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Post by seanismorris on Jun 1, 2017 20:16:14 GMT -5
I agree on most of the points mentioned... Except: 1. Scripts continue to disappoint 2. Marketing efforts are lacking (a TV show few people are going to see isn't good enough) - If scripts take off after the show airs I'll admit I'm wrong, but putting all their marketing eggs in one basket is foolish 3. Dilution is unavoidable 4. Where are the promised clinical trials? I want to see patients being enrolled. - here's the only open one : www.clinicaltrials.gov/ct2/show/NCT03143816?term=MannKind&recr=Open&rank=1I'm more bullish then I've been in a long time, but we're buying the news not the reality at the moment. That's not a bad thing, but there is plenty of reasons to be cautious. Sentiment could turn on a dime... Let's see Mike knock scripts out of the park on Friday first, before we get carried away.
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Post by falconquest on Jun 1, 2017 20:32:08 GMT -5
There seems to be a lot of tea leaf reading here and while I would like to believe we are finally turning this ship around, we've seen this in the past with very little coming to fruition. I know a lot of you are excited about recent developments but I'm remaining guardedly optimistic. We still have a long way to go to right this ship and it will take lots of cash that we currently don't have. Mike has big shoes to fill so let's hope he's up to the task.
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Post by nylefty on Jun 1, 2017 20:37:40 GMT -5
2. Marketing efforts are lacking (a TV show few people are going to see isn't good enough) - If scripts take off after the show airs I'll admit I'm wrong, but putting all their marketing eggs in one basket is foolish The way I remember it, Mike and/or Matt have said they'll be airing TV ads in selected markets -- in addition to the ads on Reversed.
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Post by brotherm1 on Jun 1, 2017 20:51:50 GMT -5
There seems to be a lot of tea leaf reading here and while I would like to believe we are finally turning this ship around, we've seen this in the past with very little coming to fruition. I know a lot of you are excited about recent developments but I'm remaining guardedly optimistic. We still have a long way to go to right this ship and it will take lots of cash that we currently don't have. Mike has big shoes to fill so let's hope he's up to the task. He is up to it. No doubt in my mind.
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Post by mnholdem on Jun 1, 2017 20:56:59 GMT -5
In June we should get an announcement that 5. Afrezza pediatric trial has begun on schedule. Some time ago Mike Castagna said that there was nothing more important. Now he'll be the guy who gets to announce that they've started. It sounds like CMO Dr. Urbanski shaved some time off the duration of the trial and that CGMs will be an integral part of the study. That would be outstanding, because it will enable the kids to dial in the doses and timing.
IMO, if this post-market trial meets its endpoint and perhaps even demonstrates that Afrezza is a superior meal time insulin, Afrezza will be on its way to becoming a blockbuster, as in > $1B annual sales. Originally, Alfred Mann wanted the trial to be for 7-17 year olds, but the FDA insisted that children as young as 4years old be included. Perhaps Al was concerned that 4-6 year old might not understand enough to inhale correctly. I wonder myself. But since my grandson, who just turn four 2 days ago can master an iPad and work 2 controllers to change the TV inputs to start his favorite blue ray movies (while I spend 10 minutes trying figure out how to work the damn controllers) I am optimistic that the post-toddlers will figure out how to use Afrezza correctly.
The announcement will be a huge milestone and FDA approval will be THE pivotal event in the history of Technosphere insulin, IMHO.
Good luck, team!
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Post by cjc04 on Jun 1, 2017 21:10:10 GMT -5
There seems to be a lot of tea leaf reading here and while I would like to believe we are finally turning this ship around, we've seen this in the past with very little coming to fruition. I know a lot of you are excited about recent developments but I'm remaining guardedly optimistic. We still have a long way to go to right this ship and it will take lots of cash that we currently don't have. Mike has big shoes to fill so let's hope he's up to the task. I agree, and i honestly don't know how optimistic I am. I'm only optimistic when connecting the dots on a possible bigger picture. I really don't understand the excitement of a 40 year old pharmisist who's supposedly specialized in commercializing, being named CEO of a biotech company that is facing imminent bankruptcy and needs a strong finance person, and has a disruptive product trying to infiltrate a dominant and powerful pharmaceutical sector. Unless of course he has a "crystal ball'.... then my only question would be, who gave him the crystal ball?
