Sunday, July 24, 2016 9:28:20 AM
The problem with Mike's presentation was a lack of time and it was the last presentation of the day. I've been to many conferences and by the end of the day your audience is spent and having 1/2 hour to 45 minutes is not nearly enough time to explain all the details pertaining to a new launch, new data and your overall strategy. There were many topics he had to just brush over and maybe he just didn't want to let the horse out of the barn right now? Plus it was WS and I asked him the question via e-mail and he said that with WS you have to be cautious, while not making too many claims or promising too much. I also told him he needed more enthusiasm and he agreed, but again pointed back to it being a WS analyst conference. He said you have to err on caution with these guys or they will make it worse in the long run.
If he came out with outlandish predictions on scripts, the merit of Afrezza being much better then other fast acting meal time insulin it would come off as a pump job. Way to early to jump up and down waving your arms about how great the potential is for Afrezza when you have the sharks in the room. JMO
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