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Post by agedhippie on Dec 4, 2019 9:45:43 GMT -5
How can they not use CGM’s ? Only works to our advantage in a big way . I would be very surprised if they did not .. from back in the day with Matt P / this whole thing was predicated on the cgm being implemented in our success.. the tool too prove our true superiority. The trial is apparently (I think there was some doubt) paid for by Cipla, and I confidently expect that Cipla will want to do just the minimum the same as Sanofi did. If Mannkind is paying for the trial then it's a different case and CGMs could definitely be an option.
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Post by longliner on Dec 4, 2019 9:48:31 GMT -5
When you are the Usain Bolt of insulin, it doesn't make sense to run the race without a timer. Yes you will win, but the rest of the world won't recognize your speed. I would agree, but the pediatrics trials were not done with a CGM and that's a case where I think the PR/Marketing win would have been significant regardless of the larger trial outcome (non-inferior would have been buried by "look it's normal"). Times they are a changing.
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Post by porkini on Dec 4, 2019 9:50:30 GMT -5
How can they not use CGM’s ? Only works to our advantage in a big way . I would be very surprised if they did not .. from back in the day with Matt P / this whole thing was predicated on the cgm being implemented in our success.. the tool too prove our true superiority. The trial is apparently (I think there was some doubt) paid for by Cipla, and I confidently expect that Cipla will want to do just the minimum the same as Sanofi did. If Mannkind is paying for the trial then it's a different case and CGMs could definitely be an option. Aged, using round numbers, what would difference in cost be to use CGMs for this study and could they still find a partner or modify the study at this point to use them if not in the plan?
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Post by lennymnkd on Dec 4, 2019 9:59:59 GMT -5
I'm all for dilution to finance the CGM in the studies/ 😀
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Post by porkini on Dec 4, 2019 10:03:26 GMT -5
I'm all for dilution to finance the CGM in the studies/ 😀 Or, perhaps an adjustment of some sort to management's compensation plan to get it off the ground...
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Post by mounts on Dec 4, 2019 10:19:17 GMT -5
Interesting how all posts on this topic focus on what Mike said and not on the questions the analyst asked.
The questions reflect what Wall Street analysts are thinking, and if there are other analysts with similar questions in their mind, it's easy to envision many analysts jumping on board at some point, hopefully in the near future.
Questions like what is MNKD doing different than Sanofi and looking for distinctions between the epic failure of inhaled insulin a decade ago and Afrezza, seem to indicate that Afrezza is finally getting attention of the street.
While presentations and slides are great, they give us no insight into the mind of the analysts. This conference let's us in on the thinking of those that will ultimately make a difference in the stock price.
The questions were great and very encouraging. Based on the prepared questions, I am very optimistic!
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Post by slugworth008 on Dec 4, 2019 11:13:51 GMT -5
Something was said about pediatric trial reduced to 26 instead of 52 weeks if I heard correctly at work? That's what I heard, and that they have already been approved to proceed to the Phase III trial without completing the final cohort of Phase II. I must be dreaming, because that kind of news would definitely be shared with shareholders. Right?! Or I'm dreaming, and I misunderstood the audio. LOL, when does MNKD PR anything that we would consider PR worthy. Like the above.
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Post by brotherm1 on Dec 4, 2019 11:20:29 GMT -5
It’s getting the attention of the Street all right: down more than $.08 from yesterdays high to $1.22
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Post by boytroy88 on Dec 4, 2019 11:57:48 GMT -5
It’s getting the attention of the Street all right: down more than $.08 from yesterdays high to $1.22 There's an article out on SA... obviously not positive...
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Post by awesomo on Dec 4, 2019 12:07:33 GMT -5
It’s getting the attention of the Street all right: down more than $.08 from yesterdays high to $1.22 There's an article out on SA... obviously not positive... The drop was mostly yesterday before the article. It’s the same thing every time, rise on speculation, and then sink when Mike unethusiastically regurgitates the same ole talking points.
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Post by brotherm1 on Dec 4, 2019 12:10:57 GMT -5
And it always sounds like he does not know anything. Almost every sentence he starts with “I think...”. I think, I think, I think.... 🤔
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Post by slugworth008 on Dec 4, 2019 13:07:29 GMT -5
I'm all for dilution to finance the CGM in the studies/ 😀 Or, perhaps an adjustment of some sort to management's compensation plan to get it off the ground... BOOMSKI! And agreed. I want no further dilution -
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Post by mytakeonit on Dec 4, 2019 13:17:32 GMT -5
I think ... therefore, I am ... what I yam. I just love this low pps. Hopefully it does stay down another month because my $$$ didn't come in ... and won't for maybe 3 weeks. Right now I definitely have enough shares ... but, definitely won't seem that way when 3 weeks and a day comes by.
But, that's mytakeonit
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Post by agedhippie on Dec 4, 2019 14:35:08 GMT -5
The trial is apparently (I think there was some doubt) paid for by Cipla, and I confidently expect that Cipla will want to do just the minimum the same as Sanofi did. If Mannkind is paying for the trial then it's a different case and CGMs could definitely be an option. Aged, using round numbers, what would difference in cost be to use CGMs for this study and could they still find a partner or modify the study at this point to use them if not in the plan? Not an insane amount. A wild guess, but I would say around $1,500 per person from import declarations into India (import price, not pharmacy). I'm making the assumption that the support cost would be minimal because of the low cost of labor. This would be for the Dexcom G4, the G5 and G6 are not yet approved in India. Fire the head of HR and you could more than cover the cost, plus it would be a recurrent saving!
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Post by cretin11 on Dec 4, 2019 15:57:11 GMT -5
Interesting how all posts on this topic focus on what Mike said and not on the questions the analyst asked. The questions reflect what Wall Street analysts are thinking, and if there are other analysts with similar questions in their mind, it's easy to envision many analysts jumping on board at some point, hopefully in the near future. Questions like what is MNKD doing different than Sanofi and looking for distinctions between the epic failure of inhaled insulin a decade ago and Afrezza, seem to indicate that Afrezza is finally getting attention of the street. While presentations and slides are great, they give us no insight into the mind of the analysts. This conference let's us in on the thinking of those that will ultimately make a difference in the stock price. The questions were great and very encouraging. Based on the prepared questions, I am very optimistic! Do you remember what the prepared Qs were? I didn't get to hear it.
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