MANNKIND - 2013 endlich zum Überflieger?
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Meine Vermutung ist, dass nun das Tal erreicht wurde und es von jetzt an in kleinen Schritten wieder bergauf geht. Ich bin gespannt auf die nächsten Wochen und freue mich, dass die Finanzierung für dieses Jahr gesichert ist....
RRX = 159
TRX = 276
Entspricht einem Aufschlag von 2,98%, sehr enttäuschend wenn man überlegt das angeblich wegen einer „Inventur“ letzte Woche die Umsätze so schwach waren. Was ist diesmal der Grund, waren die Verkäufer alle im Urlaub? Quelle: https://finance.yahoo.com/quote/MNKD/community?p=MNKD Poster war „frag“ um ca. 18:37 Uhr MEZ.
Wenns dann nicht mehr wird, gute Nacht!
Bis spätestens Ende des Jahres müssen die Zahlen in die richtige Richtung zeigen. Spannend, nervzehrend. Ein Geduldsspiel auf unserer Seite. Immer noch so viele shorties. Die müssen doch bald mal für irgendwas gut sein ;-).
Nrx = 135
Refills = 120
Trx = 255
Quelle: https://finance.yahoo.com/quote/MNKD/community?p=MNKD Poster war „frag“ um ca. 0:56 Uhr MEZ. Nicht zu begreifen ist, warum MNKD die Daten nicht auf der eigenen Homepage veröffentlicht, auch wenn diese schwach ausfallen sollten, haben sie keinen Mut um zu ihren eigenen „Leistungen“ zu stehen, oder ist es ihnen gar peinlich? Der Durchbruch wird wahrscheinlich erst mit der Zulassung als „Kindermedizin“ erfolgen können, da die „Erwachsenen“ scheinbar zu gleichgültig bezüglich ihrer Erkrankung agieren bzw. sie nicht in der Lage sind begreifen zu wollen, was ihnen mit ihrer „Tablettentherapie“ eigentlich überhaupt alles so gesundheitlich angetan wird. Es ist auch nicht darstellbar warum MNKD uns keine Info gibt, ob und wenn ja, wie viele Probepackungen diesmal in den Umlauf gebracht wurden, positiv bleibt bisher festzustellen, dass der Kurs nicht wie von den „Finanzspezialisten“ auf 0,10 $ weggebrochen ist.
ich bin auch nicht glücklich über die Verschreibungen, jedoch müssen wir noch 1-2 Monate abwarten, die kostenlosen Proben müssen erst verbraucht werden und dann hoffentlich zu deutlich mehr Verschreibungen führen.
Gruß
Fredy
jetzt die flinte ins korn zu werfen macht ja nun auch keinen sinn. ich schätze deine beiträge hier sehr! und finde man sollte die rutsche heute mal eher bei der ... clinton sehen als bei mnkd. dennoch ist aus meiner sicht nicht auszuschließen das eigentlich das management bereits aufgegeben hat. war es ein letzter fake castagna einzustellen, das sales team und dann in aller hektik noch insiderkäufe zu tätigen ? heute erst hat mister amgen nochmals 25000 gekauft. gut bei dem kurs auch kein hexenwerk. da war es den tag vor erfolgter zulassung schon heftiger.
ich bin genauso wie du am schwanken in den gedanken was das die letzte zeit alles so darstellen sollte. receptor, tase listing, personalverschiebungen ... aber dagegen auch http://www.nasdaq.com/symbol/mnkd/institutional-holdings hat sich ja auch einiges bewegt.
ich denke so langsam werden wir baldigst erleuchtet. entweder werden wir schmerzlich feststellen das wir hier von hinten bis vorne verarscht wurden oder es wird (auf keinen fall morgen) die wende kommen. ich werde meine teile halten bis man sie mir ausbucht. hab die jetzt soviele jahre, nu isses auch egal ....
also kopp hoch auch wenn der hals dreckig is ... :)
PS.: schau mal heute zB in andere sei es Bio oder EM Foren - das ist ja wie eine selbsthilfegruppe wegen suizidgefährdung ....
Update on Medicare/Medicaid Coverage
We recently learned that there was a lapse in Medicare and Medicaid coverage for Afrezza as a result of the transition to MannKind’s NDC codes. This issue impacted prescriptions last week and is anticipated to affect reported prescription counts only for the month of August. If you are on Medicare or Medicaid and having trouble filling your prescription for Afrezza, please contact MannKind Cares at 844-323-7399 (1-844-3Afrezza) for an interim solution. We expect that patients will not have any problem filling or refilling their Medicare or Medicaid prescription for Afrezza starting September 1, 2016. We apologize for this inconvenience.
