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Post by golfeveryday on May 9, 2018 19:36:59 GMT -5
Actually there was mention of further "term sheets" (plural) after India. If that was not a mistake, it means there is at least a 3rd (or 4th if Brazil is counted) new one in the works. I'm still suspecting that China will be the next to drop. Of course I was predicting China would be the next to drop before India, so obviously I'm guessing rather than having insider info. Yes sounded like there was more than one more. and said maybe Q2 to be revealed...
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Post by dreamboatcruise on May 9, 2018 19:40:28 GMT -5
Yes sounded like there was more than one more. and said maybe Q2 to be revealed... fingers crossed That's for Baba
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Post by agedhippie on May 9, 2018 19:47:33 GMT -5
At a guess that new poster probably comes from STAT considering it was submitted in the late breaking group.
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Post by dreamboatcruise on May 9, 2018 20:11:15 GMT -5
agedhippie... the way they spoke about it makes it seem like this was from the "lost" (sarcasm) trials.
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Post by digger on May 9, 2018 20:13:52 GMT -5
Something else I also don't quite understand -- todays' 10-Q says 1st quarter burn was about 28 million -- I'm leaving out the foreign currency translation loss. So that leaves 100-28=72 available for the next the 3 quarters or 24 million per quarter. But even ignoring increased COGS, how much will they be able to spend on TV ads. As I recall, they spent something like 5 million the last quarter of 2017 and that was just in some fraction of the country. Looking at where they are currently spending money, there's only 2.6 million left in R&D that I suppose they could cut. What else can they cut that will allow them to do TV ads and still come in at 100 million burn for the year?
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Post by LongMNKD on May 9, 2018 20:25:57 GMT -5
I'm in for 7000 shares on the dip. First time back in this in a long time. *Fingers crossed*
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Post by dreamboatcruise on May 9, 2018 21:06:54 GMT -5
I'm in for 7000 shares on the dip. First time back in this in a long time. *Fingers crossed* Careful... Baba doesn't like people to cross their fingers
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Post by celo on May 9, 2018 22:49:46 GMT -5
I like how an individual from the newly formed board took some old data and GOT APPROVED to present it as a poster at the ADA.
Dr. Kendall. "I'm also very pleased to announce that a team here within our medical group took the opportunity to look at data performed from a trial in Type 1 diabetes and assess not just the rates of hypoglycemia, but adjusted total and severe hypoglycemia rates comparing Technosphere Insulin with Insulin Aspart. And these data will be presented as one of approximately 100 late-breaking poster presentations at the American Diabetes Association."
To me, it shows the ADA is starting to take notice how well Technosphere Insulin works in a variety of ways. It also shows that Dr. Kendall casts a big shadow at the ADA. More presentations/posters, more talk among doctors, possibly more studies. Afrezza needs subjective information for doctors to go back to their patients and confidently prescribe Afrezza.
And more: "We also are supporting, through an independent educational grant, MannKind is supporting a discussion on the approach to post-prandial blood glucose control to inhale or inject to hope to try to share scientific information with colleagues at the meeting to understand the clinical use of inhaled insulin, comparing it to the 95-year history of injected insulin."
and more: "And will be active both with a commercial and medical presence at the American Association of Diabetes Educator Meeting in Baltimore, in August, and the European Association for the Study of Diabetes to be held in Berlin, in October of this year. We have scientific information being presented at the ADA. We hope to have additional scientific information presented at each of these meetings, and many of the abstracts that have been developed by our medical team are currently under review, and we hope will be accepted for presentation at these upcoming meetings."
As Mike said: When you ask doctors why they've never used Afrezza you get one of three responses. They're not aware of our data, they don't know how to prescribe, or they want to understand managed care coverage.
This helps a lot with the first 2. Once the doctor sees how great Afrezza is when prescribed appropriately, the third will get easier and easier.
