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Post by esstan2001 on Jul 8, 2015 9:15:47 GMT -5
...It will take some time for Sanofi to convince insurers of the impact Afrezza with have on hypoglycemia. How many months (or years) of evidence with be needed before payers become convinced that Afrezza results in lower overall costs just from reduced trips to emergency rooms. Factor in other complications from the ravages of "out of control" blood glucose and Afrezza seems to be a no-brainer to those who have researched it. ... I also wonder if insurance companies monitor outcomes themselves and make some of these decisions independent of FDA / manufacturer data- I somewhat thought this to be the case, would explain why more heavily resourced Ins. Co's make formulary moves while bumpkin Ins. is slow on the draw... anyone knowledgeable care to comment?
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Post by esstan2001 on Jul 8, 2015 9:09:40 GMT -5
... but the less than stellar market response to almost anything uttered by Matt, Ekam (sp?) or by SNY has me a little gunshy. I still experience a distinct bellyache when any of them speaks publicaly about Afrezza. Granted they are not the most eloquent communicators; although their polish and sheen are improving as time marches on. With the throngs of shorts at the ready to bid the shares down, it will now take real material events to drive anticipation of higher scripts. Sanofi is in the process of putting those 'event' pegs in place- DTC, PCP / Endo education, removal of prior authorization; insurance tier movement to a better level...IMO factoring in the script lag, we'll start to see a response in scripts ~ 10 weeks from the ramp of this effort (end June), and they will build as each barrier gets lowered. A change in the rate of script movement will firm up and elevate our share price floor. Then longer term, looking forward to label improvement and pediatric trials that should commence late 15 / early 16 I look to mid 2016 for some real material action in the share price. In the interim, the shorts will continue to probe and play, trying to gauge their next moves. I know you have been worn down by this thing over many years (from your handle on yahoo) as have I. Look past the battle fatigue; We're in a much better place now, with the other side getting nervous after seeing the ammo & weapons deliveries we're taking in. :-)
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Post by esstan2001 on Jul 8, 2015 8:21:43 GMT -5
No problemo.
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Post by esstan2001 on Jul 8, 2015 7:57:18 GMT -5
Believe itt Esstan!! Clearly the OR clause added at the end was the author's not Mnkd. It's done all the time and often intentionally creates ambiguity. Let's move on, we have enough to watch without manufacturing our own FUD. Oh, I do believe it- makes NO sense for either MNKD or SNY to say such a thing, and all the sense in the world for a journalist / analyst that wants an increased following. Now talk to Avogadro; he's the one who posted with the doubts.
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Post by esstan2001 on Jul 7, 2015 11:36:13 GMT -5
The participants in the studies numbered in the 100s not 1000s. ... Davinci is referring to all the Mannkind run studies thru the FDA since the mid 2000's- more like 5k-6k (although not all were on Techo-Insulin; a fair part were in comparator arms)
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Post by esstan2001 on Jul 7, 2015 9:25:23 GMT -5
Yeah, that last line is a bit sobering! Or Death knell? Not real reassuring of where SNY stands on this. I really wish I didn't read that pretty sure that came from the author editorializing for sensationalism purposes and not from MNKD or SNY
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Post by esstan2001 on Jul 6, 2015 13:44:08 GMT -5
You are not going to see any real celebrity risk putting their name behind a drug. Hmmm...
Cybill Shepherd: drug Zelnorm from Novartis Kelsey Grammer: drug Lontronex from GlaxoSmithKline Rob Lowe: drug Neulasta from Amgen Bob Dole: drug Viagra (OK, Bob's not really a celebrity) Lauren Bacall: drug Visudyne from Novartis Kathleen Turner: drug Enbrel from Wyeth Marcia Cross: drug Imitrex fromGlaxoSmithKline
So.... Elizabeth Perkins was an early Afrezza adopter, and had provided some good early feedback. She also did some Diabetes special production, may have been affiliated with Sanofi, before using Afrezza if I recall correctly. She also played opposite Tom Hanks in BIG. Stick the two of them together in a TV advert. They both may do it for Al Mann and not for the $$; who knows. Hey, I can dream.
