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Post by peppy on Sept 30, 2016 9:04:05 GMT -5
MNKD stock price is taking the script counts better than you guys are. Just sayin.
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Post by od on Sept 30, 2016 9:05:28 GMT -5
I am perplexed by the delay in DTP marketing. There will be a print ad for Afrezza in the Fall 2016 Diabetes Health Monitor magazine featuring Laura K., but aside from the patient website, the digital marketing of Afrezza doesn't appear to have been launched yet. I don't know what the holdup is, but once serious marketing begins, patient demand will fuel exponential growth in Afrezza prescriptions and it can reach that 3k/week script level by year end. DTP/DTC marketing of Afrezza needs to begin ASAP to reach that milestone, IMHO. mn - I agree re: DTP, but I am cautious about your 'exponential' optimism; I fear that patients will encounter resistance from providers. No doubt, if providers are deluged with requests they will be forced to get up to speed re: Afrezza, but I think we will need to be be patient with growth expectations.
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Post by Deleted on Sept 30, 2016 9:08:29 GMT -5
I am perplexed by the delay in DTP marketing. :-S There will be a print ad for Afrezza in the Fall 2016 Diabetes Health Monitor magazine featuring Laura K., but aside from the patient website, the digital marketing of Afrezza doesn't appear to have been launched yet. I don't know what the holdup is, but once serious marketing begins, patient demand will fuel exponential growth in Afrezza prescriptions and it can reach that 3k/week script level by year end. DTP/DTC marketing of Afrezza needs to begin ASAP to reach that milestone, IMHO. Could be waiting to build enough awareness among the health care professionals to ensure adequate ROI or simply not enough cash to run ads. Todays TRx #s have me concerned. Perhaps management knows they have some more money coming in and the plan is going as expected, we get more $$ to keep the lights on for another 4-6 months and we don't see the big Rx ramp for another month or two. A few more weeks of anemic Rx #s and its game over unless someone comes up with a boatload of cash i.e. > $75mm
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Post by yash on Sept 30, 2016 9:18:19 GMT -5
Honestly, now I feel concerned.
Holding 50K shares with average price of $8
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Post by pengiep on Sept 30, 2016 10:22:33 GMT -5
10k here at 4.23
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Post by novafett on Sept 30, 2016 11:48:51 GMT -5
5050 at $2.73
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Post by slugworth008 on Sept 30, 2016 11:55:31 GMT -5
Hey Mnholdem, I think you might need to get 500 by end of September if you want your 3000 by eoy. That 3000 is going to be a tough one to reach.. I hope you get that guess correct. Wouldn't that be something 3000 in 6 months with 50-60 reps and SNY never had more than 650 in with 700 reps. Oh baby if that happens - Arbitration time for sure - IMO
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Post by slugworth008 on Sept 30, 2016 11:57:46 GMT -5
Honestly, now I feel concerned. Holding 50K shares with average price of $8 I'd need a CPA to figure out my actual cost average as I've been buying all the way down from 7.28 with a burst @.89 cents.
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Post by gamblerjag on Sept 30, 2016 13:35:54 GMT -5
Hey Slug.. isn't there an average of price paid and shares on your brokerage/stock account.?
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Post by slugworth008 on Sept 30, 2016 14:11:04 GMT -5
Hey Slug.. isn't there an average of price paid and shares on your brokerage/stock account.? There probably is gambler now that you mention it. I'll have to give that a look. It may actually be lower than I think - LOL and thanks for the suggestion.
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Post by silentknight on Sept 30, 2016 14:13:20 GMT -5
Just take the total amount of $USD invested and divide by the total number of shares. Viola, your average share price.
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Post by orlon on Sept 30, 2016 14:18:49 GMT -5
Meanwhile, back at the ranch: I've notice a lot of tv ads for new drugs designed to lower A1c, and other wonderful things, without insulin etc. all requiring injections, and always followed by, 'talk to your doctor to see if XXXXXXX is right for you.' Here we have a drug therapy that is excellent, no injections, very effective, and really convenient, and all we do is look to see if there's an ad in a magazine? REALLY.?? Is that it? Mannkind puts out a sales force of 70 people in a nation of 310,000,000,000 people, and a freaking ad in a couple of magazines and we expect a good return on our investment? What's wrong here? Am I missing the big picture? Is this the big picture? A great therapy that no one knows about and company that has been slow rolling it. Or is it like as one poster suggested...there's a secret plan we, as simple investors, don't know about?
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Post by surplusvalue on Sept 30, 2016 15:30:18 GMT -5
I am perplexed by the delay in DTP marketing. There will be a print ad for Afrezza in the Fall 2016 Diabetes Health Monitor magazine featuring Laura K., but aside from the patient website, the digital marketing of Afrezza doesn't appear to have been launched yet. I don't know what the holdup is, but once serious marketing begins, patient demand will fuel exponential growth in Afrezza prescriptions and it can reach that 3k/week script level by year end. DTP/DTC marketing of Afrezza needs to begin ASAP to reach that milestone, IMHO. We have had a few discussions about the need for the DTP/DTC efforts to synchronize promptly with the effort of educating the endos as I stated since almost no one knows Afrezza even exists and due to the conservative nature of most physicians including endos who will need a push from patients. The consumer print ads and digital campaign were supposed to start in Q3, Community Events and Patient conferences Q3/4. Looks like the direct mail pilot Q3 and the website was all they managed. The scripts numbers today are really not surprising given this. A presence at some walkathons are just not going to cut it. Just like the vagueness about cash there is vagueness about the DTP efforts from management.
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Post by careful2invest on Sept 30, 2016 15:49:35 GMT -5
Surplus wrote... "A presence at some walkathons are just not going to cut it. Just like the vagueness about cash there is vagueness about the DTP efforts from management. Welcome to MNKD ! And the new "transparency" of MNKD 2.0 launch! Not much transparency from what I can tell. I hope that the rumors about Googles interest in MNKD prove to be true, as well as the supposed wonderful news to be announced in October. We could certainly use something positive to stop the bleeding!
FTR, I am a long time long and am not selling any of my position. GLTA TRUE LONGS!
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Post by anderson on Sept 30, 2016 21:13:04 GMT -5
I see GLTA True Longs alot. That is a little vague since it could mean someone who just owns stock and gets confused and says I am Long the stock but are just really traders waiting to sell at the first pop. Is there a more precise word for those that think this is a buy and hold for many years that we could use instead?
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