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Post by dreamboatcruise on Feb 15, 2018 21:05:34 GMT -5
Has anyone seen Afrezza ads on TV recently?
I think some here have been suggesting that MNKD stopped running them before the start of 2018.
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Post by akemp3000 on Feb 15, 2018 21:26:51 GMT -5
I haven't. Someone suggested they may have intentionally held off running the same ad until stronger new ads can run. Hoping that's true but who knows.
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Post by mnkdfann on Feb 16, 2018 10:43:21 GMT -5
I haven't. Someone suggested they may have intentionally held off running the same ad until stronger new ads can run. Hoping that's true but who knows. That seems to be an implicit admission that the current ads are not that great. Which is borderline negative. Who are you, and what have you done with the real akemp3000?
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Post by madog365 on Feb 16, 2018 11:48:10 GMT -5
I don't think tv ads are running anymore this year.
Mike said he moved the tv pilot test from Q1'18 to Q4'18. They executed it in some of the top geo markets where there were doctors prescribing afrezza. I assume they are now in the measurement stage where they are seeing if those markets have provided any lift in scripts.
To be frank, they don't have the money for a national tv campaign at this moment - burning 10M per month with less than 2 months left of cash does not allow much room for a marketing budget. The window for a recap event is closing so i expect it will be pretty soon. After that maybe they launch a national campaign.
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Post by dreamboatcruise on Feb 16, 2018 12:04:48 GMT -5
I don't think tv ads are running anymore this year. Mike said he moved the tv pilot test from Q1'18 to Q4'18. They executed it in some of the top geo markets where there were doctors prescribing afrezza. I assume they are now in the measurement stage where they are seeing if those markets have provided any lift in scripts. To be frank, they don't have the money for a national tv campaign at this moment - burning 10M per month with less than 2 months left of cash does not allow much room for a marketing budget. The window for a recap event is closing so i expect it will be pretty soon. After that maybe they launch a national campaign. If they have to rely on private placement with discount to lure buyers, then the 20% dilution limit per six month period would mean this next raise would be less money than the last, assuming the price doesn't fortuitously (or otherwise) spike right when they need it to. It seems a catch 22, if they are perpetually cash strapped and can't afford major marketing expenditures.
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Post by mytakeonit on Feb 16, 2018 13:05:31 GMT -5
Don't need the ads anymore ... Dr. Kendall is calling all his endo friends personally and informing them that ... THEY HAVE TO TRY IT !!! YOU'LL LOVE IT !!! And your patients will love you.
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Post by nemzter on Feb 21, 2018 12:11:49 GMT -5
Don't need the ads anymore ... Dr. Kendall is calling all his endo friends personally and informing them that ... THEY HAVE TO TRY IT !!! YOU'LL LOVE IT !!! And your patients will love you. Definitely the missing piece, I hope this works out for the rest of us
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Post by dreamboatcruise on Feb 21, 2018 13:13:38 GMT -5
Don't need the ads anymore ... Dr. Kendall is calling all his endo friends personally and informing them that ... THEY HAVE TO TRY IT !!! YOU'LL LOVE IT !!! And your patients will love you. Definitely the missing piece, I hope this works out for the rest of us I'm not saying this isn't a good hire, but... It's really interesting that NO ONE ever said we had a missing piece with our previous CMO. I don't remember any one of the people now saying Dr. Kendall is the missing piece, previously saying "You know everything at MNKD seems almost perfect. There is only one problem and that seems to be Dr. Urbanski. I'm sure scripts would just soar if we got in a better CMO. This really is the missing piece in my opinion." Just curious, how is it obvious (definite) now that this was a missing piece but not obvious back then? I think it's an undoubted step up since Kendall has the diabetes expertise. I would think he'd be better at overseeing trial design because of that career expertise. Will he significantly change the probability of getting better formulary with any given insurer... heck if I know. It seems like as investors over the years we've had little insight into the real barriers that Afrezza faces in the marketplace. Which of those barriers this new CMO could make a substantial change with... that would be adding another unknown into the equation. He's a really good hire though.
