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Post by joeypotsandpans on Nov 12, 2015 11:42:04 GMT -5
FYI..SNY rep I know stated they had best week to date regarding scripts, one physician who had been totally resistant also did his first script...said they are working diligently on the insurance...hopefully it gets extrapolated across the board and is reflected some nice #'s tomorrow to piggyback today's action  |
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Post by inittowinit on Nov 12, 2015 11:49:45 GMT -5
I'm gonna need a dang pacemaker before this story is told!!
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abwo
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Post by abwo on Nov 12, 2015 12:03:22 GMT -5
I'm gonna need a dang pacemaker before this story is told!! ... That's why Al did the pacemaker first. |
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Post by uvula on Nov 12, 2015 12:08:18 GMT -5
I have been so focused on the stock that I forgot about the product. Thanks for the posting.
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Post by dreamboatcruise on Nov 12, 2015 13:37:07 GMT -5
joeypotsandpans... Good to know. Does he have any info/speculation as to when we might see the first movement in formulary placement. I have no doubt that SNY is working on it. I just suspect it is turning out to be a very tough nut to crack. Who knew your 10 year inverted head and shoulders pattern was going to turn out to be this symmetric. Hopefully we don't spend a year down at these levels completing the shoulder.
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Post by peppy on Nov 12, 2015 13:44:05 GMT -5
FYI..SNY rep I know stated they had best week to date regarding scripts, one physician who had been totally resistant also did his first script...said they are working diligently on the insurance...hopefully it gets extrapolated across the board and is reflected some nice #'s tomorrow to piggyback today's action This is nice to hear. I think, the type 1 community will call their physicians and ask about afrezza now that direct to consumer advertising has started. I think, we will see a meaningful sales ramp. It starts tomorrow.
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Post by joeypotsandpans on Nov 12, 2015 21:01:30 GMT -5
joeypotsandpans... Good to know. Does he have any info/speculation as to when we might see the first movement in formulary placement. I have no doubt that SNY is working on it. I just suspect it is turning out to be a very tough nut to crack. Who knew your 10 year inverted head and shoulders pattern was going to turn out to be this symmetric. Hopefully we don't spend a year down at these levels completing the shoulder. DBC, I don't think I've ever referred to a specific gender on purpose as I try and keep it as anonymous as possible but nice try though lol (jk). As far as the insurance no specific time frame was given other than they were confident it will get handled. Crazy how these patterns work and somehow seem self fulfilling, the more/longer you rely/combine TA with fundamentals...it sure helps take the emotion out of things...especially when you've been around the block a few times. It helps keep the courage of your convictions |
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Deleted
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Post by Deleted on Nov 12, 2015 21:05:41 GMT -5
joeypotsandpans... Good to know. Does he have any info/speculation as to when we might see the first movement in formulary placement. I have no doubt that SNY is working on it. I just suspect it is turning out to be a very tough nut to crack. Who knew your 10 year inverted head and shoulders pattern was going to turn out to be this symmetric. Hopefully we don't spend a year down at these levels completing the shoulder. DBC, I don't think I've ever referred to a specific gender on purpose as I try and keep it as anonymous as possible but nice try though lol (jk). As far as the insurance no specific time frame was given other than they were confident it will get handled. Crazy how these patterns work and somehow seem self fulfilling, the more/longer you rely/combine TA with fundamentals...it sure helps take the emotion out of things...especially when you've been around the block a few times. It helps keep the courage of your convictions ;) Joey, regarding the inverted HS and TA, do these patterns evolve because the majority of analysts have some type of convergence of thought as to where a company is headed and the convergence of thought drives ratings and supply and demand of shares? Thanks |
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Post by mnholdem on Nov 12, 2015 21:22:26 GMT -5
Here's the thing. We know from cc statements that Sanofi has targeted a very small number of endocronolgists. Are we suppose to believe that their patients had insurance that is any different than the rest of the country? Silly, if we were to buy that line. Insurance is key BUT scripts will also increase as awareness does. If it's true that more than 1,000 Toujeo reps have joined the 200 dedicated Afrezza reps who have been given the green light to push Afrezza to PCP's, then scripts will take off. Certainly not as fast as they would with better coverage, but script will climb.
If Sanofi can pull off a label improvement with the FDA, especially if Afrezza's superiority is proved, then it's game on (game over if you are short interest).
