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Post by rockstarrick on Nov 6, 2015 6:17:26 GMT -5
Sanofi is not dropping or "sandbagging" Afrezza, in my opinion, Sanofi is launching Afrezza exactly how they and MNKD originally planned, nothing has changed !! Sanofi will continue to gradually accelerate DTC, Dr, and Patient awareness, Afrezza sales will continue to grow, and more PWD will experience the life changing benefits of Afrezza. Afrezza is a complete "Game Changer", this is just becoming clear to Dr's and PWD. Afrezza is a life sustaining product that is delivered via the "lungs", it will take time for both Dr's and PWD to get used to this. It's "completely different" than other "new" insulin products being launched due to patent expiration of a "bio similar" product, and it will require more time to be accepted as a way to treat prandial insulin needs. Afrezza is still the fastest acting prandial insulin on the market. Afrezza is still a convenient and discreet way to administer prandial insulin without a needle. Afrezza continues to produce A1c's never seen before in the History of the Treatment of Diabetes. Afrezza possibly has other advantages such as; Insulin resistance reversal Less or no weight gain Normal liver function tests Retinopathy reversal Blood pressure benefits Nothing has changed !! Just my opinion, and everybody has a right to one, but I honestly believe some "longs" are actually starting to believe that this is a failure just because things aren't unfolding on their timeline. You are going to talk yourself right out of this investment if you expect this to happen quickly. There is a "Taboo" involved with inhalation that will take time to overcome. As more and more new Afrezza users see the Game Changing results that most are experiencing, and enough time passes so we can overcome labeling, insurance issues, and approval in other countries, sales will grow. We need to build a "clear path" for Dr's to prescribe, and patients to receive Afrezza before launching a massive DTC campaign, to prevent bottlenecking. Nothing Has Changed !!
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Post by bluemoth on Nov 6, 2015 6:58:44 GMT -5
I would argue that this is the problem
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Post by jimo on Nov 6, 2015 7:00:24 GMT -5
Rick - this is absolutely NOT how MNKD originally planned. In May Matt clearly stated they are 4 weeks behind on script numbers 4 months into the launch. How are they one month behind four months in? I asked Matt how far behind they were in August and he wouldn't answer it. Script numbers were flat all summer, I'll bet all my shares MNKD's projections didn't include a line that went sideways. In Feb we were on the front page with the big boys now we're lucky to be on the back page.
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Post by dejude42 on Nov 6, 2015 7:31:59 GMT -5
Thank you for words of wisdom, The storm front is known to cover the sun with black menacing clouds. These clouds are creating a darkness that blinds the unprepared standing underneath. Storms only last for a time, and if we are lucky we see a rays of light that break through that produce the rainbow. I observed a triple rainbow in my life several times. The first time going to a seventeen year boy funeral that committed suicide.
Life has presented several difficult times in which understanding gets totally thrown out the window in my life. I know that I am not the only person to feel this way . So I do my best, I use the God given tools presented to me. Knowledge and wisdom with a lot of meditation, prayer and research hoping I have the ability to select correctly.
I see no reason at this time for a product failure. Time is the only issue, just follow talent that created this product. At the end of life greed is not an issue,but supporting a legacy that aids society is a different story.