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Post by thekindaguyiyam on Feb 21, 2018 13:19:17 GMT -5
yeah. If only we could time travel. but then again that would be having information then which is different than we know now. Your mention of why it wasn't thought of sooner to recognize "the missing piece" is part of the evolution of the story. You know there are no certainties when understood leading to re-evaluation. Change. Movement. All within resolving complex issues and recognizing the Powers That Be who don't want this companys success.
This is the Time. This is the Man.
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Post by dreamboatcruise on Feb 21, 2018 14:03:53 GMT -5
yeah. If only we could time travel. but then again that would be having information then which is different than we know now. Your mention of why it wasn't thought of sooner to recognize "the missing piece" is part of the evolution of the story. You know there are no certainties when understood leading to re-evaluation. Change. Movement. All within resolving complex issues and recognizing the Powers That Be who don't want this companys success. This is the Time. This is the Man. But all we know now is that the credentials of Kendall are significantly more inline with diabetes than were Urbanski's. If strictly from those credentials one is now declaring him the missing piece, then all the information was there previously to have recognized that we were missing someone with Kendall's credentials. It seems like we've had a lot of things declared "the thing" that was the final piece to fall into place... Mike coming on board, Mike getting promoted to CEO, label change, and now Kendall (probably a few I missed). I wonder how many more missing pieces we may have. I certainly didn't identify what all of these missing pieces were before, so I won't claim to have any ability to know what they are or how many there are. I'll simply wait and see, and be willing to give credit for success. His hiring does help boost my confidence in MNKD, even if right now I see no evidence to re-evaluate that a few months ago the only missing piece was replacing Urbanski.
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Post by hellodolly on Feb 21, 2018 14:08:20 GMT -5
yeah. If only we could time travel. but then again that would be having information then which is different than we know now. Your mention of why it wasn't thought of sooner to recognize "the missing piece" is part of the evolution of the story. You know there are no certainties when understood leading to re-evaluation. Change. Movement. All within resolving complex issues and recognizing the Powers That Be who don't want this companys success. This is the Time. This is the Man. But all we know now is that the credentials of Kendall are significantly more inline with diabetes than were Urbanski's. If strictly from those credentials one is now declaring him the missing piece, then all the information was there previously to have recognized that we were missing someone with Kendall's credentials. It seems like we've had a lot of things declared "the thing" that was the final piece to fall into place... Mike coming on board, Mike getting promoted to CEO, label change, and now Kendall (probably a few I missed). I wonder how many more missing pieces we may have. I certainly didn't identify what all of these missing pieces were before, so I won't claim to have any ability to know what they are or how many there are. I'll simply wait and see, and be willing to give credit for success. His hiring does help boost my confidence in MNKD, even if right now I see no evidence to re-evaluate that a few months ago the only missing piece was replacing Urbanski. Stay tuned, more to come.
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Post by thekindaguyiyam on Feb 21, 2018 15:15:14 GMT -5
DBC I hear your frustration. I posted the topic of obsessive compulsive disorder a while back. What are you looking for? An answer! I want to speak to someone in charge. Who are you people? www.youtube.com/watch?v=dUYCIwyMZTQOh the righteous indignity of feeling used, abused and in the dark! Philosophically you express yourself as a victim as someone that other people have done you wrong. Emotion is a motivator; more powerful when married to reason in finding one's balance.Going over every nuance of what if or could have been is living in the past but tells the story as to how we got here. Now we are Here. NOW. Beyond the history of this saga; we each are playing a game of risk vs. reward. It is human nature to want affirmation. I want success for the company. It's clear as my words conveyed. By your words one wonders why someone would buy in and then devote his life to shooting himself in the foot on a moment to moment bases. Self punishment can be resolved in a number of ways for the future; but it won't affect history.
