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Post by centralcoastinvestor on Apr 21, 2017 17:15:16 GMT -5
I have a question for the group. When Sanofi originally launched Afrezza, the number of cartridges in one prescription (one script) was 90. This was made up of 4 and 8 unit cartridges. Is this correct? Then MannKind took over sales and marketing. In February 2016, MannKind launched a 180 cartridge titration pack made up of 4s and 8s. Then recently, a new titration pack was launched that is made up of 180 cartridges of 60 each 4s,8s and 12s.
Mike Castagna tweeted today the following statement:
If you can look at total cartridges shipped and number of insulin units dispensed you get a better picture.
It got got me to thinking about comparing apples to apples. If Sanofi at its peak sold 600 scripts in one week times 90 cartridges, that would be 54,000 cartridges at the peak. And those would have been 4s and 8s which meant that people had to refill more often. Meaning less people were actually patients but refilling more often.
Today we we had close to 300 reported for last week. I would figure all those script numbers would be for the 180 cartridges pack for a total of 54,000 cartridges. It's the same as the Sanofi peak. And, it more patients than Sanofi had because people had to refill more often. Is my math off here or is MannKind currently selling as many cartridges as Sanofi did at its peak?
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Post by compound26 on Apr 21, 2017 17:22:06 GMT -5
I have a question for the group. When Sanofi originally launched Afrezza, the number of cartridges in one prescription (one script) was 90. This was made up of 4 and 8 unit cartridges. Is this correct? Then MannKind took over sales and marketing. In February 2016, MannKind launched a 180 cartridge titration pack made up of 4s and 8s. Then recently, a new titration pack was launched that is made up of 180 cartridges of 60 each 4s,8s and 12s. Mike Castagna tweeted today the following statement: If you can look at total cartridges shipped and number of insulin units dispensed you get a better picture. It got got me to thinking about comparing apples to apples. If Sanofi at its peak sold 600 scripts in one week times 90 cartridges, that would be 54,000 cartridges at the peak. And those would have been 4s and 8s which meant that people had to refill more often. Meaning less people were actually patients but refilling more often. Today we we had close to 300 reported for last week. I would figure all those script numbers would be for the 180 cartridges pack for a total of 54,000 cartridges. It's the same as the Sanofi peak. And, it more patients than Sanofi had because people had to refill more often. Is my math off here or is MannKind currently selling as many cartridges as Sanofi did at its peak? CCI, I think what OOG and Liane have posted probably answers your question, at least roughly. Based on the chart, basically, our current week's 281 TRx translates into about 400-500 TRx in the Sanofi marketing era? Let's just pick an arbitrary number, 450. That probably is in the ball park of things. |
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Post by cjm18 on Apr 21, 2017 18:11:28 GMT -5
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Post by dreamboatcruise on Apr 21, 2017 18:11:43 GMT -5
I have a question for the group. When Sanofi originally launched Afrezza, the number of cartridges in one prescription (one script) was 90. This was made up of 4 and 8 unit cartridges. Is this correct? Then MannKind took over sales and marketing. In February 2016, MannKind launched a 180 cartridge titration pack made up of 4s and 8s. Then recently, a new titration pack was launched that is made up of 180 cartridges of 60 each 4s,8s and 12s. Mike Castagna tweeted today the following statement: If you can look at total cartridges shipped and number of insulin units dispensed you get a better picture.
It got got me to thinking about comparing apples to apples. If Sanofi at its peak sold 600 scripts in one week times 90 cartridges, that would be 54,000 cartridges at the peak. And those would have been 4s and 8s which meant that people had to refill more often. Meaning less people were actually patients but refilling more often. Today we we had close to 300 reported for last week. I would figure all those script numbers would be for the 180 cartridges pack for a total of 54,000 cartridges. It's the same as the Sanofi peak. And, it more patients than Sanofi had because people had to refill more often. Is my math off here or is MannKind currently selling as many cartridges as Sanofi did at its peak? Thanks for teasing us Mike. Did he add "But we're not going to let you see that data. Ha Ha!" in a tweet that followed? Wonder if that is part of the company's pitch to potential partners... "If we showed you the data, you'd be impressed... but of course we're not going to. Make the check out to Matt & Mike". Ooops... think I'm being snarky and someone complained about that recently. However, point is... if there is a positive story to be told with a different view of the data, why in the heck isn't MNKD providing that view? |
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Post by peppy on Apr 21, 2017 18:48:02 GMT -5
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Post by ssiegel on Apr 21, 2017 22:02:12 GMT -5
I find that very confusing. So it's recommending the first column with the 4-8-12 titration pack? But it doesn't specify the dose. So is she supposed to use replace her old 20U with 12U + 8U of afrezza each meal? Is that where she starts titration? And how is she supposed to titrate subsequently? When should she do a fingerstick subsequent to dosing? When should she change the dose and by how much? What's she supposed to do with the 90 4U doses? Why not use the third column -- 60 12U plus 30 8U? I don't think their example is very encouraging either to prospective patients or to endos. |
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Post by peppy on Apr 21, 2017 23:18:37 GMT -5
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Post by lakers on Apr 22, 2017 0:26:32 GMT -5
On Apr 2, 2017, The TRX last week was 258. It stuck in the 200 range for over 6 mos. What's are the sale impediments? What is the plan to rectify that? Company answered, This week's TRX was slightly down at 256 (-1%), however, our TRx quantities increased 19% from last week (cartridges fulfilled)! We are confident we are on the right track with our new nurse programs (improving education and awareness), better payor coverage and the clinical programs kicking off, we will see these initiatives will make Afrezza known to physicians and patients, who (other than our stockholders) are who we need to engage with. I believe, as well, that our direct to consumer campaigns will address education, awareness, adoption and adherence. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=19#ixzz4ex940zuJI am surprised that many missed this. The answer was there all along. |
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Post by yash on Apr 22, 2017 0:48:05 GMT -5
My understanding is as follows:
More TRX = More patients on Afrezza
More TRX quantity but less patients = More cost to the patients and more revenue to MNKD
Do you think it is good?