With time as the only issue, "Follow the Money". Alfred Mann has a legacy and money is not an issue (YOU CAN NOT TAKE IT WITH YOU), but the issue is a product they will aid those with a disease. Please look up his video where he talks of the discovery of Afrezza. Only a few individuals would wish to kill, harm or rob others before they leave this earth. Only those individuals that believe destruction or personal gain could be obtained by Mannkind failure would rejoice. IMHO
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Post by rockstarrick on Nov 6, 2015 7:48:10 GMT -5
Rick - this is absolutely NOT how MNKD originally planned. In May Matt clearly stated they are 4 weeks behind on script numbers 4 months into the launch. How are they one month behind four months in? I asked Matt how far behind they were in August and he wouldn't answer it. Script numbers were flat all summer, I'll bet all my shares MNKD's projections didn't include a line that went sideways. In Feb we were on the front page with the big boys now we're lucky to be on the back page. Hey, opinions vary, If you think it would've been smart to unleash a massive DTC Campaign only to have possibly millions of patients run into obstacles such as spirometry and insurance coverage, not to mention having possibly millions of patients showing up at their Dr asking about Afrezza before the Dr's where aware or educated on Afrezza, good for you. Mannkind isn't driving this ship, Sanofi is. Sanofi is creating a clear path for Dr's to prescribe, and Patients receive Afrezza. like it or not, this was necessary, it doesn't matter what Mannkinds projections were, the fact that some insurance companies don't cover for a year is real, the spirometry issue is real, projections are an estimate, (an educated guess). Sanofi is doing fine in my opinion. I guess time will tell, but you won't get me to jump on the "Sandbagging, MNGT sucks" bandwagon. Investors will talk themselves right out of this investment if they get impatient. Good Luck
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Post by rockstarrick on Nov 6, 2015 7:50:58 GMT -5
I would argue that this is the problem Please explain Thank Yoy
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Post by rockstarrick on Nov 6, 2015 7:52:03 GMT -5
I would argue that this is the problem Please explain Thank Yoy You
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Post by bluemoth on Nov 6, 2015 8:29:17 GMT -5
Hi RSR, I would have liked a strong commitment from SNY (and a couple of slides won't cut it)...what SNY has done so far (very limited as far as I can tell) has brought lackluster sales and the share price has dropped from $11 to $2.8 since the partnership announcement...so I think if we stay the course not much will improve, sales need to pick up and fast, and if SNY does not change approach I cannot foresee that happening.
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Post by esstan2001 on Nov 6, 2015 8:34:08 GMT -5
Sanofi is not dropping or "sandbagging" Afrezza, in my opinion, Sanofi is launching Afrezza exactly how they and MNKD originally planned, nothing has changed !! Sanofi will continue to gradually accelerate DTC, Dr, and Patient awareness, Afrezza sales will continue to grow, and more PWD will experience the life changing benefits of Afrezza. Afrezza is a complete "Game Changer", this is just becoming clear to Dr's and PWD. Afrezza is a life sustaining product that is delivered via the "lungs", it will take time for both Dr's and PWD to get used to this. It's "completely different" than other "new" insulin products being launched due to patent expiration of a "bio similar" product, and it will require more time to be accepted as a way to treat prandial insulin needs. Afrezza is still the fastest acting prandial insulin on the market. Afrezza is still a convenient and discreet way to administer prandial insulin without a needle. Afrezza continues to produce A1c's never seen before in the History of the Treatment of Diabetes. Afrezza possibly has other advantages such as; Insulin resistance reversal Less or no weight gain Normal liver function tests Retinopathy reversal Blood pressure benefits Nothing has changed !! Just my opinion, and everybody has a right to one, but I honestly believe some "longs" are actually starting to believe that this is a failure just because things aren't unfolding on their timeline. You are going to talk yourself right out of this investment if you expect this to happen quickly. There is a "Taboo" involved with inhalation that will take time to overcome. As more and more new Afrezza users see the Game Changing results that most are experiencing, and enough time passes so we can overcome labeling, insurance issues, and approval in other countries, sales will grow. We need to build a "clear path" for Dr's to prescribe, and patients to receive Afrezza before launching a massive DTC campaign, to prevent bottlenecking. Nothing Has Changed !! boy jpg and I sure could have used you during that vacuous presentation last night... (and of course I called it a night just before someone found page 105!)
