|
|
Post by akemp3000 on Aug 9, 2016 16:43:56 GMT -5
We've waited a very long time for the turn that many of us have long sought. We know the product is amazing yet the results to date have been horrible up to and including the start of the 2.0 launch which wasn't a surprise. Mike C explained why scripts were relatively flat last week which was based on the one-time changeover in supply to MNKD branded Afrezza and the related computer systems at distributors needing to reflect this. Matt said previously it would be August and September when scripts would begin rising. We could be at the very end of a long struggle and low share price. I cannot wait to see script results in the next several Fridays and what happens to the pps. There are many who think this will take much longer to make the turn. I don't. I have followed this journey for years and believe the turn starts now...all IMHO.
|
|
|
|
Post by bioexec25 on Aug 9, 2016 16:52:40 GMT -5
Thanks akemp3000 for posting this, just what I needed today. From your keyboard to God's ears.
|
|
|
|
Post by kc on Aug 9, 2016 17:08:52 GMT -5
Personally I don't see scripts rising much for another 60-90 days. You have to figure at least 30 days after the titration pack is used and perhaps 30 days to get the titration pack if its an old school Doctor.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Aug 9, 2016 17:16:23 GMT -5
Personally I don't see scripts rising much for another 60-90 days. You have to figure at least 30 days after the titration pack is used and perhaps 30 days to get the titration pack if its an old school Doctor. Titration pack is an RX too |
|
|
|
Post by tripoley on Aug 9, 2016 17:19:37 GMT -5
Personally I don't see scripts rising much for another 60-90 days. You have to figure at least 30 days after the titration pack is used and perhaps 30 days to get the titration pack if its an old school Doctor. Titration pack is an RX too Correct me if I'm wrong but it seems like the new sample packs will have 90 carts of 4 and 8 units. |
|
|
|
Post by tripoley on Aug 9, 2016 17:22:03 GMT -5
Titration pack is an RX too Correct me if I'm wrong but it seems like the new sample packs will have 90 carts of 4 and 8 units. Just looked it up. Actually there are two. 60 of 4 and 8 or 60 of 8 and 12. |
|
|
|
Post by kball on Aug 9, 2016 17:24:48 GMT -5
Quickly is a word best left unused imo.
Always disappoints.
|
|
|
|
Post by tayl5 on Aug 9, 2016 18:31:59 GMT -5
Thanks akemp3000 for posting this, just what I needed today. From your keyboard to God's ears. To God's eyes, unless God is using text to speech, in which case I hope it works better for Him than it does for the rest of us. |
|
|
|
Post by anderson on Aug 9, 2016 19:28:42 GMT -5
Didnt Mike C. say something about vouchers for titration packs since there were not enough sample packs out. He also said this is a ploy to get the titration packs stocked at pharmacies. But in the end shouldn't those also be seen in the NRx? Just like a good drug dealer first hit is free make money off repeat business.
|
|
|
|
Post by mnholdem on Aug 9, 2016 19:43:31 GMT -5
Approximately 20k-30k scripts were written for the Sanofi-branded Afrezza with about 70% of PWDs choosing not to renew due either to poor instruction of how to titrate or because of no reimbursement / high co-pays. Those PWDs are being invited to try Afrezza again with much better titration instructions, a new 180-cartridge titration pack, a MannKind Cares program to streamline and expedite the prior authorization process required by some plans and a simplified $15 co-pay plan. A consumer website for Afrezza and a DTC printed, digital and direct mailing marketing campaign will begin in 3-6 weeks by an advertising agency which specializes in marketing disruptive drugs / devices. It didn't escape me the context in which Castagna used the phrase "new paradigm" to describe Afrezza when he was talking about marketing plans. I stand by my earlier analysis, confident that Afrezza sales will attain 3,000 scripts per week by EOY 2016.  |
|
nsmyth
Lab Rat
Posts: 43 
Sentiment: Long
|
Post by nsmyth on Aug 9, 2016 19:48:05 GMT -5
We've waited a very long time for the turn that many of us have long sought. We know the product is amazing yet the results to date have been horrible up to and including the start of the 2.0 launch which wasn't a surprise. Mike C explained why scripts were relatively flat last week which was based on the one-time changeover in supply to MNKD branded Afrezza and the related computer systems at distributors needing to reflect this. Matt said previously it would be August and September when scripts would begin rising. We could be at the very end of a long struggle and low share price. I cannot wait to see script results in the next several Fridays and what happens to the pps. There are many who think this will take much longer to make the turn. I don't. I have followed this journey for years and believe the turn starts now...all IMHO. Agreed. I have been in this investment for a long time and after reading the transcript from the call yesterday, I feel more positive than ever. Getting control was key. The Sanofi deal was destined to fail from the start as the reps were still selling the old technology which was paying the mortgage. Its exactly why Tesla motors didn't allow the existing dealer network sell their cars. the existing dealers were not familiar with electric cars and it was harder to sell, so why not sell a gas car. When disrupting the market, you cannot rely on the old guard to push for the new. Heck its human nature. so now that we have a dedicated sales force, who only gets paid with the sale of afrezza, we will see exponential growth in sales in the coming months. as crazy as this sounds, i think its time to add to position. |
|
|
|
Post by steve on Aug 9, 2016 20:01:30 GMT -5
"Quickly is a word best left unused imo.
Always disappoints. "
This time is different. imho
|
|
|
|
Post by tomson1355 on Aug 9, 2016 20:10:50 GMT -5
mnholdem,
FWIW, Trx would have to increase by a little over 12%/week to go from 268 to 3000 by EOY 2016.
|
|
|
|
Post by nylefty on Aug 9, 2016 20:12:01 GMT -5
I bought some more today, at 92 cents. Sure seemed like a bargain after listening to the CC yesterday.
|
|
|
|
Post by compound26 on Aug 9, 2016 20:38:23 GMT -5
Approximately 20k-30k scripts were written for the Sanofi-branded Afrezza with about 70% of PWDs choosing not to renew due either to poor instruction of how to titrate or because of no reimbursement / high co-pays. Those PWDs are being invited to try Afrezza again with much better titration instructions, a new 180-cartridge titration pack, a MannKind Cares program to streamline and expedite the prior authorization process required by some plans and a simplified $15 co-pay plan. A consumer website for Afrezza and a DTC printed, digital and direct mailing marketing campaign will begin in 3-6 weeks by an advertising agency which specializes in marketing disruptive drugs / devices. It didn't escape me the context in which Castagna used the phrase "new paradigm" to describe Afrezza when he was talking about marketing plans. I stand by my earlier analysis, confident that Afrezza sales will attain 3,000 scripts per week by EOY 2016. , that will great! My expectation of TRx growth rate is (much)  lower than yours. I will be satisfied if we grow the TRx to somewhere higher than the high water we achieved under Sanofi (i.e., some where around 600 weekly) by EOY 2016 and 3,000 weekly by EOY 2017. And from there, I then expect us to double the weekly TRx every year.  |
|
lower than yours. I will be satisfied if we grow the TRx to somewhere higher than the high water we achieved under Sanofi (i.e., some where around 600 weekly) by EOY 2016 and 3,000 weekly by EOY 2017. And from there, I then expect us to double the weekly TRx every year. 