 GMT -5
Spiro found out that Baba was in Boston, trying to infiltrate the Danbury facility. Did he make a wrong turn on the Mass Pike?  |
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