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Post by sportsrancho on Apr 3, 2017 17:28:18 GMT -5
I can't remember where the post is that the poster saw a Afrezza ad in his doctor's office?
Anyway I just got a text from a friend in Temecula. He said, he was in his pulmonologist office at inland valley and saw a Afrezza commercial on the TV monitor. No sound.
I asked him what it said. He couldn't remember. I sent him a picture of Outsulin and he said, yes! that was it.
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Post by sportsrancho on Apr 4, 2017 20:04:08 GMT -5
I just talked to him again. He is going to take me with him next week to Inland Valley Hospital to see it. He asked his COPD doc about it. ( I know, crazy. Here we are in a pulmonary doctors office) The doctor said he didn't know much about it, but that people were asking him because of the video. He said it sounded interesting. That people said they'd rather inhale than take shots. But he said he did hear it was expensive.
If this is happening in a COPD waiting room in what baba calls po-dunk Temecula. It's happening everywhere!
I'll go with him to his next apt. I can tell the doctor about the kids that love Afrezza. If nothing else he can tell his Endo friends at the hospital.
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Post by madog365 on Apr 4, 2017 20:22:48 GMT -5
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Post by sportsrancho on Apr 4, 2017 20:31:10 GMT -5
I'm not sure, thanks though. I think that's easier for someone who has never heard about it to pipe their interest.
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Post by slugworth008 on Apr 4, 2017 20:34:46 GMT -5
I just talked to him again. He is going to take me with him next week to Inland Valley Hospital to see it. He asked his COPD doc about it. ( I know, crazy. Here we are in a pulmonary doctors office) The doctor said he didn't know much about it, but that people were asking him because of the video. He said it sounded interesting. That people said they'd rather inhale than take shots. But he said he did hear it was expensive. If this is happening in a COPD waiting room in what baba calls po-dunk Temecula. It's happening everywhere! I'll go with him to his next apt. I can tell the doctor about the kids that love Afrezza. If nothing else he can tell his Endo friends at the hospital. You DaBomb Sports! And I love the hair fyi
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Post by surplusvalue on Apr 5, 2017 12:35:43 GMT -5
I just talked to him again. He is going to take me with him next week to Inland Valley Hospital to see it. He asked his COPD doc about it. ( I know, crazy. Here we are in a pulmonary doctors office) The doctor said he didn't know much about it, but that people were asking him because of the video. He said it sounded interesting. That people said they'd rather inhale than take shots. But he said he did hear it was expensive. If this is happening in a COPD waiting room in what baba calls po-dunk Temecula. It's happening everywhere! I'll go with him to his next apt. I can tell the doctor about the kids that love Afrezza. If nothing else he can tell his Endo friends at the hospital. It's about time. I hate to rain on the parade here, and dont get me wrong I think advertising is WAY overdue, but MNKD targeted endos. We saw how this turned out. Now they are shotgunning the advertising with other MDs who, as this doctor illustrates know nothing about it but heard it is expensive. Hard to get traction with an audience you havent spent 8 months "educating" and try to overcome all the (mis)perceptions in the market about Afrezza because you have had little presence in the market all this time. This suggests to me that spending 80 million on targeting the endos alone was a very very poor strategy especially given that now they are actually finally advertising to a much wider audience. So you are a patient in this MDs office and you ask him/her and his response was exactly not knowing much but the MD leaves you with the sense that it's expensive. What would you do given the state of heath care in the US and insurance? It appears that MNKD's own strategy itself has created some serious hurdles to overcome. And then there is that pricing thing, among other issues, which MNKD has refused to change. And by the way,as a reminder , that poor strategy and 80 million, was at least partially financed by our investment which is now, as everyone can readily see, in the shitter.
