Let's watch what they do, not what they say.
I agree. While this is just one data point in the direction we want to see, if it is truly based on samples it will soon establish a trend, and the emergence of actions by WebMD, individuals trashing up #afrezza on twitter, etc., says that it's more than the shortst that are worried. The Effbarbie on twitter crossed a line that could get him or her served up with papers from a lawyer - hope so. WebMD might also have exposure as it is serious business to be deleting all reviews. Taken together it's an early buy signal.
Mannkind has held strong amidst the coordinated attempts to take it don, and if these datapoints establish the trend of rising scripts in combination with reduced competitor numbers this early in the game, 2015 will be a very good year for the longs.
I bet that crazy lung cancer, "fire in the theatre", loony "large bodied! he he" chick that's trashing the afrezza twitter sight will be there to try out, since she's so stuck her own selfie she'll do anything for a photo shoot, and doesn't give a rat about helping PWD.
Hats off to Adam Lasher...the word is getting out. No stopping it. It will be more than grass roots...but at least Afrezza has grass roots appeal. Everything else is noise EOM
Any continuation of earth-shattering testimonials from a growing user base. EOM
Pursue all the needed label improvements for the UK Launch, including children? Through electronic media, the U.S. will have exposure to the true revolutionary story of what Afrezza can offer, despite any temporary U.S. FDA label restrictions, that will eventually be removed anyway.
Is UK launch closer than we think?
I was at my PCP seeing only a nurse practitioner and she knew about it and said the rep was in a couple of weeks ago going over Afrezza. My appointment was about 3 weeks ago west of St. Louis. I see an endo on April 12th and intend to ask the same.
Afrezzauser's blog has been visited from over 80 countries. Afrezza may just be rolling out, but it's soon to be a worldwide blockbuster. The issue will be that they cannot manufacture it fast enough. I believe All Mann called it - Best Selling Drug of ALL TIME.
Get in or Get Left Behind...
I posted two UK tweets, and Yahoo deleted the thread within five minutes yesterday morning. What's with that! I think an announcement on approval outside the U.S. one of these days is going to cause a serious short squeeze.
Likely to see it within 2 to 4 weeks - by week 10 is almost a certainly. Possibly in two, and that is while being sandbagged with the additional samples - a plan that could add another 14 percent into our prescription numbers over time.
Consider for yourself:
Afrezza: 14, 56, 107, 113, 154, 171/178?, wk7, wk8, wk9, wk10, wk11, wk12
Exubera: 2, 4, 1, 19, 7, 25, 63, 120, 160, 187, 278, 379
As it has become explicitly clear from the actual testimonials from PWD, Afrezza is revolutionary. The obvious game is for talking heads to trash this stock as if it's failing when we are blowing away the heavily advertised Exubera launch by a factor of 10 in these still very early weeks. This will be done to drive the stock down, hit stop loss limits, and spread FUD as the very firms trashing the stock pick up your shares at a discount.
Think! The latest institutional trends bear out we are being accumulated. Think! The Call/Put ratio of 4 calls to every put is Bullish. Ignore everything else.
Be encouraged that we are going to begin seeing prescription refills in those numbers and retention percentage will be as good as the testimonials suggest they will when it all plays out. Expect, however, that number to also ramp from a very small number and it will initially be deceiving because of the Sanofi request for additional samples. Do not let the shorts convince you in these early weeks that this number is low because prescription retention is poor - it will be low for awhile, but due to Sanofi's request and negotiation for additional samples.
While the samples guarantee slow out-of-the-gate numbers on retention because they are still going through samples, and testimonials vary doctor by doctor on the number of samples given out in social media. The upside to this is that studies show that the generous use of samples in the beginning leads to increased prescription adoption, by approximately 14 percent. So this is an ingenious move on the part of Sanofi/Mnkd, even through it feeds into the hook, line, and sinker doom and gloom story that is being spoon fed to you - don't open your mouth to lap up the nonsense.
Instead, hold for the long game and become wealthy.
I agree investors should feel free to read those boards, twitter, WebMD,etc., and then keep quiet, or show their excitement on an INVESTMENT forum like YMB, IHUB, or MNKD proboards. The story behind Afrezza and Al Mannkind is a great one, and also makes Afrezza an ethical investment, as well as a Peter Lynch style investment for the diabetics, themselves. Some on TUDiabetes were both diabetics and investors. Because of the mix, the truth may lie somewhere in the middle and TUDiabetes found a pretty tolerant attitude about it - a really nice place, I thought.
But I had to give a thumbs up to the Investors need to Leave Patients alone - great advice and a good way to show respect.
Completely agree. The "no dawn effect" seems to have made multiple people believers, and today's post from the editor-in-chief has the same reaction on morning numbers. "in eons" The ability to go to sleep without fear, and repetition of this level of control, lowing the highs, shaving off the mountain-tops are going to drive widespread adoption.
In the last two weeks we are witnessing confirmation not from the earliest adopters like Sam, but from that next group of influencer's that clearly have credibility and reputations at stake in the diabetic community - something I did not dream would occur this early - yet it's happening already.
This woman has a professional, and journalistic reputation to uphold in the D community and openly shares" Just wow, best #bgnow morning in eons" !!!!!!!!!!!!!!!!!