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Post by buyitonsale on Mar 22, 2018 16:24:35 GMT -5
I also believe that MNKD management knows it as Mike has been hinting that doctors are resisting. Wanting to see more data just to try a medication that most users are raving about in the real world... sounds like another excuse.
Only patients will make them prescribe and nothing else.
The cash program through One Drop might make the difference as long as MNKD directs patients to doctors that are willing to prescribe... I think that this is what the push is going to be this year in US...
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Post by digger on Mar 22, 2018 17:04:37 GMT -5
I also believe that MNKD management knows it as Mike has been hinting that doctors are resisting. Wanting to see more data just to try a medication that most users are raving about in the real world... sounds like another excuse. Only patients will make them prescribe and nothing else. The cash program through One Drop might make the difference as long as MNKD directs patients to doctors that are willing to prescribe... I think that this is what the push is going to be this year in US... What is the "cash program through One Drop"? Also, I continue to believe the elephant in the room is insurance. Patients simply can't afford afrezza out of pocket and insurance coverage is mediocre compared to to humalog and novolog. I doubt patients will demand a prescription for something they can't afford to buy. |
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Post by buyitonsale on Mar 22, 2018 17:11:21 GMT -5
What is the "cash program through One Drop"?
It's been talked about for almost a year (introduced at last yearly meeting).
Mike has talked about it at many CCs including the last one on Tuesday.
It's time to bring the "Uber of Diabetes" to reality.
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Post by sportsrancho on Mar 22, 2018 18:06:51 GMT -5
To my knowledge the reps are not allowed in teaching hospitals.
Why these Endo’s are not up-to-date on what is new is beyond me. Some are resistant if they do know and start out with one patient. Tom, the kids dad, had to tell his Endo about Afrezza. And demand it for his kids. She was willing to give it a try.
My girlfriends Endo who she takes her daughter to for something other than diabetes had heard about it but said she was to busy dealing with other diseases to keep up on all the new stuff... so she did not have an opinion. (My girlfriend is long MNKD that’s why she asked her.) Neither of them had ever seen a rep. And they’re on opposite sides of the United States.
I feel like targeting the patients is the way to go, but many disagree. In any case could it be possible that we do not have enough reps and we need a partner...
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Post by sayhey24 on Mar 22, 2018 19:10:33 GMT -5
I think what we need are focused afrezza "Centers of Excellence" which are working hand in hand with large medical centers. I think Hilliard's is an example of a large hospital group which could now become a center of excellence. I think VDex has the right idea but its too small scale and they are not directly associated with prestigious institutions. For example the Cleveland Clinic could be a target site. In PA coal country the main health care provider is a co-op through Geisinger. They have setup clinics in local towns like Shamokin where "Nearly 50 percent of Shamokin residents are predisposed to diabetes, mostly because of obesity". What could be better than combining afrezza with a diet and good walk? www.prnewswire.com/news-releases/an-rx-for-good-health-geisinger-launches-fresh-food-pharmacy-300360675.htmlAnd have setup a "farmacy" to provide healthy food. hbr.org/2017/10/how-geisinger-treats-diabetes-by-giving-away-free-healthy-foodSince Geisinger is not only the medical provider but also the insurance company what better target for an afrezza "Center of Excellence"? |
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Post by LosingMyBullishness on Mar 22, 2018 19:38:24 GMT -5
IMO, Mike's presentation yesterday at the Oppenheimer Conference was the biggest turning point in a generation for global diabetes care when he confirmed what many of us had hoped and expected; the STAT study ( STudy of insulin Aspart versus Technosphere) results will shock (diabetes) doctors as they have never seen a medicine work like Afrezza. He explained that Dr. Kendall is currently summarizing data from 65 prior Afrezza studies that included 5,000 trial patients which will answer many questions that had not been sufficiently answered previously. The coming release of these studies will make it easier for diabetes doctors to be comfortable prescribing Afrezza, i.e. confirming there should be no concern with lung issues. With this information and the new CGMs (continuous glucose monitors), doctors will now be able to personally witness results in their own