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Post by nylefty on Apr 5, 2017 12:41:30 GMT -5
I just talked to him again. He is going to take me with him next week to Inland Valley Hospital to see it. He asked his COPD doc about it. ( I know, crazy. Here we are in a pulmonary doctors office) The doctor said he didn't know much about it, but that people were asking him because of the video. He said it sounded interesting. That people said they'd rather inhale than take shots. But he said he did hear it was expensive. It's about time. I hate to rain on the parade here, and dont get me wrong I think advertising is WAY overdue, but MNKD targeted endos. We saw how this turned out. Now they are shotgunning the advertising with other MDs who, as this doctor illustrates know nothing about it but heard it is expensive. Hard to get traction with an audience you havent spent 8 months "educating" and try to overcome all the (mis)perceptions in the market about Afrezza because you have had little presence in the market all this time. This suggests to me that spending 80 million on targeting the endos alone was a very very poor strategy especially given that now they are actually advertising to a much wider audience. "...spending 80 million on targeting the endos alone?" Where did you get that number?
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Post by surplusvalue on Apr 5, 2017 12:49:14 GMT -5
It's about time. I hate to rain on the parade here, and dont get me wrong I think advertising is WAY overdue, but MNKD targeted endos. We saw how this turned out. Now they are shotgunning the advertising with other MDs who, as this doctor illustrates know nothing about it but heard it is expensive. Hard to get traction with an audience you havent spent 8 months "educating" and try to overcome all the (mis)perceptions in the market about Afrezza because you have had little presence in the market all this time. This suggests to me that spending 80 million on targeting the endos alone was a very very poor strategy especially given that now they are actually advertising to a much wider audience. "...spending 80 million on targeting the endos alone?" Where did you get that number? Since they got the NDA back they have been burning 10 million a month; you do the math. I didnt say that they used all of that 80 million just for the endo "education" but thats what they used for this strategy. (hint look where the adjective "alone " is placed in the sentence). And given MNKDs lack of transparency we wouldnt know the exact amount specifically for endo education by itself anyways and you know that. So if you want to get caught up in a non issue to misdirect everyones attention away from the main point and substance of my post to avoid the big picture then youre free to do so but dont pretend your policing my posts for accuracy is contributing anything.
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Post by nylefty on Apr 5, 2017 13:07:18 GMT -5
"...spending 80 million on targeting the endos alone?" Where did you get that number? Since they got the NDA back they have been burning 10 million a month; you do the math. I didnt say that they used all of that 80 million just for the endo "education" but thats what they used for this strategy. (hint look where the adjective "alone " is placed in the sentence). And given MNKDs lack of transparency we wouldnt know the exact amount specifically for endo education by itself anyways and you know that. So if you want to get caught up in a non issue to misdirect everyones attention away from the main point and substance of my post to avoid the big picture then youre free to do so but dont pretend your policing my posts for accuracy is contributing anything. They were burning 10 million a month long before they decided to target the endos.
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Post by nylefty on Apr 5, 2017 18:10:59 GMT -5
"...spending 80 million on targeting the endos alone?" Where did you get that number? Since they got the NDA back they have been burning 10 million a month; you do the math. I didnt say that they used all of that 80 million just for the endo "education" but thats what they used for this strategy. (hint look where the adjective "alone " is placed in the sentence). And given MNKDs lack of transparency we wouldnt know the exact amount specifically for endo education by itself anyways and you know that. So if you want to get caught up in a non issue to misdirect everyones attention away from the main point and substance of my post to avoid the big picture then youre free to do so but dont pretend your policing my posts for accuracy is contributing anything. I don't buy your "main point" because I think MannKind made the right decision to target endos first and PWDs second. The obvious rationale was that the endos had to be educated first and that otherwise the PWDs might be motivated by advertising but that the ad money would be wasted if the endos didn't know enough about Afrezza to prescribe it. Significant consumer advertising is just starting....let's hope the back seat drivers are proven wrong.
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Post by paaz77 on Apr 5, 2017 19:52:40 GMT -5
This s my take on things right now.
Nothing wrong with the drug and management is doing the right thing for the most part. Missed opportunities, such as label change, raising capital and pediatric study, yes, but were here now. I imagine that management put those missed opportunities in the hands of the old partner to handle. This is normally what a partner does.
