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Post by prcgorman2 on Sept 16, 2019 10:39:05 GMT -5
Depends on if the crack dealer is VDEX. (Just kidding - but thought I'd put an on-topic, sort of, post in.)
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Post by longliner on Sept 16, 2019 20:08:27 GMT -5
Um, I think most of us are US citizens. I don't equate comments on an equity a person is not invested in, and not a consumer of their product with comments regarding our country and it's direction. Nice misdirection thoughđ STOP THE CAR!. Spenser whoever writes daily about MNKD on seeking alpha and types in stocktwitts,  has said he has no position in MNKD. And yet in my opinion, he is running a catch and kill operation. It only follows someone is paying him. I am a bitch. He should have thought about the consequences of his actions long before he had to use his family as the shield for his misdeeds. IMHO |
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Post by rossomalley on Oct 4, 2019 22:38:23 GMT -5
or.....maybe there is a $300,000 Brazil order included in this week's totals? Blind-ass guess From Matt_PK on SA. "Symphony reports scripts, not bulk sales to distributors, so sales to Biomm would not be included. In addition, I don't think Symphony has any reporting service that covers Latin America at this level of detail so even when Afrezza does start selling in Brazil I don't think script level detail is going to be available." I dont know if this the same Matt as here on PB. Regardless, encouraging numbers and certainly better late than never. The real question should be is VDex responsible for a majority of these sales? And if so, MC and MNKD combined with VDex, can they get along to produce some great results? Final thought. At the most recent presentation MC stated they are targeting only about 30% of a small market. What's going to happen when a large portion gets targeted? When pediatrics become available? When pipeline becomes robust and multiple revenue streams are realized? Think we got the making of a powerhouse. Stay hungry. âIs VDEX responsible for a majority of these sales?â đ€Ș Are you serious? VDEX has never produced a large number of Rx. They have never opened up their books (it would ruin their carefully cultivated air of mysterious competence) but Mike gave us a rough estimate of max 25 Rx a week, which theyâve never disputed. VDEX is a failed business model that Wild Bill and Slippin Stevie are now trying to reinvent as this ridiculous activist investor entity HFM with the help of short seller Kovacocky. The only people that buy this crap are the same desperate souls who last year wanted to believe Castagna is a genius. Heâs not, HFM is a scam, and all we have going for us is a great product. Hopefully that will be enough. |
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Post by wgreystone on Oct 5, 2019 1:30:30 GMT -5
From Matt_PK on SA. "Symphony reports scripts, not bulk sales to distributors, so sales to Biomm would not be included. In addition, I don't think Symphony has any reporting service that covers Latin America at this level of detail so even when Afrezza does start selling in Brazil I don't think script level detail is going to be available." I dont know if this the same Matt as here on PB. Regardless, encouraging numbers and certainly better late than never. The real question should be is VDex responsible for a majority of these sales? And if so, MC and MNKD combined with VDex, can they get along to produce some great results? Final thought. At the most recent presentation MC stated they are targeting only about 30% of a small market. What's going to happen when a large portion gets targeted? When pediatrics become available? When pipeline becomes robust and multiple revenue streams are realized? Think we got the making of a powerhouse. Stay hungry. âIs VDEX responsible for a majority of these sales?â đ€Ș Are you serious? VDEX has never produced a large number of Rx. They have never opened up their books (it would ruin their carefully cultivated air of mysterious competence) but Mike gave us a rough estimate of max 25 Rx a week, which theyâve never disputed. VDEX is a failed business model that Wild Bill and Slippin Stevie are now trying to reinvent as this ridiculous activist investor entity HFM with the help of short seller Kovacocky. The only people that buy this crap are the same desperate souls who last year wanted to believe Castagna is a genius. Heâs not, HFM is a scam, and all we have going for us is a great product. Hopefully that will be enough. I bet Mike didn't tell you that there aren't many clinics that write 25 Afrezza scripts a week. |
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Post by rossomalley on Oct 5, 2019 10:03:39 GMT -5
