MannKind Corp. (MNKD)

[TREND1]

CT_Investor FROM SA
We are 90 days into Afrezza 2.0 and the results look like SNY's Afrezza 1.0. Those who cried foul on SNY's part in deliberately doing a bad job in 1.0 are now silenced. It is clear that market demand is far less than anticipated. Afrezza sales are like a leaky boat: you gain NRx but lose converts just a quickly. It cannot be just insurance coverage. Coverage is known at NRx and does not change with refills. Where is all this churn coming from? Is it insulin effectiveness per dose? I am not sure of the math but a 300 TRx number means to me that only 300 diabetics in the US use Afrezza. Is this correct?
Harvesting the early adopters and/or CGM patients should yield a NRx over a 1,000.
There has got to be solid reasons for the woefully poor Afrezza 1.0 and now 2.0 launch.
22 Oct 2016, 12:35 PM Report Abuse Reply 1 Like


Spencer Osborne, Contributor FROM SA
Author’s reply » Ct....
300 weekly. That would equate to about 1,200 people. If you filled a script this week, you will not fill again for 4 weeks

My comments
AFREZZA has failed ....the reasons does not matter