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Post by sweedee79 on Feb 2, 2019 16:37:41 GMT -5
He calls himself "longtimerhere" yet he just registered yesterday with an obvious agenda.. not sure what that is but he doesn't sound like a disgruntled shareholder to me..
Unfortunately in our current position we are going to get bottom feeders.. and/or swarming vultures.
Sounds to me like longtimerhere wants Afrezza for a dollar.. and he is trying to get us to see the benefits of doing that.
Whatever the case may be.. Many of us invested in MNKD because of Afrezza.. I see value in technosphere of course, but I disagree that selling off Afrezza for cheap is an answer to our cash crunch. just saying.
Time will tell I guess... But this conversation is better left for another day..
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Post by mnholdem on Feb 2, 2019 16:53:17 GMT -5
Two important pieces have become visible. First, DTC TV/Cable ads have accelerated and, second, MannKind’s CEO is visible out building awareness and promoting Afrezza within the diabetes community via interviews.
Two additional pieces of a well-rounded campaign have yet to emerge, namely, digital advertising (although recent videos by two prominent diabetes experts help create a bit of digital presence) and we’ve yet to see any meaningful data published in major medical journals that would educate doctors in a way that makes it simpler to understand Technosphere Insulin and how to successfully treat diabetes patients with Afrezza.
It’s difficult to imagine that management is successfully negotiating significantly improved coverage, but that’s a tough nut to crack considering the current rebate system which gives Big Pharma a huge advantage over newcomers as 3rd party payers dictate to doctors what brands of they will cover. Also, Afrezza dropping from coverage of roughly 10% of Medicare plans in 2016-17 to virtually zero Medicare coverage in 2018-19 suggests to me that somebody at MannKind dropped the ball big time. That was a period of turmoil during which MannKind had four changes of CEO and, as the current CEO stated at the most recent conference, negotiations for annual Medicare coverage takes two years.
In summary, I cannot see who’s in the on deck circle and shareholders don’t know who is going to be called next from the dugout to step up to the plate. Kendall? Biomm? Cipla? UTC’s start of the Phase 3 clinical trial for Treprostinil? Receptor Life Science? Another partner?
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Post by mcbone on Feb 2, 2019 17:26:35 GMT -5
Lots of criticism of the Afrezza ad and I am not sure it is warranted. Pharmaceutical TV ads are not intended to impress the sort of folks posting here. For example, take the Toujeo ad with that silly man pulling on his dog's leash, falling off a treadmill, mowing his lawn in an S-shape and generally just running around like an idiot. Ironically, Toujeo is Sanofi's. Do you think Sanofi didn't spend a fortune to ensure that the commercial, however silly it is, would persuade the target audience?
Further, although it's not fair, making too strong a pitch about Afrezza being inhalable aligns it with failed Exubera. Anyone here really think that's a good idea? That's why the Afrezza ad is more subtle concerning being inhalable. On the other hand, Exubera did not perform any better than injectable mealtime insulins, and Afrezza is indisputably superior in this regard.
So, when you watch the Afrezza commercial, go ahead and cringe, as you should, but also keep in mind that YOU are not the target audience.
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Post by porkini on Feb 2, 2019 17:44:21 GMT -5
I think pretty much everybody agrees we need a restaurant commercial. The money that should’ve been raised a long time ago was not raised and we’ve all talked about that to exhaustion, but now Mike’s got to get the share price up and get those warrants exercised so they’re not holding everything down, or no one is going to like what happens. And that’s whats scary to me. Yes. So I am not in advertising or marketing. I have no idea how to fit this in 30-60 seconds. Start with some DIY attaching flights to darts, go out have a nice restaurant meal, follow that up with a fun night at the pub tossing some darts that were made at the beginning with old and no longer needed diabetes supplies with needles. Bullseye!  |
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Post by rockstarrick on Feb 2, 2019 23:26:08 GMT -5
Overall Thoughts on MNKD The Past -- BP pressures and MNKD management missteps caused a train wreck that sadly we witnessed first hand. The Present -- The definition of insanity -- doing the same thing over and over and expecting different results. MNKD management continues to throw millions of dollars into the Afrezza money pit. A high-price to run T.V. commercial that never says "No Needles" or "Less Needles". A multi-million dollar promotion plan and sales force effort that yields a huge Negative ROI. Lather, Rise and Repeat. It's Insanity. The Future -- Management will push Afrezza and run the bank accounts dry, then do a stock raise to get more money until that well runs dry. The Bank of Al Mann floated MNKD for a long time and covered a lot of management mistakes. Have you noticed the Mann Trust won't give us a dime anymore? Unless Afrezza is sold off and MNKD refocused to being a molecule development company we are doomed. (Not a negative rant but a true reality that at least Sports sees) Not a true reality, it’s just your opinion. And it doesn’t matter who or how many agree, it’s still just your opinion. Nothing true or real about it. Obviously you may think so, but I don’t think you could be any farther from reality. Anyway, it was interesting corresponding with you here at ProBoards. Best of Luck to you. ✌🏻😎 |
