I'm not trying to come up with the "worst thing" or the best thing. I think it's a fact that this is not being pushed aggressively whether intentional or not. I also think this is dead money at least for awhile longer. I'm still long via some calendar spreads and through shorting puts. Only way to make money on the long side is by selling options in this thing. If you're straight up long, your dead meat, fed upon by the short zombies.
Meh, I agree Afrezza not exactly burning it up, but you should also point out the launches are not exactly comparable. Pfizer pulled out all the stops for Exubera. Sanofi only has a potion of their reps on Afrezza and had all pulled to go to Toujeo training/launch. They are focused on Toujeo and Afrezza is secondary.
Don't think technicals will amount to a hill of deans come next week. It's all about the earnings report and conference call
I think there is agreement on that. What about the challenges in dealing with the insurance companies? Seems that (coupled with spirometry test) are proving a hurdle.
Ain't gonna happen soon. Need insurance companies and Medicaid to play ball. Will get better, but will take time. Need a 12 u cartridge. Will take time. Need endos to gain confidence in prescribing and that is happening as many have their "guinea pigs" reporting nice results. Will take time. Need the voices/leaders in the diebetes community and social media to get on board and that is also happening. Amy Tenderich a good example but will take time. See a trend???? Will take time!
Yes, because setting expectations high going into the Friday data point has paid off handsomely. This is going to be a long, long game.......
To get Afrezza. Lots of hoops for some (not all). Need the 12 u cartridge pronto. An improved label wouldn't hurt either......patience required with this stock.
Dunno, sell the news? I'm just the messenger. I own 700 shares and before last earnings I wrote the 125s that expire next week for $2. I may catch a break and get out of them at a profit when that appeared unlikely several weeks ago...
It's all about Toujeo right now. They (Sanofi) are in no rush with Afrezza right now, but that was the plan all along. The tea leaves were there, but many ignored them. Afrezza will be fine for those who are patient and are trading/hedging accordingly.
"and free scripts are going out like hot cakes (meaning that lots of free samples are being distributed), I'm excited (meaning I'm happy that inventory isn't building while scripts are being given out in mass)."
I think you are conflating free samples with scripts. The 2 are absolutely not the same........either that or you are not saying what you mean correctly.
Meh, we can cherry pick positive examples as well. He's been bullish Regeneron for a few hundred points and bearish Mnkd. I'd take that pair trade all day long....
This is more important than the script counts that come out Friday. Unfortunately more weight is being given to the script numbers, at least in the short term.