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Post by mannmade on Oct 11, 2019 16:44:44 GMT -5
Wasn’t this Rose’s old job with Matt?
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Post by mannmade on Oct 10, 2019 15:35:40 GMT -5
Prediction: Afrezza will be used in hospitals in Brazil as both, an alternative (better) to subq, and as an eco-environmental solution to subq. Love it. If that happens and the results are shared globally which would be likely, there will be significant exponential growth that follows. It's all just been a matter of time before the newer and improved science and technology wins out. Have to agree here. Saw a commercial for libre cgm in Dodgers v Nationals playoff game yesterday! TIR baby!!!
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Post by mannmade on Oct 10, 2019 14:10:43 GMT -5
Matt, I don't disagree with anything you posted above. My real point was that even if sold at break even, if sold in enough quantity, the added production for Brazil might lower the average cost of goods enough to increase margins on US sales and allow for a slight price reduction.
The second point was that I had heard here on the board that Brazil may not instruct that Afrezza needs refrigeration. While this would only apply to Brazil it would stil be newsworthy here in the States, even if only for off label. Was not and am not expecting any label changes other than possible refrigeration requirement as it stands now.
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Post by mannmade on Oct 10, 2019 9:54:41 GMT -5
My sense for success in Brazil is not whether Afrezza sells $20m plus per year in Brazil but more the following:
1. Does mnkd sell enough to lower the average cost of goods sold here in the States, thus increasing margins, which may allow them to lower price in the States.
2. Does Afrezza get a better label or at least officially eliminate the need for refrigeration in Brazil.
3. How popular does it become in the pwd community in Brazil.
As far as retail sales revenue, as many have mentioned, I would not count on very big numbers. GLTAL's!!!
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Post by mannmade on Oct 8, 2019 17:32:36 GMT -5
Almost forgot... + 2020 US sales > 40M So with the $52m currently estimated by SO in his recent article And your $102m that is $154m Plus another $35m for Afrezza income in 2020 equals $189M through the end of 2020. Not counting Brazil and a second molecule, etc... Now if script could only continue to grow like last week... GLTAL's!
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Post by mannmade on Oct 8, 2019 11:48:17 GMT -5
According to MC, he has said on several occasions we have enough money to get to "cash flow break even." And with major debt payments now due in five years and reduced expenses, why borrow if that is the case? (Except for the additional tranches already negoiated)
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Post by mannmade on Oct 7, 2019 15:34:29 GMT -5
Even though it’s medically incorrect to use basal insulin in T2D since it’s a prandial insulin defect with loss of the FPIR, at least the words “great” and “Afrezza” are in the same sentence together, and Afrezza is getting some positive PR. 🤷🏻♂️ Agree and honestly I don't think I have yet seen the perfect Afrezza article by any outsider... Or even most insiders for that matter.
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Post by mannmade on Oct 6, 2019 14:54:07 GMT -5
Nice and succint! Good article!
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Post by mannmade on Oct 3, 2019 15:19:35 GMT -5
He recently said we have enough cash to break even, and now 2-5 years for TS income (and that’s a maybe), and Afrezza sales not growing. This guy has been BS’s us for years and now it’s more BS. It’s well past time for this joker to hit the road. Certainly sounds like we won’t be breaking even without moving other drugs forward and getting upfront money. Technically, MC keeps referring to cash flow break even.
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Post by mannmade on Sept 14, 2019 15:00:58 GMT -5
Thanks for the info. I did find the dosing information on the web and also found that my insurance will not cover. Unhappy face! Obviously the mountain blocking our way is lack of insurance coverage. The cash cost on GoodRX is prohibitive. I’m not eligible for the $15 co-pay assistance card. I would suggest you go to the Afrezza FB page. You will likely find many helpful pwd using Afrezza successfully. Good luck!
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Post by mannmade on Sept 7, 2019 11:06:54 GMT -5
Key take aways as follows:
1. CEO is former Senior Sanofi Executive 2. They have a history of producing Human Insulin as world's fourth largest supplier (Hint: isn't that what Afrezza is made from?) 3. Label change is coming for Bazil
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Post by mannmade on Sept 4, 2019 13:26:52 GMT -5
So this seems to be going beyond merely testing of Afrezza. Seems to contemplate an improved, possibly competing, product. Would MNKD's existing patents protect against this and for how long? Would they seek to license MNKD's existing patents? Will they succeed in reducing production cost? Would this somehow fall within the reduced testing requirements of "biosimilar" or would it require full blown set of trials? Lots of questions. Wonder if MNKD management will feel compelled to address it. Seriously? If only Mnkd were in the Security Business. They are better at keeping secrets and preventing leaks than any agency in the US Govt.
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Post by mannmade on Sept 4, 2019 11:00:39 GMT -5
Well as I recall Amph gave up their right of first refusal so perhaps there was a reason..,
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Post by mannmade on Sept 2, 2019 11:16:41 GMT -5
Bong or dong! LOL!
That picture is from the way back machine Brentie! Ah the good old days when we all thought we had a blockbuster in fromt of us... Now for the slow grind up! GLTAL's!!!!!
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Post by mannmade on Aug 29, 2019 18:00:35 GMT -5
Thanks Peppy, but if I did what you say and others followed there would be very little need for Afrezza!
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