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Post by mannmade on Jan 24, 2019 13:45:23 GMT -5
Also a much simpler mechanism and therefore much less can go wrong for consumer. No moving parts, nothing to break.
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Post by mannmade on Jan 24, 2019 12:32:23 GMT -5
My understanding is they were sold off for small milestone and royalty deal. Likely never going to get back in as start up would be too costly at this point as would have to start over.
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Post by mannmade on Jan 24, 2019 11:42:19 GMT -5
If I understand you correctly then they are wrong or made a mistake in wording.
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Post by mannmade on Jan 24, 2019 11:06:22 GMT -5
Well this is a pure guesstimate but if you take an estimated net revenue average of say $475k x 12 weeks you get $5.7m so that would be my guess and seems reasonable on their end from my POV.
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Post by mannmade on Jan 23, 2019 17:21:31 GMT -5
It certainly would provide a venue for Castagna to blast the current drug industry system where insurers and Plan Benefits Managers reap $billions in rebates and incentives to put roadblocks in place against smaller competitors that could provide more cost-effective medicines. agree MN but also has he be certain no backlash on afrezza pricing. |
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Post by mannmade on Jan 23, 2019 15:29:55 GMT -5
They should all watch the tcoyd videos as part of their training.
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Post by mannmade on Jan 23, 2019 13:34:23 GMT -5
Mike seems to be an opportunistic thinker and if he sees a cost effective way to advance the cause of afrezza I am sure he will reach out as he has proven he stays on top of the issues of the day with insulin and afrezza. Also it must fit within mnkd strategy as they may not want to call attention to their pricing even though it would seem justified for numerous reasons from a business stand point.
1. Company is in its infancy
2. Company has not yet recouped over $2.5B spent to develop and market afrezza
3. A vastly superior product
4. Company is not yet profitable
Etc...
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Post by mannmade on Jan 22, 2019 15:10:09 GMT -5
Not specified but apparently clearly achievable by mnkd.
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Post by mannmade on Jan 22, 2019 14:09:33 GMT -5
Actually Compound said previous campaign was $8m for quarter. That was not me. My understanding is that it was actually $5 for quarter.
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Post by mannmade on Jan 22, 2019 14:00:17 GMT -5
Thought it was horrible! Sand in the throat , and dirty looks from the lady next to me on the plane , just to begin with. Doesn’t seenm to take the advancement seriously seriously? I do hope you are joking... |
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Post by mannmade on Jan 22, 2019 13:58:04 GMT -5
More likely as stated previously in my original reply $2m per month.
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Post by mannmade on Jan 22, 2019 13:55:30 GMT -5
Correct that is my understanding. Plus another $12.5 in the second half.
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Post by mannmade on Jan 22, 2019 13:45:35 GMT -5
Think you are way over on costs. More likely $2m per month on ads plus $8 to $9m in expenses. Can pay off DF $11.5 in stock if makes sense at time and $12.5m in milestones likely payable in 1st Q. So by my estimate w $70 eoy now at $59m plus $1m in Afrezza net rev and $12.5 in milestones equals $72.5m which is seven months.
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Post by mannmade on Jan 22, 2019 11:52:41 GMT -5
Looks like 09.04.2018 so actually very recent. Needs to be distributed widely w Dr. Edelman video!
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Post by mannmade on Jan 22, 2019 10:54:08 GMT -5
Great video! Am not sure when it was recorded but this along with Dr. Edelman’s video should be very persuasive to any diabetic or Endo I would think who does not know about afrezza. Now how does mnkd get them to view?
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