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Post by rockstarrick on Feb 2, 2019 23:34:50 GMT -5
I don’t know who the poster is, but I feel we have a few months to prove Mike’s efforts are going in the right places. Spencer wrote an article this morning... Basically he was stating the bottom line with no surprises. Of course I’m hoping for surprises:-) I think Nate expects a inflection point soon. I don’t think he would be surprised if the scripts jumped within the next few weeks, not because of the TV ads all together, but also because of where we are in his projection time line and inflection points with doc’s. If that happens then everything changes, we can get a loan, we can get a partner, everybody will see success ahead for Afrezza. If not then the pps suffers and it will be hard to raise money at all. And signing it off to someone else could be better for the company if they have ability to market the drug properly. Stock price right now is based on Afrezza being a flop, either way they go whether Afrezza excels or they sell it, it’s going to be better for the stock price. We can talk about it all day but it’s the company that’s going to have to make that decision. Selling our only fda approved product, would be as close to a self inflicted gunshot wound as MNKD could get. The plan is simple,, do what it takes, whatever it takes !!! To get our Market Cap a little more representative of the game changing Drug Afrezza is, then either reap the rewards alone, or sign an alliance with someone, or several someone’s to move forward with Technosphere, RLS,,,,,,,,, And we all live happily ever after !! The End ! 😎 |
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Post by lennymnkd on Feb 3, 2019 7:51:40 GMT -5
I think pretty much everybody agrees we need a restaurant commercial. The money that should’ve been raised a long time ago was not raised and we’ve all talked about that to exhaustion, but now Mike’s got to get the share price up and get those warrants exercised so they’re not holding everything down, or no one is going to like what happens. And that’s whats scary to me. Yes. So I am not in advertising or marketing. I have no idea how to fit this in 30-60 seconds. Start with some DIY attaching flights to darts, go out have a nice restaurant meal, follow that up with a fun night at the pub tossing some darts that were made at the beginning with old and no longer needed diabetes supplies with needles. Bullseye! |
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Post by lennymnkd on Feb 3, 2019 8:00:58 GMT -5
Porkini love it / pub throwing needles at "TARGET" darts .with all you can imagine, blood sugar levels on dart board: whippeing out the inhaler etc./
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Post by sportsrancho on Feb 3, 2019 8:17:35 GMT -5
I don’t know who the poster is, but I feel we have a few months to prove Mike’s efforts are going in the right places. Spencer wrote an article this morning... Basically he was stating the bottom line with no surprises. Of course I’m hoping for surprises:-) I think Nate expects a inflection point soon. I don’t think he would be surprised if the scripts jumped within the next few weeks, not because of the TV ads all together, but also because of where we are in his projection time line and inflection points with doc’s. If that happens then everything changes, we can get a loan, we can get a partner, everybody will see success ahead for Afrezza. If not then the pps suffers and it will be hard to raise money at all. And signing it off to someone else could be better for the company if they have ability to market the drug properly. Stock price right now is based on Afrezza being a flop, either way they go whether Afrezza excels or they sell it, it’s going to be better for the stock price. We can talk about it all day but it’s the company that’s going to have to make that decision. Selling our only fda approved product, would be as close to a self inflicted gunshot wound as MNKD could get. The plan is simple,, do what it takes, whatever it takes !!! To get our Market Cap a little more representative of the game changing Drug Afrezza is, then either reap the rewards alone, or sign an alliance with someone, or several someone’s to move forward with Technosphere, RLS,,,,,,,,, And we all live happily ever after !! The End ! 😎 The Future -- Management will push Afrezza and run the bank accounts dry, then do a stock raise to get more money until that well runs dry. Read more: mnkd.proboards.com/thread/10918/last-post-me?page=2#ixzz5eTNdCSss You are right, this is only an opinion from someone, but this is what most people are afraid of, that’s why the stock is so low. And the “Christmas massacre” as everybody calls it, did not help. MNKD needs to change that perspective. We are not DRYS. And we are not only dependent on one drug, at least we need that perception for WS. In the meantime..Go Afrezza👍🏻🙏🏻 |
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Post by akemp3000 on Feb 3, 2019 8:46:53 GMT -5
