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Post by centralcoastinvestor on Jun 30, 2016 18:42:59 GMT -5
Based on the following Tweets from Mike C., it appears that the first several weeks of July will mark the transition from Sanofi labeled Afrezza to MannKind labeled Afrezza. Some pharmacies will show that they are out during the transition. I am wondering if the final handoff from Sanofi cannot occur until this transition is complete. July is definetly a major transition month.
3h3 hours ago
Mike Castagna @castagna2011
CVS can fill, but next few weeks some pharmacies may say they are out of stock as we transition inventory to MNKD
@castagna2011
@pvoutsie it's not a consistent issue but one I expect to hear more about over next 2-3 weeks.
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Post by therealisaching on Jun 30, 2016 18:47:40 GMT -5
Based on the following Tweets from Mike C., it appears that the first several weeks of July will mark the transition from Sanofi labeled Afrezza to MannKind labeled Afrezza. Some pharmacies will show that they are out during the transition. I am wondering if the final handoff from Sanofi cannot occur until this transition is complete. July is definetly a major transition month. 3h3 hours ago Mike Castagna @castagna2011 CVS can fill, but next few weeks some pharmacies may say they are out of stock as we transition inventory to MNKD @castagna2011 @pvoutsie it's not a consistent issue but one I expect to hear more about over next 2-3 weeks. Matt P has said the 3q will be a blend of sny branded and mnkd branded product. I'm thinking these gaps are a good sign in that there won't be much in the way returned product by sny before 4q |
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Post by matt on Jul 1, 2016 7:21:18 GMT -5
I am wondering if the final handoff from Sanofi cannot occur until this transition is complete. July is definetly a major transition month. Transitions like this are usually pretty clean from the Sanofi / Mannkind end. Drug wholesalers and pharmacy chains deal with hundreds of thousands of product codes and Afrezza for them is just one more SKU to keep track of. Sometimes it takes them a few weeks to wake up to the fact that a product is no longer available from Supplier A but can now be ordered from Supplier B. Once that happens an order can be placed with Supplier B and the product will flow down the distribution channel to the retailer. Mostly it has to do with database quality at each point in the supply chain; the big distributors are normally on top of things but those further down the food chain may not be. The problem of course is that if a particular insulin is not available then the physician will substitute a different product and getting the patient back on Afrezza might be a challenge. |
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Post by prvs on Jul 1, 2016 7:45:52 GMT -5
I think Mike C. is putting pressure on the other pharmacies by saying Walgreens will not fall short of product. Once a customer has gone to another pharmacy for a refill, they may switch all their prescriptions there for convenience. CVS et cetera could lose a lot of money if they don't match Walgreens.
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Post by peppy on Jul 1, 2016 7:49:34 GMT -5
I think Mike C. is putting pressure on the other pharmacies by saying Walgreens will not fall short of product. Once a customer has gone to another pharmacy for a refill, they may switch all their prescriptions there for convenience. CVS et cetera could lose a lot of money if they don't match Walgreens. In context; NRx = 88
TRx = 250
It doesn't seem like the largest problem.
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Post by anderson on Jul 1, 2016 9:21:26 GMT -5
I think Mike C. is putting pressure on the other pharmacies by saying Walgreens will not fall short of product. Once a customer has gone to another pharmacy for a refill, they may switch all their prescriptions there for convenience. CVS et cetera could lose a lot of money if they don't match Walgreens. In context; NRx = 88
TRx = 250
It doesn't seem like the largest problem.
Remember those are for the week ending 6/24/2016. Need to wait till next week to see if it had an impact this week. |
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Post by agedhippie on Jul 1, 2016 10:26:33 GMT -5
I think Mike C. is putting pressure on the other pharmacies by saying Walgreens will not fall short of product. Once a customer has gone to another pharmacy for a refill, they may switch all their prescriptions there for convenience. CVS et cetera could lose a lot of money if they don't match Walgreens. I think he is just saying hang tight if it seems to have disappeared because it will be back. Insulin is a repeat prescription so you don't want to move it unless you really have to. Also for a lot of PBMs insulin has to be ordered through their mail order pharmacy although you can get a couple of 30 day fills a year outside that. |
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Post by kc on Jul 1, 2016 12:03:28 GMT -5
In context; NRx = 88
TRx = 250
It doesn't seem like the largest problem.
Remember those are for the week ending 6/24/2016. Need to wait till next week to see if it had an impact this week. Don't expect much change in scripts for 60 days. |
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Post by bradleysbest on Jul 1, 2016 13:35:22 GMT -5
Q4 we need to see scripts rise....
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Post by babaoriley on Jul 1, 2016 22:10:20 GMT -5
Hey, Bradley, you're one loyal guy! Now don't go shootin' your guns off on the Fourth!!
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Post by bradleysbest on Jul 1, 2016 23:25:43 GMT -5
Baba I will do my best to contain myself but no guarantees ... Happy Fourth & stay safe everyone!
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Post by avogadro on Jul 2, 2016 7:23:40 GMT -5
Hey, Bradley, you're one loyal guy! Now don't go shootin' your guns off on the Fourth!! On the Fourth around 1914 in New Orleans, Louis Armstrong shot a .38 into the air and as a result ended up in a reform school where he learned to play trumpet and then went on to become the greatest Jazz and entertainment figure of the 20th century. You never know... |
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Post by babaoriley on Jul 3, 2016 0:31:26 GMT -5
avodadro, Bradley's way too old for reform school!! But nice little bit of trivia about the great Louis Armstrong!
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