I expect sales force to follow up after ADA with doctors. Clamp study publication should get Euro application completed as well.
Just as the battle of the longacting insulins is won by GENERIC Lantus in 2018....the fight for PRANDIAL is a 3 way race with Apidra, NOVORAPID and Afrezza.
So you got SNY and NOVO and MNKD.....1 of these things is not like the others
Afrezza will be in the hands of BP by 2017 if not sooner
Google's Verily, Dexcom aim to launch mini glucose monitor in 2018 and a 'band-aid cgm' in 2021.
VDEX opening 30 nationwide centers to tie CGM to Rapid Control with the shortest acting insulins
VDEX website dedicated to Al.
Castagna said that 25% of the 5-7k targeted endos had spirometry in house. He said that the target group endos are interested in doing their own spirometry (I.e billing) and that 70% of PAs are going through.
Endos may have originally had a rep or a couple of SNY reps that had 2 in house drugs to discuss in addition to Afrezza.
How much of the 5 min hallway discussion was dedicated to spirometry?
How organized was the plan to get doctors to order spirometry equipment?
I would even show people how quickly a spirometry test can tell you whether or not you can try Afrezza.
MNKD needs $150m to operate and $100m to sell Afrezza between now and end of 2017. Would spending money on a Jingoistic Social Media campaign tied to a Super Bowl ad and a price cut get us noticed? YES
Do we need all of the money right now? NO
Could we dilute piecemeal alongside TS announcements and AFREZZA PRs like Euro filing etc? YES
WS could get real sweet on AFREZZA in a hurry
q1 TV ad campaign...1 AD.....SUPERBOWL! 90 seconds and never run it again.
Send the message to the entire world that Afrezza is available. May cost $15-20m to produce a quality memorable ad tied in to a social media campaign and another $20m to run it early in the game and support the social media site.
Here is my AD titled "AFREZZAAMERICA"
I would focus on MNKD a small American company that pays American taxes and creates American jobs, and I would run a background that includes a tribute to Al Mann, and Matt then a series of images of people from around the world puffing on the go, engaging in their active lifestyle, to talk about living with the disease and focus on the convenience of the product for people trying to live their active lives .
I would have these people's commentary to include "Now I finally have some FREEDOM from my disease" "I've felt more confident about my disease in PUBLIC" "People keep asking me about it...it's an amazing American invention" "I used to inject myself 4 or 5 times a day but now I just use a long acting insulin at bedtime and let Afrezza manage my mealtime sugars" "FREE AT LAST" "Afrezza and Mannkind....AMERICAN INNOVATION changing the lives of diabetics everywhere"...titled AFREZZAAMERICAdotcom
WS isn't stupid either.
PITCH Al's Vision and the MNKD story and jingo all the way....Afrezza is all about freedom and the MNKD story is all about American innovation.
doctors don't write drugs after attending an online cme course. they write because a rep puts a speaker program together over lunch at their place of work and they can speak to the doc one on one. haw
come on now Fraggy. MNKD filed the shelf and are hiring a team of reps. We know that pricing will not be addressed until after end of Q due to SNY lingering involvement. We either get a partner with an equity stake, a sale of Afrezza, or dilute via Deerfield, but one way or another Afrezza will be marketed in q4 2016. Primary cares will be targeted for the first time. The insurance coverage-copay situation has been steadily improving and should benefit from a modest price cut that won't cut much into the massive product margins on Afrezza. A dedicated team whose goal is to ACTUALLY try to sell the product is going to do much better than SNY's weak approach.....
Additionally we are looking for a Pre-event article titled 'Will Mann's Estate consider an offer now that the CEO is indisposed?' Need this piece right away in order to create a better shorting opportunity next week, so double the usual fee if this can be submitted before midnight