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Post by mssciguy on Dec 9, 2015 19:07:53 GMT -5
Catalyst guesses please? TV starting in January for those of us who believe and value Saxcmann. So lets start there but thats not nearly enough imo I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. This is the kind of stuff that Sanofi should here about (maybe they are through the Coach program). I find it very hard to imagine that any US big pharma would be so passive for so long... just amazing. Sanofi is looking not very bright at the moment. Hard to believe Brandicourt came from Pfizer. He did come from Pfizer, right???
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Post by jeremg on Dec 9, 2015 19:08:45 GMT -5
Catalyst guesses please? TV starting in January for those of us who believe and value Saxcmann. So lets start there but thats not nearly enough imo I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. Too soon for TV ads?! Ok, on the contrary it's far too late - we need TV, Radio, FB, Twitter, Hologram(?), Sports Teams, Blimps, Sky Writers [those little planes to put " AFREZZA" in the sky] etc.etc.etc. But that is pretty shocking if what you say is true - Endo - Spiro Testing - Pharmacist - Insurance Agent?! and no one has ever heard of Afrezza... how could anyone believe that SNY is doing anything at all to promote this thing?
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Post by rvc on Dec 9, 2015 19:12:48 GMT -5
You and me both-my last 2 bio investments were CLDN and MNKD. It those type of investments don't drive me to drink(excessively) then nothing will!
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Post by kball on Dec 9, 2015 19:14:36 GMT -5
Catalyst guesses please? TV starting in January for those of us who believe and value Saxcmann. So lets start there but thats not nearly enough imo Didn't you also mentioned that Saxcmann was saying there is $25 million milestone tied to the San Diego event? If so, that will beef up the balance sheet to some degree. I know Hakan mentioned the milestone was tied to some development efforts. But not sure what it is. Others have said that it was related to certification of Sanofi insulin. No. I never quoted who said that. I just remember speculation on it from somewhere and postulated that it was possible Hakan's mention of the milestone being research related could fit that premise. Something of a reach perhaps admittedly.
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Post by kball on Dec 9, 2015 19:18:23 GMT -5
Catalyst guesses please? TV starting in January for those of us who believe and value Saxcmann. So lets start there but thats not nearly enough imo I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. Talk about a chain gang. Wow. Every step of the way. Very good info. And a ton of information that keeps diving deeper. On a positive note, if everyone knew about it and we were at these levels i'd be way more worried. And i'm pretty F'n worried
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Post by vestful on Dec 9, 2015 19:31:44 GMT -5
Catalyst guesses please? TV starting in January for those of us who believe and value Saxcmann. So lets start there but thats not nearly enough imo I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. Are you in or close to a fairly large city? Just wondering the size of the endos practice and wondering why the doc hasn't seen a rep. Also, how hard was it to convince the dr.? You would think even if sny used commercials sparingly it would create awareness and public conversation.
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Post by cjc04 on Dec 9, 2015 19:49:42 GMT -5
I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. Too soon for TV ads?! Ok, on the contrary it's far too late - we need TV, Radio, FB, Twitter, Hologram(?), Sports Teams, Blimps, Sky Writers [those little planes to put " AFREZZA" in the sky] etc.etc.etc. But that is pretty shocking if what you say is true - Endo - Spiro Testing - Pharmacist - Insurance Agent?! and no one has ever heard of Afrezza... how could anyone believe that SNY is doing anything at all to promote this thing? The only reason I think it's too early for TV is because of the fight patients are having getting ins coverage. I also think there's a concern with endo's being able to give advice on dosing. My wife's old endo was old school. She kept telling her she was fine with her 6.5 a1c , while I watched her get up with low bs 2 or 3 nights a week. The more educated I got I realized that this meant she was having seriously high bs for her to avg out with 6.5. I finally got her away. My point is, until ins covers it without a battle, and endo's understand it, it will be a very negative experience for patients. A TV ad, herding patients into these negative experiences, could cteate a bad state of awareness vs. NO state of awareness. I believe this underground awareness and positive experience was expected to be much greater by MNKD & SNY... It's not, so now what?
