|
Post by spiro on Jan 28, 2014 14:12:07 GMT -5
I just returned from the Drug Delivery Partnerships conference. Ashiwi and I had the opportunity to meet and speak with Al Mann, Andrea Leone-Bay and Johnathan Goldman both before the presentation and during the break. We thoroughly enjoyed both Al Mann and Andrea Leone-Bay's presentation. Al Mann's A game was on today and he presented an energetic and excellent keynote presentation. Andrea Leone-Bay is one sharp lady and it didn't take her long to get over my head on technosphere delivery. Doc Ashiwi seemed to keep up with her. All of them seemed very confident with Afrezza's progress thus far. Aside from Afrezza, Technosphere may have some extremely valuable indications. possibly equalling or surpassing Afrezza's potential. Ashiwi may be able to elaborate on this more. Ashiwi could be responsible for today's increase in share price. My confidence is at it's all time high now. I will continue to nibble and load the truck, when opportunities exist. You know, I could be wrong about MNKd, but it will not be because I failed to adequately research and study MNKD before jumping in. BTW, Al Mann ended his presentation talking about Technosphere and concluded by saying, " Imagine the possibilities.
Spiro
|
|
|
Post by afrezzamiracle on Jan 28, 2014 14:27:21 GMT -5
Thanks spiro, much appreciated!
|
|
|
Post by mannmade on Jan 28, 2014 14:28:44 GMT -5
Yes thank you... You have made my day and I am sure many others... Thank you for taking the time...
|
|
|
Post by liane on Jan 28, 2014 14:51:37 GMT -5
Ashiwi could be responsible for today's increase in share price. Spiro Yeah, I noticed that little run-up over the noon hour. Thanks Ashiwi!
|
|
|
Post by spiro on Jan 28, 2014 15:50:24 GMT -5
Johnathan Goldman showed us the cricket inhaler device. it looks to be about 1/2 the size of the dreamboat inhaler. Because of it's low cost, it will come loaded with the medication and then be discarded after one use. This is one neat looking device.
|
|
|
Post by mdcenter61 on Jan 28, 2014 16:02:08 GMT -5
Johnathan Goldman showed us the cricket inhaler device. it looks to be about 1/2 the size of the dreamboat inhaler. Because of it's low cost, it will come loaded with the medication and then be discarded after one use. This is one neat looking device. Cool stuff, Spiro, and many thanks for the updates. Since Dreamboat was the device used for this last set of Phase III trials, do I assume we would have to do some trials with Cricket device post approval before we could use to establish equivalency and efficacy? Head hurts thinking about it.
|
|
|
Post by nemzter on Jan 28, 2014 16:09:13 GMT -5
Johnathan Goldman showed us the cricket inhaler device. it looks to be about 1/2 the size of the dreamboat inhaler. Because of it's low cost, it will come loaded with the medication and then be discarded after one use. This is one neat looking device. Cool stuff, Spiro, and many thanks for the updates. Since Dreamboat was the device used for this last set of Phase III trials, do I assume we would have to do some trials with Cricket device post approval before we could use to establish equivalency and efficacy? Head hurts thinking about it. Spiro, thanks for giving us your report, it makes me feel confident that we will see light at the end of this tunnel. Let's get 1 device approved first PLEASE!!! Maybe they should perform a bioequivalence test with that Cricket device? J/K
|
|
|
Post by babaoriley on Jan 28, 2014 17:48:12 GMT -5
Spiro, are you trying to tell us that neither Al nor Andrea L-B turned water into wine? Did Mann have to call security on you and Ashiwi? Glad to hear Ashiwi was buying with both hands after hearing their speeches and I'm especially happy to learn Al had his A game today. I really want him healthy for years more so he can see the results of Afrezza and Technoshpere.
And I assume you two promised Al that you would come out to Valencia for the next annual meeting if the FDA cooperated!
Thanks for letting us know your experience, sure sounded like a great event for a MNKD super-fan!
Hopefully, Ashiwi will add his perspective when he gets a chance - don't want it to sound like you guys attended different events!
