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Post by mannmade on Aug 15, 2016 20:33:41 GMT -5
Are you asking if MNKD's distribution channel can be integrated into particular pharmacy chains' supply chain management systems so that MNKD would automatically ship Afrezza wirhout having to receive an order from the pharmacies' distributors? Isn't that how Amazon does it?
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Post by mannmade on Aug 15, 2016 13:50:24 GMT -5
facts, I believe you are right.
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Post by mannmade on Aug 11, 2016 19:53:53 GMT -5
Bottom line is Matt is the CEO and MannKind has achieved something very few could ever do. Oh yeah, and then there is Kresa. Again you are confused. What has Matt achieved other than hiring Mike Castagna, assuming it was him who actually found him instead of Desisto, who knows how to get things done? Matt is CEO in name only. Mike is running the company. Matt has proven to be a horrible CFO. He has had numerous opportunities to raise capital when the stock was strong and he didn't. And then he goes ahead and raises money when the company is at its weakest. Whether he was thwarted by Al or not, he still hasn't shown he can lead the company. He also has a history of saying things he should have known better not to have said. If anyone is going to show that Afrezza can be the drug that many of us think it is, that would be Mike. Not Matt. I don't enjoy joining into discussions like this because I don't really see the point. Having said that, I feel compelled to point out some flaws in your argument... You seem to forget that as CFO it is not up to Matt nor does he have the authority to raise capital without the direction and consent of the CEO and the BOD. While CFO he was not only reporting to the CEO he was responsible to the BOD both of whom are charged with leading the company and determining such issues as to whether or not they should be raising capital. And "you just don't know what you don't know..." How do you know Matt did not advise the responsible people (decision makers) to think about raising cash and how they may have responded? How do you know Desisto is the right guy for the job when he left under a bit of a cloud from Insulet himself. What I do know is that Matt and his team, the team he has hired, seem to be doing a good job so far with MannKind 2.0. Sure he may have made a few statements he would like to take back, but haven't we all... Duane has left the building along with Hakan and Elvis so really what is the point of all this?
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Post by mannmade on Aug 10, 2016 23:23:41 GMT -5
Sanofi HQ I asked for him with a reference from a friend who is a doctor and knows him.
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Post by mannmade on Aug 10, 2016 19:54:46 GMT -5
No I was trying to help a friend get samples during transition and was referred to Sanofi by mnkd.
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Post by mannmade on Aug 10, 2016 19:28:24 GMT -5
Sanofi. At least as of a few months ago. I spoke with him at their HQ by phone.
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Post by mannmade on Aug 10, 2016 12:07:49 GMT -5
I think the one note of caution here is as was referenced above already, sales is about relationships no matter how good the product is (for the most part). And as good as AFREZZA is, it is not an easy product to explain and as such AFREZZA is very misunderstood. Having said that, it will take more than 5 mins and one visit with a doctor to discuss (with the goal of getting a doc to write scripts) and to get this time with a doctor the reps will need to have solid relationships with the various docs in their territory.
Having said the above this is a new sales force, so really how many of the sales reps already know the docs in their territory? And how long will it take for them to be able to establish the kind of relationships that will allow for the reps to get the kind of time and multiple meets it may take to have a doc finally understand the real value of AFREZZA?
I am thinking that if we get past 627 scripts per week by end of October and 1,000 per week by end of the year it will show enough to get the stock up past $1.50 a bit, just my personal opinion. If this happens the warrants will kick in and that will add another $50m or so to Mnkd and extend the runway a bit longer to allow the trend to continue and complete one more financing deal that is not so onerous compared to what it would look like if made at today's pps.
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Post by mannmade on Aug 9, 2016 22:25:05 GMT -5
I could be wrong but I don't see desisto coming back for a few reasons as follows: 1. They can't afford his salary 2. Matt has hired all the key players now at mnkd a new boss typically likes to work w his own senior execs 3. Matt seems to have a reasonable plan in place and desisto will not want to come in to take over someone else's plan and to change course now will be too disruptive.
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Post by mannmade on Aug 8, 2016 15:42:07 GMT -5
Sounds like a job for Sportsrancho... Yes please share if you have any such information. I have been working with a person who has been trying to get her 15 year old son on to AFREZZA since I met with her and introduced her to it back in November. She will fly anywhere in the country but so far we have approached several doctors including a couple who prescribe AFREZZA and they will not prescribe to anyone under 18. TY!
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Post by mannmade on Aug 7, 2016 15:43:03 GMT -5
My understanding is that Matt said on last cc that new force and rest of costs for mnkd 2.0 were somewhere between $1m to $2m per month and that the additional costs were being offset with other internal savings/cost cutting such that it was a net neutral effect on monthly expenses. And that such costs were and remain about $10m to $12m per month.
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Post by mannmade on Aug 4, 2016 10:10:09 GMT -5
Like an arranged marriage I personally don't think the marriage works for either side. The free market (consumer's choice) must make the marriage at the alter of the insurance companies. To do otherwise removes choice from the consumer on both sides as choice is removed in an arranged marriage most.
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Post by mannmade on Aug 4, 2016 10:05:43 GMT -5
Fidelity has dropped it's rate to 11%. This is the lowest I have seen since I can recall being an investor starting in 2009. Could the shorts finally be pulling out to a significant degree? And does this foretell a more positive future?
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Post by mannmade on Aug 3, 2016 20:32:59 GMT -5
Related to the above article I was in a major hospital ER today and talking w one of the doctors. I am sure this has been mentioned before here and otherwise but when I asked her how many diabetic patients they saw in the ER her response was at least 70% of all patients were due directly to diabetes or diabetic complications from sustained or out of control hyperglycemia. Shocking to think what could be done with Agrezza adoption.
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Post by mannmade on Aug 1, 2016 13:24:58 GMT -5
Along with the launch of MannKind 2.0 and the progress that MannKind seems to be making (or making up for from Sanofi's lack of...) I am also cheered by what seems to be the increase in social media chatter about AFREZZA not just from the "Usual Suspects," with no disrespect to the early adopters at all intended, but from others including more new users, Mike C and some of his reps.
I see this as a good sign although we still have a very long way to go in a very short time...
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Post by mannmade on Jul 30, 2016 11:48:39 GMT -5
Looks like it is down to a drop in Lantus sales that was only partially offset by Toujeo. That is probably a combination of the European move to cheaper older insulins for Type 2 (moving to NPH) and the availability of biosimilars outside the US. And don't forget the Tresiba Effect. What a missed opportunity for Sanofi with AFREZZA...
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