All I can say is that several months back when everyone was trying to pound the stock down to nothing folks were saying this stuff was worthless and now it's fine. If that is so, the share price does not reflect the potential cost savings.
Think of all the BBQs where folks are taking a quick puff of afrezza, no guessing when the food is off the grill, no stepping away, no embarrassment, and likely the coolest topic of conversation of the weekend. We should see another spike within two to three weeks. So if script counts are impacted by the holiday weekend the following weeks could more than make up for it.
Holiday weekend. Reaction on scripts will not be seen today as few are engaged in the market. And as others have pointed out, might take several weeks in a row like this establishing an improving TREND and we would be off to the races.
This weekend, BBQs all over the place with Afrezza users having a time. Show and tell - no embarrassment, no shame - coolest dude at the BBQ w/the nifty device - no need to check when the food is coming off the grill - who cares! Life does not get better than having no such worries.
Complain all you want about the slow rollout, but we are finally entering the period where the refills will tell a story. I look at it this way. New Prescriptions tell how good SNY is doing on marketing, and addressing obstacles to prescribing. It can easily be argued that to-date they suck and Mannkind should be out for blood.
Personally, I think they should begin DTC exactly six months from Feb 2nd. However, the refill numbers tell the story of Afrezza - the drug. And it is telling a very impressive story. That story is enough to drive an investment case by smart money, and to encourage the longs to hold steady and consider a continuation of buying the fire sale.
All know from just looking at these refill numbers today that those bashing the stock at this point are doing so to cover or go long.
That's always a good policy. It's generally not the place where major news is disclosed, even through sometimes comments and outlook can be a market mover. Folks dissect every word and nuance. Hoping for another move up after a healthy breather. Might take a pop in scripts to get things moving along. One day that will happen also.
Hoping a follow-on international rollout looking as aggressive as Toujeo is forthcoming soon. Not expecting much today on that front, be please surprise us pleasantly! Since the only numbers anyone is focusing on is the U.S. rollout, throwing international rollout plans in the mix for Afrezza will change the game and the market cap for MNKD.
So will a healthy prescription renewal even with these low numbers, because smart money will realize the endgame.
Saw the move yesterday and followed was reading this board and hotcopper last night. I'm only a small holder now, but picked up a couple thousand shares pre-market at 1.52 and 1.58. I'm sucking wind on Mannkind but feel it will eventually be a winner too. Good luck to all the big holders out there.
Watching shorts covering and 20 Million trading days to the upside come to mind for whatever reason...
If I were Sanofi I would send the machine at my own cost along with the free Samples and book it as a marketing expense.
Just finished watching Sam's interview. He is the real deal. The MNKD shareprice firesale is amazing too because this will change the way diabetes is treated significantly over time.
Could this be used as the basis for label change from the non-inferior to the superior that every Afrezza users so far has attested to? Hope so
They will start prescribing immediately upon having a single patient inform them they pursued an alternative to get their prescription. Resistance is futile. Secondly, after half a dozen people ask for it, they will see the light also. They are also a business of sorts with clients to please, and when they see the interest in Afrezza repeatedly coming up on their doctor/patient discussions they are going to look into it and respond accordingly. Its education, but it can be demand driven very quickly.
When their own expertise on a product begins to be challenged by repeated patient interest, they will take action because they will not want to be shown uneducated on the product.
As an example, I have already spoke to my Endo, a spokesmen for Toujeo - of the phenom results being reported with Afrezza users. I know the exact date it came to market (Feb 2), etc. Prior to seeing him, my conversation about Afrezza was even more amazing with his nurse, who could not believe as a non-diabetic I could speak to the level of detail I was able to about Afrezza. Never would have thought so myself, but go spend 10 hours on TUDIABETES and you come away with something more then you entered with. She knew of Afrezza, but was amazed at what I knew of Afrezza - more than her...as a non-diabetic. I told her four keywords to google to come up to speed on the amazing results PWD are experiencing. Two of them are undisputably credible in the diabetic community before the product ever came along.
With nearly ALL users loving Afrezza, and the additional request Sanofi made for more free samples, another story will soon be evident. Studies show that the offering of free samples can boost long-term adoption & loyalty by 14 percent, so the renewal Rx numbers will soon tell this story, and even slow topline growth percentage will be boosted by customer loyalty and will begin to tell the true story, about Afrezza. This story will be told regardless of where Sanofi is at in their marketing, and active marketing will only make it better.
Electronic measuring devices calibrated often in the midst of their displays twice daily do not lie.
sorry, I see now it was a retweet by KC twitter handle - my apology. I drilled into Amy's handle, and expanded to see details.
As she includes Dr. David Samadi M.D. - FOX NEWS MEDICAL CORREPSONDENT in her tweet...
Maybe I'll provide a sequel - my next appointment is on April 11 next year...we should both be looking in the rear-view on what the early market positioning and timing with Afrezza was, along with a global rollout in progress.
My Endo appointment was not at all about DB, but to review T levels at over 50. I am the one that initiated the opportunity to talk DB. They actually told me that sure they treat DB patients, sent to them from their primary care physician..He asked when my last fasting BG test had been taken, and that they usually flag those if they are too high back to my PCP, and that he would then send me his direction....and we proceeded to talk about both Toujeo and Afrezza. If you feel it's not legit, please ignore it. I am just sharing the info., and my own SPECULATION regarding what I heard.