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Post by kdaddyfresh2000 on Jan 23, 2016 15:21:46 GMT -5
AgedH, do you think Mnkd is coordinating the price cuts with insurance / others to optimize getting the word out and possible accelerating move to Tier 2? I suppose they only review Qtly or so, but it seems this needs to be planned versus just announced. Absolutely. This needs to be choreographed for the maximum impact. I would rather they took the time to negotiate tier 2 status with the insurers in return for a price cut. Just announcing a price cut for the sake of it and getting nothing in return is just going to get slammed both because it looks naive, and because you are giving away revenue for no return. As an FYI and FWIW, I emailed Matt to ask him when the earliest Afrezza price cut could come, specifically mentioning April. He responded with the following: "Not until we get the product back. So, April is probably the soonest." |
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Post by agedhippie on Jan 23, 2016 16:37:57 GMT -5
Absolutely. This needs to be choreographed for the maximum impact. I would rather they took the time to negotiate tier 2 status with the insurers in return for a price cut. Just announcing a price cut for the sake of it and getting nothing in return is just going to get slammed both because it looks naive, and because you are giving away revenue for no return. As an FYI and FWIW, I emailed Matt to ask him when the earliest Afrezza price cut could come, specifically mentioning April. He responded with the following: "Not until we get the product back. So, April is probably the soonest." I wonder if the compensation Mannkind gets out of this deal from Sanofi is an early handover. It's a mixed blessing, all the revenue, but also all the expenses. Still at least control would become crystal clear. |
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