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Post by kdaddyfresh2000 on Dec 9, 2015 20:05:39 GMT -5
Too soon for TV ads?! Ok, on the contrary it's far too late - we need TV, Radio, FB, Twitter, Hologram(?), Sports Teams, Blimps, Sky Writers [those little planes to put " AFREZZA" in the sky] etc.etc.etc. But that is pretty shocking if what you say is true - Endo - Spiro Testing - Pharmacist - Insurance Agent?! and no one has ever heard of Afrezza... how could anyone believe that SNY is doing anything at all to promote this thing? The only reason I think it's too early for TV is because of the fight patients are having getting ins coverage. I also think there's a concern with endo's being able to give advice on dosing. My wife's old endo was old school. She kept telling her she was fine with her 6.5 a1c , while I watched her get up with low bs 2 or 3 nights a week. The more educated I got I realized that this meant she was having seriously high bs for her to avg out with 6.5. I finally got her away. My point is, until ins covers it without a battle, and endo's understand it, it will be a very negative experience for patients. A TV ad, herding patients into these negative experiences, could cteate a bad state of awareness vs. NO state of awareness. I believe this underground awareness and positive experience was expected to be much greater by MNKD & SNY... It's not, so now what? Improve the label with a new costly time-consuming trial? Sigh.
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Post by cjc04 on Dec 9, 2015 20:13:11 GMT -5
I think it's still too soon for TV ads,,,, but I will say this, for the most part barely anyone knows about Afrezza. My wife is type 1 and is fed up with being a diabetic. The stress of highs, the fear, loss of sleep & panic that comes with lowes, and all the injections. She's finally on the path to Aftezza. Endo, barely knew anything. Spiro test is done, they've never heard of it. She called CVS, pharmacist never heard of it. Called the ins co, it's covered $80 for 3 months (awesome, BUT there's a PA attached so we'll see how much of a fight we have) but the ins agent never heard of it....... SO,,, I would say TV ads could bring a lot of awareness. Are you in or close to a fairly large city? Just wondering the size of the endos practice and wondering why the doc hasn't seen a rep. Also, how hard was it to convince the dr.? You would think even if sny used commercials sparingly it would create awareness and public conversation. Hmmm, I'll speak about one or the other..... I'll say this, I'm im a city in the south east with around 1 mil people.... My wife is in health care, in a hospital, and has many relationships over the years. When I convinced her to get away from her old endo, she reached out to someone she's known for awhile. He had heard of Afrezza, and had had a rep coming in, but his guard was very high. Because she knew him personally, and because I was feeding her talking points, he agreed to let her be his first patient on Afrezza. ....It took all that!!!!!!!! A personal relationship with an endo, and ME, an over invested nut job who knows 10 times more about the drug than he does (I have NO health care experience) to get a script. Getting the ins coverage will be the next battle. One more thought...... This endo's first response to her inquirery of Afrezza was, "the stock is way down, it's not selling"...... You can imagine my reaction..... btw, this was back in April when we were in the $4's. Imagine the perception the sp is giving now.
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Post by kball on Dec 9, 2015 20:40:19 GMT -5
Are you in or close to a fairly large city? Just wondering the size of the endos practice and wondering why the doc hasn't seen a rep. Also, how hard was it to convince the dr.? You would think even if sny used commercials sparingly it would create awareness and public conversation. Hmmm, I'll speak about one or the other..... I'll say this, I'm im a city in the south east with around 1 mil people.... My wife is in health care, in a hospital, and has many relationships over the years. When I convinced her to get away from her old endo, she reached out to someone she's known for awhile. He had heard of Afrezza, and had had a rep coming in, but his guard was very high. Because she knew him personally, and because I was feeding her talking points, he agreed to let her be his first patient on Afrezza. .... It took all that!!!!!!!! A personal relationship with an endo, and ME, an over invested nut job who knows 10 times more about the drug than he does (I have NO health care experience) to get a script. Getting the ins coverage will be the next battle. One more thought...... This endo's first response to her inquirery of Afrezza was, "the stock is way down, it's not selling"...... You can imagine my reaction..... btw, this was back in April when we were in the $4's. Imagine the perception the sp is giving now. Hahaha...thankfully the lone mannkind nut job. Can you imagine if there were others?