Well they didn’t. Unlike any other product, let alone a revolutionary FDA approved medical product that comes to market, you’ll expect to see a healthy increase/floor in share price. Well, this is not a cancer, oncology, a sex pill or any other drug/ area field. Welcome to the world of diabetes, where endos are arrogant and collect big salaries staying with the status quo.
Apparently shorts knew this and we didn’t, but we sure know now, at least I do. My endo is stubborn, and he can be, due to no shortage of patients now, and no end in sight for the foreseeable future. Gravy train. Diabetes is the gift that keeps giving to these endos.
In my opinion short institutions did their homework and actually talked to doctors and endos to get sentiment. In my opinion, the strategy to talk to endos was the first preemptive strike to the endos. You’ have been warned. We informed you, yet you did nothing. Now you will deal with the patients asking for it after DTC television commercials. Deal with it. What does an endo tell their patents when their patient ask how come you didn’t discuss this option with me, which has been on the market for years? Sad.
Unlike some drugs, a diabetes drug needs to be advertised due to the conservative nature of endos. Think about it. What are the most type of drug commercials you see? You got it, drug commercials that target diabetes. Again, nothing wrong with the drug, it’s the endos. You can’t write a script for yourself, you have to go through them. Nothing is forcing them to change right now, it has to come from their patients.
If DTC don’t move the needle, it’s a wrap. Btw, note to self/lessons learned, any new drug targeting diabetes, you better call/visit some endos to see if they will prescribe it before you invest.
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Post by dreamboatcruise on Apr 5, 2017 22:35:36 GMT -5
It's about time. I hate to rain on the parade here, and dont get me wrong I think advertising is WAY overdue, but MNKD targeted endos. We saw how this turned out. Now they are shotgunning the advertising with other MDs who, as this doctor illustrates know nothing about it but heard it is expensive. Hard to get traction with an audience you havent spent 8 months "educating" and try to overcome all the (mis)perceptions in the market about Afrezza because you have had little presence in the market all this time. This suggests to me that spending 80 million on targeting the endos alone was a very very poor strategy especially given that now they are actually finally advertising to a much wider audience. So you are a patient in this MDs office and you ask him/her and his response was exactly not knowing much but the MD leaves you with the sense that it's expensive. What would you do given the state of heath care in the US and insurance? It appears that MNKD's own strategy itself has created some serious hurdles to overcome. And then there is that pricing thing, among other issues, which MNKD has refused to change. And by the way,as a reminder , that poor strategy and 80 million, was at least partially financed by our investment which is now, as everyone can readily see, in the shitter. For myself and many people on commercial insurance, a comment that it is expensive wouldn't mean anything to me. The relevant issue would be does my insurance cover it. If it is, then I'd pay the brand name co-pay just as I would for competing prandials. I do realize some patients pay all or some percentage of a drugs price, but many don't. We don't actually know that MNKD has refused to offer meaningful discounting to payers. In fact I assume that is the only way they would have achieved the increased coverage as they have.
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Post by surplusvalue on Apr 6, 2017 2:17:58 GMT -5
It's about time. I hate to rain on the parade here, and dont get me wrong I think advertising is WAY overdue, but MNKD targeted endos. We saw how this turned out. Now they are shotgunning the advertising with other MDs who, as this doctor illustrates know nothing about it but heard it is expensive. Hard to get traction with an audience you havent spent 8 months "educating" and try to overcome all the (mis)perceptions in the market about Afrezza because you have had little presence in the market all this time. This suggests to me that spending 80 million on targeting the endos alone was a very very poor strategy especially given that now they are actually finally advertising to a much wider audience. So you are a patient in this MDs office and you ask him/her and his response was exactly not knowing much but the MD leaves you with the sense that it's expensive. What would you do given the state of heath care in the US and insurance? It appears that MNKD's own strategy itself has created some serious hurdles to overcome. And then there is that pricing thing, among other issues, which MNKD has refused to change. And by the way,as a reminder , that poor strategy and 80 million, was at least partially financed by our investment which is now, as everyone can readily see, in the shitter. For myself and many people on commercial insurance, a comment that it is expensive wouldn't mean anything to me. The relevant issue would be does my insurance cover it. If it is, then I'd pay the brand name co-pay just as I would for competing prandials. I do realize some patients pay all or some percentage of a drugs price, but many don't.
