MannKind Corp. (MNKD)

[nobodysbusiness]

You should read seekingalpha and keep up with the conversations that take place there -- the post referred to:

"Some interesting script data that I stumbled across on twitter offered by "otherottawaguy" from two years ago:

"Apidra:

NRx: 4,290

Refills: 5,910

TRx: 10,200

Humalog:

NRx: 66,300

Refills: 85,000

TRx: 151,300

Novolog:

NRx: 74,700

Refills: 95,100

TRx: 169,800"

Afrezza using numbers from week before holiday:

Nrx = 169

Refills = 160

Trx = 329

Things to note:

1) Refills are substantially larger than Nrx for the RAAs versus the perpetually LAGGING afrezza refills.

2) Apidra is in the same boat as afrezza when it comes to insurance coverage -- i.e. effectively NONE -- hence the PATHETIC script numbers DESPITE having been introduced over THIRTEEN YEARS ago.

3) Even IF afrezza managed to MATCH apidra's script numbers, it would likely STILL be substantially short of the amount NEEDED to just to BREAK EVEN!

The ONLY thing that could come CLOSE to salvaging the situation would be a clinical trial demonstrating afrezza has SOME superiority over RAAs in terms of clinical BENEFIT -- e.g lowering A1c, fewer complications, etc -- so there might be SOME hope of improving insurance coverage.

Alas, MNKD decided to spend all its money on ITSELF -- or perhaps I should say on its MANAGEMENT and SALES REPS -- and hence the trial is NO LONGER an option.

I don't believe anyone needs Sherlock Holmes to help draw the conclusion to this plot."

Can you see how poor apidra's script numbers are relative to humalog and novolog? And that is despite having Sanofi's money and power behind it.
Do you really believe that MNKD can pull a rabbit out of its hat at this stage?