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Post by myocat on Oct 3, 2017 10:49:33 GMT -5
If you are Sanofy
When you look at this statement below (Jan 5th 2016) on dismal sale effort and now look at MNKD QOQ or YOY scripts you know you had made a blunder poor decision. Turn over, backward and kiss your a$$.....good bye.
“The product never met even modest expectations and we do not project Afrezza reaching even the lowest patient levels anticipated at the time of entering the license and collaboration agreement, while costs are projected to remain very high for a significant period of time,”
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Post by peppy on Oct 3, 2017 10:57:49 GMT -5
If you are Sanofy When you look at this statement below (Jan 5th 2016) on dismal sale effort and now look at MNKD QOQ or YOY scripts you know you had made a blunder poor decision. Turn over, backward and kiss your a$$.....good bye. “The product never met even modest expectations and we do not project Afrezza reaching even the lowest patient levels anticipated at the time of entering the license and collaboration agreement, while costs are projected to remain very high for a significant period of time,” The author didn't mention, or should have said, "The product never met even modest expectations, AS WE NEVER WORKED ON ANY INSURANCE COVERAGE, and we do not project Afrezza reaching even the lowest patient levels anticipated at the time of entering the license and collaboration agreement, while costs are projected to remain very high for a significant period of time, (we didn't want the competition, but we did make on ton on shorting MNKD. We are trump smart and French.)” |
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Post by uvula on Oct 3, 2017 10:59:03 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different.
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Post by peppy on Oct 3, 2017 11:12:52 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. I do not believe that endocrinology/endocrinologist do not know about afrezza. (At this moment it looks to me like the market knows, that endocrinologists are well aware of afrezza.) There is more money for them in testosterone cream, it is covered by insurance and most men think it is a good thing? can you see my attitude has gone down the tubes?
If an endocrinologist doesn't know about afrezza, would you want to go to him for diabetes care?
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Post by cretin11 on Oct 3, 2017 11:34:47 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. Your statement may not be popular here, but it's true. Well actually, "no one" is hyperbole, more accurate to say "not enough people" - but hopefully yesterday's news is a step in the right direction towards changing that. |
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Post by itellthefuture777 on Oct 3, 2017 11:47:24 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. Your statement may not be popular here, but it's true. Well actually, "no one" is hyperbole, more accurate to say "not enough people" - but hopefully yesterday's news is a step in the right direction towards changing that. Umm..just my 2 cents..but that means..98% will hear about it...very..soon...because NOVO NORDISK will be wanting commercials..and tier placement...and Afrezza is faster in and out..so..NOVO can't get there without Mannkind also..so and when the 98% do...hear about it..what happens? UP! imo speculating..GLTA! |
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Post by myocat on Oct 3, 2017 13:07:39 GMT -5
I still like this article. It's old blast from the past... www.forbes.com/sites/kenkam/2016/06/24/mannkind-will-market-afrezza-better-than-sanofi-ever-did/#3cb439b9659d"I admire Elon Musk for the disruptive business models he has created and I believe our healthcare system is ready for change. We are actively looking to do pilot programs with payors as well as shared risk programs with integrated delivery networks to see how we can make a positive impact for patients while managing cost trends and balancing our label restrictions." "Many products, including the world's #1 selling brand Humira, have been successful with a “blackbox” warning. I can’t recall the FDA removing a blackbox warning from any brand and I believe the goal is to ensure fair balance so patients are informed of potential safety concerns. I don’t want to minimize the blackbox warning, but I don’t view it as an obstacle to our success. It’s important that patients are aware of the positives as well as the negatives of any product they buy. I have had many brands with and without a “blackbox” warning and it hasn’t been an issue." "The next big objection is around cost because people perceive Afrezza to be more expensive than currently marketed injected mealtime insulin, but we just completed an analysis and the average cost to society for a rapid acting analogue is around $19/day, but the out of pocket costs vary by insurance design/coverage. In spite of a 35% price increase in injected meal-time insulin in the last 24 months since Afrezza was reviewed by the FDA, Afrezza has had zero price increases during that time, yet we still get accused of being too expensive. We have plans to address this objection, but I am not yet at liberty to share them." |
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Post by itellthefuture777 on Oct 3, 2017 13:25:01 GMT -5
Sanofi's new Diabetes head task with growing their diabetes market..good luck!