Wenn die Nacht am dunkelsten ist, steht der Tag kurz bevor, oder wie war das? MNKD arbeitet jedenfalls fleißig auch am Adrenalin-Inhalator, dauert halt noch ein bisschen ( bis ca. Q1/2017)bis die Details zu ersten Studien vereinbart sind. Mut und Durchhaltevermögen sind gefragt. Am meisten wohl vom MNKD-Management. Aber auch von uns Longs.
Dear Diogenes,
Almost 70% of diabetics are not at goal, this is something we need to focus on.
As you may or may not know over 200 people with diabetes a day get amputations and ~6 people with diabetes an hour start dialysis because they haven't been able to control their blood sugars for a long time (http://tinyurl.com/zvs...).
Now that you understand we are talking about a real disease with real challenges, I would like to highlight some issues with your article:
1) When you want to compare sales rep impact, don't compare and apple to an orange. Your analysis looks at a rep who has been in a territory calling on a doctor for 9+ months and you are comparing to a time period when we didn't even have a sales force present post the ADA meeting and then attempting to make conclusions about their impact. I would suggest you see what the impact our reps have after 9 months of calling on their customers before you say they are ineffective or have an low ROI.
2) Our sales force started the first week of July, mid-year when many lunch appointments were already booked. I am very proud my team has been able to stop an almost 12 month decline in NRx in less than 4 weeks of being in the field and demonstrate growth in NRx during the month of August despite a Medicare/Medicaid challenge. Don't forget for every rep we had, Sanofi had ~7-10 reps in a territory,therefore their NRx per rep would even be less than ours and we are doing this a fraction of the cost and have been making an immediate impact. We have had almost 200 new trialists who wrote their first Afrezza Rx in the last 13 weeks and have had a significant number of sample and copay card requests via our website in the last 4 weeks. These are programs we stated were launching in August and most have only landed in our sales reps hands in the last 3 weeks.
3) I joined MannKind <5 months ago and I would ask you to find a company or team who launched a fully integrated commercial team, built distribution capabilities, managed a smooth inventory transition across 80 distribution centers with new NDCs and built a new marketing campaign along with all the field tools to go with a launch in <90 days. This has to be a record for any company in this industry. I have been doing this a long time and companies spend tens of millions of dollars, a lot more people and 12+ months of planning.
4) While ADA was important for us to meet thought leaders, build international relationships and showcase our new data, this was the foundation of information that is required for us to file for a label change. This is not information our field team can use immediately, so I wouldn't expect an impact from this. I wish more doctors had time to read and review our publications as well as the ADA data as they would then understand our brand and likely prescribe it for even more patients.
5) Please note the significant number of NRx that were previously generated in 2015 rarely converted to refills week after week. Our focus is on making sure patients start appropriately and stay on our product. The strategy between MannKind and Sanofi are completely different and while I understand generating NRx's are important, it is more important we keep patients on our product once we get them and that is a big focus of ours. Everyone understands the beauty of compounding growth versus single hits.
Finally, regarding what Matt may or may not have said about the payor space is in the past. We have deep expertise in this area and are focused on removing barriers for patients to get access to our product. Afrezza has not had a price increase in 2 years, but many insurance companies still penalize patients by putting us on a higher copay/tier despite us holding the price of this product. We know the payor space well and unfortunately these things take time to make changes and I am confident we will share our value proposition with our payor colleagues and enhance access to Afrezza. However, at the current time we have created a reimbursement center to help patients get access to our product as efficiently as possible. It should also be noted that we have significant coverage for commercial plans, but Medicare is a challenge which is ironic because these are government insured patients/voters and the price increases in the insulin market are being paid for by all of us as taxpayers given this is the #1 expense category for payors and healthplans. We should be demanding Medicare open up access for Afrezza so that we can give patients another option that can help them control their disease.
In the future, I hope you find time to write about why insurance companies and Medicare plans are restricting patients access to a product that hasn't taken price increase and in effect are driving up patients out of pocket costs as well as our tax bills and how this prevents patients from getting access to our brand as they attempt to get their disease under control.
I joined this company because I know we will help patients and we serve an unmet need every single day. I get story after story of how our product changed the life of a person living with the disease, a spouse who got their husband back or parent who has more comfort that their college kid can control their disease without having their insulin pump attached to them. I recognize the financial situation of the company and the job of good leaders is to make the right short and long term decisions to grow and sustain. If anyone reacts to 1 week of NRx they are short sighted. This company has survived many doom and gloom reports all the way back to 2005. We finally have our brand FDA approved, in our hands and we will ensure we make Al Mann's vision a reality