Hats Off To Mike Castagna And Marketing Team For 2016 ADA
Jun 18, 2016 17:12:39 GMT -5
alethea and mbseeking like this
Post by agedhippie on Jun 18, 2016 17:12:39 GMT -5
Oddly that wouldn't bother me as I don't expect the sales to ramp up that fast. Getting in front of endos may prove to be problematic for the sales force. There are a limited number of time slots and the competition are both a known quantity and have multiple drugs to show in a slot. Mannkind is the new kid on the block and has only one product but still takes up a slot so there may be some reluctance to schedule them.
I am not sure what the impact of using a contract sales force will be either as they probably don't have the relationships in place that the dedicated sales force do (I have no idea if this is a real issue but I guess others do).
All in all I think this takes time and I'm looking towards mid to late 2018 to see serious progress.
This is odd. How can it not bother you if MNKD fails in generating positive cashflow? They will run out of money and since the last financing was already pretty bad for shareholder the next one will be a disaster. Mnkd will become the pennystock JO and others had wished for. Even if you are not invested it right now this can not be what you want.
So what is enough? I am not sure but I think 1000 as the very low end of what we have to get and if that's where we are we still get hurt. The assumption is going to be that the ground lost could be rapidly recovered so the market is going to discount up to the Sanofi high tide mark. Everyone says Sanofi sandbagged, well this is it. Either we can deliver well over 1000 and reasonably quickly or the shorts will be back in force.