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Post by derek2 on Jun 2, 2017 6:02:16 GMT -5
Keeping my eyes and ears open here. Not yet swayed to a bullish stance, but not dumb enough to keep bearishly vocal, either. If this switches to a reasonable investment again (not just a volatility play), I'd rather not be like Zerohedge (a Russian mouthpiece) who have been predicting a market crash since the S&P was at 800.
Pros: plenty of small positives stacking up. Management starting to act as they should have for the last 5 years. Plenty of improvement could still happen re: communication, social media, etc. but it's a very good start.
Cons: Finances.
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Post by mnholdem on Jun 2, 2017 6:06:32 GMT -5
The "Uber" idea, whether it originated with Castagna or Dachis (or both) demonstrated for me that Mike both understands the difficulties and challenges of a crowded diabetes market space - made more difficult when your entry is disruptive - and that he is visionary, enthusiastic and creative.
What he could use now is an upfront payment and/or large initial order by an ex-U.S. partner to finance a marketing campaign that up until now has been unaffordable.
In response to an inquiry I made, the IR department replied that MannKind's BoD has begun searching for a CFO with commercialization experience.
That is a smart decision, IMO.
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Post by casualinvestor on Jun 2, 2017 9:44:44 GMT -5
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.Good luck, team! After reading reports of adults not liking the feeling of inhaling "dust", aiming issues, and recommendations about drinking water before/after using, I can see younger kids having a real problem with Afrezza. At 4 years old, they're just learning how to blow their noses. Suppressing the cough reflex could be too much to ask
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Post by orlon on Jun 2, 2017 9:53:23 GMT -5
With all this good news about golden parachutes, One Drop, Brazil, etc why does the PPS continue to slide? Just saying.
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Post by promann on Jun 2, 2017 9:54:41 GMT -5
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.Good luck, team! After reading reports of adults not liking the feeling of inhaling "dust", aiming issues, and recommendations about drinking water before/after using, I can see younger kids having a real problem with Afrezza. At 4 years old, they're just learning how to blow their noses. Suppressing the cough reflex could be too much to ask There are probably a small %s of children age 4 that might have some difficulty taking directions but with constant coaching it will become 2nd nature faster then you think. I'm sure most parents would be happy to coach as much as needed on how to inhale Afrezza VS the altamatum of giving your child shots or teaching them how to give themselfs shots.
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Post by brotherm1 on Jun 2, 2017 9:59:56 GMT -5
Can't compare adults to kids. Kids can begin to learn Chinese starting way before that age and do.
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Post by scoy on Jun 2, 2017 10:12:24 GMT -5
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.Good luck, team! After reading reports of adults not liking the feeling of inhaling "dust", aiming issues, and recommendations about drinking water before/after using, I can see younger kids having a real problem with Afrezza. At 4 years old, they're just learning how to blow their noses. Suppressing the cough reflex could be too much to ask There has already been a pediatric usability test that showed excellent results. An excerpt from page 168 from www.fda.gov/downloads/AdvisoryCommittees/CommitteesMeetingMaterials/Drugs/EndocrinologicandMetabolicDrugsAdvisoryCommittee/UCM390865.pdfSubjects were instructed on usage with pictures rather than the IFU pamphlet because of uncertainty in the reading ability of the entire study population. Oral instructions were also provided to help the children interpret the eight steps shown in the pictures. Subjects in all age groups were able to successfully handle and operate the Gen2 inhaler. One subject in the 4-5 year age group failed to lift the Mouthpiece open on the first attempt, probably because the child was fearful of breaking the device. The data indicate that pediatric subjects as young as 4 years of age can exert sufficient inspiratory effort to use the Gen2 inhaler.
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Post by falconquest on Jun 2, 2017 16:09:53 GMT -5
With all this good news about golden parachutes, One Drop, Brazil, etc why does the PPS continue to slide? Just saying. Because in my opinion everything that is taking place right now is a long term play for Mannkind. The elephant in the room is how we are going to remain viable until some of these efforts bear fruit. That is why the price is sliding. People get all excited about progress but when you dig into the details it's not so bullish. This is still a very risky investment in my book. That could change quickly of course but until we know, it's still a risky play.
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Post by mytakeonit on Jun 2, 2017 16:26:28 GMT -5
With all this good news about golden parachutes, One Drop, Brazil, etc why does the PPS continue to slide? Just saying. ?? Actually, the PPS has been going up. I know I bought a ton of stock at $.82 early in May. Today we are at $1.55 ... sounds up to me.
