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Post by saxcmann on Aug 12, 2015 15:20:24 GMT -5
Directly from Sny rep selling diabetes.
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Post by saxcmann on Aug 12, 2015 12:54:47 GMT -5
From SNY rep...SNY still promoting Apidra over Afrezza with 2/3 of their reps. Afrezza more of a niche still. Rep only gets commission on Apidra. Only 1/3 of reps commission on Afrezza.
So in essence SNY is in conflict of promoting afrezza, imo.
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Post by saxcmann on Jul 15, 2015 16:31:25 GMT -5
Saxcmann why take them back if the stock is rising? faster squeeze? Now that is something I never considered.............what happens if there is a mad rush to cover (say over some great news), and many of those who have shares lend out, including the big fund companies, decide to call back their lent out shares at that time? With that many shares shorted out there, it could be a real bloodbath.....or is this the normal scenario of a classic short squeeze? Is there any way the short sellers could protect themselves? Yes, that's my thinking phantomfj. My shares won't effect much unless everyone does the same. |
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Post by saxcmann on Jul 15, 2015 9:17:55 GMT -5
I have worked with a lot of doctors in a business context, and they are among the smartest people you will ever encounter, sell assured, and strong egos. They make up their own minds independently and you don't just tell a doctor what to do. They are opinionated and stubborn and they will do what it takes to learn about Afrezza at their own speed. There are other insulin products competing for their attention and SNY has to just keep hammering away to get their message across. If the drug is as good as we think, and benefits those we think, this will take time to get into the mind of the doctors.
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Post by saxcmann on Jul 15, 2015 9:11:28 GMT -5
If we get big news and the stock is rising quickly I'll take my shares back. otherwise I'm holding until under 10% then consider taking them back, imo
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Post by saxcmann on Jul 13, 2015 23:28:48 GMT -5
I think it depends on how we get there... big news and the pps jumps quickly then I'm holding. If no major news and shorts are hanging around then I'll take some off the table. For the most part, I'll keep my core position and sell when Al sells. Its nice collecting interest on my shares while we wait...I should have started the lending program 6 months earlier! It makes waiting for the short squeeze much easier!
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Post by saxcmann on May 7, 2015 11:47:05 GMT -5
Funny, I read this thread last night and I can't post today on YMB! Not kidding. I notice more and more longs over here now.
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Post by saxcmann on May 7, 2015 1:47:53 GMT -5
I was told the 2U will come but wasn't near as important/needed as getting the 12U approved.
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Post by saxcmann on May 7, 2015 1:35:07 GMT -5
There are some good posters there but you have to be on the board for a while to separate the wheat from the chaff. As I've said here before, I think, I don't mind sifting through the garbage since I subscribe to the tenet "know thine enemy." So my theory on this goes as follows. The folks posting on YMB that want the stock price lower are reporting as "abusers" (next to the flag) the folks on YMB that post the most informative nuggets of information thereby triggering an automated expulsion of the best and most important posters leaving only the folks predicting and discussing buyouts and those that mock the company. Am i alone in seeing this? Paranoid? I like your theory Kball. It makes sense but how does Kevin keep getting his post to go thru?  ? |
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Post by saxcmann on May 7, 2015 1:26:41 GMT -5
I'm thinking we'll go down below $4 if all we get are cogs and production line announcements. Unfortunately shorts are still in control. At what price will they cover? ...$3.80?? A solid TS deal,Sny buy-in, BO, or EU filing are the only things to make the pps jump.
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Post by saxcmann on Apr 8, 2015 12:03:50 GMT -5
I'm going take back my "50+ Rxs" comment and just say about 50 Rxs... I don't want people to think it's a lot more. You are a quite credible source of information. Just wondering if you know the ~ 50Rxs, what kind of percentage would that be for the clinic in terms of meal time insulin scripts? Less than 5% of the patients. |
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Post by saxcmann on Apr 3, 2015 13:45:33 GMT -5
Source? Any info on this superstar clinic? Any more details regarding the info you provided? Nope. Sorry can't say. on the east coast. See my post history tho. Everything I said happened. I'm going take back my "50+ Rxs" comment and just say about 50 Rxs... I don't want people to think it's a lot more. |
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Post by saxcmann on Apr 3, 2015 13:05:19 GMT -5
one clinic with 3 three endos have done 50+ Rxs so far. Less than half of endos have been approached by sny yet. Less than 20 samples given to clinic. plenty of coupons given...are coupons recorded on scripts? If not then we have our answer for slow scripts. Plus it takes time for doctors to get results from first patients and time for scheduling new patients. One more thing...90% type 1 and 50% type 2 should get Rxs eventually, imo. Source? Any info on this superstar clinic? Any more details regarding the info you provided? Nope. Sorry can't say. on the east coast. See my post history tho. Everything I said happened. |
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Post by saxcmann on Apr 3, 2015 11:47:29 GMT -5
Horizontal axis is % of Type 1 patients. Vertical (Y) axis is % of endos (blue) and pcp (red). Remember that sampling ain't too great, but I remember sending to 100 + 100 docs, and got 60% response rate. Thanks, I get it now! I am assuming all endo's got a SNY visit by now. Now if we assume all scripts were written by an endo then on average less then only one in five endo's have written ONE script so far. This is a lot less then what we would expect from your numbers. Are all of them just waiting for the herd to lead them? Or is this more because of the insurance issues? Interesting to think about... one clinic with 3 three endos have done 50+ Rxs so far. Less than half of endos have been approached by sny yet. Less than 20 samples given to clinic. plenty of coupons given...are coupons recorded on scripts? If not then we have our answer for slow scripts. Plus it takes time for doctors to get results from first patients and time for scheduling new patients. One more thing...90% type 1 and 50% type 2 should get Rxs eventually, imo. |
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Post by saxcmann on Feb 24, 2015 23:59:51 GMT -5
"The 12 unit cartridge will be an important addition to reach the many patients on higher doses of mealtime."
...this is the only negative thing I've heard so far... the dosage is too low for many. This should be fixed soon tho.
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