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Post by kc on Feb 24, 2016 14:57:43 GMT -5
Baba, anyone who is successfully using Afrezza, clearly knows that Sanofi was negligent in their efforts to promote the drug. Hopefully, Matt was not talking with a forked tongue at the RBC conference. Spiro here, still hiding out, but holding strong
Glad to see that your now in the witness protection system. I didn't want you to surface before the time was right.
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Post by mnholdem on Feb 24, 2016 15:00:14 GMT -5
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Post by bradleysbest on Feb 24, 2016 15:16:13 GMT -5
At least he is ok, otherwise he would not be giving us 2 thumbs up....
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Post by BlueCat on Feb 24, 2016 15:28:26 GMT -5
For sure. There's nothing like going on a climb in desert country or such and having to pack a bag to carry the darn pen which is the size of a flashlight, rather than more water and a bar! For the sports community, this would be huge! And then there's the military application. But I think they'd need to put a safety on it in case some little kid grabs it and thinks its a whistle-toy .... Seems to me Matt said this might be a $1B market? Not sure if that's US only or WW. That was the question I had - how large the TAM really is. Especially once you remove lung-compromised people too - which is quite common in people carrying the pen for anaphylaxis. (treated for allergies? good chance of asthma too) But therein lies those riches with TS. Better to have several decent products out there than just one blockbuster. And better to not put all of your investment (cough cough) in one opportunity .... diversification!
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Post by BlueCat on Feb 24, 2016 15:30:15 GMT -5
Surface? Are you suggesting that spiro is underwater?
Think its looking a little too warm. Add some ice crystals and dead branches for Siberia.
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Post by sluggobear on Feb 24, 2016 16:49:07 GMT -5
I listened to the RBC meeting and what REALLY stuck out for me was Matt's comments about Afrezza pricing, especially because he mentioned the recent NYT article "Break Up The Insulin Racket". Matt later referred to MNKD as the "David" in David & Goliath. How do we get everyone to hear about Afrezza without having to spend millions on ads? You become the news! Why does Trump not have to pay for TV ads? He "makes" the news every day. I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains".
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Post by liane on Feb 24, 2016 16:53:14 GMT -5
I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains". Just a little correction...
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Post by BlueCat on Feb 24, 2016 17:07:10 GMT -5
I listened to the RBC meeting and what REALLY stuck out for me was Matt's comments about Afrezza pricing, especially because he mentioned the recent NYT article "Break Up The Insulin Racket". Matt later referred to MNKD as the "David" in David & Goliath. How do we get everyone to hear about Afrezza without having to spend millions on ads? You become the news! Why does Trump not have to pay for TV ads? He "makes" the news every day. I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains". OK. What would really sizzle is enough of a drop in price and some presidential candidates hearing about it and deciding to make MNKD an example in contrast to Shrek of how the model can work for people, for insurance companies and for drug companies. Seems like drug company pricing is a pretty popular topic just now. Become a politician's anecdote and before you know it, not only free ads all over the country - even global - but, you might even end up on SNL .... !
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Post by bradleysbest on Feb 24, 2016 17:13:59 GMT -5
Excellent post Sluggo! That just may be 1 of the significant changes MNKD will make to get the script numbers up.
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Post by mnkdfann on Feb 24, 2016 19:47:35 GMT -5
Matt's remarks about turning this company around indicate supreme confidence. Enough that he quips that someday there may be a book or movie about this "epic story". Two random thoughts: 1. Supreme confidence ... perhaps Matt saw Deadpool over the weekend and was channeling that character a little? 2. Books and movies ... Maybe Matt's next strategy is to transition MNKD into a multimedia publishing house?
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Post by babaoriley on Feb 24, 2016 23:49:17 GMT -5
I listened to the RBC meeting and what REALLY stuck out for me was Matt's comments about Afrezza pricing, especially because he mentioned the recent NYT article "Break Up The Insulin Racket". Matt later referred to MNKD as the "David" in David & Goliath. How do we get everyone to hear about Afrezza without having to spend millions on ads? You become the news! Why does Trump not have to pay for TV ads? He "makes" the news every day. I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains". Is the "msrp" of Afrezza that critical? Isn't it the price people have to pay after insurance coverage that is a far more consequential mover?
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Post by esstan2001 on Feb 25, 2016 6:28:50 GMT -5
I listened to the RBC meeting and what REALLY stuck out for me was Matt's comments about Afrezza pricing, especially because he mentioned the recent NYT article "Break Up The Insulin Racket". Matt later referred to MNKD as the "David" in David & Goliath. How do we get everyone to hear about Afrezza without having to spend millions on ads? You become the news! Why does Trump not have to pay for TV ads? He "makes" the news every day. I believe that Mannkind will make headlines by pricing Afrezza below all other RAA's - and maybe then, the NYT will run the best PR article we could ever hope for, telling the EPIC Mannkind story from start to finish, including all the "heroes and villains". Is the "msrp" of Afrezza that critical? Isn't it the price people have to pay after insurance coverage that is a far more consequential mover? Oh Baba, must you always point out such things... it is simply just... exacerbating!
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Post by lakefox333 on Feb 25, 2016 8:08:58 GMT -5
Baba, I have to disagree with you! There is no insurance coverage. I'm a Type 2 and have been on the drug since last April. Paid for it myself for 5 months, then won an appeal with my insurance company and got coverage for 6 months. Now I'm going on Medicare and I can find no supplemental coverage for Afrezza so I'll be back to paying out of pocket. Therefore, I do think the price is a critical issue, you would not understand unless the money comes directly out of your own pocket!
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Post by agedhippie on Feb 25, 2016 8:38:03 GMT -5
Baba, I have to disagree with you! There is no insurance coverage. I'm a Type 2 and have been on the drug since last April. Paid for it myself for 5 months, then won an appeal with my insurance company and got coverage for 6 months. Now I'm going on Medicare and I can find no supplemental coverage for Afrezza so I'll be back to paying out of pocket. Therefore, I do think the price is a critical issue, you would not understand unless the money comes directly out of your own pocket! Hopefully self funding is not going to be a big segment of the market or we will never become profitable. This has to be taken up by insurers for that to happen in which case the price paid by the user is no longer dependent on the price Mannkind charges.
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Post by kc on Feb 25, 2016 11:41:21 GMT -5
Baba, I have to disagree with you! There is no insurance coverage. I'm a Type 2 and have been on the drug since last April. Paid for it myself for 5 months, then won an appeal with my insurance company and got coverage for 6 months. Now I'm going on Medicare and I can find no supplemental coverage for Afrezza so I'll be back to paying out of pocket. Therefore, I do think the price is a critical issue, you would not understand unless the money comes directly out of your own pocket! Check Humana Medicare prescription coverage. My parents have it and Afrezza is obtainable on their plan. They purchase the coverage through AARP.
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