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Post by falconquest on Jun 1, 2017 21:11:33 GMT -5
In June we should get an announcement that 5. Afrezza pediatric trial has begun on schedule. Some time ago Mike Castagna said that there was nothing more important. Now he'll be the guy who gets to announce that they've started. It sounds like CMO Dr. Urbanski shaved some time off the duration of the trial and that CGMs will be an integral part of the study. That would be outstanding, because it will enable the kids to dial in the doses and timing. IMO, if this post-market trial meets its endpoint and perhaps even demonstrates that Afrezza is a superior meal time insulin, Afrezza will be on its way to becoming a blockbuster, as in > $1B annual sales. Originally, Alfred Mann wanted the trial to be for 7-17 year olds, but the FDA insisted that children as young as 4years old be included. Perhaps Al was concerned that 4-6 year old might not understand enough to inhale correctly. I wonder myself. But since my grandson, who just turn four 2 days ago can master an iPad and work 2 controllers to change the TV inputs to start his favorite blue ray movies (while I spend 10 minutes trying figure out how to work the damn controllers) I am optimistic that the post-toddlers will figure out how to use Afrezza correctly. The announcement will be a huge milestone and FDA approval will be THE pivotal event in the history of Technosphere insulin, IMHO. Good luck, team! Ha! Those darn kids, how do they do it? My daughter is the same way.
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Post by sportsrancho on Jun 1, 2017 21:39:38 GMT -5
In June we should get an announcement that 5. Afrezza pediatric trial has begun on schedule. Some time ago Mike Castagna said that there was nothing more important. Now he'll be the guy who gets to announce that they've started. It sounds like CMO Dr. Urbanski shaved some time off the duration of the trial and that CGMs will be an integral part of the study. That would be outstanding, because it will enable the kids to dial in the doses and timing. IMO, if this post-market trial meets its endpoint and perhaps even demonstrates that Afrezza is a superior meal time insulin, Afrezza will be on its way to becoming a blockbuster, as in > $1B annual sales. Originally, Alfred Mann wanted the trial to be for 7-17 year olds, but the FDA insisted that children as young as 4years old be included. Perhaps Al was concerned that 4-6 year old might not understand enough to inhale correctly. I wonder myself. But since my grandson, who just turn four 2 days ago can master an iPad and work 2 controllers to change the TV inputs to start his favorite blue ray movies (while I spend 10 minutes trying figure out how to work the damn controllers) I am optimistic that the post-toddlers will figure out how to use Afrezza correctly. The announcement will be a huge milestone and FDA approval will be THE pivotal event in the history of Technosphere insulin, IMHO. Good luck, team! Ha! Those darn kids, how do they do it? My daughter is the same way. You guys are both so smart! You really have to take genes into consideration:-)
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Post by sportsrancho on Jun 1, 2017 21:43:41 GMT -5
There seems to be a lot of tea leaf reading here and while I would like to believe we are finally turning this ship around, we've seen this in the past with very little coming to fruition. I know a lot of you are excited about recent developments but I'm remaining guardedly optimistic. We still have a long way to go to right this ship and it will take lots of cash that we currently don't have. Mike has big shoes to fill so let's hope he's up to the task. I agree, and i honestly don't know how optimistic I am. I'm only optimistic when connecting the dots on a possible bigger picture. I really don't understand the excitement of a 40 year old pharmisist who's supposedly specialized in commercializing, being named CEO of a biotech company that is facing imminent bankruptcy and needs a strong finance person, and has a disruptive product trying to infiltrate a dominant and powerful pharmaceutical sector. Unless of course he has a "crystal ball'.... then my only question would be, who gave him the crystal ball? I don't know why but this post made me laugh. At lot of truth to it. But it's Mikes passion that drives him IMO, and the way he can pull the right people together.