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Post by thekindaguyiyam on Oct 4, 2017 11:48:08 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. A lot of doctors have not heard about Afrezza. With the new FDA decisions; no more concerns about BK, physicians will be more receptive to prescribe. Damn sounds like a huge market! It would SUCK BIG TIME TO BE A SHORT. |
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Post by uvula on Oct 4, 2017 12:27:16 GMT -5
Mostly agree but they still haven't raised the required capital. They just made it easier to do.
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Tinkerbell
Researcher
Watcher of the Skies
Posts: 143
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Post by Tinkerbell on Oct 4, 2017 12:55:14 GMT -5
Mostly agree but they still haven't raised the required capital. They just made it easier to do. Deerfield is up close to 300% on their shares and all those warrants that were exchanged - I'd be happy with my bag today. I think the cash issue is about to be resolved faster than anyone thinks but let Friday and Sunday happens first, then we see where this all lands. I believe Mike is setting up the biggest most disruptive announcement in MannKind's history and I don't blame him one bit for sitting back and letting the label approval sink in deep - Grand Canyon style. |
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Post by nadathing on Oct 4, 2017 12:58:28 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. A lot of doctors have not heard about Afrezza. With the new FDA decisions; no more concerns about BK, physicians will be more receptive to prescribe. Damn sounds like a huge market! It would SUCK BIG TIME TO BE A SHORT. No more fear about BK for how long? The can got kicked down the road for a few more months. I'm happy about that, but it does not take care of the long term issue. We need sales. We need profits. |
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Post by roozle on Oct 4, 2017 13:11:26 GMT -5
The fact that Mike appreciates what Elon Musk has accomplished makes me really exited for MNKD.
I recently sent MC an email with the recommendation that he reach out to Musk and bring him through the Danbury facility and introduce him to Afrezza and Technosphere. (Yes, he has more important things to do right now).
Musk loves doing what people say can't be done. MNKD is in the process of sticking a big thumb in BP's eye.
Musk loves technology. Danbury and Technosphere = unrivaled tech.
Musk demands the most out of his employees every single day - and doctors visits and sick days eat into his employees productivity. Musk wants a small, portable, and highly adaptable means to keep his astronauts healthy enroute to Mars.
I think MC has the swagger and the smarts to get Musk to see what MNKD can do for him and his vision of getting mankind to Mars.
Big things are coming. I feel good about this.
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Post by thekindaguyiyam on Oct 4, 2017 13:14:31 GMT -5
A lot of doctors have not heard about Afrezza. With the new FDA decisions; no more concerns about BK, physicians will be more receptive to prescribe. Damn sounds like a huge market! It would SUCK BIG TIME TO BE A SHORT. No more fear about BK for how long? The can got kicked down the road for a few more months. I'm happy about that, but it does not take care of the long term issue. We need sales. We need profits. NADA means "nothing". Doctors would be less inclined to prescribe a medication from a company about to lose it's place on the Nasdaq. With label change MNKD is headed in the right direction as the market is revealing it's interpretation of what the FDA decision means for the future of MNKD. Bet against a paradigm shift as big as this is and / or could be and NADA will be exactly what get. |
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Post by straightly on Oct 4, 2017 13:15:59 GMT -5
I hate to say this outloud but the statement is still correct. I hope the future is different but today no one has heard of afrezza and sales are far away from the break even point. The future might be very different. What MNKD did not do right was that in its agreement that it should have specified the minimum level of efforts Sonofi SHOULD HAVE MADE to market Afrezza. Sonofi did not make a good faith effort to market Afrezza. One still needs money (to carry out the sell activities) to make money. Mike has shown us that this is a way to sell Afrezza and that Afrezza CAN make money. |
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