We don't actually know that MNKD has refused to offer meaningful discounting to payers. In fact I assume that is the only way they would have achieved the increased coverage as they have. From your perspective and your situation perhaps but I think you're drawing conclusions from an elevated privileged position and underestimating how many people have little or no coverage and are PWDs. Even on this board there have been discussions of people who because they cant afford diabetes medication fill much less than what they need to even reasonably control the disease and its progression. The US health care system is significantly stratified by class divisions. Reminds me of an old labour movement statement. " If you think the system is working just ask someone who isnt."
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Post by dreamboatcruise on Apr 6, 2017 2:52:55 GMT -5
For myself and many people on commercial insurance, a comment that it is expensive wouldn't mean anything to me. The relevant issue would be does my insurance cover it. If it is, then I'd pay the brand name co-pay just as I would for competing prandials. I do realize some patients pay all or some percentage of a drugs price, but many don't.
We don't actually know that MNKD has refused to offer meaningful discounting to payers. In fact I assume that is the only way they would have achieved the increased coverage as they have. From your perspective and your situation perhaps but I think you're drawing conclusions from an elevated privileged position and underestimating how many people have little or no coverage and are PWDs. Even on this board there have been discussions of people who because they cant afford diabetes medication fill much less than what they need to even reasonably control the disease and its progression. The US health care system is significantly stratified by class divisions. Reminds me of an old labour movement statement. " If you think the system is working just ask someone who isnt." I certainly do appreciate that I have a very nice insurance plan with low deductible, and many people do not. However, I think there are enough people that do have insurance with a fixed co-pay that covers Afrezza, and yet scripts are pathetic, so the cost wouldn't seem to be the major issue. There is something else that has kept people from becoming Afrezza users. Mannkind could always increase the max value of the discount card, which I believe now provides at most $150 off each fill.
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Post by surplusvalue on Apr 6, 2017 3:27:17 GMT -5
From your perspective and your situation perhaps but I think you're drawing conclusions from an elevated privileged position and underestimating how many people have little or no coverage and are PWDs. Even on this board there have been discussions of people who because they cant afford diabetes medication fill much less than what they need to even reasonably control the disease and its progression. The US health care system is significantly stratified by class divisions. Reminds me of an old labour movement statement. " If you think the system is working just ask someone who isnt." I certainly do appreciate that I have a very nice insurance plan with low deductible, and many people do not. However, I think there are enough people that do have insurance with a fixed co-pay that covers Afrezza, and yet scripts are pathetic, so the cost wouldn't seem to be the major issue. There is something else that has kept people from becoming Afrezza users. Mannkind could always increase the max value of the discount card, which I believe now provides at most $150 off each fill.This raises an important question. Do you think MNKD also has set its sights predominantly on this group limiting the field of potential scripts as a result without the potential to tap the wider diabetic population that are not so well off. I get the sense from a majority of the posts here that many here assume that MNKD's approach is to be revolutionary and transformative to the PWD community as a whole. That may not be what they initially at least have in mind. Perhaps this is why they are reluctant to move on lowering the price. Thus maybe part of the problem is that MNKD has not cast its net wide enough so to speak. Perhaps the way to break into a market already dominated by big pharma would be to tap all those whose needs are largely unmet. Then the group you refer to above would follow alongside or get on board after. Now that would be revolutionary and call for significant thinking outside the box; probably too much to expect since it would require challenging the existing structure of the health care system. Nevertheless perhaps until they take this transformative turn or some approximation to it they will increase scripts in an almost tortuously slow manner but remain largely insignificant.
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