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Post by falconquest on Nov 1, 2016 18:20:57 GMT -5
I get why Castagna is targeting Endo's with Afrezza. Sanofi supposedly did the same. We have all seen evidence here that shows some Endo's slow to prescribe Afrezza. We're not in a situation where we can wait for them to wake up. Does it make sense at some point to abandon this marketing strategy and go right to the consumer? In other words, let's drive this the other direction. Market directly to diabetics and make resources available to Endo's to serve their patients. We don't have time to waste here. We need to move product!
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Post by Deleted on Nov 1, 2016 19:11:07 GMT -5
I get why Castagna is targeting Endo's with Afrezza. Sanofi supposedly did the same. We have all seen evidence here that shows some Endo's slow to prescribe Afrezza. We're not in a situation where we can wait for them to wake up. Does it make sense at some point to abandon this marketing strategy and go right to the consumer? In other words, let's drive this the other direction. Market directly to diabetics and make resources available to Endo's to serve their patients. We don't have time to waste here. We need to move product! let him know and then let us know what he says. |
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Post by rockstarrick on Nov 1, 2016 21:05:01 GMT -5
I get why Castagna is targeting Endo's with Afrezza. Sanofi supposedly did the same. We have all seen evidence here that shows some Endo's slow to prescribe Afrezza. We're not in a situation where we can wait for them to wake up. Does it make sense at some point to abandon this marketing strategy and go right to the consumer? In other words, let's drive this the other direction. Market directly to diabetics and make resources available to Endo's to serve their patients. We don't have time to waste here. We need to move product! I don't think we abandon it, I believe we complete this stage of the Marketing strategy, then Market directly to PWD. I don't think this is MC's first rodeo, he knows who's listening and who isn't as far as afrezza is concerned. As for time, your guess is as good as mine, not something you can really control, it's going to take as long as it takes, (are we there yet, how much loooooonger till we get there  ). OT GRAND SLAM CHICAGO !!!! 7 to zip I think we all remember as kids, those long drives to Grandmas house, (at Christmas), that seemed to get longer each time, not much we can do about it but keep putting one foot in front of the other until the Journey is complete. I have to agree with Peppy, (even though her hashtag makes me blush 😜). Before CGM's it was nearly impossible to adjudicate just how effective, or ineffective an Insulin product was working, not the case anymore. And now that the FDA has given the green light to use CGM data to calculate how much Insulin or Sugar a PWD needs, I'd say that is really really official data, like SUPER official. We all know that the before afrezza, A1c's in the 5's, and staying in the zone 100% on a given day was completely impossible, we know this, BP knows this, PWD know this, and so do the "Endos" that MC is targeting !! The "data" on these CGM's cannot be altered or deleted, I believe, (please correct me if I'm wrong). So over "time", PWD using afrezza, will be filtering to their "Endos" for their quarterly visit, and their "Endos" will be plugging their patients CGM's into a computer to upload the "data" to see how that PWD is managing their Diabetes, (you feel me ??), sooner or later the "Endo" is going to have to give in and be an advocate for afrezza. And soon after that I believe the rest will fall into place, or we'll see that "gap up", (thanks Derek2), in script counts that we so desperately need. Please keep in mind that I'm just an old Rock Star that has absolutely no idea what he's talking about, and all this is just my humble opinion, (even though it makes perfect sense), so don't run out and buy or sell due to any of my comments. But if you think the Medical Community is going to just continually ingnore this "SUPER" official data that they are using to adjudicate how good or bad a PWD is managing their Diabetes, I think you're completely crazy, (no disrespect, I'm not usually like that). I believe in afrezza, and in my opinion, (don't buy or sell), there is absolutely no way this ship don't sail. The End |
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Post by sportsrancho on Nov 1, 2016 21:36:56 GMT -5
My headache just went away! Thanks Rock!!
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Post by rockstarrick on Nov 1, 2016 21:45:18 GMT -5
My headache just went away! Thanks Rock!! I actually commented on that, but my comment was passed by the lock somewhere in cyberspace. i was really getting a kick out of that thread. glad I could help. |
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Post by gtay87 on Nov 2, 2016 0:05:53 GMT -5
I get why Castagna is targeting Endo's with Afrezza. Sanofi supposedly did the same. We have all seen evidence here that shows some Endo's slow to prescribe Afrezza. We're not in a situation where we can wait for them to wake up. Does it make sense at some point to abandon this marketing strategy and go right to the consumer? In other words, let's drive this the other direction. Market directly to diabetics and make resources available to Endo's to serve their patients. We don't have time to waste here. We need to move product! MNKD would be acting on the presumption that endos need the type 1s more than the type 1s need the endos. I doubt that's the case. |
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Post by silentknight on Nov 2, 2016 7:06:46 GMT -5
I believe in afrezza, and in my opinion, (don't buy or sell), there is absolutely no way this ship don't sail. To use your sailing analogy, Afrezza hasn't even been able to leave the port without taking on water, let alone make a trans Atlantic float. It might sail before it's over but based on what we've seen over the past year and a half, I'm not sure how anyone could be so sure. The Titanic was unsinkable remember? I do admire your constant optimism though.  |
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Post by dictatorsaurus on Nov 2, 2016 7:13:16 GMT -5
Unfortunately FDA approved drugs don't achieve commercial just because a few believe in them.
Al was well known to have multiple contingency plans. Plan A, plan B, plan C...With age he slowed down a lot and hired people with his emotions and made some pretty bad choices. So we ended up with a bunch of "nice guys" with good intentions but with very little experience.
The company has been guilty of repeating the same mistakes and doing the same things over and over and expecting different results. It's too late to make drastic changes since I doubt many would want to be involved with this already sunken ship.
