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Post by cjm18 on Aug 26, 2018 14:30:04 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call. This is from direct message on twitter? He’s probably getting bombarded. |
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Post by xanet on Aug 26, 2018 16:16:04 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call. This is from direct message on twitter? He’s probably getting bombarded. I also am wondering where this quote is from, and the date. Without that info, I can't really gauge it's value. And it looks valuable!  |
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Post by sportsrancho on Aug 26, 2018 16:24:54 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call. This is from direct message on twitter? He’s probably getting bombarded. If it was a direct message as it seems to be you wouldn’t be able to see it because it’s private. Everything he openly tweeted I put under “Mike on Twitter”. |
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Post by nylefty on Aug 26, 2018 16:36:20 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call. This is from direct message on twitter? He’s probably getting bombarded. It's not on his public Twitter feed, so it must have been a private message to Lakers. Therefore Mike's not being "bombarded," at least publicly. |
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Post by peppy on Aug 26, 2018 16:43:50 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call.This is from direct message on twitter? He’s probably getting bombarded. This makes sense, referring to the information from Althea and zuegirdor. Then MNKD went to unit pricing as compound told us. 1.27 units of afrezza per US dollar. .79/unit I believe the last we heard. |
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Post by sportsrancho on Aug 26, 2018 17:43:31 GMT -5
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Post by sportsrancho on Aug 26, 2018 17:44:59 GMT -5
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Post by mytakeonit on Aug 26, 2018 18:37:51 GMT -5
The mother of all recaps, Sweedee!  FWIW - I don't believe MannKind needs a recap for 5 years - that's not what I intended to suggest. The recap is to get them to break-even where Afrezza sales are supporting their operations (including coverage of ongoing efforts here in the US and launch in Brazil). I'd anticipate that a decent recap provide a minimum of 12 months (18 months would be better) because by then, other countries would see launch such as Canada, Mexico, India etc. Additionally, pediatric use might also be in play assuming the trial is actually completed by next year with positive results. But once again, not everyone who tries Afrezza will continue on it and that's the part that is very difficult to nail down. I use 10% because it's a very conservative number and one that is achievable which is why new scripts is way more important at this juncture than repeat scripts. Repeats follow but at a much slower, more dependable rate. A second repeat likely suggests that the diabetic is quite content using Afrezza in whichever fashion they choose. Anyway once operations are fully covered by Afrezza sales, we should see steady growth towards launch of TrepT sometime in 2021-22. That's perhaps closer in line with my thoughts however, it will still take about 5 years from 'the real Afrezza launch' in February 2017 with a fully dedicated MannKind sales team to discern if Afrezza could become the elusive 'blockbuster' (albeit measured in line with repeat scripts) that Al and others intended it to be. We just don't know at this juncture so we wait. FWIW - I couldn't have said it better. No really ... I couldn't have said it better. I believe that we will hit breakeven by the end of the year or sooner. |
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Post by peppy on Aug 26, 2018 19:22:51 GMT -5
Interesting David is getting involved. I wonder if he has ever tried Afrezza? David a type 1. He is putting the rebate information out there. Interesting. This tweet could be retweeted @uhc @seekingalpha hmmm @sportsrancho. I am not finding this tweet on David's tweeter page. (operator error on my part?) |
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Post by goyocafe on Aug 26, 2018 19:40:29 GMT -5
Interesting David is getting involved. I wonder if he has ever tried Afrezza? David a type 1. He is putting the rebate information out there. Interesting. This tweet could be retweeted @uhc @seekingalpha hmmm Dare I mention @ftc? After all, they’ve broken up monopolies before. Why should the insulin cartel be any different? |
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Post by sportsrancho on Aug 26, 2018 20:05:19 GMT -5
Interesting David is getting involved. I wonder if he has ever tried Afrezza? David a type 1. He is putting the rebate information out there. Interesting. This tweet could be retweeted @uhc @seekingalpha hmmm @sportsrancho. I am not finding this tweet on David's tweeter page. (operator error on my part?) I don’t know..are you looking under “tweets and replies”? It should be there because if he deleted it it would disappear everywhere. |
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Post by peppy on Aug 26, 2018 20:08:50 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call.most important tweet/message here. lakers. got the original message link? |
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Post by sportsrancho on Aug 26, 2018 21:32:21 GMT -5
MC: We have very high approval rates on Medicare so giving money away for nothing doesn’t make sense. You may not know but I lowered the price of Afrezza when I first got here and not one doctor or payor cared for over a year. We will be finishing up the recap soon as I stated on our earnings call.most important tweet/message here. lakers. got the original message link? Pep it might be a private ( Direct )message so there won’t be a link. I would take it as fact though. |
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Post by tomtabb on Aug 27, 2018 10:09:25 GMT -5
Repeating a question I asked earlier but didn't see any replies. When looking at the job listings on the Mannkind website, I see 15 for "territory business manager." I assume from the description those are sales reps: rew12.ultipro.com/MAN1011/JobBoard/JobDetails.aspx?__ID=*4F00A0B26D39A5BC
Is that correct? If so, are those new ones to supplement the current 100, or are they to fill empty slots? In other words is the actual rep count only 85?
Thanks.
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Post by sportsrancho on Aug 27, 2018 11:45:49 GMT -5
I saw those also and the thing is they look like new areas, so I’m assuming they’re new positions.
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