diabetes patients as they keep their blood sugar within range of a non-diabetic person with a healthy pancreas. While this is not a cure for diabetes, it's pretty damn close. Mike also explained the recent slow down in scripts, that many non-performing sales reps have recently been replaced with new hires, some coming from Dexcom, and that the Mannkind reps had recently been brought in for additional training. It was good to hear that Mike now expects scripts to begin rising soon. While there's much work to be done, the STAT study results being released at the coming ADA should be the proverbial shot-heard-round-the-world. IMO, yesterday Mike confirmed the coming paradigm shift to Afrezza becoming the standard of care and we now know why Dr. Kendall left a global executive position at Lilly to join Mannkind. GLTA So MNKD had several near-death experiences, people were fired, houses were sold, sales reps were hired, fired, rehired and fired again, CMOs came and go and all the time there was a treasure chest of studies, which- if published- would prove Afrezza's superiority beside the annecdotal evidence that doctors ignore? What had the CMOs done since 2014 when MNKD got creamed by a faulty trial? Did they got too little money to go down into the dusty cellar? And what has MNKD learnt about endos, sales reps and the market?. First there were the guys they were lucky to get because other diabetic pharmas reduced staff, then they got premium interrims, then own staff (best if interims) who they trained in Las Vegas and now these guys underperformed? How is this possible? And what about the highly anticipated commercial and their sponsoring of ' reverse'. Little happened even if you allow for a very conservative grace period. It still amazes me how people on this board gets enthusiastic about every new presentation and seem to forget about past experiences. |
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Post by drman7 on Mar 22, 2018 20:41:26 GMT -5
Sayhey, No one is questioning whether or not Afrezza works. The question is whether or not mnkd can figure out how to sell it. That's Sauhey's point. You cannot just say it works to doctors, you need to provide the data from trials. This is why Dr. Kendall is the missing link. Dr. Kendall is probably picking off from where Al left off (before his health impacted his ability to continue to work). Imagine Al, 20+ years younger that's Dr. Kendall. Right now Dr. Kendall is reading all of the trials and creating the Afrezza Manual for doctors at a high level which today's RAA do not have. |
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Post by akemp3000 on Mar 22, 2018 21:10:45 GMT -5
IMO, Mike's presentation yesterday at the Oppenheimer Conference was the biggest turning point in a generation for global diabetes care when he confirmed what many of us had hoped and expected; the STAT study ( STudy of insulin Aspart versus Technosphere) results will shock (diabetes) doctors as they have never seen a medicine work like Afrezza. He explained that Dr. Kendall is currently summarizing data from 65 prior Afrezza studies that included 5,000 trial patients which will answer many questions that had not been sufficiently answered previously. The coming release of these studies will make it easier for diabetes doctors to be comfortable prescribing Afrezza, i.e. confirming there should be no concern with lung issues. With this information and the new CGMs (continuous glucose monitors), doctors will now be able to personally witness results in their own diabetes patients as they keep their blood sugar within range of a non-diabetic person with a healthy pancreas. While this is not a cure for diabetes, it's pretty damn close. Mike also explained the recent slow down in scripts, that many non-performing sales reps have recently been replaced with new hires, some coming from Dexcom, and that the Mannkind reps had recently been brought in for additional training. It was good to hear that Mike now expects scripts to begin rising soon. While there's much work to be done, the STAT study results being released at the coming ADA should be the proverbial shot-heard-round-the-world. IMO, yesterday Mike confirmed the coming paradigm shift to Afrezza becoming the standard of care and we now know why Dr. Kendall left a global executive position at Lilly to join Mannkind. GLTA So MNKD had several near-death experiences, people were fired, houses were sold, sales reps were hired, fired, rehired and fired again, CMOs came and go and all the time there was a treasure chest of studies, which- if published- would prove Afrezza's superiority beside the annecdotal evidence that doctors ignore? What had the CMOs done since 2014 when MNKD got creamed by a faulty trial? Did they got too little money to go down into the dusty cellar? And what has MNKD learnt about endos, sales reps and the market?. First there were the guys they were lucky to get because other diabetic pharmas reduced staff, then