Clevans and chrome I agree on both points! You could easily use afrezza with any long acting insulin including son to be generic lantus but they want to compromote it with toujeo as that is smart marketing. Regarding 12u I read somewhere that tII being insulin resistant can require very large doses perhaps as much as 24u. In this case yes it would be a bit of a pwin to have to huff four times. Bits just a matter of convenience which is one of many selling points for agrezza. Of course jMHO.
Yes and the last thing you want to do is turn off your new patients. You want them to love it right out of the gate. The convenience of a 12U will go a long way for patient satisfaction in TII's.
Initially I had believed it would be an aggressive co-promotion of Afrezza and Toujeo. My logic being that they would be able to recommend the combination based on efficacy and the lower incidence of hypo events for both products. The combination would be the safest and most effective on the market.
Now I am wondering if they were in fact waiting on the 12U cartridge to aggressively market to type II diabetics? They wouldn't want to start a ton of TII's without the 12U dose because this may in fact turn off TII's from using Afrezza since they would require multiple small doses to get what they need and this may turn them off of Afrezza because of the inconvenience.
New hypothesis: We are now ready for them to aggressively promote the Toujeo Afrezza combination to type I diabetics in phase I of the aggressive roll out. (they want to co-promote because they don't want people to get used to using Lantus with Afrezza)
Once the 12U cartridge is approved they will start the second phase of aggressive marketing to Type II's. (they want initial users to love Afrezza and not to have complaints about limited dosing and multiple doses being required).
In my mind this is actually a smart business plan on their part which maximizes the marketing of both assets.
Yesterdays CC did nothing but strengthen my resolve and investment thesis for at least a three year window. They are executing their plan and moving forward. Eventually the product and performance will be reflected in the stock price. Until then we will have to endure some short term annoyance from shorts like yippy dogs nipping at our ankles.
Great CC everything is on course to realize the potential of Afrezza and Technosphere.
perhaps I'm jaded but to my way of thinking the aggressive manipulation down this morning is more indicative of fear than strength from the short side.
If they were confident they would let it run into the close and short at the close. JM2c
Nice post kevin. It is my hope that we will see a strong trend in the Rrx numbers indicating patients who are really transitioning to Afrezza and like the product. This number more than anything will build momentum for us.
If it is I think we are set up for success. I think it will be good too. I'd love to see every diabetic have afrezza in their possession to combat hyperglycemia if for nothing else. It's fast Pk/Pd makes it safe for stacking on top of regular RAA. This use alone over the lifetime of a patient will mitigate months if not years of time out of range. RAA takes 2.5 hours to lower a hyper event. Afrezza takes less than 30 minutes.
Btw until sanofi releases retention numbers we can infer retention with a healthy margin between nRX and tRX numbers.
Jason and Brewman
I agree with both of you! Great points! Retention numbers are absolutely what we need to see. Early social media positive feedback is also important and indicative of momentum. IMO the retention numbers more than anything else, or the lack there of, that pulled the plug on exubera. If initial uptake is modest you can still build your base build momentum and spread positive feedback as long as you are building your numbers, retaining customers and slowly but surly eroding RAA patients to afrezza.
What percentage I'd new prescriptions are refilled month to month. It does in fact take time to educate doctors and build momentum in a revolutionary new product and as such early numbers could prove to be slow to build. If however we see evidence that new RXs are happy with afrezza and refilling prescriptions that IMHO will be the most telling factor to track. One of the most troubling things for exubera (there were many) was that even those who did try it didn't like it and did not refill. It's imposinle to build momentum that way.
He is staying his opinion. As far as I can tell we all do the same. Frankly he is one of the few posters I actively read. Do I always agree? Of course not, but I don't take it personally either Get a life and quit obsessing over a poster who is obsessed with a company (an obsession many of us share). I say post away Kevin. Even your worst post is exponentially more valuable and intellectually stimulating than this particular thread.
Is kidding themselves. For those of us who have been here awhile we know what to expect. If you don't have at least a three year window you are going to be sorry.
Why do you think they are going for a soft launch? Because they know it's going to take some time to build momentum in this product. Hit high volume endo's first. Entice a few thought leaders. Report early uptake results. Build the momentum steer the ship out of the shadow of exubera.
IMHO this is going to be a rough year so get ready for it or get gone.
I hope I'm wrong but a soft launch is a soft launch.
speaking of urban legends I would LOVE for the mystery buyer of 200 million worth of afrezza Al used to reference would magically appear. Would that be the sweetest or what?