I'll be honest, I probably know about this industry much less than many over here on this board. But I felt it was pretty scary and alarming early on how low the script numbers were and how naive the management was about it.
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Post by rockstarrick on Nov 2, 2016 8:33:00 GMT -5
I believe in afrezza, and in my opinion, (don't buy or sell), there is absolutely no way this ship don't sail. To use your sailing analogy, Afrezza hasn't even been able to leave the port without taking on water, let alone make a trans Atlantic float. It might sail before it's over but based on what we've seen over the past year and a half, I'm not sure how anyone could be so sure. The Titanic was unsinkable remember? I do admire your constant optimism though. Thank you |
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Post by rockstarrick on Nov 2, 2016 9:56:24 GMT -5
Unfortunately FDA approved drugs don't achieve commercial just because a few believe in them. Al was well known to have multiple contingency plans. Plan A, plan B, plan C...With age he slowed down a lot and hired people with his emotions and made some pretty bad choices. So we ended up with a bunch of "nice guys" with good intentions but with very little experience. The company has been guilty of repeating the same mistakes and doing the same things over and over and expecting different results. It's too late to make drastic changes since I doubt many would want to be involved with this already sunken ship. I'll be honest, I probably know about this industry much less than many over here on this board. But I felt it was pretty scary and alarming early on how low the script numbers were and how naive the management was about it. There are far worse drugs on the market doing much better than afrezza. As I stated, I don't believe we are there yet, and I do believe with time, (and money), we will get there, just my opinion. Al slowed down ?? In his 90's he was still attending Conference calls and building new companies, (EYES and Medallion Therapuetics), he received a "2nd" CRL from the FDA @ 88 or 89 years old, but pressed on to see that afrezza was approved. Are you serious, you have to be kidding, think about that one for a minute. Please keep in mind, I'm no investor, I'm a professional Bass Player, my decision to invest in Mannkind was my own, I have my own reasons to remain positive, and keep my focus on how well afrezza is performing, not management. If you knew, you would understand, it's kinda personal. As for the low scripts, I don't believe we are there yet, but with time, (and money), I believe we will get there, just my opinion. "Sunken Ship" ?? Did Matt get the lights, that's my job ! Good Luck ! |
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Post by agedhippie on Nov 2, 2016 12:04:08 GMT -5
I get why Castagna is targeting Endo's with Afrezza. Sanofi supposedly did the same. We have all seen evidence here that shows some Endo's slow to prescribe Afrezza. We're not in a situation where we can wait for them to wake up. Does it make sense at some point to abandon this marketing strategy and go right to the consumer? In other words, let's drive this the other direction. Market directly to diabetics and make resources available to Endo's to serve their patients. We don't have time to waste here. We need to move product! What are you going to say to the Type 1s in a DTC campaign that will make them move against the advice of their endos? Any case you could make that would move a Type 1 will also move and endo and vice versa. Let me tell you what will not do it - no more needles. What might do it, better performance and fewer hypos - but the label and trial data means you cannot say that. Now somebody is going to say what about the early adopters and their CGMS? Short answer - nobody cares, you can get sub-6.0 on MDI if you put in the work so the assumption is their Afrezza results are due to the work and not the drug. To change that perception you need solid trial data and an ensuing label change. Without that, and I think it is safe to say that will not happen any time soon, Mannkind are pursuing the best and probably only approach that they can which is to win over endos one by one. |
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Post by mnholdem on Nov 2, 2016 12:22:06 GMT -5
I think it is also safe to say (which I did about 5-7 weeks ago) that MannKind management already is actively pursuing the label change(s). I posted that they were planning multiple submissions (this information came from their Investor Relations department) and that some would be simple (typically 30-day) reviews while submissions related to efficacy would take longer. The CEO also mentioned label change applications were planned for late September at the last investors conference. If they met their timetable and got the submittals to the FDA, we should be hearing about it soon.
A better label = better, more effective sales & marketing at both the physicians and patients.
Investor Relations stated that there would be an update on label submissions at the Nov 9 earnings call.
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Post by gtay87 on Nov 2, 2016 12:43:41 GMT -5
I think it is also safe to say (which I did about 5-7 weeks ago) that MannKind management already is actively pursuing the label change(s). I posted that they were planning multiple submissions (this information came from their Investor Relations department) and that some would be simple (typically 30-day) reviews while submissions related to efficacy would take longer. The CEO also mentioned label change applications were planned for late September at the last investors conference. If they met their timetable and got the submittals to the FDA, we should be hearing about it soon. A better label = better, more effective sales & marketing at both the physicians and patients. Investor Relations stated that there would be an update on label submissions at the Nov 9 earnings call. How are they actively pursuing? Nothing showing on FDA website since the April 7 application for the NDC change. Will the label changes affect insurance reimbursement? |
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Post by MnkdWASmyRtrmntPlan on Nov 2, 2016 15:41:03 GMT -5
I believe in afrezza, and in my opinion, (don't buy or sell), there is absolutely no way this ship don't sail. To use your sailing analogy, Afrezza hasn't even been able to leave the port without taking on water, let alone make a trans Atlantic float. It might sail before it's over but based on what we've seen over the past year and a half, I'm not sure how anyone could be so sure. The Titanic was unsinkable remember? I do admire your constant optimism though. My fear is that this ship will not sail ... but the cargo will go out in a different ship.  Read more: mnkd.proboards.com/thread/6598/different-approach?page=1#ixzz4OszQN4Os |
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Post by ilovekauai on Nov 2, 2016 15:49:47 GMT -5
Hello gtay87. Just wanted to say that before I say "goodbye" to you.
IMO, MNKD will find a way to extend the cash runway well into 2017, and I agree with rockstar in that the MNKD Ship of State will indeed sail, and Afrezza will be the Flagship leading the fleet. Aloha.
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