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Post by markado on Jun 12, 2019 19:40:36 GMT -5
Thanks for the correction. Yes, I meant Orthos. However while the analysis is closer in, I don't it's just based on 2yrs, since I used Invisalign back in 2008, when the graph was closer to 0, and that which I mention about Orthos and Dentists comes straight from 2 friends who are nationally recognized Orthos. They, like me only wish they had invested in the stock as well as the technology 10 years ago. |
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Post by sportsrancho on Jun 13, 2019 14:16:40 GMT -5
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Post by sportsrancho on Jun 13, 2019 16:57:27 GMT -5
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Post by lifebreath on Jun 13, 2019 20:31:17 GMT -5
Appears as though we are just being left in the dust. I wonder why that is? |
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Post by rtmd on Jun 13, 2019 22:10:21 GMT -5
Those Diasome results were pretty interesting: www.globenewswire.com/news-release/2019/06/10/1866262/0/en/Diasome-s-Hepatocyte-Directed-Vesicle-HDV-Technology-Met-Primary-Endpoint-in-Phase-2b-Trial-in-Type-1-Diabetes.html"A game-changing insulin delivery approach may be on the way. Diasome presented results from a phase 2B clinical trial for its hepatocyte directed vesicle (HDV) technology, which targets insulin directly to the liver and allows users to manage T1D with far less insulin. The additive, which directs insulin with a nanoparticle disc, is designed to work with all commercial insulins and is mixed directly with insulin before administration. In the 26-week ISLE-1 (InSulin Liver Effect) study, patients either had conventional mealtime treatment with insulin lispro alone or insulin lispro with the HDV additive. Results showed that patients with an A1C of 8.5% or greater taking insulin with HDV had the same A1C reduction as those taking insulin without the additive, but took about 25% less insulin and spent 73% less time in hypoglycemia.5" I can't say I understand the technology: www.diasome.com/breakthrough-hdv-nanotechnologyThere they also claim to have an oral version in phase 2b. |
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Post by harryx1 on Jun 14, 2019 11:21:20 GMT -5
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Post by vdexdiabetes on Jun 14, 2019 12:48:08 GMT -5
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Post by awesomo on Jun 14, 2019 13:07:02 GMT -5
Thanks for shedding some light on the tenuous relationship between Vdex and MNKD management. The arguments in the letter make sense to me, and management's response (or lack thereof) unfortunately highlights the doubts some of us have on the direction they are going.
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sparkrov
Newbie
Four year long
Posts: 15 
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Post by sparkrov on Jun 14, 2019 13:22:36 GMT -5
Agree, thank you very much Bill and the VDEX team!
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Post by chillymutt on Jun 14, 2019 13:25:36 GMT -5
Thank you Bill.
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Post by sportsrancho on Jun 14, 2019 13:26:13 GMT -5
Remember the missing ship to Dubai? They put it together and the deal got squashed:-(
“Consider this one example: two and half years ago we took a team of people to Abu Dhabi and Dubai. We had meetings at the highest levels of the government where we received assurances that Afrezza would be quickly approved. We literally met with the Minister of Health and heard this directly from him. We had an extremely well-connected local partner. We had the premier hospital in the region that was to be our first site for testing the product. We met with doctors there. We had a local distributor set up. We had agreed upon an initial order. Vdex was to supervise the use of the product. All that remained was for MannKind to supply some information to the government and distributor. With the change in CEOs we found our project delayed and delayed until our partners doubted our ability to deliver and lost interest. "
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Post by ktim on Jun 14, 2019 13:36:24 GMT -5
Thanks for shedding some light on the tenuous relationship between Vdex and MNKD management. The arguments in the letter make sense to me, and management's response (or lack thereof) unfortunately highlights the doubts some of us have on the direction they are going.
Since this makes sense to you perhaps you could verify my understanding of it. I assume VDex currently issues prescriptions to patients and they are filled at regular pharmacies, and thus through regular distributors. VDex is now looking to change the model whereby they would sell Afrezza directly to patients, getting the additional profits that would normally go to the pharmacy and the distributor? and this would also potentially be a way of generating revenue from clinics that aren't part of VDex if they convince these other clinics to also sell Afrezza directly using VDex as Afrezza supplier? The first would not seem to benefit from exclusivity terms so I'm assuming there must be some component of the latter coming into play. |
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Post by Thundersnow on Jun 14, 2019 14:00:02 GMT -5
YOU'VE GOT TO BE KIDDING ME. I am in shock that this company would express their "FEELINGS" in writing. If things are doing so well with VDEX.....continue what you are doing. As long as MNKD is supplying the drug then continue. Who cares if you have developed protocols for patients. This is not a VDEX Company issue - it's a PERSONAL INVESTMENT ISSUE. These guys are saying, "I AM LOSING MONEY ON MY INVESTMENT SO PLEASE PARTNER WITH MY COMPANY TO BE SUCCESSFUL". WHAT A LOAD OF SHIT. If they really know the industry and the inner workings of MNKD they would know in order for MNKD to have survived they had to get into an unfavorable financing deal. It allowed them to continue as an ONGOING CONCERN because if not BANKRUPTCY WAS GOING TO HAPPEN. The deal is about to end and will make things a lot easier for MNKD. They should also know that it takes at least 3 years for a drug to get full payor approval and acceptance and that we are in year 2 of the RELAUNCH. And no you can't go back to the original approval date. Sanofi tried to kill Afrezza and for good reason so the clock stopped. MNKD is doing everything it can to get insurance coverage and doctor awareness. Mike & Co. has faced many hurdles that they have tackled. I just cant believe VDEX MGMT has penned a letter to shareholders WHINING about their PERSONAL INVESTMENT IN THE COMPANY. UNBELIEVABLE. |
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Post by ryster505 on Jun 14, 2019 14:03:59 GMT -5
You must not care much for your investment which makes me believe you don’t have one. On the long side anyways.
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Post by cjm18 on Jun 14, 2019 14:04:36 GMT -5
YOU'VE GOT TO BE KIDDING ME. I am in shock that this company would express their "FEELINGS" in writing. If things are doing so well with VDEX.....continue what you are doing. As long as MNKD is supplying the drug then continue. Who cares if you have developed protocols for patients. This is not a VDEX Company issue - it's a PERSONAL INVESTMENT ISSUE. These guys are saying, "I AM LOSING MONEY ON MY INVESTMENT SO PLEASE PARTNER WITH MY COMPANY TO BE SUCCESSFUL". WHAT A LOAD OF SHIT. If they really know the industry and the inner workings of MNKD they would know in order for MNKD to have survived they had to get into an unfavorable financing deal. It allowed them to continue as an ONGOING CONCERN because if not BANKRUPTCY WAS GOING TO HAPPEN. The deal is about to end and will make things a lot easier for MNKD. They should also know that it takes at least 3 years for a drug to get full payor approval and acceptance and that we are in year 2 of the RELAUNCH. And no you can't go back to the original approval date. Sanofi tried to kill Afrezza and for good reason so the clock stopped. MNKD is doing everything it can to get insurance coverage and doctor awareness. Mike & Co. has faced many hurdles that they have tackled. I just cant believe VDEX MGMT has penned a letter to shareholders WHINING about their PERSONAL INVESTMENT IN THE COMPANY. UNBELIEVABLE. Shareholders have been 🖊 letters here for years. What’s wrong with vdex trying to help? If mannkind doesn’t like the initial proposal then counter but at least meet with them. Yes the initial proposal helps vdex more than mannkind. There’s no guarantee vdex expands quickly if this deal is struck. |
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