Improvement of the label in the near-term is speculative. A larger Sanofi sales force that is now out detailing Afrezza is not. There will be a lag time, there will be insurance delays and denials. There will also be more scripts written.
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Post by mbseeking on Nov 12, 2015 21:28:40 GMT -5
Here's the thing. We know from cc statements that Sanofi has targeted a very small number of endocronolgists. Are we suppose to believe that their patients had insurance that is any different than the rest of the country? Silly, if we were to buy that line. Insurance is key BUT scripts will also increase as awareness does. If it's true that more than 1,000 Toujeo reps have joined the 200 dedicated Afrezza reps who have been given the green light to push Afrezza to PCP's, then scripts will take off. Certainly not as fast as they would with better coverage, but script will climb. If Sanofi can pull off a label improvement with the FDA, especially if Afrezza's superiority is proved, then it's game on (game over if you are short interest). Improvement of the label in the near-term is speculative. A larger Sanofi sales force that is now out detailing Afrezza is not. There will be a lag time, there will be insurance delays and denials. There will also be more scripts written. Bingo.. and by Hakan and Matt taking their creative action with TASE, MNKD hangs around and SNY has to demonstrate its doing something. Engaging sales bodies is exactly something they can do instantly..where did this info come from , re engaging the Toujeo reps as well? |
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Post by peppy on Nov 12, 2015 21:51:40 GMT -5
Here's the thing. We know from cc statements that Sanofi has targeted a very small number of endocronolgists. Are we suppose to believe that their patients had insurance that is any different than the rest of the country? Silly, if we were to buy that line. Insurance is key BUT scripts will also increase as awareness does. If it's true that more than 1,000 Toujeo reps have joined the 200 dedicated Afrezza reps who have been given the green light to push Afrezza to PCP's, then scripts will take off. Certainly not as fast as they would with better coverage, but script will climb. If Sanofi can pull off a label improvement with the FDA, especially if Afrezza's superiority is proved, then it's game on (game over if you are short interest). Improvement of the label in the near-term is speculative. A larger Sanofi sales force that is now out detailing Afrezza is not. There will be a lag time, there will be insurance delays and denials. There will also be more scripts written. Bingo.. and by Hakan and Matt taking their creative action with TASE, MNKD hangs around and SNY has to demonstrate its doing something. Engaging sales bodies is exactly something they can do instantly ..where did this info come from , re engaging the Toujeo reps as well? it was posted on this board. Good luck finding the post and the thread. A few weeks after the Afrezza reps met in vegas, the toujeo reps met in vegas.
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Post by longstocking on Nov 12, 2015 21:54:54 GMT -5
Bingo.. and by Hakan and Matt taking their creative action with TASE, MNKD hangs around and SNY has to demonstrate its doing something. Engaging sales bodies is exactly something they can do instantly ..where did this info come from , re engaging the Toujeo reps as well? it was posted on this board. Good luck finding the post and the thread. A few weeks after the Afrezza reps met in vegas, the toujeo reps met in vegas.
I remember it too, although finding the post might prove difficult. Being obsessed with this board CAN have its advantages.  |
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Post by mbseeking on Nov 12, 2015 21:58:48 GMT -5
Ok.. if I take the negative position here , then I could say that we should have started to see the benefit of the Toujeo reps in the script numbers already. But... my updated thesis is that TASE will spark up the relationship between MNKD / SNY .. so now the Toujeo reps may really be held to the fire for Afrezza.
More exciting times to come.
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Post by boomboom on Nov 12, 2015 22:52:20 GMT -5
joeypotsandpans... Good to know. Does he have any info/speculation as to when we might see the first movement in formulary placement. I have no doubt that SNY is working on it. I just suspect it is turning out to be a very tough nut to crack. Who knew your 10 year inverted head and shoulders pattern was going to turn out to be this symmetric. Hopefully we don't spend a year down at these levels completing the shoulder. I am with my companys insurance who uses bxbs. This is what is shown as of today 11/12/2015 in the "prior auth" list. Does this mean that to even get prior auth you will need to wait till 2016? That is how I am reading this... ![]() ![]() Attachment Deleted |
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Post by anderson on Nov 12, 2015 23:35:36 GMT -5
Dont scripts lag behind a week?(or is it two)?
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