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Post by anotherjoe on Feb 20, 2018 13:27:09 GMT -5
In the NobleCon14, if I did not hear it wrong, besides being very upbeat, Mike mentioned something like "Standard of Care", "make this company great again", "Dr. Kendall is the last missing piece" etc. etc. All these point to one thing: The results of the STAT study must be really good!
In the Q3 CC, Mike mentioned that new commercial will come out in Q1 2018. By thus far, we have not seen any. MNKD must have changed its strategy regarding Afrezza. It might still be a long journey, but we started seeing the light at the end of the tunnel.
Not sure what would be the next, with the new tax cut, BigPhars have loads of cash at hand. Partner? Merger? Rights?
Anything else missing?
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Post by dreamboatcruise on Feb 20, 2018 14:16:21 GMT -5
Dr. Kendall wasn't even announced at that point, so you do have some flaws in your memory of the call. Maybe good to go back and listen again, if you want to quote, so you aren't throwing things out as fact that aren't. Not meaning to sound harsh, but simply throwing out a disclaimer of "if I did not hear it wrong" is not nearly as good as actually spending the relatively small amount of time to verify what you are claiming. noble.mediasite.com/mediasite/Play/3a495467d3b9401aadab15290f339d0d1dMike has said that the Q1 ad spending was pulled early... i.e. it was what occurred in Q4. Anything else... if you're just writing a list of speculative hypotheticals then you can check other threads here where the list gets very long... Apple, Amazon, Dexcom, Onduo, boats full Afrezza, etc. Though, yet another tread simply listing such things hardly adds any meaningful content here since it has been done so, so many times before. Though the real thing missing is enough cash to mount a meaningful national ad campaign, expand sales efforts to PCPs and get through the long struggle to convince doctors and insurance companies to accept Afrezza. |
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Post by mytakeonit on Feb 20, 2018 15:58:53 GMT -5
From a different point of view, with the stat study coming out and the hiring of Dr. Kendall ... we may not need a heavy ad campaign. Dr. Kendall will be contacting endos and presenting at conferences ... we all know that patients can ask for Afrezza, but it's the endos that will do the prescribing. Having the endos on board will be a major drive.
(Note that I put in "stat study" to stay on the thread !!!)
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Post by peppy on Feb 20, 2018 17:12:30 GMT -5
In the NobleCon14, if I did not hear it wrong, besides being very upbeat, Mike mentioned something like "Standard of Care", "make this company great again", "Dr. Kendall is the last missing piece" etc. etc. All these point to one thing: The results of the STAT study must be really good! In the Q3 CC, Mike mentioned that new commercial will come out in Q1 2018. By thus far, we have not seen any. MNKD must have changed its strategy regarding Afrezza. It might still be a long journey, but we started seeing the light at the end of the tunnel. Not sure what would be the next, with the new tax cut, BigPhars have loads of cash at hand. Partner? Merger? Rights? Anything else missing? Afrezza keeps blood glucose from going up in the first place.  RAA    Standards of care. professional.diabetes.org/content-page/standards-medical-care-diabetes |
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Post by dreamboatcruise on Feb 20, 2018 21:12:37 GMT -5
From a different point of view, with the stat study coming out and the hiring of Dr. Kendall ... we may not need a heavy ad campaign. Dr. Kendall will be contacting endos and presenting at conferences ... we all know that patients can ask for Afrezza, but it's the endos that will do the prescribing. Having the endos on board will be a major drive. (Note that I put in "stat study" to stay on the thread !!!) One person doesn't negate the need for advertising and a sales force. He's a great hire, but Lilly isn't in the top spot for either basal or prandial. He may have some influence in the market, but he certainly doesn't know ever endo in the US and he doesn't wave a wand and get all insurers to carry Afrezza. All these things will take time... and money. |
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Post by mytakeonit on Feb 20, 2018 23:06:05 GMT -5
True dbc ... but, I said we may not need a "heavy" ad campaign. And, I didn't say to eliminate the sales force. I also didn't say that Dr. Kendall has to contact every endo. Getting the ball rolling is all we need.
You've been working too many hours dbc ... take some time off so you'll be able to see and read more clearly. BTW ... stat study.
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Post by slugworth008 on Feb 21, 2018 11:10:11 GMT -5
True dbc ... but, I said we may not need a "heavy" ad campaign. And, I didn't say to eliminate the sales force. I also didn't say that Dr. Kendall has to contact every endo. Getting the ball rolling is all we need. You've been working too many hours dbc ... take some time off so you'll be able to see and read more clearly. BTW ... stat study. An excellent rebuttal Sir - or - Ma'am. |
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Post by dreamboatcruise on Feb 21, 2018 12:28:51 GMT -5
True dbc ... but, I said we may not need a "heavy" ad campaign. And, I didn't say to eliminate the sales force. I also didn't say that Dr. Kendall has to contact every endo. Getting the ball rolling is all we need. You've been working too many hours dbc ... take some time off so you'll be able to see and read more clearly. BTW ... stat study. If they ever wish to become one of the big brands they can't stick with brief spotty advertising. It will require national and sustained. That is very expensive. And as for my reading ability. I'm so good at reading I can actually notice someone's posts in multiple threads. Such as yours in another thread. "Don't need the ads anymore ... Dr. Kendall is calling all his endo friends personally and informing them that ... " It's fine if you're backtracking now. |
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