Lots of criticism of the Afrezza ad and I am not sure it is warranted. Pharmaceutical TV ads are not intended to impress the sort of folks posting here. For example, take the Toujeo ad with that silly man pulling on his dog's leash, falling off a treadmill, mowing his lawn in an S-shape and generally just running around like an idiot. Ironically, Toujeo is Sanofi's. Do you think Sanofi didn't spend a fortune to ensure that the commercial, however silly it is, would persuade the target audience? Further, although it's not fair, making too strong a pitch about Afrezza being inhalable aligns it with failed Exubera. Anyone here really think that's a good idea? That's why the Afrezza ad is more subtle concerning being inhalable. On the other hand, Exubera did not perform any better than injectable mealtime insulins, and Afrezza is indisputably superior in this regard. So, when you watch the Afrezza commercial, go ahead and cringe, as you should, but also keep in mind that YOU are not the target audience. Good post. Welcome. I agree. The underlying takeaway message from the commercial is that Afrezza immediately improves the quality of your everyday life. I can't imagine a more important message. |
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Post by sportsrancho on Feb 3, 2019 8:49:26 GMT -5
Lots of criticism of the Afrezza ad and I am not sure it is warranted. Pharmaceutical TV ads are not intended to impress the sort of folks posting here. For example, take the Toujeo ad with that silly man pulling on his dog's leash, falling off a treadmill, mowing his lawn in an S-shape and generally just running around like an idiot. Ironically, Toujeo is Sanofi's. Do you think Sanofi didn't spend a fortune to ensure that the commercial, however silly it is, would persuade the target audience? Further, although it's not fair, making too strong a pitch about Afrezza being inhalable aligns it with failed Exubera. Anyone here really think that's a good idea? That's why the Afrezza ad is more subtle concerning being inhalable. On the other hand, Exubera did not perform any better than injectable mealtime insulins, and Afrezza is indisputably superior in this regard. So, when you watch the Afrezza commercial, go ahead and cringe, as you should, but also keep in mind that YOU are not the target audience. Good post. Welcome. I agree. The underlying takeaway message from the commercial is that Afrezza immediately improves the quality of your everyday life. I can't imagine a more important message. I’ve seen it enough times now to know for sure if I was a diabetic I’d be making an appointment pronto:-) I’m like Laura though, in the fact that I’m willing to try something new, and the less steps the better, so I’d be getting a implanted CGM also:-) SENS |
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Post by rockstarrick on Feb 3, 2019 9:14:27 GMT -5
Selling our only fda approved product, would be as close to a self inflicted gunshot wound as MNKD could get. The plan is simple,, do what it takes, whatever it takes !!! To get our Market Cap a little more representative of the game changing Drug Afrezza is, then either reap the rewards alone, or sign an alliance with someone, or several someone’s to move forward with Technosphere, RLS,,,,,,,,, And we all live happily ever after !! The End ! 😎 The Future -- Management will push Afrezza and run the bank accounts dry, then do a stock raise to get more money until that well runs dry. Read more: mnkd.proboards.com/thread/10918/last-post-me?page=2#ixzz5eTNdCSss You are right, this is only an opinion from someone, but this is what most people are afraid of, that’s why the stock is so low. And the “Christmas massacre” as everybody calls it, did not help. MNKD needs to change that perspective. We are not DRYS. And we are not only dependent on one drug, at least we need that perception for WS. In the meantime..Go Afrezza👍🏻🙏🏻 If there were new Technosphere products going through the motions to FDA approval, like trials, real trials !! an NDA or two, a couple of alliances with BP for more new Inhaled drugs, etc, etc,,,, then I may,,,I doubt it, but I may agree with selling Afrezza, only if the price was right though. But if Afrezza was sold to rid mnkd of the “cost of doing business”, and BP turned their back on mnkd and TS, dilution would be our only hope. Dilute or die !! At least now we have the possibility of profits from Afrezza to ease 💴the dilution burden as scripts rise. Without afrezza, MNKD, at this point, is nothing imo. |
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Post by sportsrancho on Feb 3, 2019 9:22:30 GMT -5
Nobody wants to sell Afrezza!
But I guess now I realize what you’re saying, I didn’t realize you felt that way.
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Post by sayhey24 on Feb 3, 2019 10:02:01 GMT -5
I am with Rick, without afrezza MNKD is nothing.
I really like the $4 a day program but who knows about it outside of this board?
I wonder how many scripts they could get if the TV Commercial talked about this program?
I really hope Mike expands it and advertises it.
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Post by sportsrancho on Feb 3, 2019 10:38:15 GMT -5
Wow I just can’t believe anybody would say that after the United therapeutics deal🤷♀️ I thought it was most peoples opinion that it validated TS.
At least Mike thinks Rothblatt is a big fan of what we are doing.
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