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Post by dcassidy1618a on Aug 9, 2016 22:49:28 GMT -5
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Post by anderson on Aug 9, 2016 23:06:33 GMT -5
This talked about basal insulin and GLP-1's. What in this article do you believe poses a threat to the prandial insulin Afrezza?
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Post by avichen on Aug 10, 2016 3:34:30 GMT -5
we are in a situation where most investors hope to make a baby within 1 month by making 9 women pregnant...
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Post by LosingMyBullishness on Aug 10, 2016 5:47:52 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. kc, only for new patients, not for patients who, as Mike said, thought that Afrezza supply would dry up. So they and their doctors learn that Afrezza is again available plus better support and co-pay.
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Post by akemp3000 on Aug 10, 2016 7:18:14 GMT -5
For the record, I'm also of the opinion we'll pass Sanofi's high water mark in the 600's per week before the end of October. This is based on a combination of both Mike C's excellent targeted sales strategy and the organic growth that comes from the success that's spreading within the social media of diabetics.
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Post by saxcmann on Aug 10, 2016 8:27:55 GMT -5
For the record, I'm also of the opinion we'll pass Sanofi's high water mark in the 600's per week before the end of October. This is based on a combination of both Mike C's excellent targeted sales strategy and the organic growth that comes from the success that's spreading within the social media of diabetics. Hey Kemp, thats my timeline as well. Psychologically 600 is important number. If we can get there before sanofi did, I think many doors will open up for MannKind.
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Post by mnkdfann on Aug 10, 2016 8:42:23 GMT -5
This talked about basal insulin and GLP-1's. The article at the link said 'particulary', not 'only', basal etc. The original release (link in the article above) says: "For 2017, Novo Nordisk has completed the majority of formulary negotiations in the USA. Based on the outcome of these negotiations, average prices after rebates are expected to be moderately lower compared with the levels in 2016, due to a challenging pricing environment, especially in the basal insulin and human growth hormone segments." The takeaway would seem to be that formulary negotiations in general are tough, with lower prices on average.
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Post by akemp3000 on Aug 10, 2016 9:26:30 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago
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Post by Deleted on Aug 10, 2016 9:32:07 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago May be I am drining too muck kool aid, but I would want them to cross 627 this month.
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Post by nylefty on Aug 10, 2016 9:35:40 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago May be I am drining too muck kool aid, but I would want them to cross 627 this month. That's unrealistic. I'd be happy if it happens by the end of October.
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Post by daduke38 on Aug 10, 2016 9:50:47 GMT -5
May be I am drining too muck kool aid, but I would want them to cross 627 this month. That's unrealistic. I'd be happy if it happens by the end of October. Not so sure and I'm not the most optimistic guy lately. But I think just by getting some old users back it just might be doable.
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Post by peppy on Aug 10, 2016 10:22:21 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago I like your thinking here. Articles about Afrezza demand. Advertising.
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Post by saxcmann on Aug 10, 2016 10:54:12 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago Yes yes! Exactly my point. Also think about other big pharmas and what they'll think? Would they jump in and make an offer for mnkd then?...I would! 😊
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Post by gamblerjag on Aug 10, 2016 11:25:06 GMT -5
Hey Sax.. I still don't think anyone will bid for MNKD (or not a serious bid) just based on increased Scripts over SNY. Now perhaps IMO, major increase in scripts such as MNHOLDEM pointed out and Label change may lead to a buyout some day but still not thinking anytime soon. If MNKD can get over the initial hurdle of the 3rd and 4th Q with higher scripts why not go it alone? . They have already made the transition to manufacture the drug and have people in place. I would think by then a partner somewhere either in U.S or overseas would come into play. One thing is for sure.. we don't want to see or hear of any bidding until MNKD gets into the 8-10 range.. which I think is doable if we hit 2000 -3000 scripts per week. Basically because that would be 4 - 5 X higher than SNY ever did and we were at $10 bucks after SNY partnership. At the time of partnership we were at $10 , most media bashers were writing that Afrezza wont penetrate the market. Well all that would have to be changed and upgrades galore would be coming. Personally don't want to hear about buyout until at least late 2017 or early 2018. Good luck.
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Post by babaoriley on Aug 10, 2016 12:42:02 GMT -5
Good point. I agree it's an important psychological number. IF MNKD can pass SNY in Afrezza sales by the end of October, it will place a spotlight directly on Sanofi's poor performance regardless of reasons or excuses. Articles will immediately be written about the failure of Sanofi, the promise of MNKD and the resurgence of Afrezza. The news would go viral...and then Matt will call France saying, now I'm ready to discuss the final settlement terms...and oh, by the way, they're not what they were three months ago akemp, you are one optimistic guy!
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