they got premium interrims, then own staff (best if interims) who they trained in Las Vegas and now these guys underperformed? How is this possible? And what about the highly anticipated commercial and their sponsoring of ' reverse'. Little happened even if you allow for a very conservative grace period. It still amazes me how people on this board gets enthusiastic about every new presentation and seem to forget about past experiences. Driving forward while using the rear view mirror is not very effective. A HUGE difference today is that one of the top global experts in diabetes is well aware of all of the past history and still made the decision to leave an executive global position with Lilly to join Mannkind and Afrezza. I'm guessing there are many on this board who enthusiastically share Mike and Dr. Kendall's new vision versus the narrow old one in the rear view mirror. |
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Post by digger on Mar 22, 2018 21:57:03 GMT -5
What is the "cash program through One Drop"? It's been talked about for almost a year (introduced at last yearly meeting). Mike has talked about it at many CCs including the last one on Tuesday. It's time to bring the "Uber of Diabetes" to reality. I'm afraid all I could find was in the last earnings CC -- "We hope to be able to announce a cash program model shortly that will be exciting for patients and we see this as another opportunity." I'm afraid that doesn't tell me much. I searched on this board for "cash program" but came up with nothing except the posts in this thread. Could someone provide further details? |
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Post by buyitonsale on Mar 23, 2018 0:10:02 GMT -5
What is the "cash program through One Drop"? It's been talked about for almost a year (introduced at last yearly meeting). Mike has talked about it at many CCs including the last one on Tuesday. It's time to bring the "Uber of Diabetes" to reality. I'm afraid all I could find was in the last earnings CC -- "We hope to be able to announce a cash program model shortly that will be exciting for patients and we see this as another opportunity." I'm afraid that doesn't tell me much. I searched on this board for "cash program" but came up with nothing except the posts in this thread. Could someone provide further details? Here is one of the threads related to Collaboration with One Drop announced around May last year: mnkd.proboards.com/post/105439/threadBack than CCO Mike C even liked my post in this thread.... or I think I am wrong, he was already a CEO at that time... no actually I remembered correctly. By the way, looking at his profile, he appears to still be logging in here regularly  |
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Post by LosingMyBullishness on Mar 23, 2018 1:49:41 GMT -5
So MNKD had several near-death experiences, people were fired, houses were sold, sales reps were hired, fired, rehired and fired again, CMOs came and go and all the time there was a treasure chest of studies, which- if published- would prove Afrezza's superiority beside the annecdotal evidence that doctors ignore? What had the CMOs done since 2014 when MNKD got creamed by a faulty trial? Did they got too little money to go down into the dusty cellar? And what has MNKD learnt about endos, sales reps and the market?. First there were the guys they were lucky to get because other diabetic pharmas reduced staff, then they got premium interrims, then own staff (best if interims) who they trained in Las Vegas and now these guys underperformed? How is this possible? And what about the highly anticipated commercial and their sponsoring of ' reverse'. Little happened even if you allow for a very conservative grace period. It still amazes me how people on this board gets enthusiastic about every new presentation and seem to forget about past experiences. Driving forward while using the rear view mirror is not very effective. A HUGE difference today is that one of the top global experts in diabetes is well aware of all of the past history and still made the decision to leave an executive global position with Lilly to join Mannkind and Afrezza. I'm guessing there are many on this board who enthusiastically share Mike and Dr. Kendall's new vision versus the narrow old one in the rear view mirror. Well, here is someone that took the rethorics class in college.😉 |
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Post by akemp3000 on Mar 23, 2018 3:55:52 GMT -5
Here's a simpler way of explaining the positive outlook. Dr. Kendall, being the former chief scientist with the American Diabetes Association and Vice President for Lilly's global diabetes organization, likely knows more about the science of diabetes and the diabetes industry than anyone alive today. Al Mann with his 180 I.Q. would have been an exception. IMO, Dr. Kendall's recent peer review of the company and Afrezza trumps all other perspectives including mine thus the enthusiasm.