âIs VDEX responsible for a majority of these sales?â đ€Ș Are you serious? VDEX has never produced a large number of Rx. They have never opened up their books (it would ruin their carefully cultivated air of mysterious competence) but Mike gave us a rough estimate of max 25 Rx a week, which theyâve never disputed. VDEX is a failed business model that Wild Bill and Slippin Stevie are now trying to reinvent as this ridiculous activist investor entity HFM with the help of short seller Kovacocky. The only people that buy this crap are the same desperate souls who last year wanted to believe Castagna is a genius. Heâs not, HFM is a scam, and all we have going for us is a great product. Hopefully that will be enough. I bet Mike didn't tell you that there aren't many clinics that write 25 Afrezza scripts a week. Since VDEX claims to have six clinics in operation, meaning that in their best weeks they might do a little more than 4 Rx/clinic, your comment is irrelevant to this discussion. Add the fact that most of those VDEX originated Rx are using discount programs that bring very little $ to MannKind, probably mostly net loss, and we realize that their business model is subsidized by MannKind (and its shareholders). If you add the MannKind legal expenses and man hours wasted by these new HFM shenanigans, you see why many MNKD shareholders are fed up with their nonsense. But Iâll add a math problem for you âfollowersâ of Bill and Kovacocky to think about: if VDEX really did have total 25 Rx/week and you use the (absurd) 95% retention rate they were claiming, how many Rx would that make from VDEX per week now? Theyâve been operating for at least a couple years. Hmmmm. đ€ Someone is pulling a fast one on you. They donât have any better retention and probably much worse since their business model is so heavily dependent on the MannKind discount programs subsidy. |
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Post by akemp3000 on Oct 5, 2019 10:58:08 GMT -5
Why even care about any VDex or HFM arguments until such time that quantifiable substance appears? To date, neither has provided anything of significance to affect Mannkind. Go MC. Stay the course. Keep the scripts moving up which is now a positive discussion for this thread. GL
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Post by wgreystone on Oct 5, 2019 11:44:19 GMT -5
I bet Mike didn't tell you that there aren't many clinics that write 25 Afrezza scripts a week. Since VDEX claims to have six clinics in operation, meaning that in their best weeks they might do a little more than 4 Rx/clinic, your comment is irrelevant to this discussion. Add the fact that most of those VDEX originated Rx are using discount programs that bring very little $ to MannKind, probably mostly net loss, and we realize that their business model is subsidized by MannKind (and its shareholders). If you add the MannKind legal expenses and man hours wasted by these new HFM shenanigans, you see why many MNKD shareholders are fed up with their nonsense. But Iâll add a math problem for you âfollowersâ of Bill and Kovacocky to think about: if VDEX really did have total 25 Rx/week and you use the (absurd) 95% retention rate they were claiming, how many Rx would that make from VDEX per week now? Theyâve been operating for at least a couple years. Hmmmm. đ€ Someone is pulling a fast one on you. They donât have any better retention and probably much worse since their business model is so heavily dependent on the MannKind discount programs subsidy. Let's say there are 200 doctors prescribing Afrezza (a pathetic number anyway for 70 reps and almost 3 years), then on average only 2 scripts per doctor per week. So before you bash Vdex's number, do a simple math for MNKD's performance first. |
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Post by wgreystone on Oct 5, 2019 11:48:43 GMT -5
I bet Mike didn't tell you that there aren't many clinics that write 25 Afrezza scripts a week. Since VDEX claims to have six clinics in operation, meaning that in their best weeks they might do a little more than 4 Rx/clinic, your comment is irrelevant to this discussion. Add the fact that most of those VDEX originated Rx are using discount programs that bring very little $ to MannKind, probably mostly net loss, and we realize that their business model is subsidized by MannKind (and its shareholders). If you add the MannKind legal expenses and man hours wasted by these new HFM shenanigans, you see why many MNKD shareholders are fed up with their nonsense. But Iâll add a math problem for you âfollowersâ of Bill and Kovacocky to think about: if VDEX really did have total 25 Rx/week and you use the (absurd) 95% retention rate they were claiming, how many Rx would that make from VDEX per week now? Theyâve been operating for at least a couple years. Hmmmm. đ€ Someone is pulling a fast one on you. They donât have any better retention and probably much worse since their business model is so heavily dependent on the MannKind discount programs subsidy. Secondly, you may not know that NRX/RRX ratio would be about 1 to 3 for 100% retention rate. So if Vdex could do 25 NRx per week, RRx number would be about 75. |
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Post by rossomalley on Oct 5, 2019 12:47:15 GMT -5
Since VDEX claims to have six clinics in operation, meaning that in their best weeks they might do a little more than 4 Rx/clinic, your comment is irrelevant to this discussion. Add the fact that most of those VDEX originated Rx are using discount programs that bring very little $ to MannKind, probably mostly net loss, and we realize that their business model is subsidized by MannKind (and its shareholders). If you add the MannKind legal expenses and man hours wasted by these new HFM shenanigans, you see why many MNKD shareholders are fed up with their nonsense. But Iâll add a math problem for you âfollowersâ of Bill and Kovacocky to think about: if VDEX really did have total 25 Rx/week and you use the (absurd) 95% retention rate they were claiming, how many Rx would that make from VDEX per week now? Theyâve been operating for at least a couple years. Hmmmm. đ€ Someone is pulling a fast one on you. They donât have any better retention and probably