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Post by dreamboatcruise on Feb 21, 2018 17:30:26 GMT -5
thekindaguyiyam... just engaging in conversation is what I look for. Well, I do find some info here very useful, such as when real news is posted, the weekly script numbers, info about other developments in diabetes, etc. I don't think any of us have enough insight into this complex, opaque and changing business of pharma to have many answers. I certainly don't feel used. Shooting oneself in the foot. Who's that? Me? You know that expression means one is hurting their own interest. Setting aside that I post a lot of positive things about MNKD (I'm assumming they don't register with you)... let's pretend everything I say is skeptical, questioning finances, etc. When I participate in a dialog about a topic such as when and how much dilution is going to be required do you actually think that me talking about it is what is going to make it happen... i.e. I'm hurting my own interest as a shareholder by talking about it? Surely you don't believe that. I sometimes get the impression people here feel that... that the discussion on this board somehow drives the fortunes of MNKD and if only the cautious, the skeptical, the ones wishing to talk about cash flow could be shut up, MNKD would soar. I'll admit to thinking that sometimes, but I also try to dismiss it by giving benefit of the doubt to people here, that they really don't believe MNKD lives and dies by our little proboard discussions. I have confidence people here deep down don't believe talking about dwindling cash reserves causes it to happen. So... no foot shooting, no punishment. I'm actually pretty darn pleased with the options plays I've done this year... I probably deserve a pat on the back for the timing of those, but I'm too modest to do that myself.
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Post by thekindaguyiyam on Feb 21, 2018 17:49:18 GMT -5
know thyself.
what's fun for you isn't for me. I'd like to have a dream boat cruise through the baltics. I've earned it being stuck on a life raft with you; one who whines incessantly. We have dreams of success. You dwell and focus on the negative. And you do make positive contributions at times.
You are getting OLD but not as OLD as I am getting having you step on the hopes and dreams of many people here. You are the guy who walks into a celebration and starts talking about herpes or the plague. I bet you were a fun kid to raise; "are we there yet?!" Childish at best or apathetic at worse regarding A Genuine Fix FOR A REALLY BAD DISEASE. forgive for yelling.
I digress.
End of conversation.
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Post by dreamboatcruise on Feb 22, 2018 13:18:28 GMT -5
know thyself. what's fun for you isn't for me. I'd like to have a dream boat cruise through the baltics. I've earned it being stuck on a life raft with you; one who whines incessantly. We have dreams of success. You dwell and focus on the negative. And you do make positive contributions at times. You are getting OLD but not as OLD as I am getting having you step on the hopes and dreams of many people here. You are the guy who walks into a celebration and starts talking about herpes or the plague. I bet you were a fun kid to raise; "are we there yet?!" Childish at best or apathetic at worse regarding A Genuine Fix FOR A REALLY BAD DISEASE. forgive for yelling. I digress. End of conversation. If you're yelling about a disease that is very poorly treated in the US... where our healthcare system is failing patients... then by all means, no need to even ask for forgiveness, it will take some yelling to change things. If you're yelling at me about it, you are simply lashing out in bizarre emotional ways. Over and over again here on proboards I've expressed my belief in Afrezza as a major breakthrough, my profound disappointment with insurance companies blocking payment for it. Just today in a thread with some actual useful discussion (no I don't really think the two of you venting that you think I'm a bad person is useful), I was discussing the science of why I thought Afrezza should precede basal insulin in treatment progression. I've actually spent countless hours educating myself on diabetes... way beyond what I'd do if I were only interested in this as an investment. I may not know everything, but I have contributed a lot of information to this board including giving links to scientific articles so people here could understand the disease better. Not only advocating Afrezza, here on proboards I've expressed my outrage over insurance companies limiting the number of test strips and insulin for patients. I've told of my personal experience with a loved one that died in assisted living from outrageously poor diabetes treatment, who's life probably could have been greatly extended if Medicare had only covered Dexcom a few years earlier... advocating that anyone with a family member in similar circumstances not take their proper care for granted, and get a Dexcom if at all possible. So how dare you accuse me of not being concerned, and expressing it, for those suffering with this dreaded disease. Really... childish is you insisting that everyone needs to celebrate with you. That this should be a party for you. If I've somehow crushed your "hopes and dreams"... they were pretty fragile, and don't blame me for that. I think you've just illustrated my earlier point. I appear to have way more conviction than you do about Afrezza if my discussions about finances, here on a forum about investing, has done that to you. The finances of MNKD are actually a crucial aspect of getting Afrezza to patients. If you really care about the disease and patients dealing with it, then you to should actually be concerned about MNKD's finances, not wishing to sweep them under the rug and celebrate. And thank you for the end of the conversation, as when your true feelings eventually come out they are pretty offensive. I would appreciate no further personal comments. I will do the same.
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