Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 18, 2017 22:06:18 GMT -5
Good to hear that the panel was very passionate about Afrezza. I would be curious to know if they might be shareholders as well. And Damon D. if he has friends like Jay-Z etc, getting money from the right people might not be so difficult, if needed. You old folks are funny. Dash and Jayz are certainly not friends. That couldnt have any worse a relationship. Google
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 18, 2017 22:16:27 GMT -5
Bro. I'll leave it to you to guess my age. Not so old. As for Damon and Jay not being friends, yeah I have read the google news and such. Thus the "if" in the sentence. I would reckon however, if Damon were to vouch for Afrezza's effectiveness to Jay-Z and suggest that he but a some money into owning a small portion of MNKD as the potential for a huge gain is there, would he tell Damon to go stick it? They have a history, a business history. Friendship aside, making money is always in EVERYONES interest. Have a good one, BRO.
|
|
|
Post by babaoriley on May 19, 2017 1:43:55 GMT -5
Bro. I'll leave it to you to guess my age. Not so old. As for Damon and Jay not being friends, yeah I have read the google news and such. Thus the "if" in the sentence. I would reckon however, if Damon were to vouch for Afrezza's effectiveness to Jay-Z and suggest that he but a some money into owning a small portion of MNKD as the potential for a huge gain is there, would he tell Damon to go stick it? They have a history, a business history. Friendship aside, making money is always in EVERYONES interest. Have a good one, BRO. Over the past several years, touting MNKD stock to a friend or acquaintance has not had the effect of making that friendship closer. Now if Oprah would get on board, that would be a game changer - $100,000,000 of advertising for free!
|
|
|
Post by mnkdfann on May 19, 2017 2:22:57 GMT -5
Bro. I'll leave it to you to guess my age. Not so old. As for Damon and Jay not being friends, yeah I have read THE GOOGLE ... Writing 'the google' doesn't help your case about being not so old.
|
|
|
Post by sayhey24 on May 19, 2017 5:23:27 GMT -5
Good to hear that the panel was very passionate about Afrezza. I would be curious to know if they might be shareholders as well. And Damon D. if he has friends like Jay-Z etc, getting money from the right people might not be so difficult, if needed. You old folks are funny. Dash and Jayz are certainly not friends. That couldnt have any worse a relationship. Google I would not worry too much about Dash if I was betting against MNKD based on his personal financial history. But we also found out yesterday since he told us so numerous times "He's cool and good looking". He is also very passionate which MNKD needs with the street and the black community. I talked with him a little about leveraging Project Power. The guy IMO to keep your eye on and who would worry me is Jeff Dachis. This guy does have a record of being a money making machine and IMO is all in on MNKD. There was another article out about Apple yesterday. I had mentioned in the past about Tim Cook and his interest in the diabetes space. One Drop just seems like such an easy acquisition for them. www.cnbc.com/2017/05/18/apple-ceo-tim-cook-test-drove-glucose-monitor.html
|
|
|
Post by agedhippie on May 19, 2017 7:50:59 GMT -5
I don't see why Apple would buy OneDrop since the service is really easy to reproduce. It's not even like they have any meter technology. I wonder if this is what Tim Cook was using - www.dexcom.com/g5-app-update
|
|
|
Post by ssiegel on May 19, 2017 8:03:41 GMT -5
You old folks are funny. Dash and Jayz are certainly not friends. That couldnt have any worse a relationship. Google I would not worry too much about Dash if I was betting against MNKD based on his personal financial history. But we also found out yesterday since he told us so numerous times "He's cool and good looking". He is also very passionate which MNKD needs with the street and the black community. I talked with him a little about leveraging Project Power. The guy IMO to keep your eye on and who would worry me is Jeff Dachis. This guy does have a record of being a money making machine and IMO is all in on MNKD. There was another article out about Apple yesterday. I had mentioned in the past about Tim Cook and his interest in the diabetes space. One Drop just seems like such an easy acquisition for them. www.cnbc.com/2017/05/18/apple-ceo-tim-cook-test-drove-glucose-monitor.html From what I can google, Jeff Dachis so far does not have a history of being a "money making machine" with One Drop. I have to wonder why the CEO of another company -- presumably a busy CEO -- would drop what he's doing to assist in a pep talk at another company's annual shareholder meeting. I don't recall ever seeing that happen before.