much worse since their business model is so heavily dependent on the MannKind discount programs subsidy. Secondly, you may not know that NRX/RRX ratio would be about 1 to 3 for 100% retention rate. So if Vdex could do 25 NRx per week, RRx number would be about 75. I think Mike meant that VDEX is producing max 25/wk both NRx and RRx, but if itâs all NRx then the math is even more damning for the VDEX scheme. If this was real retention, then the RRx number should be compounding over time. Obviously itâs not or our RRx would be higher just from VDEX originated scripts. If the VDEX NRx continued on Afrezza at anywhere near a 95% rate to again be another RRx every 3 months, thereâs no way MNKD would have weekly RRx under 500. I understand why long suffering MNKD longs want to believe VDEX is a magic bullet short cut to Afrezza being a blockbuster, but the numbers donât add up and of course VDEX isnât being transparent about their business. Theyâre just misdirecting our attention to a shiny new scheme HFM that will magically fix everything wrong with MannKind Corp. |
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Post by mytakeonit on Oct 5, 2019 13:16:36 GMT -5
Sounds like you all are going in circles. I think we should use another indicator  like maybe how many billboards are up and where. Social media is a GREAT help since the billboard was put up. At this point I don't see script numbers dropping and will continue upward. Social media is FREE advertising. As far as MNKD and VDEX goes ... they are partners in crime. Whether they like it or not, they are helping each other grow. If VDEX wants to make more capital ... they will have to open up more clinics in different locations as they hit market saturation and reach near max growth in the area. As for myself, I sit patiently to see if my buy order fills on Monday. I have till then to see if I want to increase that order and/or make changes to the price. But, that's mytakeonit |
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Post by wgreystone on Oct 5, 2019 13:29:57 GMT -5
RRX number does not compound. A stable patient on Afrezza would visit doctor annually and get one NRx (90 days supply) and 3 RRx. |
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Post by rossomalley on Oct 5, 2019 14:47:57 GMT -5
RRX number does not compound. A stable patient on Afrezza would visit doctor annually and get one NRx (90 days supply) and 3 RRx. Itâs not the correct mathematical term but it made my point in terms the average MNKD investor will understand. Your response seems deliberately obtuse. Since theyâve been operating for over 2 years now, if VDEX is getting 25 new users on Afrezza every week and they are truly getting the retention rates they claim đ, then every week now they should be adding roughly another 23.75 scripts to the TRx either in RRx or (after a year) the NRx. Obviously thatâs not happening or we would have TRx in thousands. The numbers show clearly that VDEX is lying about their retention rate. If you want to pledge your shares to, and propagandize for, such people, thatâs your business, but I think most MNKD longs would not. |
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Post by lakers on Oct 5, 2019 15:54:08 GMT -5
Q4 could be robust as many PWDsâ co-insurances are Maxed out enabling Docs to predominantly prescribe the 4-8-12 (60 each) = 1,440 units SKU thereby saving PWDsâ out of pocket cost, and increasing rev.
Guess next week TRx could be in high 700âs or low 800âs. VDEX twitted âFun beginsâ. I expect VDEX will fully take advantage of the above fact. Bill, Steve, itâs time to pedal to metal, esp, retention. Would love to see you expand in low cost, populous areas such as Texas, Florida first. Thank you for the team work!
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Post by ktim on Oct 5, 2019 15:59:05 GMT -5
Maybe it has to do with whatever resulted in the seemingly below trend results recently. Having RRx jump at same time as NRx points to something odd. These script services have been known to get things wrong and then restate figures. I guess I'm suggesting the opposite of the "pulling forward"... that some scripts might have had delayed reporting. But certainly good to see back near the long term linear trend line. I look at it slightly differently. We've had a few >400 RRx weeks this year and have gone higher than 419 a few times so it's still within the range of what we've had previously. Whereas on the NRx side we haven't even hit 350 once this year, so to shoot all the way up to 462 is encouraging, assuming it's the start of a trend and not just an anomaly. Will be looking to see if we can stay above 400 NRx at all in the next few weeks. Good points. I now often have my anti-rose colored glasses on when looking at things MNKD. |
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Post by ktim on Oct 5, 2019 16:25:23 GMT -5
Nice looking baseball bat on the monthly totals  Maybe hitting $1.5M per week by December's end is possible, and the trend toward $2M per week, and near break even by next May or June is on track. Hopefully, these numbers become more sustainable and upward trending. Even assuming the growth rate you are, that doesn't get to break even next year. |
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like maybe how many billboards are up and where. Social media is a GREAT help since the billboard was put up. At this point I don't see script numbers dropping and will continue upward. Social media is FREE advertising.
