|
|
Post by peppy on Jul 15, 2016 12:32:57 GMT -5
Not necessarily. I think a really big roadblock could still be drs. concerned this 2.0 might not outlast the cash of a small unproven company and be hesitant to prescribe again until picture is a little less muddied. Unfortunately. But while its a pessimistic view it does seem also on the realistic side given the way know things work I am right there with you. Technosphere insulin is soooo darn good at what it does, controlling post eating glucose. These physicians could help. we had better help our selves somehow.
The technosphere platform is made for vaccines. And cannabis, if cannabadiol can stop seizures. and it is dosed with technosphere? There is plenty of cash looking for a home. everyone wants to make money. Hard to believe the price per share.
MNKD needs revenue. MNKD management hasn't told us yet the final sanofi agreements.
speak of the devil. Non disclosure agreement. 
stocktwits.com/symbol/MNKD?q=MNKD
|
|
|
|
Post by babaoriley on Jul 15, 2016 12:42:17 GMT -5
Not necessarily. I think a really big roadblock could still be drs. concerned this 2.0 might not outlast the cash of a small unproven company and be hesitant to prescribe again until picture is a little less muddied. Unfortunately. But while its a pessimistic view it does seem also on the realistic side given the way we know things work Yes, unfortunately, indeed, kball. That's my fear, before, it was SNY, docs knew they'd be around, now it's MNKD, a little different. |
|
|
|
Post by babaoriley on Jul 15, 2016 12:48:25 GMT -5
Spiro's focus is mostly on refills and retention of adapters. If Sanofi had retained 75% of tit's users, they would still be selling the drug now. The only way Afrezza doesn't work great in most people is improper dosage. The new packaging should keep the costs down for the user and provide the ability to increase dosage with larger meals. Clearly Spiro hopes that NRx will be higher than 212. Spiro wants the TRX to be over 500, which would indicate retention of users. Sanofi only had a TRx of 257 which indicated a poor refill rate. If by week 12, the NRx were 1000 and the TRx were 1100, that would be very troubling for Spiro. Spiro here, it's all about refills and satisfied new users. "If Sanofi had retained 75% of tit's users, they would still be selling the drug now." You need help, Spiro. I'm going to refer you to my psychiatrist, a guy named Sigmund.  |
|
|
|
Post by agedhippie on Jul 15, 2016 13:38:52 GMT -5
Choosing the combination looks a bit of a nightmare. The problem I see is that if all you get is three boxes a quarter there are no spares for corrections or follow up doses so you need 4 boxes to last you three months. It makes no difference to me because I pay a flat $125 a quarter but I will have to fight the insurer (I had that problem with pens). Alternately I could use pens from my insulin stash for one month out of the three until I had built up a surplus of the 4u cartridges. as per the call this week, new configurations coming in q4. 1. 180 count - 60 of each 4,8,12 2. 180 count - 90 each of 4,8 ( july also known as titration pack ) 3. 90 count of 8 4. 90 count of 12 already existing 5. 90 count of 4 and i guess previous combinations will be phased out in 2017 and the only combination packs are 180's Those make far more sense than the old combination packs. You will need 360 count for a quarter. I would probably go for the 4-8-12 combination pack, and a 4-8 combination pack. |
|
|
|
Post by spiro on Jul 15, 2016 13:41:59 GMT -5
Thank you for the referral Baba, but Spiro thinks we all need help, if we are still holding MNKD. Spiro knew his post would be misunderstood by some , but he didn't expect the Baba to be so clueless.
Spiro here, just trying to make " MNKD Great Again. " Afrezza already is great, but it's too bad that most diabetics don't know about it yet.
|
|
|
|
Post by dictatorsaurus on Jul 15, 2016 13:53:38 GMT -5
My we're impatient! Don't forget it was a holiday week. People are taking vacation for the entire week, not just the long weekend. This sounds all too familiar. Taking days off, long weekend, national holiday, all endos playing golf that week, national endo take your pet on a vacation week...etc. Too many excuses and too little results. According to Mike C. we should start seeing an increase in Rx in a few months. I don't think that's good enough. |
|
|
|
Post by novafett on Jul 15, 2016 14:02:25 GMT -5
Nice catch on the Freudian slip Baba.
|
|
|
|
Post by mannmade on Jul 15, 2016 14:04:21 GMT -5
Nice catch on the Freudian slip Baba. Yes I guess it is possible to be in love with something/someone too much...  |
|
|
|
Post by daduke38 on Jul 15, 2016 15:24:01 GMT -5
Not necessarily. I think a really big roadblock could still be drs. concerned this 2.0 might not outlast the cash of a small unproven company and be hesitant to prescribe again until picture is a little less muddied. Unfortunately. But while its a pessimistic view it does seem also on the realistic side given the way we know things work Yes, unfortunately, indeed, kball. That's my fear, before, it was SNY, docs knew they'd be around, now it's MNKD, a little different. And you know every competitor out there is gonna put that in the Doctor's head. Just being honest, but would I start someone on a new regime of treatment, no matter how good, if it may be unavailable in a year? I really believe that is the biggest challenge. And though I hate to think that way, you both bring up a very valid concern. |
|
|
|
Post by mnholdem on Jul 15, 2016 15:31:05 GMT -5
Jeez, pick on a guy for typing tit's instead of it's...that's baba for ya. Always making sure we dot our t's and cross our eyes.  |
|
|
|
Post by sportsrancho on Jul 15, 2016 15:51:15 GMT -5
Yes, unfortunately, indeed, kball. That's my fear, before, it was SNY, docs knew they'd be around, now it's MNKD, a little different. And you know every competitor out there is gonna put that in the Doctor's head. Just being honest, but would I start someone on a new regime of treatment, no matter how good, if it may be unavailable in a year? I really believe that is the biggest challenge. And though I hate to think that way, you both bring up a very valid concern. I get for sure what you are saying! But Dr.Combs after hearing the best and the worst is willing to give it a try:-) |
|
|
|
Post by kball on Jul 15, 2016 16:01:19 GMT -5
But multiply Dr Combs by another 300 prescribers?
|
|
|
|
Rx Targets
Jul 15, 2016 16:19:17 GMT -5
via mobile
Post by sportsrancho on Jul 15, 2016 16:19:17 GMT -5
But multiply Dr Combs by another 300 prescribers? Why not? The 35 providers under him haven't even heard about Afrezza yet. |
|
|
|
Post by peppy on Jul 15, 2016 20:38:51 GMT -5
Afrezza should be flying off the shelves.
It's a bird, it's a plane, it's technosphere insulin, Afrezza. Insulin the way it is supposed to be.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Jul 15, 2016 21:01:09 GMT -5
Week ending from 6/3/16 to 7/8/16 = 95.5 average new scripts.
How many patients can be realistically expected to stay with Afrezza out of 100 new patients introduced to Afrezza?
And how many new established patients is a realistic goal per month and what kind of rise is needed to eventually turn a profit?
Sorry, I know I can search for this but don't have time ATM.
|
|