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Post by Deleted on Mar 23, 2018 8:04:40 GMT -5
I think what we need are focused afrezza "Centers of Excellence" which are working hand in hand with large medical centers. I think Hilliard's is an example of a large hospital group which could now become a center of excellence. I think VDex has the right idea but its too small scale and they are not directly associated with prestigious institutions. For example the Cleveland Clinic could be a target site. In PA coal country the main health care provider is a co-op through Geisinger. They have setup clinics in local towns like Shamokin where "Nearly 50 percent of Shamokin residents are predisposed to diabetes, mostly because of obesity". What could be better than combining afrezza with a diet and good walk? www.prnewswire.com/news-releases/an-rx-for-good-health-geisinger-launches-fresh-food-pharmacy-300360675.htmlAnd have setup a "farmacy" to provide healthy food. hbr.org/2017/10/how-geisinger-treats-diabetes-by-giving-away-free-healthy-foodSince Geisinger is not only the medical provider but also the insurance company what better target for an afrezza "Center of Excellence"? Wellspan has pretty significant reach in Central PA too although I hear you on Geisinger. For in-patient, glucose control is typically difficult given all the other things the patient is dealing with and hospitals used to put fourth considerable effort to monitor and manage patient glucose levels (IV insulin). Patient recovery times are quicker and better if the patient has tight control of blood glucose levels. To your point, it would be interesting if Mannkind had one person calling on some major health systems to discuss Afrezza for in patient use starting with the hospital Hilliard was in. Would also be interesting to know if re-admit rates for a person with diabetes are higher and why - for readmits, hospital eats the cost. |
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Post by digger on Mar 23, 2018 8:33:35 GMT -5
I'm afraid all I could find was in the last earnings CC -- "We hope to be able to announce a cash program model shortly that will be exciting for patients and we see this as another opportunity." I'm afraid that doesn't tell me much. I searched on this board for "cash program" but came up with nothing except the posts in this thread. Could someone provide further details? Here is one of the threads related to Collaboration with One Drop announced around May last year: mnkd.proboards.com/post/105439/threadBack than CCO Mike C even liked my post in this thread.... or I think I am wrong, he was already a CEO at that time... no actually I remembered correctly. By the way, looking at his profile, he appears to still be logging in here regularly So the cash program the CEO referred to during the CC wouldn't necessarily involve One Drop? It would be like a DTC marketing effort for diabetics who couldn't afford full retail at the pharmacy? I mentioned in another thread the Google, Sanofi deal to operate a service like One Drop -- diatribe.org/onduo-delivers-diabetes-clinic-and-coaching-your-smartphone. As much as MNKD might dislike Sanofi, it might be more more productive to try to pair up with Onduo than with One Drop. Also, I noticed in that thread a discussion about some afrezza going to the UAE that someone appeared to have arranged a shipping quote for. What was that about? Who was the order for? |
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Post by mnholdem on Mar 23, 2018 8:40:30 GMT -5
The cash program could be LIKE OneDrop without including them. I suspect that it may involve some form of a subscription-based model.
OneDrop Test Strips Plans:
- Plus 50: If you test 1-2x per day
- Plus 100: If you test 2-3x per day
- Premium: If you test 4+ times per day
Each has a monthly payment which may/may not be reimbursed by your insurer.
Source: start.onedrop.today/products/test-strips-plans
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Regarding UAE: My sources informed me that the UAE shipment simply involved samples shipped to a potential distributor that was in talks with MannKind at the time.
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