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Post by goyocafe on Feb 13, 2019 12:00:33 GMT -5
I can't seem to locate the slide deck from MC's latest presentation. When I look at the download library, there is nothing for 2019. I wanted to look at the pipeline slide specifically and just wondered if anyone has a link to it. TIA |
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Post by kite on Feb 13, 2019 12:13:41 GMT -5
I can't seem to locate the slide deck from MC's latest presentation. When I look at the download library, there is nothing for 2019. I wanted to look at the pipeline slide specifically and just wondered if anyone has a link to it. TIA These slides are sometimes posted on Seeking Alpha if you google it. |
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Post by sla55 on Feb 13, 2019 12:49:43 GMT -5
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Post by peppy on Feb 13, 2019 12:55:46 GMT -5
I can't seem to locate the slide deck from MC's latest presentation. When I look at the download library, there is nothing for 2019. I wanted to look at the pipeline slide specifically and just wondered if anyone has a link to it. TIA These slides are sometimes posted on Seeking Alpha if you google it.    Slides from Nov 3rd 2018 (?) with the exception of pipeline slide, my understanding is it was from seeking alpha. |
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Post by mango on Feb 13, 2019 13:23:54 GMT -5
Day after of anniversary date of Al's passing. Wonder if Receptor will release their pipeline too? Maybe so maybe not |
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Post by mango on Feb 13, 2019 13:29:21 GMT -5
These slides are sometimes posted on Seeking Alpha if you google it. Slides from Nov 3rd 2018 (?) with the exception of pipeline slide, my understanding is it was from seeking alpha. Bucket 4 tetrapeptide for pain Peppy, what would MannKind need to show to get fast-tracked? |
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Post by peppy on Feb 13, 2019 13:37:29 GMT -5
quote: Peppy, what would MannKind need to show to get fast-tracked? Not sure, I believe it would be an unmet need. Like the children that have 30-100 seizures a day on pharmaceutical medications. As seen in the insert.  or people that can't get enough oxygen to their cells.  |
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Post by mango on Feb 13, 2019 16:18:23 GMT -5
quote: Peppy, what would MannKind need to show to get fast-tracked? Not sure, I believe it would be an unmet need. Like the children that have 30-100 seizures a day on pharmaceutical medications. As seen in the insert. or people that can't get enough oxygen to their cells. Peppy, so those kids need something that doesn't burn/sting and cause ulcers inside their mouths from the GW spray. It uses ethanol and propylene glycol. The spray is said to be for buccal admin but most of it gets swallowed so instead of avoiding first pass its being absorbed via GI. This means the THC breaks down and they have its metabolite, significantly more potent, going into the bloodstream and experiencing undesirable effects. A study compared an oral form to the GW spray, little overall difference. GW spray takes long time for max peak, very long duration with low bio and high variability and doesn't really avoid first pass. They need an oral inhaled formulation that offers faster onset and higher bioavailability that avoids first pass, offering a safer product with no horrific side effects like the spray causes. The inhalers are easy to use ages 4 and up. It's the best solution for chronic use. The spray isn't ideal in its current form and delivery. Was peeking at GW cafepharma other day. Chitty insurance coverage, expensive for patients. They pay their reps more than MannKind...they have low historic sales, one FDA approved product,....Can't figure out how they have that high PPS. Overvalued. |
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Post by peppy on Feb 13, 2019 16:35:17 GMT -5
The CBD seems to work. I would get some charlottes web, absorb it into technosphere and run some trials. at 30 to 100 seizures a day, going to one seizure/day, is noticeable. mango I personally think the reason it works it it slows down action potential. Stops the inappropriate polarity. |
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Post by mango on Feb 13, 2019 19:22:16 GMT -5
The CBD seems to work. I would get some charlottes web, absorb it into technosphere and run some trials. at 30 to 100 seizures a day, going to one seizure/day, is noticeable. mango I personally think the reason it works it it slows down action potential. Stops the inappropriate polarity. I think it's CaMKII. The intracellular calcium |
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Post by mytakeonit on Feb 13, 2019 20:40:28 GMT -5
Wait a minute ... if the inside is negative ... why are all the o's saying k? All I see is ok's all over the place. Then, on the outside which your are saying is positive ... All I see are them saying na na na . I don't get it ...  Well, at the end it seems more correct. So ... never mind |
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Post by tiberious on Feb 13, 2019 21:08:20 GMT -5
