|
|
Post by patten1962 on Dec 9, 2017 7:45:09 GMT -5
That’s all that matters Chuck! IMS reported 649 this week. So things continue to move in righ direction.
Jumped over 500 to 649.I am so Happy about this. Very big jump. Thoughts on sp movement Monday?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 9, 2017 7:47:56 GMT -5
If revenue jumped along with scripts I will also be jumping. Otherwise this is just an estimation by IMS's modeling.
|
|
|
|
Post by kite on Dec 9, 2017 8:18:08 GMT -5
1) Does anyone on here have access to IMS and can we generate a document showing weekly numbers?
2) Why is there a big gap differential between IMS and Symphony?
3) Is one more accurate than the other?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 9, 2017 8:53:21 GMT -5
kite both use estimates and early on can vary widely, with time both converge. I would not place great emphasis on either but rather use both as an approximation.
|
|
|
|
Post by pantaloons on Dec 9, 2017 9:02:00 GMT -5
kite both use estimates and early on can vary widely, with time both converge. I would not place great emphasis on either but rather use both as an approximation. For this reason, I find it a bit misleading that Mike C would cite the IMS estimate and not the Symphony one, assuming there is no compelling reason that one is more accurate than the other. IMO, he shouldn't have Tweeted such a message, unless he really has insider knowledge that the IMS estimate is indeed more accurate. |
|
|
|
Post by peppy on Dec 9, 2017 9:22:33 GMT -5
kite both use estimates and early on can vary widely, with time both converge. I would not place great emphasis on either but rather use both as an approximation. For this reason, I find it a bit misleading that Mike C would cite the IMS estimate and not the Symphony one, assuming there is no compelling reason that one is more accurate than the other. IMO, he shouldn't have Tweeted such a message, unless he really has insider knowledge that the IMS estimate is indeed more accurate.  |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Dec 9, 2017 9:23:48 GMT -5
pantaloons while I have an idea as to why he quoted IMS, what is important to understand is Castagna is doing it for the benefit of Mannkind. I will leave it at that.
|
|
|
|
Post by cjm18 on Dec 9, 2017 9:25:14 GMT -5
He was responding to chuck complaining about specific symphony scripts counts.
The main question to ask ...has ims always been higher than symphony or was there a big bump in ims that week?
|
|
|
|
Post by brotherm1 on Dec 9, 2017 9:56:33 GMT -5
He was responding to chuck complaining about specific symphony scripts counts. The main question to ask ...has ims always been higher than symphony or was there a big bump in ims that week? I don’t know, though glancing at Liane’s Afrezza Script Growth thread - Symphony and IMS data: for the week ending 1/1/16, IMS total cumulative scripts were almost 17,000 while Symphony’s were only just over 10,000 edit: though looking at just one week - the week ending 1/1/16, IMS total scripts were 510 vs. Symphony’s 589 (edit again: 589 for Symphony in the older unrevised table but 516 in the current one, just to be perfectly clear) |
|
|
|
Post by sportsrancho on Dec 9, 2017 10:03:12 GMT -5
I’m hearing that ISM has always been more accurate but like Rick said we lost access to it once SNY dumped us because they paid for it.
It’s perfectly legitimate to report either one. People will freak out because they don’t have the numbers to crunch, and will just have to wait till the earnings report. But maybe people should start putting a little bit more faith in Mike’s estimates:-)
|
|
|
|
Post by pantaloons on Dec 9, 2017 10:06:08 GMT -5
He was responding to chuck complaining about specific symphony scripts counts. The main question to ask ...has ims always been higher than symphony or was there a big bump in ims that week? I don’t know, though glancing at Liane’s Afrezza Script Growth thread - Symphony and IMS data: for the week ending 1/1/16, IMS total cumulative scripts were almost 17,000 while Symphony’s were only just over 10,000 It'll be interesting to see the trends between Symphony vs IMS. As long as the weekly trends (i.e., % change in script #s) are consistent, then the data from either Symphony or IMS is still insightful, however, we should be careful not to compare the absolute #'s from one to the other (apples to oranges comparisons.) Mike C is the face of MNKD, and his citing IMS's #'s is for the good of the company - this is what's expected of him and I agree that he's doing it for the good of the company, no doubt about it. Although, this also opens him up to criticism and it's prudent to be careful of putting investors, analysts, etc., under the wrong impression. Nonetheless, this discrepancy in #'s is certainly intriguing. |
|
|
|
Post by brotherm1 on Dec 9, 2017 10:40:30 GMT -5
He was responding to chuck complaining about specific symphony scripts counts. The main question to ask ...has ims always been higher than symphony or was there a big bump in ims that week? I don’t know, though glancing at Liane’s Afrezza Script Growth thread - Symphony and IMS data: for the week ending 1/1/16, IMS total cumulative scripts were almost 17,000 while Symphony’s were only just over 10,000 edit: though looking at just one week - the week ending 1/1/16, IMS total scripts were 510 vs. Symphony’s 589 (edit again: 589 for Symphony in the older unrevised table but 516 in the current one, just to be perfectly clear) Major correction: For the week ending 1/1/16 IMS chart shows 510 scripts for the week, 16,807 cumulative scripts. Symphony’s old unrevised chart shows 589 scripts, cumulative scripts of 20,363 (cumulative sales $10,546K). The Symphony current chart shows scripts for the week as 516, cumulative scripts as 19,604 Thus Symphony cumulative scripts for the week ending 1/1/16 are actually shown higher than IMS data (sorry for the error: no breakfast yet, no coffee, very little sleep, a small iphone, a wine hangover, and I might have eaten lead paint when I was a baby) |
|
|
|
Post by timfoley2009 on Dec 9, 2017 11:37:03 GMT -5
Mike C stated that IMS numbers are typically higher in terms of script numbers though I don’t know by how much. He also said that IMS more closely tracks what they see in terms of shipments to wholesale channel. Given that, it makes sense to me that they would put more emphasis on IMS data now that they are planning on switching revenue recognition from retail to wholesale. I also think this will help them control messaging and perception since articles based on Symphony data will no longer be as reliable.
|
|
|
|
Post by sportsrancho on Dec 9, 2017 11:47:43 GMT -5
Mike C stated that IMS numbers are typically higher in terms of script numbers though I don’t know by how much. He also said that IMS more closely tracks what they see in terms of shipments to wholesale channel. Given that, it makes sense to me that they would put more emphasis on IMS data now that they are planning on switching revenue recognition from retail to wholesale. I also think this will help them control messaging and perception since articles based on Symphony data will no longer be as reliable. Thanks! You’re the best:-) |
|
|
|
Post by bthomas55ep on Dec 9, 2017 15:54:33 GMT -5
Does anybody know if IMS provides a weekly revenue number along with script count? Symphony reported $543,000 in revenue (second highest week ever - second to the week before Thanksgiving which was $573,000). If the revenue could be compared between the two that might help further rationalize the difference in scripts.
|
|
