Yes, that certainly is putting a hurt on current number - 54,000 samples, but I believe MNKD will get revenues for the delivered samples. So numbers even while down, consider the recognition of 54,000 delivered samples.
Hope you all realize what is going on. Earnings call will be a good one, given that script counts have doubled, and last earnings call when you compare earnings to scripts it was estimated to be approximately 50 percent of actual script numbers.
Shorts are looking for a cover and load-up opportunity. It will not be my shares they take. I will be adding on weakness or a dump. This morning's dump was classic, but it is all noise.
Good catch -cracked me up when your brought this to my attention. Senior moment, I guess
Most blatant "sheep in wolf's clothing" post I have ever seen. Congrats! Social Media has quite amazingly driven adoption to date and will continue to do so. There is no stopping the Afrezza machine. Imagine what will quickly happen as SNY more effectively markets the product.
After reading more about ADCOM experiences and feedback on proboards, I feel that ADCOM exposure was good from the perspective of their display and the large sign was eye candy, and also brought good social media visibility, but most some attendees were disappointed because there was strong interest in Afrezza, and the Sunday session focusing on Afrezza was sold out. In this respect, many exected SNY to really push Afrezza, and it was a let-down because of their Toujeo focus. Some positive study results regarding Afrezza could be mentioned in summary, but not shown in detail.
Its' obvious SNY will need to step up their gain. I am impressed by the fact that social media exposure alone had carried us to where we are.
While I know SNY must step up their marketing, I feel that is in play and I am extremely happy to see them effectively achieving better preference status for Afrezza with the insurance carriers. I am extremely happy with the studies that are already underway that will results in improved labeling, and we have seen many instances where labeling has been tweeked already. One of those studies will likely open up the market to under 18 to broaden the uptake.
It is clear the early adopters has opened the eyes to the broader market appeal of Afrezza, much broader than the early niches they were targeting. Social Media has educated SNY of the blockbuster potential and I think we will see moves very soon that will make it clear to all doubters that this will be a blockbuster.
When I saw the examples of partner companies that SNY took an equity stake in on the board this week it was an eye-opener about the reality of this prospective approach. I would not be surprised to see that type of support demonstrated to clear all doubt from the investment landscape - it is one option available to SNY. We all know what the other one is. Both are good for investors.
My only comment is regarding a comment from Matt on the last conference call where he mentioned forthcoming positive announcements, but he added clarity that the announcements would not "make or break" the company. I don't know if that was a reference to TS deals? My TS expectations for starters are more aligned with George Rho's, thinking that it would only be if the TS technology is broadly adopted that it would be highly profitable. However, I hope your are correct and that I am wrong.
I still believe Afrezza, in combination with the awesome TS technology will bring home the bacon for Mannkind. Anything else is a bonus, and I do look forward to the rollout of TS with additional partners and drugs soon. I hope they are impressive deals, but I have a pretty conservative expectation and hope to be pleasantly surprised.
Yet another event over dinner/drinks that will increase our script counts from the windy city and beyond. Aren't there 800 such events planned around the country?
Yes, that is effective marketing that will make an impact. It is getting the doctor's on-board in their lectureship with amazing testimonials from the field that will have a huge impact on adoption. This is where Tujeo received a head start and without the barriers to adoption that Afrezza has been working to overcome.
In my last Endo appointment my doctor shared he was a Toujeo spokesperson, and I talked to him at length about Afrezza. It will be another 10 months before we talk again.
We will begin to see impact from these efforts soon, in my opinion.
Every week now we have more early adopters finally getting their HBA1C readings that proves over three months time the impact it is having on their A1C numbers. Their doctors and endo's see these results, and therefore you are going to finally begin to see Endo's jumping on board because of the undisputable reports that demonstrate Afrezza is the real deal.
2nd set of A1Cs likely will improved based upon the experience factor - offset perhaps by PWD having the opportunity to experience "normal" life and some "normal" eating on occasion. This alone will drive adoption and loyalty - Afrezza is liberating due to it's effectiveness.
If this takes several quarters, or more than a year to hit critical mass the fact that we are in that at least in that phase of growth, which is exciting. The scripts will follow as endo's and physicians become believers, assisted by improving insurance coverages and pre-authorizaions, as well as dropping spirometry testing barriers.
These things have ben the source of the slow roll-out. This phase shift will now be reinforced by DTC, and eventually TV adds.
International roll-out plans are in process on top of all of this.
Clearly, the trend is long-term upwards. By some long shares and walk away for now. Do not worry so much about day to day trading, week-to-week scripts - the long-term trend is up, up, and away.
This is a gift folks. Someday soon you will remember this and say to yourself, why did I not have the vision to buy.
Go look at the user experience and forget the noise.
The HBA1C results continue to amaze as many early adopters have proof positive as they dial in Afrezza that there is nothing out there like it.
Sprio's liver test where he tested clean the fist time in like 22 years (correct me if I'm wrong), suggest there is much more to Afrezza than the current label suggests. Definitive superiority will eventually be shown, and word of mouth will take it where it needs to be long before that.
We see how someone is testing it on Twitter. Both Australia and New Zealand are two countries known to quickly recognize US FDA approvals, even though their approving bodies more closely follow the UK model.
Yes, the WebMD that took down all the positive reviews multiple times - that WebMD.
Boris, save some copies of that. I could be admitted as evidence. Wish I had a copy of the greater than 25 positive reviews they previously took down also. It's one thing to take down all reviews, and another to take down all the positive and allow the negative. That is a criminal action and could be easily prosecuted.
She came out of the gate slamming investors and I sided with her, yet she's searching for and requesting negative experiences and including AF in her posts, all the while saying she wants more than anyone for afrezza to succeed. The combination of her words and actions are contradictory and disingenuous.
She has never given one detail like others that are truly looking to dial in Afrezza. Has never asked for help. When others suggest she provide some detail and questions to Afrezzauser she did nothing but belittle Afrezzauser, as if he is just another PWD and not a "doctor", when in reality he was in the initial Afrezza trial and has more time on Afrezza than anyone. Only feedback she gives is negative and cryptic, inviting doubt in an open ended fashion with no underlying detail whereby one might be able to make any assessment whatsoever.
Funny, how she is THE FIRST PERSON with negative experiences to share on Afrezza and, low and behold she includes AF in her posts.
I'm still in the leave her alone camp, but her words and actions together appear more like her "payback" to investors and I'm done with her. I will not go to her blog again - she went beyond her objectivity as a PWD, to seeking revenge.
It's appropriate she is wearing black - only thing she is missing is a Darth Vader mask, but I bet she is holding it her hands. Someone please tell me she is an objective and has no heart for vengeance. anyone?
This should be worth a double. Buy with both hands and feet. Mortgage the house and buy buy buy. Back up the trucks.
Any idea how 54,000 samples that Mannkind said was delivered before the close of 2nd quarter and had previously stated was a source of negotiation between them and SNY would be accounted for on 2nd quarter earnings? Just curious - any accountants want to weigh in?