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Post by esstan2001 on Jul 6, 2015 11:32:49 GMT -5
Has anyone noticed that “this guy with the hat” is the same man shown on the third picture on the Afrezza website (the self-assessment test page)? I bet he is also an actual user, intended to lend some additional cred to the ad and site.
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Post by esstan2001 on Jul 6, 2015 11:20:33 GMT -5
... it's not like we're usually right about things pertaining to MNKD. you sure got that right Baba ! :-)
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Post by esstan2001 on Jun 25, 2015 11:25:27 GMT -5
This reporter took a short cut & did not do her due dilligence on Afrezza. But I do appreciate the coverage. Hey I did notice one positive aspect... at least she did not call it A- frEEZa
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Post by esstan2001 on Jun 25, 2015 7:45:03 GMT -5
Very nice, thanks. Progress might be slow, but apparently in NY and CA there has been considerable progress. If you think about it (I might be getting into trouble here) those two states tend to have a population that is more wiling to embrace change. NY and CA are also leading indicators for national trends... Well at least I think they are, but could be wrong. Maybe if Sanofi marketed Afrezza as the first true transgendered Insulin, we'd have more success. transgender? that's so passe'. Transracial- now that's the craze! OK now, better lock this thread :-)
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Post by esstan2001 on Jun 24, 2015 9:26:05 GMT -5
Did you interpret that to be from now, or (as some have indicated due to automatic tier adjustment at 6 months) from launch? He was talking about 6-9 months from launch. Thank you.
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Post by esstan2001 on Jun 24, 2015 9:06:29 GMT -5
Prior authorization is an issue. Reconfirms that it is fixing itself in the 6-9 month range but that SNY has also put a package together to make it easier for docs to get prior authorization more easily. Did you interpret that to be from now, or (as some have indicated due to automatic tier adjustment at 6 months) from launch?
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Post by esstan2001 on Jun 23, 2015 17:48:34 GMT -5
These extracted quotes from Al keep bouncing around in my head : "Indeed, some key opinion leaders are saying that Afrezza therapy in early stage type 2 diabetes should slow, probably stop and maybe even reverse type 2 diabetes. Today diabetes is the greatest need in medicine globally." "Sanofi had already done a great deal of work preparing for the launch -- . . . NOW tie that into this: The FDA Modernization Act of 1997 - linkThe law abolishes the long-standing prohibition on dissemination by manufacturers of information about unapproved uses of drugs and medical devices. The act allows a firm to disseminate peer-reviewed journal articles about an off-label indication of its product, provided the company commits itself to file, within a specified time frame, a supplemental application based on appropriate research to establish the safety and effectiveness of the unapproved use.
The act also allows drug companies to provide economic information about their products to formulary committees, managed care organizations, and similar large-scale buyers of health-care products. The provision is intended to provide such entities with dependable facts about the economic consequences of their procurement decisions. The law, however, does not permit the dissemination of economic information that could affect prescribing choices to individual medical practitioners. . . . THANK YOU, THANK YOU, THANK YOU !!! This is one very valuable post; I had been wondering what legally (short of another FDA trial) Sanofi would be able to do or say regarding Afrezza and now you have clearly identified it. I think this is one of the most important points (along with all the corresponding inferences you made) at this stage of the game. Bravo. I can't add anything more to this one. Nothing more needed. Again, thanks.
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Post by esstan2001 on Jun 23, 2015 10:40:29 GMT -5
4 Reasons to be Skeptical of MannKind Stock (MNKD) MannKind stock has it all -- it just doesn't know what to do with it By John Kilhefner, InvestorPlace Contributor | Jun 23, 2015, 11:04 am EDT We all know the obvious reasons .... I could not even finish reading this carp with all the unabashed bias oozing out from every pore of this thing.
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