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Deleted
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Post by Deleted on Dec 9, 2015 20:42:10 GMT -5
Are you in or close to a fairly large city? Just wondering the size of the endos practice and wondering why the doc hasn't seen a rep. Also, how hard was it to convince the dr.? You would think even if sny used commercials sparingly it would create awareness and public conversation. Hmmm, I'll speak about one or the other..... I'll say this, I'm im a city in the south east with around 1 mil people.... My wife is in health care, in a hospital, and has many relationships over the years. When I convinced her to get away from her old endo, she reached out to someone she's known for awhile. He had heard of Afrezza, and had had a rep coming in, but his guard was very high. Because she knew him personally, and because I was feeding her talking points, he agreed to let her be his first patient on Afrezza. ....It took all that!!!!!!!! A personal relationship with an endo, and ME, an over invested nut job who knows 10 times more about the drug than he does (I have NO health care experience) to get a script. Getting the ins coverage will be the next battle. One more thought...... This endo's first response to her inquirery of Afrezza was, "the stock is way down, it's not selling"...... You can imagine my reaction..... btw, this was back in April when we were in the $4's. Imagine the perception the sp is giving now. Get the endo on Sam Afrezza user list
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Post by cjc04 on Dec 9, 2015 20:46:41 GMT -5
Hmmm, I'll speak about one or the other..... I'll say this, I'm im a city in the south east with around 1 mil people.... My wife is in health care, in a hospital, and has many relationships over the years. When I convinced her to get away from her old endo, she reached out to someone she's known for awhile. He had heard of Afrezza, and had had a rep coming in, but his guard was very high. Because she knew him personally, and because I was feeding her talking points, he agreed to let her be his first patient on Afrezza. ....It took all that!!!!!!!! A personal relationship with an endo, and ME, an over invested nut job who knows 10 times more about the drug than he does (I have NO health care experience) to get a script. Getting the ins coverage will be the next battle. One more thought...... This endo's first response to her inquirery of Afrezza was, "the stock is way down, it's not selling"...... You can imagine my reaction..... btw, this was back in April when we were in the $4's. Imagine the perception the sp is giving now. Get the endo on Sam Afrezza user list I will,,,, once he sees and hears my wife's results and becomes a fan.
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Deleted
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Post by Deleted on Dec 9, 2015 20:52:41 GMT -5
Get the endo on Sam Afrezza user list I will,,,, once he sees and hears my wife's results and becomes a fan. Does your wife use a cgm? If so your endo will see the Afrezza capability in a week .. Lol I can only imagine ... Or inhale while endo is around and see the sugar surfing
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Post by sweedee79 on Dec 9, 2015 20:59:31 GMT -5
Too soon for TV ads?! Ok, on the contrary it's far too late - we need TV, Radio, FB, Twitter, Hologram(?), Sports Teams, Blimps, Sky Writers [those little planes to put " AFREZZA" in the sky] etc.etc.etc. But that is pretty shocking if what you say is true - Endo - Spiro Testing - Pharmacist - Insurance Agent?! and no one has ever heard of Afrezza... how could anyone believe that SNY is doing anything at all to promote this thing? The only reason I think it's too early for TV is because of the fight patients are having getting ins coverage. I also think there's a concern with endo's being able to give advice on dosing. My wife's old endo was old school. She kept telling her she was fine with her 6.5 a1c , while I watched her get up with low bs 2 or 3 nights a week. The more educated I got I realized that this meant she was having seriously high bs for her to avg out with 6.5. I finally got her away. My point is, until ins covers it without a battle, and endo's understand it, it will be a very negative experience for patients. A TV ad, herding patients into these negative experiences, could cteate a bad state of awareness vs. NO state of awareness. I believe this underground awareness and positive experience was expected to be much greater by MNKD & SNY... It's not, so now what? Have went through the exact same things trying to get my dad on Afrezza... Doctors are fearful.. tired of all of the reps.. new drugs... they are really busy and adhere to standard protocol.. a routine they have gotten use to and don't seem to want to change ... which is give the least amount of injectable insulin possible, teach the patient to eat very low carb and exercise, and target an A1C below 7 . I have tried to explain Afrezza to them when I went with my dad, but they listen with half an ear, or ignore me all together. Most have never heard of it .. Yes, unless docs are educated, and their is better insurance coverage a big DTC campaign could backfire... My dad almost starves himself btw and cant lose weight on Novolog .. he is a big man.. 6'1" .. I feel so bad for him the way he has to live his life and I'm sure his metabolism is so screwed up from all of this... During his brief 5 month period on Afrezza he lost 24lbs.... It is the most amazing insulin there is...
The only thing I can think of that SNY could do now is to start a huge educational campaign across the country with Dr. Steven Edelman at the head... Seminars and such.. as well as sending out a large group of better educated reps... I am hoping that is what this meeting in San Diego may have been a precursor to.. They could even put together a video featuring early adopters and Dr Edelman that could be distributed to hospitals etc.. My concern for the past year has always been whether or not MNKD had a financial plan for all of this.. They just have to .. As others have stated these people understand the pharma business .. most certainly they must have had some idea how long this would take, these people aren't stupid ... look how far they have come already just trying to bring this to market....
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naykitop
Newbie
Posts: 14
Sentiment: Long
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Post by naykitop on Dec 9, 2015 21:00:22 GMT -5
First time poster here. I don't expect the CFO of a public company to disclose anything through email, but I also don't think it's reassuring when he uses phrases like "fingers crossed". It would have been just fine if his response said "thanks for taking the time to email. We are working on a number of fronts that we believe will improve shareholder value and will issue press releases when these activities come to fruition". That's what he should have said.
Apologies for venting, but it's getting really hard to sit back and not say a word.
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