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Post by rockstarrick on Nov 6, 2015 9:32:56 GMT -5
Hi RSR, I would have liked a strong commitment from SNY (and a couple of slides won't cut it)...what SNY has done so far (very limited as far as I can tell) has brought lackluster sales and the share price has dropped from $11 to $2.8 since the partnership announcement...so I think if we stay the course not much will improve, sales need to pick up and fast, and if SNY does not change approach I cannot foresee that happening. Thank you for responding, Believe me, I would love to turn on my TV and see an Afrezza commercial, (it's coming), and I would love to see thousands of new prescriptions every week, (also coming), but until patients have a clear path, I have to trust Sanofi is doing the right thing. I understand how you feel that Sanofi could've showed more support for Afrezza at this Call, but that wasn't the purpose of this call. I listened to the call and saw the slides, Sanofi had a lot to talk about, Afrezza was mentioned, Sanofi explained this will take some time, and is clearly still committed to Mannkind and Afrezza. Unfortunately, Sanofi knows some insurance companies won't cover Afrezza for 1 year, so it's just a matter of "time", once we get beyond the 1 year probation, (for lack of a better word) I believe you will see the commitment you are looking for, (around February 2016). While we wait, Sanofi is concentrating on post approval studies and other prerequisites. I have to disagree with your prediction that if we stay the course, not much will approve. Things are already improving !! I myself have watched Healthcare Providers use the words "Game Changer" in new videos out. The share price is a victim to the time it takes to launch a paradigm changing drug like Afrezza, the shorts obviously knew this would happen and have taken full advantage of it. But going from $11+ to the sp we are at today is definitely hard to accept. Regardless, you know how I feel I respect your opinion. Good Lick
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Post by ripano on Nov 6, 2015 9:42:59 GMT -5
I have mentioned this several times and will continue to do so. "The Shorts" aka BUYERS are paying up to 50% margin rates to short this stock. This is not retail short situation. This is Wall Street accumulating shares of a product that they know will be an absolute success. They will continue to accumulate as many shares as possible. It's not personal, it's just business. It's what Wall Street does best. They make money. Consider the opportunity that has been given to all of us. We can BUY shares to absolutely lower our cost basis. This has always been a long term trade for me. The Diabetic market will continue to grow exponentially around the globe. We are investing in a company that has the worlds FIRST AND ONLY MONOMERIC INSULIN. We have to keep repeating that statement to ourselves, because if you do you will feel humbled to continue to have the opportunity to BUY shares of MNKD.
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Post by robsacher on Nov 6, 2015 11:04:31 GMT -5
Rick - this is absolutely NOT how MNKD originally planned. In May Matt clearly stated they are 4 weeks behind on script numbers 4 months into the launch. How are they one month behind four months in? I asked Matt how far behind they were in August and he wouldn't answer it. Script numbers were flat all summer, I'll bet all my shares MNKD's projections didn't include a line that went sideways. In Feb we were on the front page with the big boys now we're lucky to be on the back page. Hey, opinions vary, If you think it would've been smart to unleash a massive DTC Campaign only to have possibly millions of patients run into obstacles such as spirometry and insurance coverage, not to mention having possibly millions of patients showing up at their Dr asking about Afrezza before the Dr's where aware or educated on Afrezza, good for you. Mannkind isn't driving this ship, Sanofi is. Sanofi is creating a clear path for Dr's to prescribe, and Patients receive Afrezza. like it or not, this was necessary, it doesn't matter what Mannkinds projections were, the fact that some insurance companies don't cover for a year is real, the spirometry issue is real, projections are an estimate, (an educated guess). Sanofi is doing fine in my opinion. I guess time will tell, but you won't get me to jump on the "Sandbagging, MNGT sucks" bandwagon. Investors will talk themselves right out of this investment if they get impatient. Good Luck Bravo! The past is past. The future is where we are heading.
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Post by mnholdem on Nov 6, 2015 11:58:14 GMT -5
Sanofi stated in their Meet the Management presentation this morning that they are targeting 1.1 million patients for Afrezza, and that's just in the U.S.
That doesn't sound like sandbagging to me, IMHO.
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Post by bradleysbest on Nov 6, 2015 12:16:12 GMT -5
Seeing that we have not cracked the 1K mark yet yet in scripts, 1.1 million sounds pretty damn good!
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Post by BlueCat on Nov 6, 2015 13:19:14 GMT -5
I just posted this on another thread. A little bit wet rag, though still with some hope: mnkd.proboards.com/post/44353/threadDon't think they are sandbagging. Most things are really not that black and white, including in business. The telltale to me is in the messaging. Seems more muted than just "what were allowed to say based on FDA label". I think they are positioning within their portfolio and cannot deposition their other treatment options - especially ones where they have much higher ROI. I think they are simply doing the wise, near-term business strategy: Keeping their options open for a future blockbuster, while making money.
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