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Post by mannmade on Apr 23, 2019 11:38:29 GMT -5
Actually very nicely done! Not a lot of clutter and blue background allows mnkd logo to stand out. Real effectiveness will be the reach of the publicity and other promotional offshoots they do that focus on Conner and his use of afrezza.
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Post by mannmade on Apr 18, 2019 12:37:34 GMT -5
Unfortunately that explains in a nutshell how little many doctors understand Afrezza as its forgiving nature from fast in and fast out allows for less precision and a better quality of life with better results.
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Post by mannmade on Apr 18, 2019 9:37:09 GMT -5
Previous speculation on this board suggested that Epi-Cricket might not have a superior therapeutic benefit, but a person hesistant to "spend" an epi pen could go ahead and use Epi-Cricket before it's too late. Therefore, an Epi-Cricket might be very desirable to have in a kit bag with epi pen. This scenario only works out if Epi-Cricket at scale could be produced at a low price. And Mike said we should not go it alone on this one. What I am looking for is a pipeline of customers like RLS and UTHR wanting their product packed for inhalation. I see minimal value in the independent efforts because, like Epihale, there is not the cash to get these past the proof of concept stage. In the past these served the purpose of showcasing what could be done, but now UTHR provides far more credibility. Yes I think mnkd's success will wind up being the collective value of its portfolio whether or not Afrezza is the big revenue driver, collectively the revenue should eventually lead to continued share appreciation well beyond today's current value and if they can continue to add to the portfolio it could go on for years to come. |
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Post by mannmade on Apr 18, 2019 9:18:15 GMT -5
Honestly I think most doctors have the following issues:
1. Not enough time to educate themselves
2. A long history of teachings that insulin can kill if not administered correctly
3. They follow an SOC that says an Hba1c around 7 is good
4. They are not aware of Afrezza or do not know enough about it (follow up to item 1)
5. Afrezza is not from one of the big well known pharmas
6. Afrezza's label makes it look very similar to others
7. They do not have the time to fight insurance
8. There are a whole lot of other products that work for T2's and are less expensive
9. Dont have the time or staff to properly educate patients on Afrezza
When doctors start to reccomend Afrezza mnkd will have a blockbuster drug. This should happen over time. How long? I dont know...
Its a lot for mnkd to overcome but not impossible. Personally I would focus on organizations and institutions where I could find clusters of docs etc and also on global opinion leaders as well as finding rcognized diabetics as spokespersons. But that's just my two cents. They can do this...
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Post by mannmade on Apr 18, 2019 9:12:33 GMT -5
Previous speculation on this board suggested that Epi-Cricket might not have a superior therapeutic benefit, but a person hesistant to "spend" an epi pen could go ahead and use Epi-Cricket before it's too late. Therefore, an Epi-Cricket might be very desirable to have in a kit bag with epi pen. This scenario only works out if Epi-Cricket at scale could be produced at a low price. And Mike said we should not go it alone on this one. Epi-Cricket will have a great market segment. There's a 20 minute window before there's a severe reaction which the Cricket is perfect. I'm sure parents and patients would rather inhale than to JAB a needle into their thigh before they lose consciousness. And for people who are prone to stuations where they need epi having it on a key chain would be very convenient. |
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Post by mannmade on Apr 18, 2019 8:59:13 GMT -5
My sympathies go out to this parent and I am hopeful she will succeed getting her son on Afrezza. She is a perfect example of why I think Afrezza will find a base for success with peds.
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Post by mannmade on Apr 17, 2019 9:42:56 GMT -5
Find a millenial You Tube star who is diabetic and get him or her to promote on social media. Like Sam Pottoroff
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Post by mannmade on Apr 16, 2019 9:44:48 GMT -5
I have only one question as follows: when does he expect mnkd to be profitable? (thru all revenue streams whatever they may be, Afrezza, RLS, Trep T, etc...)
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Post by mannmade on Apr 15, 2019 16:10:09 GMT -5
Duhhh! Don’t you think it’s a bit difficult to execute properly and do what’s needed to grow when the share price is consistently manipulated down?!!! We went up significantly on UTHR partnership and last quarter’s earnings call. In the long term, positive events move the stock upwards just like negative events push it down. If MannKind strung together multiple positive events, we would go up regardless of what SO is writing. Unfortunately, management just can’t seem to do this (ex. we followed UTHR up with good ole dilution). Agree with you except that if the positive event is not associated with any reoccuring revenue then without subsequent events close enough in time for additional funds mnkd goes back down as the need for more funding starts to appear closer and closer as it will starting sometime in August imho, without additional positive news. I happen to think mnkd will have some positive news by then but unfortunatley I am not expecting any enhancements to the reoccuring revenue that is so far only coming in through sales of Afrezza. My goal is by mid 2021 for possible break even. |
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Post by mannmade on Apr 14, 2019 21:52:19 GMT -5
Yes I would...  From a response I made on April 4th to you: They should hire a Doctor or NP to become the face of Afrezza much like Flo the spokesperson for Progressive Insurance. Promote her/him in media as an expert on Afrezza and let that person reach out one on one. If they were also a T1, even better. Have a FB page where she/he can answer questions directly as well when people have issues with dosing, insurance etc... Read more: mnkd.proboards.com/user/18/recent?page=2#ixzz5l83PQG00 |
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Post by mannmade on Apr 14, 2019 15:53:55 GMT -5
In the past week I have met a RN whose specialty is obese people and those with addictions, a medical administrator from the VA in West Los Angeles and a senior dietician from UCLA, all of whom work with diabetics and none of whom knew anything about Afrezza. Now this is both sad and at the same time hopeful. You would think they would know about the only inhalable insulin on the market given each is on the edge or directly inside the diabetes conversation given their postions and affiliations.
However, it is also an opportunity. I realized that while it is important to educate endos, pcp's and the insurance companies as well as pwd's Mnkd may be missing an opportunity to reach advocates who speak for and deal with diabetics on a regular basis that may not be so reluctant to recommned Afrezza as an option. Now I know they speak with Nurse Educators etc who are directly involved wth diabetes but I wonder how far their outreach and channel marketing messaging goes.
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Post by mannmade on Apr 14, 2019 12:54:47 GMT -5
I don’t think it is due to anticipated significant script increase. If anything, imho, word may slowly be getting out about progress on a second molecule or rls event as both have been stated by Mike to be making significant progress.
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Post by mannmade on Apr 12, 2019 15:23:24 GMT -5
You may be right that I am able to say things that most sales reps for mnkd cannot say.
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Post by mannmade on Apr 12, 2019 13:11:47 GMT -5
I respect your opinion. I have personally met with five parents who have children with diabetes and not one of them had any issues with putting their child on afrezza with the current info available. Four were successful the fifth tried but did not follow thru for some reason. We should know soon enough.
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Post by mannmade on Apr 12, 2019 12:18:06 GMT -5
mannmadeI see that children would likely prefer a no needles solution, but it also seems doctors may well be even more concerned about long term lung issues with use by children whose lungs aren't even fully developed, given the long term safety study has still not been undertaken. It may well be that many doctors have overblown the risk (a risk likely to be proved to not exist all if the trials are done), but I'm less optimistic than you that doctors will for some reason be way more accepting of Afrezza for peds than for adults. In any case, that's a long ways off. Imho it’s not primarily about the doctors. My brother was diagnosed w t1 at the age of 8. He put my parents thru “hell” with the needles and also their fear of his hypos, which made compliance tougher. Both of which afrezza will likely improve in peds. A mother fighting for her child will trump a doctor every time imho! |
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