|
|
|
Post by op2778 on May 19, 2017 8:18:34 GMT -5
I read all board. I'm amuse about delusional post in here......CEO said nothing during ASM, was just a Damon and Matt show and ppl talking about Apple, Amazon, Onedrop, Verily, RSL.....LOL.....All smoke&mirros....
I feel ashame and i'm embarrassed to be an investor.
A lot of nonsense in this board to be honest.
What will be next rumor/conspiracy theory?
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 19, 2017 9:00:13 GMT -5
Bro. I'll leave it to you to guess my age. Not so old. As for Damon and Jay not being friends, yeah I have read the google news and such. Thus the "if" in the sentence. I would reckon however, if Damon were to vouch for Afrezza's effectiveness to Jay-Z and suggest that he but a some money into owning a small portion of MNKD as the potential for a huge gain is there, would he tell Damon to go stick it? They have a history, a business history. Friendship aside, making money is always in EVERYONES interest. Have a good one, BRO. Jayz banged his ex-wife. There's no coming back from that. There is absolutely no relationship.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on May 19, 2017 9:03:18 GMT -5
You old folks are funny. Dash and Jayz are certainly not friends. That couldnt have any worse a relationship. Google I would not worry too much about Dash if I was betting against MNKD based on his personal financial history. But we also found out yesterday since he told us so numerous times "He's cool and good looking". He is also very passionate which MNKD needs with the street and the black community. I talked with him a little about leveraging Project Power. The guy IMO to keep your eye on and who would worry me is Jeff Dachis. This guy does have a record of being a money making machine and IMO is all in on MNKD. There was another article out about Apple yesterday. I had mentioned in the past about Tim Cook and his interest in the diabetes space. One Drop just seems like such an easy acquisition for them. www.cnbc.com/2017/05/18/apple-ceo-tim-cook-test-drove-glucose-monitor.html This I agree with. Damon is a good first domino though.
|
|
|
Post by lennymnkd on May 19, 2017 9:10:18 GMT -5
Sayhey "worry me" In what sense?
|
|
Tinkerbell
Researcher
Watcher of the Skies
Posts: 143
|
Post by Tinkerbell on May 19, 2017 9:22:24 GMT -5
In my view, the meeting's main message was to thank investors who've been long in the stock. The term, 'we will get there' was echoed more than once and by all who presented to the audience. This was not an 'announcement meeting' that many had perhaps hoped for. It was more than that. The real life stories which were shared by four Type 1 diabetics was poignant. That they also have a sincere interest in supporting Afrezza's success is as important to them as the air you and I breathe. Yes. They are determined. You should be glad for that. The singular message they shared which was fully embraced by those in the audience and I paraphrase: 'Afrezza cannot and will not disappear. We will do all in our power to make sure of that.' I believe it. These Type 1 diabetics stand 'at the ready' to use their star power to reach out to diabetics and in a manner to honor and ensure Al Mann's legacy is protected from the inherent cancerous maladies of our healthcare system. Be assured, this has never been done before. It hasn't. The audience saw perhaps for the first time, that Afrezza will change the world for diabetics and for the better. My thoughts in a nutshell - if there is one - thank God for their earnest desire to help people who suffer with the same disease as they do. Interestingly, one of the diabetics on stage mentioned that he was in the early stages of working on circumventing 'the system' we have in place today. He's experienced it and wants to see it improve for patients. No argument from the attendees on this point. I applaud his disruptive thinking which put me in mind of the American Revolution. If it's NOT working for you then organize with others to CHANGE IT. We'll have to see whether he succeeds or not. Too early to tell. In short, his lofty and noble idea includes drop shipping Afrezza on a subscription basis right to your door. Isn't stability at room temperature marvelous? Fluctuations in outside temps can be dealt with fairly easily. Ever ordered an Omaha Steak? Following the meeting, what I learned from speaking to Matt, Mike and Ray were as follows and each confirms points I've made here before: 1) The exit of Sanofi was a disaster for the company and one of such proportions that the FALL OUT continues to this day amongst endocrinologists. Yes. The fall out from this action continues to this day. To. This. Day. 2) Those who were in charge for the drug development program at MannKind are no longer with the company. They completely missed the boat on the importance of titration of insulin. Do you wonder why the drop out in the clinical trials occured as it did? You shouldn't. Mike has worked with Ray and manufacturing to address this issue. The new titration packs are now available for this important step in treatment with Afrezza. 