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Post by akemp3000 on Apr 11, 2018 4:56:01 GMT -5
There have been several comments critical of management for not providing market territory details. No company should provide details about how and where they are trying to disrupt market share. This is especially true when competitors are industry giants with massive funding. IMO Mike does an excellent job of sharing general marketing information without disclosing specifics. I'm hopeful the company has a plan to ramp up marketing when the STAT study is released and that they NOT share this plan with anyone prior to implementation. Anyone interested in learning more about marketing strategy would enjoy reading "Marketing Warfare" by Al Ries and Jack Trout. I would not be surprised to learn Mike studied this book at Wharton as it details the strategic stages of how a small company can win against big competitors...even if they also read the book.
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Post by dreamboatcruise on Apr 11, 2018 17:22:02 GMT -5
There have been several comments critical of management for not providing market territory details. No company should provide details about how and where they are trying to disrupt market share. This is especially true when competitors are industry giants with massive funding. IMO Mike does an excellent job of sharing general marketing information without disclosing specifics. I'm hopeful the company has a plan to ramp up marketing when the STAT study is released and that they NOT share this plan with anyone prior to implementation. Anyone interested in learning more about marketing strategy would enjoy reading "Marketing Warfare" by Al Ries and Jack Trout. I would not be surprised to learn Mike studied this book at Wharton as it details the strategic stages of how a small company can win against big competitors...even if they also read the book. But if the marketing was actually successful as has been said, then the competitors already know which territories they are because they get data from Symphony and IMS. They also undoubtedly get data on exactly how many times commercials get run by all competing products. True that MNKD shouldn't release plans for marketing before they are implemented, but providing more transparency to shareholders after the fact is a very different story as that exposes very little that the competitors would not already know. |
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Post by tarheelblue004 on Apr 11, 2018 20:05:14 GMT -5
There have been several comments critical of management for not providing market territory details. No company should provide details about how and where they are trying to disrupt market share. This is especially true when competitors are industry giants with massive funding. IMO Mike does an excellent job of sharing general marketing information without disclosing specifics. I'm hopeful the company has a plan to ramp up marketing when the STAT study is released and that they NOT share this plan with anyone prior to implementation. Anyone interested in learning more about marketing strategy would enjoy reading "Marketing Warfare" by Al Ries and Jack Trout. I would not be surprised to learn Mike studied this book at Wharton as it details the strategic stages of how a small company can win against big competitors...even if they also read the book. But if the marketing was actually successful as has been said, then the competitors already know which territories they are because they get data from Symphony and IMS. They also undoubtedly get data on exactly how many times commercials get run by all competing products. True that MNKD shouldn't release plans for marketing before they are implemented, but providing more transparency to shareholders after the fact is a very different story as that exposes very little that the competitors would not already know. Symphony and IMS provide weekly, territory-specific data? |
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Post by digger on Apr 11, 2018 21:54:59 GMT -5
There have been several comments critical of management for not providing market territory details. No company should provide details about how and where they are trying to disrupt market share. This is especially true when competitors are industry giants with massive funding. IMO Mike does an excellent job of sharing general marketing information without disclosing specifics. I'm hopeful the company has a plan to ramp up marketing when the STAT study is released and that they NOT share this plan with anyone prior to implementation. Anyone interested in learning more about marketing strategy would enjoy reading "Marketing Warfare" by Al Ries and Jack Trout. I would not be surprised to learn Mike studied this book at Wharton as it details the strategic stages of how a small company can win against big competitors...even if they also read the book. I don't care about particular market territories. I do care about having real numbers as opposed to percentages. For me, percentages are simply meaningless unless you're given the starting numbers. |
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Post by dreamboatcruise on Apr 12, 2018 12:31:01 GMT -5
But if the marketing was actually successful as has been said, then the competitors already know which territories they are because they get data from Symphony and IMS. They also undoubtedly get data on exactly how many times commercials get run by all competing products. True that MNKD shouldn't release plans for marketing before they are implemented, but providing more transparency to shareholders after the fact is a very different story as that exposes very little that the competitors would not already know. Symphony and IMS provide weekly, territory-specific data? They sell it. |
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Post by od on Apr 12, 2018 14:54:50 GMT -5
Symphony and IMS provide weekly, territory-specific data? They sell it. and, I believe, provider specific prescription data. |
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