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Post by akemp3000 on Jun 2, 2017 16:39:21 GMT -5
With all this good news about golden parachutes, One Drop, Brazil, etc why does the PPS continue to slide? Just saying. ?? Actually, the PPS has been going up. I know I bought a ton of stock at $.82 early in May. Today we are at $1.55 ... sounds up to me. Was thinking the same. It's gone up nicely since these announcements in May though nothing close to what we're hoping to see with a few more announcements...especially the one that extends the runway. An increase in scripts wouldn't hurt;)
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Post by mytakeonit on Jun 2, 2017 16:45:03 GMT -5
The word has been that endos are reluctant to prescribe Afrezza because they aren't sure if Mannkind will be around to keep the supply going. I think the reps visiting these reluctant endos should bring along a copy of the notice that Mannkind signed an agreement with BioMM for distribution in Brazil. That should help the prescription rate.
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Post by akemp3000 on Jun 2, 2017 21:49:45 GMT -5
The word has been that endos are reluctant to prescribe Afrezza because they aren't sure if Mannkind will be around to keep the supply going. I think the reps visiting these reluctant endos should bring along a copy of the notice that Mannkind signed an agreement with BioMM for distribution in Brazil. That should help the prescription rate. Yep. There's no longer a question of whether Afrezza is here to stay. We don't know what's next but with the announcements in May, there's now about a zero chance of bankruptcy. There could be dilution and a lot of other scenarios but Afrezza is now starting to become entrenched in the diabetes world and there's no turning back. Investors can choose to be shortsighted and only look at the financial history but the more important perspective is the impact of Afrezza on the lives of diabetics and so far, it's nothing short of phenomenal. Stay tuned. This is going to be good to watch!
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Post by granddaddo on Jun 2, 2017 23:13:31 GMT -5
So sad that Matt takes the bullet for a string of somewhat questionable decisions over the years by the Board.
Within the C-suite, Matt is the only one who made a personal promise to Al to bring Afrezza to every corner of the globe. So, should Matt be blamed for the Board voting, after their first CRL, to submit to the FDA an obsolete "Dreamboat" device?
Should Matt be blamed for the Board voting to purchase a filling line that didn't work and became a multi-million dollar paperweight that ended up being a total writeoff?
Should Matt be blamed for the company running low on cash when the Board voted to pay Diane and Hakan payments for two years after leaving?
Should Matt be blamed for the Board agreeing to jump in bed with SNY?
I don't think so. It's too bad Matt was dealt a 7/2 off-suite hand. Or, even worse, a 3/2 off-suite. It's tough to win when you are dealt those cards. All things considered, however, I wish the Board would deal Mike some aces to work with.
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Post by boytroy88 on Jun 2, 2017 23:27:38 GMT -5
So sad that Matt takes the bullet for a string of somewhat questionable decisions over the years by the Board. Within the C-suite, Matt is the only one who made a personal promise to Al to bring Afrezza to every corner of the globe. So, should Matt be blamed for the Board voting, after their first CRL, to submit to the FDA an obsolete "Dreamboat" device? Should Matt be blamed for the Board voting to purchase a filling line that didn't work and became a multi-million dollar paperweight that ended up being a total writeoff? Should Matt be blamed for the company running low on cash when the Board voted to pay Diane and Hakan payments for two years after leaving? Should Matt be blamed for the Board agreeing to jump in bed with SNY? I don't think so. It's too bad Matt was dealt a 7/2 off-suite hand. Or, even worse, a 3/2 off-suite. It's tough to win when you are dealt those cards. All things consideted, however, I wish the Board would deal 4 Aces to Mike. Is that you Matt? J/K. I also thought Matt did what he could and was doing what he was instructed - at the time. After the SNY split I think he did the best he could with what was dealt him. I'm hoping Matt did enough to allow Mike C. to succeed.
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Post by seanismorris on Jun 2, 2017 23:51:12 GMT -5
We're on our honeymoon with regards to Mike being appointed CEO, but the reality is he was hired 3/14/2016 so he should have already left a significant imprint on the company.
I want to see scripts double in the next 60 days, and double again in the 60 days following that. If we don't see a significant uptick in scripts all this good news doesn't matter.
I hope Mike has a new plan that's different (better) from the old plan.
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