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Post by peppy on Jul 1, 2016 7:44:51 GMT -5
Matt, Mike and MNKD management,
We need to hear about Afrezza pricing plan and any progress on insurance coverage. The scripts numbers look terrible.
The clamp studies.... are sweet.
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Post by oldfishtowner on Jul 1, 2016 8:24:11 GMT -5
Matt, Mike and MNKD management,
We need to hear about Afrezza pricing plan and any progress on insurance coverage. The scripts numbers look terrible.
The clamp studies.... are sweet.
The deterioration is scripts is certainly due in part to SNY not resupplying the distribution channel and perceptions that Afrezza is being discontinued. That should change soon and some of the lost scripts might reappear. However, with the new 180 cartridge sample packs we will probably not see a significant script growth until September. |
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Post by centralcoastinvestor on Jul 1, 2016 8:36:04 GMT -5
Matt, Mike and MNKD management,
We need to hear about Afrezza pricing plan and any progress on insurance coverage. The scripts numbers look terrible.
The clamp studies.... are sweet.
The deterioration is scripts is certainly due in part to SNY not resupplying the distribution channel and perceptions that Afrezza is being discontinued. That should change soon and some of the lost scripts might reappear. However, with the new 180 cartridge sample packs we will probably not see a significant script growth until September. I have been following lots of the Twitter discussion about availability of Afrezza and what doctors are saying to patients. It appears that Sanofi reps have been indicating to doctors that Afrezza is being discontinued. It is partially true, Sanofi is discontinuing selling. I believe those same reps are not telling the doctors the whole truth....that Afrezza is still available through MannKind. Oopsy. So Sanofi is helping to drive down Afrezza sales on the way out. Sort of a scorched earth approach to their partnership with us. Backstabbing you know what's...... |
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Post by dictatorsaurus on Jul 1, 2016 8:42:28 GMT -5
Are we still blaming Sanofi for pretty much everything?
If scripts are still mediocre by the end of the year, will we blame Sanofi for that too?
Mannkind signed a terrible deal with the devil, where they pretty much gave up all control to their ill-intentioned partner.
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Post by oldfishtowner on Jul 1, 2016 8:43:38 GMT -5
As for the pricing policy, if a label change is in the works recognizing Afrezza's faster onset of action (and/or designation as ultra-fast acting?), it could change the perception of Afrezza's value. So if MNKD is applying for a label change based on the clamp studies, I wouldn't be surprised if a price change is put on hold until after an FDA decision.
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Post by mnkdfann on Jul 1, 2016 8:58:42 GMT -5
I have been following lots of the Twitter discussion about availability of Afrezza and what doctors are saying to patients. It appears that Sanofi reps have been indicating to doctors that Afrezza is being discontinued. It is partially true, Sanofi is discontinuing selling. I believe those same reps are not telling the doctors the whole truth....that Afrezza is still available through MannKind. Oopsy. So Sanofi is helping to drive down Afrezza sales on the way out. Sort of a scorched earth approach to their partnership with us. Backstabbing you know what's...... If you accept the popularly held premise that the Sanofi reps were never too concerned with learning about or selling Afrezza in the first place, then it may well be the case that many / most / all of them truly are unaware that Mannkind is picking up the ball. |
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Post by centralcoastinvestor on Jul 1, 2016 9:00:46 GMT -5
Are we still blaming Sanofi for pretty much everything? If scripts are still mediocre by the end of the year, will we blame Sanofi for that too? Mannkind signed a terrible deal with the devil, where they pretty much gave up all control to their ill-intentioned partner. I can't believe you are even indicating at this point that Sanofi may not be to blame for the current script count. MannKind has had to build a sales team from scratch in 6 months that hasn't even started selling yet. You are damned right I'm laying all the blame for the current script count at Sanofi's feet. Yes MannKind signed the agreement with Sanofi and then Sanofi fired the CEO that helped to set that agreement up. If after 6 months from the 2nd launch, we are still sitting in the same place with scripts, I'll lay the blame at MannKind's door. In the meantime, Sanofi gets all the blame in my book. |
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Post by avogadro on Jul 1, 2016 9:08:29 GMT -5
. . So Sanofi is helping to drive down Afrezza sales on the way out. Sort of a scorched earth approach to their partnership with us. Backstabbing you know what's...... The French call it a Coup De Grace.
a final blow or shot given to kill a wounded person or animal.