quote: Peppy, what would MannKind need to show to get fast-tracked? Not sure, I believe it would be an unmet need. Like the children that have 30-100 seizures a day on pharmaceutical medications. As seen in the insert. or people that can't get enough oxygen to their cells. Peppy, so those kids need something that doesn't burn/sting and cause ulcers inside their mouths from the GW spray. It uses ethanol and propylene glycol. The spray is said to be for buccal admin but most of it gets swallowed so instead of avoiding first pass its being absorbed via GI. This means the THC breaks down and they have its metabolite, significantly more potent, going into the bloodstream and experiencing undesirable effects. A study compared an oral form to the GW spray, little overall difference. GW spray takes long time for max peak, very long duration with low bio and high variability and doesn't really avoid first pass. They need an oral inhaled formulation that offers faster onset and higher bioavailability that avoids first pass, offering a safer product with no horrific side effects like the spray causes. The inhalers are easy to use ages 4 and up. It's the best solution for chronic use. The spray isn't ideal in its current form and delivery. Was peeking at GW cafepharma other day. Chitty insurance coverage, expensive for patients. They pay their reps more than MannKind...they have low historic sales, one FDA approved product,....Can't figure out how they have that high PPS. Overvalued. GWPH and MNKD... perfect together. GWPH needs a MILLION TIMES BETTER way of delivering their super precise CBD API. |
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Post by parrerob on Feb 19, 2019 7:02:36 GMT -5
What's happening here ? MNKD, despite of Afrezza, is still a development company and pipeline page down for a long time is not nice. As reported in this thread, the pipeline will be probably updated for the next Earnings call For a development company the ufficial pipeline is the one published on their website, obviously .... and investors (ok may be only small investors) during their DD to decide timing and price and position always go checking the ufficial web site (at least I normally do it) and specially the pipeline page. So actually they are showing a market price but with no view of the main asset You are buying..... What's the reason ? 1) They need to hide a future update of the pipeline ? I don't think so. They could keep live the previous page then update when needed (just question of minutes....) 2) They forgot the "undercostruction" page on line ?  3) There were errors on previous published pipeline they cannot publish any more ? mmh hope not 4) Down to facilitate an event coming soon ? mmh... same observation as point 1 ... Even if the event is huge I cannot see good and rational reasons to shut down the pipeline for weeks before the page change. Really I don't have any answer or idea for shutting down the pipeline for so a long time..... Also considering the very recent Afrezza promotion that could have a return on small investors as well..... Strange Any idea ? Ciao Rob. |
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Post by peppy on Feb 19, 2019 7:18:13 GMT -5
What's happening here ? MNKD, despite of Afrezza, is still a development company and pipeline page down for a long time is not nice. As reported in this thread, the pipeline will be probably updated for the next Earnings call For a development company the ufficial pipeline is the one published on their website, obviously .... and investors (ok may be only small investors) during their DD to decide timing and price and position always go checking the ufficial web site (at least I normally do it) and specially the pipeline page. So actually they are showing a market price but with no view of the main asset You are buying..... What's the reason ? 1) They need to hide a future update of the pipeline ? I don't think so. They could keep live the previous page then update when needed (just question of minutes....) 2) They forgot the "undercostruction" page on line ? 3) There were errors on previous published pipeline they cannot publish any more ? mmh hope not 4) Down to facilitate an event coming soon ? mmh... same observation as point 1 ... Even if the event is huge I cannot see good and rational reasons to shut down the pipeline for weeks before the page change. Really I don't have any answer or idea for shutting down the pipeline for so a long time..... Also considering the very recent Afrezza promotion that could have a return on small investors as well..... Strange Any idea ? Ciao Rob. I think Mannkind is working on the pipeline. Treprostnil is numero uno. We need to deliver. Also the undisclosed compound, patient demand, that Mankind isn't naming for competitive reasons.  |
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Post by hellodolly on Feb 19, 2019 7:25:59 GMT -5
What's happening here ? MNKD, despite of Afrezza, is still a development company and pipeline page down for a long time is not nice. As reported in this thread, the pipeline will be probably updated for the next Earnings call For a development company the ufficial pipeline is the one published on their website, obviously .... and investors (ok may be only small investors) during their DD to decide timing and price and position always go checking the ufficial web site (at least I normally do it) and specially the pipeline page. So actually they are showing a market price but with no view of the main asset You are buying..... What's the reason ? 1) They need to hide a future update of the pipeline ? I don't think so. They could keep live the previous page then update when needed (just question of minutes....) 2) They forgot the "undercostruction" page on line ? 3) There were errors on previous published pipeline they cannot publish any more ? mmh hope not 4) Down to facilitate an event coming soon ? mmh... same observation as point 1 ... Even if the event is huge I cannot see good and rational reasons to shut down the pipeline for weeks before the page change. Really I don't have any answer or idea for shutting down the pipeline for so a long time..... Also considering the very recent Afrezza promotion that could have a return on small investors as well..... Strange Any idea ? Ciao Rob. Any idea?
1. As NBC's Lester Holt likes to accentuate a story, "BOMBSHELL" news out of West Lake Village, CA. 2. It wasn't really bombshell news. 3. What was that? 4. Nothing changed.
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Well, at the end it seems more correct. So ... never mind 
