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Post by sla55 on Feb 28, 2018 9:36:36 GMT -5
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Post by sportsrancho on Feb 28, 2018 9:52:23 GMT -5
One wild card for 2018 is how much MannKind will invest in direct-to-consumer (DTC) marketing of Afrezza. McCauley said that the early results from the company's TV ads in selected markets were encouraging. He noted that the regions where the TV ads aired experienced three times the growth in weekly prescription volume, four times the growth in new writers, and 13 times the growth in average weekly unique writers compared to other markets.
It's still early, and more time will be required to analyze the DTC campaign, but it appears that Afrezza sales could be boosted by more advertising.
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Post by digger on Feb 28, 2018 9:56:44 GMT -5
One wild card for 2018 is how much MannKind will invest in direct-to-consumer (DTC) marketing of Afrezza. McCauley said that the early results from the company's TV ads in selected markets were encouraging. He noted that the regions where the TV ads aired experienced three times the growth in weekly prescription volume, four times the growth in new writers, and 13 times the growth in average weekly unique writers compared to other markets. It's still early, and more time will be required to analyze the DTC campaign, but it appears that Afrezza sales could be boosted by more advertising. At the end of the CC he seemed to indicate they wouldn't be spending as much money on commercials -- "I don't think you can expect us to spend that extra $5 million in Q1 on DTC we'll probably communicate and update if we decide to make that investment but at this point, we're not giving guidance on quarterly spent from a phasing perspective." To me that suggests he isn't to excited about the DTC results. |
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Post by sportsrancho on Feb 28, 2018 10:10:29 GMT -5
One wild card for 2018 is how much MannKind will invest in direct-to-consumer (DTC) marketing of Afrezza. McCauley said that the early results from the company's TV ads in selected markets were encouraging. He noted that the regions where the TV ads aired experienced three times the growth in weekly prescription volume, four times the growth in new writers, and 13 times the growth in average weekly unique writers compared to other markets. It's still early, and more time will be required to analyze the DTC campaign, but it appears that Afrezza sales could be boosted by more advertising. At the end of the CC he seemed to indicate they wouldn't be spending as much money on commercials -- "I don't think you can expect us to spend that extra $5 million in Q1 on DTC we'll probably communicate and update if we decide to make that investment but at this point, we're not giving guidance on quarterly spent from a phasing perspective." To me that suggests he isn't to excited about the DTC results. I agree but good feed back for a potential partner. |
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Post by akemp3000 on Feb 28, 2018 10:22:39 GMT -5
At the end of the CC he seemed to indicate they wouldn't be spending as much money on commercials -- "I don't think you can expect us to spend that extra $5 million in Q1 on DTC we'll probably communicate and update if we decide to make that investment but at this point, we're not giving guidance on quarterly spent from a phasing perspective." To me that suggests he isn't to excited about the DTC results. I agree but good feed back for a potential partner. Exactly! That was my thought when hearing this. |
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Post by peppy on Feb 28, 2018 10:25:48 GMT -5
I agree but good feed back for a potential partner. Exactly! That was my thought when hearing this. the show was in discovery life. I get 140channels and I had to add discovery life. (Fake television channel for when there was money in it.) Youtube! |
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Post by thekid2499 on Feb 28, 2018 12:51:50 GMT -5
One wild card for 2018 is how much MannKind will invest in direct-to-consumer (DTC) marketing of Afrezza. McCauley said that the early results from the company's TV ads in selected markets were encouraging. He noted that the regions where the TV ads aired experienced three times the growth in weekly prescription volume, four times the growth in new writers, and 13 times the growth in average weekly unique writers compared to other markets. It's still early, and more time will be required to analyze the DTC campaign, but it appears that Afrezza sales could be boosted by more advertising. At the end of the CC he seemed to indicate they wouldn't be spending as much money on commercials -- "I don't think you can expect us to spend that extra $5 million in Q1 on DTC we'll probably communicate and update if we decide to make that investment but at this point, we're not giving guidance on quarterly spent from a phasing perspective." To me that suggests he isn't to excited about the DTC results. I read that differently, but it is definitely up for interpretation. I read that to mean that they are trying to conserve cash in Q1 for obvious reasons so they won't be spending on DTC in Q1. And that they keeping this open ended because it isn't clear yet how much cash they will have to play with over the course of the year. But it isn't clear. |
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Post by dreamboatcruise on Feb 28, 2018 18:36:58 GMT -5
One wild card for 2018 is how much MannKind will invest in direct-to-consumer (DTC) marketing of Afrezza. McCauley said that the early results from the company's TV ads in selected markets were encouraging. He noted that the regions where the TV ads aired experienced three times the growth in weekly prescription volume, four times the growth in new writers, and 13 times the growth in average weekly unique writers compared to other markets. It's still early, and more time will be required to analyze the DTC campaign, but it appears that Afrezza sales could be boosted by more advertising. At the end of the CC he seemed to indicate they wouldn't be spending as much money on commercials -- "I don't think you can expect us to spend that extra $5 million in Q1 on DTC we'll probably communicate and update if we decide to make that investment but at this point, we're not giving guidance on quarterly spent from a phasing perspective." To me that suggests he isn't to excited about the DTC results. Yes, that did confuse me a bit. If DTC really could generate the increases in script growth shown earlier in the presentation, it would seem they'd go ahead and do a PIPE or use the ATM and get some money to hit the TV airwaves. Imagine if the overall script numbers started reflecting that kind of growth with national advertising... the share price would undoubtedly surge. A little pain upfront to fund the ads seems like it would be worth it. I suspect there is something else playing into their decision. |
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