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Post by burki on Jun 16, 2016 4:05:53 GMT -5
I agree with Spiro. A great product doesn`t sell on its own, it needs a great team. Afrezza has been proven to be great, but the BOD and Team need to prove themselves beyond forward looking expectations and statements. This IMO will only be reflected in a significant incline in PPS and debt reduction.
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Post by tayl5 on Jun 16, 2016 8:25:37 GMT -5
The calculations presented above for script counts assume that the are all driven by rep encounters. That may be true initially, but for us to succeed the reps can only serve as a catalyst. They need to convince a doc to write the first prescription. That patient then needs to do well enough to inspire the doc to recommend Afrezza to other patients who then do well, tell their friends, speak up on social media, inform their pharmacists, etc.
This didn't happen much with Sanofi and was short-circuited by their departure. It has to happen now, but the initial stages will take time. Mitigating or removing obstacles like spirometry, cost and insurance, and having a better sample pack to ensure patient success will be key. That's what will make script growth exponential rather than linear.
Re. the earlier discussion about Twitter: if a rep is looking for a new opportunity and is deterred by the way they hear about it, I don't want that person on the team anyway.
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Post by peppy on Jun 16, 2016 8:28:25 GMT -5
Spiro used to love the company, now he only likes MNKD. It was a blind love, Spiro would spend every loose dollar he had on MNKD shares and options. Those days are over. Spiro at 70 has finally gotten older and slightly wiser. He still refuses to sell any shares, but I least he is not buying new positions. Spiro thinks that MNKD has about until Novemebr, to show some serious progress in script numbers. The big question remains. What is serious progress? Maybe, at least doubling Sanofi's sales?
Spiro here, Siberia seems to be getting closer As July approaches, I would like a press release and a conference call addressing, - Label and any plans regarding indications on the label. (Any chances the pk/pd of afrezza may be reason for ADA to change when and how insulin is initiated in type two diabetes.) - Afrezza pricing going forward. The July pricing with the Mannkind packaging. the new 4u/8u; 8u/12u package pricing. - The progress the team had made with insurance. pharmacy purchasing managers?
It seems to me if progress can be made with insurance and cost, there are some afrezza users waiting to jump back on the train.
There was a part of the plan talked about by matt early on with the 2.0, where mannkind employees would help the endo's with insurance paperwork. Progress when sweede's dad get back on.
As we know, what afrezza has going for it, is it is a sweet form of insulin for most.
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Post by kc on Jun 16, 2016 9:50:01 GMT -5
The real problem is the GATEKEEPER / PAYER. The control the market place on what they cover and don't so you have to know that MannKind is working on dealing with how to get preferred status in the Insurance/payer networks. A blogger who attended ADA 2016 who also is a writer for DiabetesMine (Mike Hoskins) and now a Afrezza user made the following observations on his blog posting which I encourage each of us to read and understand from the viewpoint of a diabetic. He hit the target right on and it was refreshing to read his view of the payer situation. Diabetics want to take control of their own care and not be told or forced to accept only what their insurance carrier forces them to do.
It's a very good read. So take the time to read and understand from a Diabetics standpoint and lets not 2nd guess or make comments about the writer or his affiliation with DiabetesMine.
www.thediabeticscornerbooth.com/2016/06/thoughts-on-diabetesaccessmatters-from.html
below is an excerpt of Mike Hoskin's blog.
"Insulin costs way too fucking much.
Devices do, too.
People at insurance companies who aren’t on my medical care team are second/third/quadruple guessing my doctor-ordered treatments. They’re saying I only have access to what they think will do better for me, based on dollar signs instead of my own health and choice and medical guidance.
They want my A1C lower, but want to limit the amount of test strips I use each day – thereby screwing with my chances of lowering A1C .
Assuming I live long enough to get to Medicare, my access and choice is limited even more just like all those who can’t get certain pumps, CGMs, best medicines or enough supplies now. But hey, that’s OK… they’re hedging bets that we’ll just die soon anyhow, so WTF does it even matter?
Anyhow… ranting aside."
Hopefully the MannKind management team is dialed into this viewpoint as it very clear that part of our issues rest with getting the Insurer / Payer to authorize usage of Afrezza. MannKind also needs to make sure that the price point for Afrezza is right so that it gets the attention of the payer's.
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Post by jlaw277 on Jun 16, 2016 10:09:36 GMT -5
Looks like Mike and Mike interacted at the ADA link |
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Post by mnholdem on Jun 16, 2016 10:53:21 GMT -5
DiabetesMine just released an article on the ADA that included a report on the Afrezza booth, with a promise of more news to come.
See Articles
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Deleted Member
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Post by Deleted on Jun 16, 2016 17:46:24 GMT -5
Anyone else notice they are located next to a restroom? Pretty smart or just luck, either way, anyone that went there would see their booth. Kinda funny
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