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Post by u1682002 on Nov 9, 2015 22:41:58 GMT -5
I would like to hear some thoughts from this board what SNY "controlled Afrezza launch" mean. I have been trying to follow Afrezzauser blog's doctor list and the found the number of doctors stay at 89 for a few weeks. I sent an email to Afrezzauser to confirm whether or not the site is updated but I do not get an answer back from him. Could SNY only contact about 100 doctors and give them samples so far? We have seen the number of weekly scripts stay around almost same level for last 3 months.
It is clear now that SNY is not in any rush to push the sales of Afrezza. It may want to wait for a better label or wait to see the feedback from a small group of users to control the risk of any potential problems. |
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Post by u1682002 on Dec 14, 2015 13:50:41 GMT -5
Now I see the numbers went up to 92 from 89 since Nov.9th. Awfully slow. Any thought?
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Post by Deleted on Dec 14, 2015 13:54:53 GMT -5
I think some investors do not realize how many Dr's are not on board with Afrezza. From laziness to to not knowing long term health problems I believe they are the biggest road block.
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Post by dreamboatcruise on Dec 14, 2015 14:06:28 GMT -5
I think some investors do not realize how many Dr's are not on board with Afrezza. From laziness to to not knowing long term health problems I believe they are the biggest road block. I think most investors are painfully aware of this fact. There may be a lot of disagreement as to why there are so few, but no one is under the illusion that there are thousands of doctors prescribing with the script numbers where they are. |
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Post by compound26 on Dec 14, 2015 14:18:40 GMT -5
I think some investors do not realize how many Dr's are not on board with Afrezza. From laziness to to not knowing long term health problems I believe they are the biggest road block. I think most investors are painfully aware of this fact. There may be a lot of disagreement as to why there are so few, but no one is under the illusion that there are thousands of doctors prescribing with the script numbers where they are. Agree. The small prescribing base (of doctors) + low awareness of Afrezza + high price of Afrezza + Poor insurance coverage (both in terms of tier placement and prior authorization requirements) are the main restraint on script growth. The high price is helped by the Sanofi savings card, but the high price also makes it difficult to improve insurance coverage. I think the small prescribing base (of doctors) is attributable to both low awareness (many doctors have not been educated by Sanofi representatives) and slow adjusting/learning (i.e., unwilling to prescribe (or try new things in general)). However, advertisement will improve awareness and a better label will help on the other three of the four restraints. It now appears a better label is the crucial to the success of Afrezza. |
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Post by Deleted on Dec 14, 2015 14:19:32 GMT -5
I think some investors do not realize how many Dr's are not on board with Afrezza. From laziness to to not knowing long term health problems I believe they are the biggest road block. I think most investors are painfully aware of this fact. There may be a lot of disagreement as to why there are so few, but no one is under the illusion that there are thousands of doctors prescribing with the script numbers where they are. Original poster is suggesting a controlled launch as do many others. Drs not willing to prescribe and a controlled launch I am interpreting as two very different things. |
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Post by compound26 on Dec 14, 2015 14:34:15 GMT -5
I think most investors are painfully aware of this fact. There may be a lot of disagreement as to why there are so few, but no one is under the illusion that there are thousands of doctors prescribing with the script numbers where they are. Original poster is suggesting a controlled launch as do many others. Drs not willing to prescribe and a controlled launch I am interpreting as two very different things. This may not be a controlled launch by design. But the low awareness of Afrezza among doctors and physicians suggests that at least Sanofi is not spending a big efforts in getting the messages out to the doctors and physicians. In that sense, I think one can still view the launch as a controlled launch. It's kindly of like they arrive under an apple tree, and instead of climbing on the tree to pick the apples one by one, they just lazily throw a couple of stones at the trees and see what happens. I think Sanofi did hold back its efforts in the marketing of Afrezza while they collect, observe and evaluate the feedbacks from users in real life. Therefore, I believe, once they use their full efforts, the scripts will be significantly higher than the current level. |
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Post by vissertrades on Dec 14, 2015 14:37:11 GMT -5
Controlled and focused launch stated by Sanofi means limited DTC and Doctors/patients to allow data to be generated for go forward awareness and perhaps insurance/FDA negotiations. Allows them also to evaluate real life usage and super users to blog etc so it builds a web basis as new user come online. This would also limit usage and appear as low sales potential. Shorts read this like a book, we should have been smarter as longs and could have some $1 shares...
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Post by dictatorsaurus on Dec 14, 2015 15:29:26 GMT -5
Did SNY actually come out and say they are collecting data to eventually go all out with the marketing? Or are these just assumptions to excuse the poor performance?