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Post by porkini on Jun 1, 2017 22:23:50 GMT -5
I agree, and i honestly don't know how optimistic I am. I'm only optimistic when connecting the dots on a possible bigger picture. I really don't understand the excitement of a 40 year old pharmisist who's supposedly specialized in commercializing, being named CEO of a biotech company that is facing imminent bankruptcy and needs a strong finance person, and has a disruptive product trying to infiltrate a dominant and powerful pharmaceutical sector. Unless of course he has a "crystal ball'.... then my only question would be, who gave him the crystal ball? I don't know why but this post made me laugh. At lot of truth to it. But it's Mikes passion that drives him IMO, and the way he can pull the right people together. Thank you for your kind and gracious response, so much nicer than the thoughts that ran through my head for a reply.
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Post by cjc04 on Jun 1, 2017 23:05:11 GMT -5
I agree, and i honestly don't know how optimistic I am. I'm only optimistic when connecting the dots on a possible bigger picture. I really don't understand the excitement of a 40 year old pharmisist who's supposedly specialized in commercializing, being named CEO of a biotech company that is facing imminent bankruptcy and needs a strong finance person, and has a disruptive product trying to infiltrate a dominant and powerful pharmaceutical sector. Unless of course he has a "crystal ball'.... then my only question would be, who gave him the crystal ball? I don't know why but this post made me laugh. At lot of truth to it. But it's Mikes passion that drives him IMO, and the way he can pull the right people together. There's only 2 options the way I see it... 1. Betting on a guy with passion who can "pull the right people together" who's going against Novo, Sanofi, Lily etc... and with no budget to do so,,,, or 2. There's a bigger picture in play.
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Post by mytakeonit on Jun 2, 2017 2:03:41 GMT -5
I don't know why but this post made me laugh. At lot of truth to it. But it's Mikes passion that drives him IMO, and the way he can pull the right people together. There's only 2 options the way I see it... 1. Betting on a guy with passion who can "pull the right people together" who's going against Novo, Sanofi, Lily etc... and with no budget to do so,,,, or 2. There's a bigger picture in play. You should buy a new tv because there is a bigger picture in play.
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Post by falconquest on Jun 2, 2017 4:41:02 GMT -5
There's only 2 options the way I see it... 1. Betting on a guy with passion who can "pull the right people together" who's going against Novo, Sanofi, Lily etc... and with no budget to do so,,,, or 2. There's a bigger picture in play. You should buy a new tv because there is a bigger picture in play. Maybe I've been here too long and I am just too jaded but I do agree with cjc, that's really what it boils down to. Unfortunately we have seen some "bigger picture plan" at play in the past and yet here we are at a split adjusted $0.32. I wouldn't bet money on it at this point. There may very well be a bigger picture but I have stated before that Mannkind needs to show me, not just talk. Good luck all.
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Post by akemp3000 on Jun 2, 2017 4:48:12 GMT -5
Mike C's qualifications are not limited to being passionate which he is. He earned his doctorate in pharmacy then his MBA at the Wharton School of Business. He has been a global VP at AMGEN, an Executive Director at Bristol-Myers Squibb and VP of a subsidiary of Novartis. He has a passion for "developing people and working cross-functionally to achieve results". This is one smart, pedigreed, experienced...and passionate dude. I too believe there's a bigger picture coming.
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Post by falconquest on Jun 2, 2017 4:56:33 GMT -5
Mike C's qualifications are not limited to being passionate which he is. He earned his doctorate in pharmacy then his MBA at the Wharton School of Business. He has been a global VP at AMGEN, an Executive Director at Bristol-Myers Squibb and VP of a subsidiary of Novartis. He has a passion for "developing people and working cross-functionally to achieve results". This is one smart, pedigreed, experienced...and passionate dude. I too believe there's a bigger picture coming. I tell you who impresses me as "one smart, pedigreed, experienced...and passionate dude" is Jeff Dachis. If Mike comes across anywhere near as passionate as Jeff then we'll be ok......(but we still need to raise cash).
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