3) In addition to the above, the 4 week study on clinicaltrials.gov mimics the information provided by the Type 1 diabetics on stage who saw real results in 4 weeks. You can surmise for yourselves how results of this study might play out amongst the providers of this historic insulin. clinicaltrials.gov/ct2/show/NCT03143816?term=Technosphere+Insulin&rank=84) Another study is in the works not yet posted. Ray did not share the details but we already know that additional studies are being reviewed for submission. Pediatrics being one of them. 5) Matt is fully aware of the cash runway BUT he has three priorities he is focused on in the near term. Raising cash is not one of them at least not yesterday. You can surmise what that could mean. I suspect that if the three priorities he's currently working on come to fruition, obtaining cash won't be an issue which I've said on this board too. And to be clear, their cash runway in not dry as of yesterday's meeting. IT isn't. The DTC campaign will launch in July as it should. By then, endocrinologists will know full well that Afrezza is here to stay. Period. End of Quote. Let the disruption begin. There you have it. Aside from the vote and the speakers, the audience was provided a sneak peek at the upcoming DTC campaign videos. Very effective and in my view, equally as disruptive as Afrezza is. One statement from one of the type 1 diabetic speakers stood out to me and is with me today and I paraphrase: 'Being a diabetic is like being on a boat that is sinking. You've got a captain and the crew around you sure, but when the time comes, they get to jump ship and it's just you who's going down.' Well said. For me, the picture couldn't be any clearer so I remain tied to my shares and the belief that this drug will change the world of diabetes. So now we must wait to see if all that's been put in place since last year by Matt, Mike and Ray and by Stuart and Jason this year will bear fruit. There is NO other option. We must be patient.
|
|
|
Post by me on May 19, 2017 9:24:34 GMT -5
Sayhey "worry me" In what sense? I believe sayhey24 was referring to competitors worrying about Dachis.
|
|
|
Post by cjm18 on May 19, 2017 9:35:19 GMT -5
In my view, the meeting's main message was to thank investors who've been long in the stock. The term, 'we will get there' was echoed more than once and by all who presented to the audience. This was not an 'announcement meeting' that many had perhaps hoped for. It was more than that. The real life stories which were shared by four Type 1 diabetics was poignant. That they also have a sincere interest in supporting Afrezza's success is as important to them as the air you and I breathe. Yes. They are determined. You should be glad for that. The singular message they shared which was fully embraced by those in the audience and I paraphrase: 'Afrezza cannot and will not disappear. We will do all in our power to make sure of that.' I believe it. These Type 1 diabetics stand 'at the ready' to use their star power to reach out to diabetics and in a manner to honor and ensure Al Mann's legacy is protected from the inherent cancerous maladies of our healthcare system. Be assured, this has never been done before. It hasn't. The audience saw perhaps for the first time, that Afrezza will change the world for diabetics and for the better. My thoughts in a nutshell - if there is one - thank God for their earnest desire to help people who suffer with the same disease as they do. Interestingly, one of the diabetics on stage mentioned that he was in the early stages of working on circumventing 'the system' we have in place today. He's experienced it and wants to see it improve for patients. No argument from the attendees on this point. I applaud his disruptive thinking which put me in mind of the American Revolution. If it's NOT working for you then organize with others to CHANGE IT. We'll have