I've been investing in bio for about 10 years now. I've been involved with stocks that took major beating. I'll be completely honest I've never been so frustrated and bitter with the way any of the other managements have handled the "tough" times.
Deep down many are holding on to the idea that there's some sort of grand plan or scheme happening behind the scenes that will make sense at the end. Like a Hollywood thriller movie. At this point I would refer to that as "denial".
All us long are asking for is a hint from MNKD or SNY to tell us that we are not royally screwed. But we are getting silence instead.
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Post by pmikeks on Dec 14, 2015 15:42:36 GMT -5
For SNY "Controlled Launch" means minimal effort in getting Doctors on board, not working toward better insurance coverage, relying on a couple guys on Twitter as their marketing plan and not getting around to seeking approval in other countries.
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Post by vissertrades on Dec 14, 2015 15:43:41 GMT -5
Assumtions as no detail has been provided. Mannkind has stated they are "dissapointed" and "we are not there yet" so perhaps they honestly thought Afrezza would sell itelf? We are left to read the tea leaves, sucks big time! I honestly thought company would be scooped up by big pharma. Perhaps arrogance of management got the best of them and us, seems like it but time will tell, and at this rate we'll be at $0 then...
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Post by mssciguy on Dec 14, 2015 15:48:26 GMT -5
When does a major buyer step in here? Let's pay it's not Shrkeli.
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Post by traderdennis on Dec 15, 2015 12:06:17 GMT -5
I think most investors are painfully aware of this fact. There may be a lot of disagreement as to why there are so few, but no one is under the illusion that there are thousands of doctors prescribing with the script numbers where they are. Agree. The small prescribing base (of doctors) + low awareness of Afrezza + high price of Afrezza + Poor insurance coverage (both in terms of tier placement and prior authorization requirements) are the main restraint on script growth. The high price is helped by the Sanofi savings card, but the high price also makes it difficult to improve insurance coverage. I think the small prescribing base (of doctors) is attributable to both low awareness (many doctors have not been educated by Sanofi representatives) and slow adjusting/learning (i.e., unwilling to prescribe (or try new things in general)). However, advertisement will improve awareness and a better label will help on the other three of the four restraints. It now appears a better label is the crucial to the success of Afrezza. Coumpound - I wrote back in Q1 that my Endocronologist was not writing Afrezza RX's because of "His" concern of administering a hormone through the pulmonary system. Also it was a unanimous decision by all endo's in the HMO. I would not be surprised if this is a shared opinion by many doc's. I was labeled a Fudster by that comment. Unfortunately I was not wrong but my Jan 2016 long calls are going to expire worthless. At least I will of lost less money with them than I would of holding the actual stock. |
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Post by traderdennis on Dec 15, 2015 12:08:52 GMT -5
Original poster is suggesting a controlled launch as do many others. Drs not willing to prescribe and a controlled launch I am interpreting as two very different things. This may not be a controlled launch by design. But the low awareness of Afrezza among doctors and physicians suggests that at least Sanofi is not spending a big efforts in getting the messages out to the doctors and physicians. In that sense, I think one can still view the launch as a controlled launch. It's kindly of like they arrive under an apple tree, and instead of climbing on the tree to pick the apples one by one, they just lazily throw a couple of stones at the trees and see what happens. I think Sanofi did hold back its efforts in the marketing of Afrezza while they collect, observe and evaluate the feedbacks from users in real life. Therefore, I believe, once they use their full efforts, the scripts will be significantly higher than the current level. I highly doubt it is low awareness in the Endocronology field. They all have continuing education, they all read journals, they are aware of Afrezza. Patients may not be aware, but you are just spreading lies to believe that the medical community is not aware of Afrezza at this point. |
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Post by saxcmann on Dec 15, 2015 12:18:59 GMT -5
This may not be a controlled launch by design. But the low awareness of Afrezza among doctors and physicians suggests that at least Sanofi is not spending a big efforts in getting the messages out to the doctors and physicians. In that sense, I think one can still view the launch as a controlled launch. It's kindly of like they arrive under an apple tree, and instead of climbing on the tree to pick the apples one by one, they just lazily throw a couple of stones at the trees and see what happens. I think Sanofi did hold back its efforts in the marketing of Afrezza while they collect, observe and evaluate the feedbacks from users in real life. Therefore, I believe, once they use their full efforts, the scripts will be significantly higher than the current level. I highly doubt it is low awareness in the Endocronology field. They all have continuing education, they all read journals, they are aware of Afrezza. Patients may not be aware, but you are just spreading lies to believe that the medical community is not aware of Afrezza at this point. I strongly disagree with your comments above traderdennis. In general Endos are simply not that familiar with how afrezza works yet. On going training for docs is very important. Also, your comments above about lung issues is a joke. |
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