synonyms: death blow, finishing blow, kiss of death, final blow
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Post by Deleted on Jul 1, 2016 9:15:52 GMT -5
Water under the bridge fellas. In 6 months if this fails there will be plenty of bitching to be done
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Post by anderson on Jul 1, 2016 9:16:26 GMT -5
Are we still blaming Sanofi for pretty much everything? If scripts are still mediocre by the end of the year, will we blame Sanofi for that too? Mannkind signed a terrible deal with the devil, where they pretty much gave up all control to their ill-intentioned partner. Yes we are still blaming Sanofi until the 4th of July because they were in charge of marketing their product. After that Mannkind branded product hits the shelf and it is Mannkinds problem. 2-3 weeks to sort out distribution problems, hence patients get what 2 sample packs ~20 days. Then hopefully they can get their first prescription after that without a hassle. What is the lag with reported script numbers 1-2 weeks, so beginning August we should see if the sales team is doing their job. All the while shorts will be bashing the flat line or decline in prescription counts like there no tomorrow. Does Sanofi have to try and keep product stocked in pharmacies that run out? And like others have said they are discontinuing it which isn't a lie but is disingenuous.(IE more FUD). July is going to be a rocky month. |
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Post by agedhippie on Jul 1, 2016 10:38:05 GMT -5
Are we still blaming Sanofi for pretty much everything? If scripts are still mediocre by the end of the year, will we blame Sanofi for that too? Mannkind signed a terrible deal with the devil, where they pretty much gave up all control to their ill-intentioned partner. Yes we are still blaming Sanofi until the 4th of July because they were in charge of marketing their product. After that Mannkind branded product hits the shelf and it is Mannkinds problem. 2-3 weeks to sort out distribution problems, hence patients get what 2 sample packs ~20 days. Then hopefully they can get their first prescription after that without a hassle. What is the lag with reported script numbers 1-2 weeks, so beginning August we should see if the sales team is doing their job. All the while shorts will be bashing the flat line or decline in prescription counts like there no tomorrow. Does Sanofi have to try and keep product stocked in pharmacies that run out? And like others have said they are discontinuing it which isn't a lie but is disingenuous.(IE more FUD). July is going to be a rocky month. Sanofi is contractually obliged to keep the pharmacies supplied if I remember the contract right until either September or when Mannkind take over, which ever happens first. If there is a shortage at the moment then I hope Mannkind are having a word with Sanofi. At the point Mannkind tell Sanofi to cease (July 4th?) then the contract is finally over, revenue and loss sharing ends, marketing belongs to Mannkind and Sanofi are gone. The current numbers do not surprise me at all. Since April, and effectively since January, there has been no marketing at all. The Sanofi reps will have stopped talking about Afrezza since the marketing terminated at that point and the doctors will gradually forget it exists. The Mannkind reps need to get in there and remind them there is still a product. I would expect quite a rapid ramp up to just under the high water mark that Sanofi reached as those doctors are still there and have already prescribed Afrezza. What happens once that point is reached decides the future. |
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Post by kc on Jul 1, 2016 11:08:29 GMT -5
The deterioration is scripts is certainly due in part to SNY not resupplying the distribution channel and perceptions that Afrezza is being discontinued. That should change soon and some of the lost scripts might reappear. However, with the new 180 cartridge sample packs we will probably not see a significant script growth until September. I have been following lots of the Twitter discussion about availability of Afrezza and what doctors are saying to patients. It appears that Sanofi reps have been indicating to doctors that Afrezza is being discontinued. It is partially true, Sanofi is discontinuing selling. I believe those same reps are not telling the doctors the whole truth....that Afrezza is still available through MannKind. Oopsy. So Sanofi is helping to drive down Afrezza sales on the way out. Sort of a scorched earth approach to their partnership with us. Backstabbing you know what's...... If Sanofi Reps have been telling doctors that it was being discontinued Than that is ground for s better arbitration case. I am sure they had a script they followed the store what management told them to say. If they didn't follow the script it would be helpful to the pursuit of an arbitration case |
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Post by ilovekauai on Jul 1, 2016 11:34:07 GMT -5
Initiate a monster lawsuit against Sanofi please; the sooner the better. Make them pay for trying to BK MNKD. Money is the only thing that matters to Sanofi. Hit em where it hurts! They could care less about diabetics. Al Mann had a heart as big as the Lincoln Tunnel, and deserves much better than what Sanofi did to MNKD.
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Post by kc on Jul 1, 2016 11:54:38 GMT -5
Initiate a monster lawsuit against Sanofi please; the sooner the better. Make them pay for trying to BK MNKD. Money is the only thing that matters to Sanofi. Hit em where it hurts! They could care less about diabetics. Al Mann had a heart as big as the Lincoln Tunnel, and deserves much better than what Sanofi did to MNKD. Contractually only arbitration between both companies |
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Post by mannmade on Jul 1, 2016 12:24:27 GMT -5
Don't think Sanofi really cares if they are sued by MannKind. Maybe the Justice department for some kind of unfair practices... They have a ton of lawyers and will just send to legal dept. For them it will be nothing. For MannKind it could be a huge drain on resources, not just financial but internal staff and also a big distraction in a small company.
Ever been in a major lawsuit and get a set of interrogatories? They will "discover/paper them to death." Not good timing for a lawsuit. Best we can hope for is that MannKind gets a cash settlement of some kind and debt relief. Btw does anyone know what is going on with the other four or five similar lawsuits Sanofi is involved in with same kind of smaller companies? Nope me neither and that is my point... Just mho...
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