|
|
|
Post by ashiwi on Jan 28, 2014 18:14:19 GMT -5
OK I finally have a few minutes to relate to you all about this morning. WOW, as Spiro already expressed we both left never feeling more confident about MNKD. Remember this was a meeting about Drug Delivery. With lots of big and small pharma companies in attendance. Al Mann delivered a great keynote address giving us a run down of his amazing career. From US gov't aerospace to the Pacemaker, Minmed, insulin pump, Cochlear implant, Retina implant. He has sold 11 companies for something around 8 billion dollars. He was extremely cordial and friendly and we had a few nice conversations. His goal in life is to meet unmet needs. It's what keeps him going. As he was saying that I saw his wife (who was sitting directly in front of me) nodding her head in agreement. It certainly doesn't look like he's about to slow down anytime too soon. Some stats he mentioned that in 10 years 1/2 half of all adults will be either diabetic or pre-diabetic and the cost to healthcare will be 3.5 Trillion dollars. He went on with some of the benefits of Afrezza which most of you reading this already know. He did mention that a post-approval study will be done to show that Afrezza will show superior A1c. The current studies showed that it is non-inferior. He is very confident it it's reduction of A1c. All endpoints were met and they are optimistic regarding approval, but you just never know with the FDA. He is involved with another company that is working on a basal insulin patch. This would compliment the prandial insulin supplied by Afrezza. Still years away. Enormous potential in my opinion. He believes that the deficiencies in the current insulins have brought many oral meds such as Metformin to market. Many of these have side effects and are detrimental in the long run. Afrezza early on could reduce these pills as well. Technosphere has as much if not more potential in the market place as Afrezza. It was very technical, but Dr Leone-Bay gave an excellent presentation on the actual process. Could be a bout 20 different indications for Technosphere with Pain being # 1. This is where the Cricket device will be utilized. It's a one time device which is tiny and very easy to use. Have a migraine? Take a hit on your Cricket. Bam you are feeling relief. Technosphere for pain will compete with Opioids such as Morphine but with no side effects. There are studies taking place now with mice. Another indication was found to decrease food consumption. How big is the weight loss market???$$$. Technosphere will NOT be utilized with Viagra as it would lower blood pressure too fast. Any way just to repeat Al Mann's closing statement as Spiro already stated "... Imagine the Possibilities..."
|
|
|
Post by afrezzamiracle on Jan 28, 2014 18:21:10 GMT -5
Thanks ashiwi! Hearing your 1st hand report of the days festivities is invaluable!
|
|
|
Post by ashiwi on Jan 28, 2014 18:44:21 GMT -5
I certainly don't think I am the reason for the run up today, but I do expect to wake up one morning with the stock price opening around 20 when the halt is lifted. The clock is ticking... Today was a great day!
|
|
|
Post by liane on Jan 28, 2014 18:48:53 GMT -5
Nice photo of you with Dr. Mann!
|
|
|
Post by afrezzamiracle on Jan 28, 2014 18:57:33 GMT -5
What a thrill to have an opportunity to meet and shake hands/take pics with Al Mann! I hope to have the same opportunity myself someday! The Technosphere platform in many iterations including the cricket has huge, and I mean HUGE market potential. And this potential has been summarily ignored by every Wall Street analyst and most investors. The approval of AFREZZA will open a Pandora's Box of profits for the firm over the long term. Just take a look at all the Dreamboat inhaler protoypes that are ready to go (a completely different color and shape for every drug): www.formamedicaldevicedesign.com/case-studies/mannkind-corporation/All this "Ruthian" game changing intellectual property and the market has as of yet assigned ZERO value to it! Yes, it's good to be a MNKD shareholder!
|
|
|
Post by afrezzamiracle on Jan 28, 2014 19:11:16 GMT -5
|
|
|
Post by brentie on Jan 28, 2014 19:29:01 GMT -5
Ashiwi, the basal patch pump you referred to is from one of Al's companies called PerQFlo.
--------------------------------------------------------------------------------------------
Alfred E Mann
Entrepreneur & Innovator, Founder & Chairman
Second Sight
Alfred E. Mann has founded and largely funded 17 companies in his career. Two companies became public and ten were acquired at an overall total of almost $8 billion. The companies currently within the family: • MannKind Corporation, which develops novel therapeutics and drug delivery technologies for treatment primarily of diabetes, metabolic disease and cancer; • Bioness, which develops and manufactures systems to address neural deficits and to restore controlled function of paralyzed limbs to address peripheral pain; • Second Sight, which is developing visual prostheses to restore sight to the blind; • IncuMed, which is developing novel percutaneous seals for various applications; • PerQFlo, which is developing drug delivery systems; and • Quallion, which develops, manufactures and markets advanced batteries for medical, aerospace and military applications.
Additionally, Mr. Mann founded and served as Chairman and Chief Executive Officer of MiniMed Inc. from its founding in 1993 until August 2001 when it was acquired by Medtronic, Inc. Medtronic MiniMed develops, manufactures and distributes microinfusion systems and continuous glucose monitoring systems that have revolutionized the treatment of type 1 diabetes. Mr. Mann also founded and funded Medical Research Group (MRG) which was developing an artificial pancreas. MRG was also acquired by Medtronic in 2001. Mr. Mann's extensive experience with type 1 diabetes at MiniMed led him to explore therapies to improve outcomes for people with type 2 diabetes which is a pandemic challenging the entire world. Mannkind Corporation has developed an ultra-fast-acting insulin that mimics normal physiology. AFREZZA® will significantly improve care for early stage type 2 diabetics and along with the PerQFlo basal patch pump will more effectively treat type 1 and later type 2 diabetes.
---------------------------------------------------------------------------------------------------------------
Al brought it up during an earnings call last year.
"As I have consistently said in previous calls, I am absolutely convinced that AFREZZA will become widely recognized by patients and clinicians alike as the better, safer and more effective therapy throughout almost the entire diabetes spectrum. For quite a few years in the future, I assert that AFREZZA plus the basal insulin patch pump ought to be the optimum basal-bolus therapy for type 1 and late type 2 diabetic patients. "
|
|