to see whether he succeeds or not. Too early to tell. In short, his lofty and noble idea includes drop shipping Afrezza on a subscription basis right to your door. Isn't stability at room temperature marvelous? Fluctuations in outside temps can be dealt with fairly easily. Ever ordered an Omaha Steak? Following the meeting, what I learned from speaking to Matt, Mike and Ray were as follows and each confirms points I've made here before: 1) The exit of Sanofi was a disaster for the company and one of such proportions that the FALL OUT continues to this day amongst endocrinologists. Yes. The fall out from this action continues to this day. To. This. Day. 2) Those who were in charge for the drug development program at MannKind are no longer with the company. They completely missed the boat on the importance of titration of insulin. Do you wonder why the drop out in the clinical trials occured as it did? You shouldn't. Mike has worked with Ray and manufacturing to address this issue. The new titration packs are now available for this important step in treatment with Afrezza. 3) In addition to the above, the 4 week study on clinicaltrials.gov mimics the information provided by the Type 1 diabetics on stage who saw real results in 4 weeks. You can surmise for yourselves how results of this study might play out amongst the providers of this historic insulin. clinicaltrials.gov/ct2/show/NCT03143816?term=Technosphere+Insulin&rank=84) Another study is in the works not yet posted. Ray did not share the details but we already know that additional studies are being reviewed for submission. Pediatrics being one of them. 5) Matt is fully aware of the cash runway BUT he has three priorities he is focused on in the near term. Raising cash is not one of them at least not yesterday. You can surmise what that could mean. I suspect that if the three priorities he's currently working on come to fruition, obtaining cash won't be an issue which I've said on this board too. And to be clear, their cash runway in not dry as of yesterday's meeting. IT isn't. The DTC campaign will launch in July as it should. By then, endocrinologists will know full well that Afrezza is here to stay. Period. End of Quote. Let the disruption begin. There you have it. Aside from the vote and the speakers, the audience was provided a sneak peek at the upcoming DTC campaign videos. Very effective and in my view, equally as disruptive as Afrezza is. One statement from one of the type 1 diabetic speakers stood out to me and is with me today and I paraphrase: 'Being a diabetic is like being on a boat that is sinking. You've got a captain and the crew around you sure, but when the time comes, they get to jump ship and it's just you who's going down.' Well said. For me, the picture couldn't be any clearer so I remain tied to my shares and the belief that this drug will change the world of diabetes. So now we must wait to see if all that's been put in place since last year by Matt, Mike and Ray and by Stuart and Jason this year will bear fruit. There is NO other option. We must be patient. Reading tinkerbell number 1 about sanofi... I can't help but think that prescribers are reluctant to prescribe because they don't want to put a patient on afrezza and then have the drug taken off the market. Word of the tv show should help. And if not then the trials will do the trick. Prescribers had relationships with sanofi long before afrezza was conceived. And are building relationships with mannkind now. And to point 2 about titration. If titration was the main culprit for low refills then we are golden. We should see a bump in refills soon given the recent bump in nrx.
|
|
|
Post by mnholdem on May 19, 2017 9:35:52 GMT -5
Thanks, Tinkerbell !
I agree that the lack of an effective titration protocol (#2 on your list) was a HUGE miss for this company. Alfred Mann unabashedly proclaimed to anyone who would listen that Technospere insulin is completely unlike injectable insulin, whether RAAs or regular. Yet the scientists at MannKind decided to use a titration protocol comparable to titrating RAA insulin.
That, IMHO, set them way back in the eyes of endos. As much as I dislike Sanofi-Aventis, they were saddled with this titration protocol and when endos reported poor results using Afrezza, that likely played into their decision to walk away rather than damage their reputation among physicians.
Regardless, I think MannKind is on the right track with the new titration packs and post-meal adjustment study data.
|
|