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Post by Deleted on Sept 13, 2017 8:53:46 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales?
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Post by peppy on Sept 13, 2017 9:03:47 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales? individual units, there is a price per unit. also, enough units being prescribed. as a side note, type two's require way more units.
From the CC, Mike C We continued with commercial improvement in our insurance coverage. As I previously announced, we had Anthem on April 1, we renewed the VA contract and we’re now working on reducing high authorization burdens.
For example, we know contract that continue to have Novolog as preferred exclusive agent. Those contracts and the terms within those prior authorizations typically will say something to the nature of in order to get Afrezza you must sale insulin and have physical and invisible disabilities. And we don't believe it's fair that healthy patients who desire better health should have to fail every aspect of your life before they get access to Afrezza. seekingalpha.com/symbol/MNKD/earnings/transcripts
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Post by joeypotsandpans on Sept 13, 2017 9:14:38 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales? individual units, there is a price per unit. also, enough units being prescribed. as a side note, type two's require way more units.
From the CC, Mike C We continued with commercial improvement in our insurance coverage. As I previously announced, we had Anthem on April 1, we renewed the VA contract and we’re now working on reducing high authorization burdens.
For example, we know contract that continue to have Novolog as preferred exclusive agent. Those contracts and the terms within those prior authorizations typically will say something to the nature of in order to get Afrezza you must sale insulin and have physical and invisible disabilities. And we don't believe it's fair that healthy patients who desire better health should have to fail every aspect of your life before they get access to Afrezza. seekingalpha.com/symbol/MNKD/earnings/transcripts
Mikey vs. Goliath ......Mikey has the slingshot  www.youtube.com/watch?v=k3TEe5Dh7Zg |
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Post by zuegirdor on Sept 13, 2017 13:12:34 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales? individual units, there is a price per unit. also, enough units being prescribed. as a side note, type two's require way more units.
From the CC, Mike C We continued with commercial improvement in our insurance coverage. As I previously announced, we had Anthem on April 1, we renewed the VA contract and we’re now working on reducing high authorization burdens.
For example, we know contract that continue to have Novolog as preferred exclusive agent. Those contracts and the terms within those prior authorizations typically will say something to the nature of in order to get Afrezza you must sale insulin and have physical and invisible disabilities. And we don't believe it's fair that healthy patients who desire better health should have to fail every aspect of your life before they get access to Afrezza. seekingalpha.com/symbol/MNKD/earnings/transcripts
Yes! But I don't think its a matter of belief. The injustice of denying otherwise healthy diabetics a superior tool for managing their glucose levels compares to: "if this were a healthy person in the midst of an epidemic of H1N1 influenza, telling them they can't get the vaccine until they have symptoms" Likewise, the cost of such a policy would be unnecessary risk of death, damage to their health and costs of avoiding the preventative therapy far outweighed by the cost society must bear for hospitalizations and deaths resulting from what is basically an arbitrary policy of denial. |
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Post by rossomalley on Sept 13, 2017 14:27:31 GMT -5
We've had misleading Rx guidance from Mike before, and it's hard to believe numbers will be great on Labor Day week, esp given the lackluster sales thus far, but perhaps things are finally coming together (he said for the Nth time!). We'll see in Friday.