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Post by joeypotsandpans on May 9, 2018 22:59:21 GMT -5
Peppy that’s awesome!! I do hear great stories like yours and am finally hearing more and more. However my prior post is reality vs a motivated investor trying Afrezza. Again, awesome to hear your experience. This drug truly will change your life. PG, Peppy was quoting Winston from the "went to doctor" thread not from her own experience, however, your comment is spot on regarding most likely your first hand experience as a sales rep. From a patient's perspective regarding what I observed and from my conversation with my endo(s) I can easily see that happening with the average patient in the beginning. As Pat mentioned and as one could easily see in the skew charts regarding the increase in 12u cartridge use/sales there are a lot of T2's that will need and see much better titration success as the learning curve broadens. That is also why the topic of less hypo's at ADA is important because it will help reduce the fear of both the writer and the patient in taking more accurate doses to stay in range post prandial with respect to your mention of the follow up dosing. So what it comes down to is when the majority of providers understand that it is far better to have both the T1 & T2 population walking around with more compliance and time in range with the use of Afrezza, it will justify the "standard of care" viewpoint that Kendall fortunately refers to
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Post by peppy on May 10, 2018 5:43:36 GMT -5
PG, Peppy was quoting Winston from the "went to doctor" thread not from her own experience, however, your comment is spot on regarding most likely your first hand experience as a sales rep. From a patient's perspective regarding what I observed and from my conversation with my endo(s) I can easily see that happening with the average patient in the beginning. As Pat mentioned and as one could easily see in the skew charts regarding the increase in 12u cartridge use/sales there are a lot of T2's that will need and see much better titration success as the learning curve broadens. That is also why the topic of less hypo's at ADA is important because it will help reduce the fear of both the writer and the patient in taking more accurate doses to stay in range post prandial with respect to your mention of the follow up dosing. So what it comes down to is when the majority of providers understand that it is far better to have both the T1 & T2 population walking around with more compliance and time in range with the use of Afrezza, it will justify the "standard of care" viewpoint that Kendall fortunately refers to Quote: regarding the increase in 12u cartridge use/sales there are a lot of T2's that will need and see much better titration success as the learning curve broadens. That is also why the topic of less hypo's at ADA is important because it will help reduce the fear of both the writer and the patient in taking more accurate doses to stay in range post prandial with respect to your mention of the follow up dosing.Reply: If Afrezza can show less hypos and less severe hypos it will be huge. Hypos have been qualified now by the ada 70 mg/dl, 60 mg/dl, 50 mg/dl, on this 2018standard of care. With the present data MNKD has Kendall has added, 30% less hypos to the data exchange on MNKD slides. Looking forward to the ADA data presentation. www.screencast.com/t/GoMwmJ5Po1So this brings MNKD/Afrezza/shareholders back to square one. Which is, everyone and their mother can see on continuing glucose monitors what afrezza works better to control post meal blood glucose levels, with less hypos. (phase one and two glucose reactions, which Dr. Kendall/Mike C also articulating.) So can Lilly, Novo Nordisk and Sanofi. Kendall from Lilly. MNKD could still be snapped up for table change at Lilly. The R and D it would save Lilly, and the money Lilly could make. hmmm. New and improved versus old and lousy.
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Post by agedhippie on May 10, 2018 7:09:21 GMT -5
I like how an individual from the newly formed board took some old data and GOT APPROVED to present it as a poster at the ADA. Dr. Kendall. "I'm also very pleased to announce that a team here within our medical group took the opportunity to look at data performed from a trial in Type 1 diabetes and assess not just the rates of hypoglycemia, but adjusted total and severe hypoglycemia rates comparing Technosphere Insulin with Insulin Aspart. And these data will be presented as one of approximately 100 late-breaking poster presentations at the American Diabetes Association." To me, it shows the ADA is starting to take notice how well Technosphere Insulin works in a variety of ways. It also shows that Dr. Kendall casts a big shadow at the ADA. More presentations/posters, more talk among doctors, possibly more studies. Afrezza needs subjective information for doctors to go back to their patients and confidently prescribe Afrezza. ... I would not read to much into getting a poster published, anyone can do that as long as the poster is on topic and framed as research results. To put this in context there are 300+ other late breaking posters like this one also submitted, and a couple of thousand posters in all.
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Post by mnholdem on May 10, 2018 7:19:47 GMT -5
The symposium is more significant. However, as attendees learn more about inhale vs inject at this event, they'll likely be directed/invited to also check out the poster presentations and there are typically handouts available for them to take home and study.
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Post by od on May 10, 2018 8:14:43 GMT -5
I like how an individual from the newly formed board took some old data and GOT APPROVED to present it as a poster at the ADA. Dr. Kendall. "I'm also very pleased to announce that a team here within our medical group took the opportunity to look at data performed from a trial in Type 1 diabetes and assess not just the rates of hypoglycemia, but adjusted total and severe hypoglycemia rates comparing Technosphere Insulin with Insulin Aspart. And these data will be presented as one of approximately 100 late-breaking poster presentations at the American Diabetes Association." To me, it shows the ADA is starting to take notice how well Technosphere Insulin works in a variety of ways. It also shows that Dr. Kendall casts a big shadow at the ADA. More presentations/posters, more talk among doctors, possibly more studies. Afrezza needs subjective information for doctors to go back to their patients and confidently prescribe Afrezza. ... I would not read to much into getting a poster published, anyone can do that as long as the poster is on topic and framed as research results. To put this in context there are 300+ other late breaking posters like this one also submitted, and a couple of thousand posters in all. At least MNKD is acting like a 'grown-up' pharmaceutical/bio company. One of the leading reasons for today's sales reality was the lack of a scientific publication plan commencing pre-launch.
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Post by LongMNKD on May 10, 2018 8:32:17 GMT -5
I'm in for 7000 shares on the dip. First time back in this in a long time. *Fingers crossed* Careful... Baba doesn't like people to cross their fingers I'm starting to agree... *facepalm* 1.61...
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Post by digger on May 10, 2018 8:40:26 GMT -5
The symposium is more significant. However, as attendees learn more about inhale vs inject at this event, they'll likely be directed/invited to also check out the poster presentations and there are typically handouts available for them to take home and study.
When and where is it scheduled to be held?
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