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Post by captainwalker on Nov 8, 2017 13:00:38 GMT -5
Yesterday's call was solid, and while I loved hearing about the commercial launch, I would like to receive an answer to DBC's question yesterday...
Are you planning to create a new commercial focusing on fast action?
... as I think its a potential misstep not to include / mention it.
Sports - or anyone else - any chance Mike would respond to a twitter post or email?
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Post by sportsrancho on Nov 8, 2017 13:56:09 GMT -5
Yesterday's call was solid, and while I loved hearing about the commercial launch, I would like to receive an answer to DBC's question yesterday... Are you planning to create a new commercial focusing on fast action?
... as I think its a potential misstep not to include / mention it. Sports - or anyone else - any chance Mike would respond to a twitter post or email? Great question, I’m going to assume that right now we’re going with the one we have. We have to. It’s to time consuming not to. It’s maybe the best for the T2 market. And we have to see how this one does going into next year.
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Post by buyitonsale on Nov 8, 2017 14:18:47 GMT -5
Adding anything to the current commercial probably requires another round of FDA review...
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Post by dreamboatcruise on Nov 8, 2017 14:45:32 GMT -5
Yesterday's call was solid, and while I loved hearing about the commercial launch, I would like to receive an answer to DBC's question yesterday... Are you planning to create a new commercial focusing on fast action?
... as I think its a potential misstep not to include / mention it. Sports - or anyone else - any chance Mike would respond to a twitter post or email? Great question, I’m going to assume that right now we’re going with the one we have. We have to. It’s to time consuming not to. It’s maybe the best for the T2 market. And we have to see how this one does going into next year. When I asked the poster that said they saw it in San Diego did confirm it is the same as was aired on Reversed. I'm of the opinion that they should walk (air existing commercial in limited media markets to better understand responsiveness and best channels/shows) and chew gum (get going on revamping and getting approval for new commercial). Of course I'm also of the opinion that they could tell us about their plans such as are they chewing gum and when they anticipate the gum chewing will stop and the sprinting will begin. Ugh, I'm bad at analogies. I mean when the new commercial might be ready... and when they might go national (likely that would be on indefinite hold pending additional capitalization, but it would be nice to know).
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Post by hans on Nov 9, 2017 10:12:40 GMT -5
So Mike emphasized twice (I believe)in the CC that he expects to receive the lower end of the revenue guidance. The revenue guidance was $6M to $10M for 2nd half 2017. The reportable revenue for the third quarter was $2M. This means that Mike is expecting to realize at a minimum an increase of 100% net revenue in the 4th quarter to at least $4M. I also believe this doesn't include the monies not recognized as revenue due to their crazy calculation on revenue recognition. My point here is that I believe Mike was very factual and honest with us with the data from the conference call. However, a 100% increase minimum in revenue growth quarter over quarter (without change to the revenue recognition formula) + the initiation on DTC advertising + VDEX initiating their sole treatment on diabetes with Afrezza will result in a very noticiable start of an epic turnaround. Michael Kovacocy and Nate have it right when they foresee major turnaround here with both being very bullish. Remember he said that 98% of those in the DTC market tests never heard of Afrezza. Just amazing. This will be a lift off of epic proportions.
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