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Post by dreamboatcruise on Sept 13, 2017 19:36:14 GMT -5
Mike stated that this week's rx numbers will be higher. Could we finally break through 400? Also. Could anyone explain how Mike's measure of individual units being more important than actual rxs numbers are considered desirable as a measure of sales? Actually, I just went back to the tape... what he said was even with the holiday and hurricanes, this week should be "one of our best". That doesn't necessarily mean higher, or highest. It's not a bad statement, but certainly short off blowing it out of the park like some are wanting to believe was stated. I'm also a bit skeptical about significance of # cartridges... at least with regard to NRx. When displayed as cartridges one might think we've caught up to Sanofi's high prescribing rate when in reality we are still having far fewer new patients put on Afrezza, it's just that they are getting a more realistic number of cartridges for their needs when they first go to the pharmacy. In the long run all that matters is $$, but the number of new patients per week is exactly what is going to drive that long term result. |
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Post by dreamboatcruise on Sept 13, 2017 19:39:44 GMT -5
We've had misleading Rx guidance from Mike before, and it's hard to believe numbers will be great on Labor Day week, esp given the lackluster sales thus far, but perhaps things are finally coming together (he said for the Nth time!). We'll see in Friday. Sometimes it's just expectations running ahead of what was actually said. Since he basically said "one of our best weeks despite the hurricanes and holiday" (paraphrase not exact quote), how far down in terms of ranking from the best week would you think it would need to be before you'd call "misleading" on him? |
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Post by rossomalley on Sept 13, 2017 23:04:12 GMT -5
We've had misleading Rx guidance from Mike before, and it's hard to believe numbers will be great on Labor Day week, esp given the lackluster sales thus far, but perhaps things are finally coming together (he said for the Nth time!). We'll see in Friday. Sometimes it's just expectations running ahead of what was actually said. Since he basically said "one of our best weeks despite the hurricanes and holiday" (paraphrase not exact quote), how far down in terms of ranking from the best week would you think it would need to be before you'd call "misleading" on him? The last time we were given guidance on sales this concrete (that I can remember) was in a 1Q17 CC and it was complete BS. I think they were just stringing us along, thinking (rightly) that all would be forgiven once sales really did pick up with new sales force. Unfortunately that still hasn't happened and now with us rapidly hitting the financing wall I'm feeling less indulgent with this repeated smoke blowing on sales. Sales would have made solving cash issue easy but he hasn't delivered. He's also been a serial cherry picker with stats/graphs in his CC presentations, a related issue that makes me concerned that he's a bluffer. If he gets some kind of miracle deal here in next few weeks I will happily admit his style worked but I don't feel at all sure that is going to happen and I don't think he's a straight shooter either way. |
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Post by Deleted on Sept 13, 2017 23:42:38 GMT -5
Sometimes it's just expectations running ahead of what was actually said. Since he basically said "one of our best weeks despite the hurricanes and holiday" (paraphrase not exact quote), how far down in terms of ranking from the best week would you think it would need to be before you'd call "misleading" on him? The last time we were given guidance on sales this concrete (that I can remember) was in a 1Q17 CC and it was complete BS. I think they were just stringing us along, thinking (rightly) that all would be forgiven once sales really did pick up with new sales force. Unfortunately that still hasn't happened and now with us rapidly hitting the financing wall I'm feeling less indulgent with this repeated smoke blowing on sales. Sales would have made solving cash issue easy but he hasn't delivered. He's also been a serial cherry picker with stats/graphs in his CC presentations, a related issue that makes me concerned that he's a bluffer. If he gets some kind of miracle deal here in next few weeks I will happily admit his style worked but I don't feel at all sure that is going to happen and I don't think he's a straight shooter either way. If we had continued under Pheffer or the Swedish dude, cant remember his name, we cant be certain if things would be different or not. The one thing that gives me reprieve IS Mike. Not only does he give us a fighting chance he knows the intricacies of turning around drugs which are failing. Alas Matt or Harden(I remember now)were your heros. But these guys coudnt do what Mike does in my humble opinion. Happily waiting for Fridays rx. Hoping you are very wrong. No offense. |
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Post by rossomalley on Sept 14, 2017 0:29:54 GMT -5
The last time we were given guidance on sales this concrete (that I can remember) was in a 1Q17 CC and it was complete BS. I think they were just stringing us along, thinking (rightly) that all would be forgiven once sales really did pick up with new sales force. Unfortunately that still hasn't happened and now with us rapidly hitting the financing wall I'm feeling less indulgent with this repeated smoke blowing on sales. Sales would have made solving cash issue easy but he hasn't delivered. He's also been a serial cherry picker with stats/graphs in his CC presentations, a related issue that makes me concerned that he's a bluffer. If he gets some kind of miracle deal here in next few weeks I will happily admit his style worked but I don't feel at all sure that is going to happen and I don't think he's a straight shooter either way. If we had continued under Pheffer or the Swedish dude, cant remember his name, we cant be certain if things would be different or not. The one thing that gives me reprieve IS Mike. Not only does he give us a fighting chance he knows the intricacies of turning around drugs which are failing. Alas Matt or Harden(I remember now)were your heros. But