Logically I think it is not good in long term since patients are paying more.
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Post by lakers on Apr 22, 2017 0:54:15 GMT -5
My understanding is as follows: More TRX = More patients on Afrezza More TRX quantity but less patients = More cost to the patients and more revenue to MNKD Do you think it is good? Logically I think it is not good in long term since patients are paying more. Patients don't need to refill as often while attaining better outcome if additional units are used properly and timely. What's not to like. |
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Post by rockstarrick on Apr 22, 2017 2:53:04 GMT -5
On Apr 2, 2017, The TRX last week was 258. It stuck in the 200 range for over 6 mos. What's are the sale impediments? What is the plan to rectify that? Company answered, This week's TRX was slightly down at 256 (-1%), however, our TRx quantities increased 19% from last week (cartridges fulfilled)! We are confident we are on the right track with our new nurse programs (improving education and awareness), better payor coverage and the clinical programs kicking off, we will see these initiatives will make Afrezza known to physicians and patients, who (other than our stockholders) are who we need to engage with. I believe, as well, that our direct to consumer campaigns will address education, awareness, adoption and adherence. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=19#ixzz4ex940zuJI am surprised that many missed this. The answer was there all along. Unfortunately lakers, there are some here that don't see anything but the shareprice, I'm glad I'm not one of them. Thanks for sharing. |
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Post by yash on Apr 22, 2017 3:37:09 GMT -5
On Apr 2, 2017, The TRX last week was 258. It stuck in the 200 range for over 6 mos. What's are the sale impediments? What is the plan to rectify that? Company answered, This week's TRX was slightly down at 256 (-1%), however, our TRx quantities increased 19% from last week (cartridges fulfilled)! We are confident we are on the right track with our new nurse programs (improving education and awareness), better payor coverage and the clinical programs kicking off, we will see these initiatives will make Afrezza known to physicians and patients, who (other than our stockholders) are who we need to engage with. I believe, as well, that our direct to consumer campaigns will address education, awareness, adoption and adherence. Read more: mnkd.proboards.com/thread/6408/mnkd-state-union?page=19#ixzz4ex940zuJI am surprised that many missed this. The answer was there all along. Unfortunately lakers, there are some here that don't see anything but the shareprice, I'm glad I'm not one of them. Thanks for sharing. Rick, honestly you do not look at the share price? See your post on 16 March Under thread "volume too: "Nasdaq is showing 2.10 and CNBC showing 2.02"  |
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Post by victoria on Apr 22, 2017 3:59:24 GMT -5
IMHO Liane and OOG's work in this thread coupled with the statement from mnkd about cartridge delivery up 19% (quoted above) despite TRX being down slightly, make a real difference to the outlook here. This in my view at last gives rational backing to a conclusion that afrezza is in fact selling better than first appears and that there is more reason for optimism, on a logical rather than just hopeful basis.
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Post by whale1r1 on Apr 22, 2017 10:10:41 GMT -5
Can someone please post the following on seeking alpha, Spencer tried to shut me down from providing users with the true script numbers
If you can look at total cartridges shipped and number of insulin units dispensed you get a better picture.
It got got me to thinking about comparing apples to apples. If Sanofi at its peak sold 600 scripts in one week times 90 cartridges, that would be 54,000 cartridges at the peak. And those would have been 4s and 8s which meant that people had to refill more often. Meaning less people were actually patients but refilling more often.
Today we we had close to 300 reported for last week. I would figure all those script numbers would be for the 180 cartridges pack for a total of 54,000 cartridges. It's the same as the Sanofi peak. And, it more patients than Sanofi had because people had to refill more often. Is my math off here or is MannKind currently selling as many cartridges as Sanofi did at its peak?
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Post by cjm18 on Apr 22, 2017 10:30:35 GMT -5
My understanding is as follows: More TRX = More patients on Afrezza More TRX quantity but less patients = More cost to the patients and more revenue to MNKD Do you think it is good? Logically I think it is not good in long term since patients are paying more. Patients don't need to refill as often while attaining better outcome if additional units are used properly and timely. What's not to like. Correct. Patients on their first script were running out of cartridges before they were properly titrated. It was presumably hurting the refill rate. Yes the new titration packs are more expensice but not on a per day basis. Hopefully we see refills bump up soon otherwise nrx bump is a waste. |
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