these guys coudnt do what Mike does in my humble opinion. Happily waiting for Fridays rx. Hoping you are very wrong. No offense. George, you're a very good example of the only demonstrable success Mike has had with MNKD: convincing investors (and apparently also BOD) that he's a Winner. But that easy charm of the frat boy (used car salesman?) is going to be useless to us if it doesn't work on the Money Men, who I suspect are a much tougher sale than typical MNKD shareholder or our nonagenarian directors. Mike certainly hasn't delivered us sales (which is what he was hired to do), nor has he made much of a dent in insurance coverage problem (also his remit from beginning). Don't even get me started on the nonsense with Dame Dash and 'Reversed'. And, while I don't know either, I'm pretty sure you don't really know that he has 'turned around failing drugs' in the past. That may be what he says, but we don't know what his role in those episodes was. The one person who clearly did have experience in doing what MannKind is trying to do now was the fellow from Vertex who was hired at same time as Mike. But he left. I appreciate that people are giddy from our run up the past few weeks, but the biggest hurdle is still staring us in the face. And all the money being thrown on the short pile is making me even more nervous. Trust Mike if it makes you feel better, we Americans love a good BSer (he'll Make Afrezza Great Again!), but I'm going to take what he says with a grain of salt until I see where the money is coming from. |
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Post by Deleted on Sept 14, 2017 4:34:50 GMT -5
If we had continued under Pheffer or the Swedish dude, cant remember his name, we cant be certain if things would be different or not. The one thing that gives me reprieve IS Mike. Not only does he give us a fighting chance he knows the intricacies of turning around drugs which are failing. Alas Matt or Harden(I remember now)were your heros. But these guys coudnt do what Mike does in my humble opinion. Happily waiting for Fridays rx. Hoping you are very wrong. No offense. George, you're a very good example of the only demonstrable success Mike has had with MNKD: convincing investors (and apparently also BOD) that he's a Winner. But that easy charm of the frat boy (used car salesman?) is going to be useless to us if it doesn't work on the Money Men, who I suspect are a much tougher sale than typical MNKD shareholder or our nonagenarian directors. Mike certainly hasn't delivered us sales (which is what he was hired to do), nor has he made much of a dent in insurance coverage problem (also his remit from beginning). Don't even get me started on the nonsense with Dame Dash and 'Reversed'. And, while I don't know either, I'm pretty sure you don't really know that he has 'turned around failing drugs' in the past. That may be what he says, but we don't know what his role in those episodes was. The one person who clearly did have experience in doing what MannKind is trying to do now was the fellow from Vertex who was hired at same time as Mike. But he left. I appreciate that people are giddy from our run up the past few weeks, but the biggest hurdle is still staring us in the face. And all the money being thrown on the short pile is making me even more nervous. Trust Mike if it makes you feel better, we Americans love a good BSer (he'll Make Afrezza Great Again!), but I'm going to take what he says with a grain of salt until I see where the money is coming from. You must be bitter about something. Sorry. |
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Post by falconquest on Sept 14, 2017 4:45:23 GMT -5
George, you're a very good example of the only demonstrable success Mike has had with MNKD: convincing investors (and apparently also BOD) that he's a Winner. But that easy charm of the frat boy (used car salesman?) is going to be useless to us if it doesn't work on the Money Men, who I suspect are a much tougher sale than typical MNKD shareholder or our nonagenarian directors. Mike certainly hasn't delivered us sales (which is what he was hired to do), nor has he made much of a dent in insurance coverage problem (also his remit from beginning). Don't even get me started on the nonsense with Dame Dash and 'Reversed'. And, while I don't know either, I'm pretty sure you don't really know that he has 'turned around failing drugs' in the past. That may be what he says, but we don't know what his role in those episodes was. The one person who clearly did have experience in doing what MannKind is trying to do now was the fellow from Vertex who was hired at same time as Mike. But he left. I appreciate that people are giddy from our run up the past few weeks, but the biggest hurdle is still staring us in the face. And all the money being thrown on the short pile is making me even more nervous. Trust Mike if it makes you feel better, we Americans love a good BSer (he'll Make Afrezza Great Again!), but I'm going to take what he says with a grain of salt until I see where the money is coming from. You must be bitter about something. Sorry. It's Hakan, and there are lots of bitter people here that believed in the science of Afrezza/Technosphere and lost lots of money because the company hasn't been able to commercialize it successfully......and that includes Mike to date. |
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Post by akemp3000 on Sept 14, 2017 5:26:24 GMT -5
It would be great to see scripts hit 400 considering the holiday and hurricanes but it seems more likely that number will be seen the following Friday. Regardless IMO, it's coming quickly as Mike has built a pipeline of partnerships that while haven't yet produced revenue, have certainly have created an extended, non-paid sales force of celebrities, JDRF, One Drop, Dash and many others that are now spreading the word about the benefits of Afrezza. We never had this exposure before Mike. I believe in the science of Afrezza, am way down in my portfolio for the time being but haven't lost a penny because I haven't sold a share. My position is simple. Afrezza is the only option for diabetics that closely mimics a healthy pancreas. It isn't going away while the world learns this albeit slowly. I believe Mike C is on target with his approach and will get the last laugh. We'll know soon enough.
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