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Post by sportsrancho on May 17, 2018 15:15:56 GMT -5
Forgot to tell you guys I rode up in the elevator with guess who.... Roberta! retired now but still holding shares. It was great to finally meet her I told her she was much appreciated for her talking many of an investor off a cliff when they would call or email her. She told us along time ago, as I recall, that Mannkind is here to stay and she was right:-)
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Post by BlueCat on May 17, 2018 15:18:10 GMT -5
Joey...agree. Another takeaway is that Mike reiterated his confidence in meeting guidance and stated such in particular. Also, for those that think they would sell off Afrezza to further develop the company in other directions my takeaway was the exact opposite, that being that Afrezza is MNKD's flagship product!!! It would be a true head-scratcher if the Board had brought on Mike into a CEO role, recruited in Dr. K, and built a sales team able to sell this if the intent was to sell off the product? If that were the case, they'd be keeping the oncology guy, right?
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Post by sportsrancho on May 17, 2018 15:19:27 GMT -5
Yes🤣
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Post by kc on May 17, 2018 15:20:01 GMT -5
Also, I was able to try Afrezza for the first time at the welcome dinner thanks to generosity of a fellow investor and inhaled one 4-uint cartridge prior to the start of my 12 oz filet mignon dinner with all the trimmings and w/bread, then the other halfway thru my meal. My BG stayed a rock steady 91. That's incredible. Granted I'm in shape, exercise daily, and have great control, but nothing like that when eating. And using that cool Dreamboat and then actually inhaling Afrezza made me feel like I just walked into the 21st century. I'm the perfect candidate for early intervention of Afrezza that Kendall mentioned as a target market. We'd all thrive on Afrezza for mealtime control, and that's all we'd need. No other drugs necessary. Denise,
That was Al Mann's comment back in 2010. Early Intervention.... Give the pancreas a rest to rejuvenate itself. Maybe Dr. David Kendall can get this research done as he knows the concepts and what Afrezza can do.
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Post by BlueCat on May 17, 2018 15:23:44 GMT -5
Also, I was able to try Afrezza for the first time at the welcome dinner thanks to generosity of a fellow investor and inhaled one 4-uint cartridge prior to the start of my 12 oz filet mignon dinner with all the trimmings and w/bread, then the other halfway thru my meal. My BG stayed a rock steady 91. That's incredible. Granted I'm in shape, exercise daily, and have great control, but nothing like that when eating. And using that cool Dreamboat and then actually inhaling Afrezza made me feel like I just walked into the 21st century. I'm the perfect candidate for early intervention of Afrezza that Kendall mentioned as a target market. We'd all thrive on Afrezza for mealtime control, and that's all we'd need. No other drugs necessary. Denise,
That was Al Mann's comment back in 2010. Early Intervention.... Give the pancreas a rest to rejuvenate itself. Maybe Dr. David Kendall can get this research done as he knows the concepts and what Afrezza can do.
This points back to the idea that in almost every other developed country (that doesn't profit on illness), this should be a hit. Actually intervening/preventing/slowing down the progression of the disease to improve outcomes for patients and reduce medical/pharma costs for the country...
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Post by ilovekauai on May 17, 2018 15:27:36 GMT -5
KC I can happily tell you that Kendall is on this. He was all over that in his answer yesterday. This guy is going to help ignite the rocket that we all know is sitting on the launch pad. Thank you for pointing that out regarding Al Mann's philosophy on this. I had no idea and think Kendall can make that happen, but it's gonna take time. There's still more to endure.
They were also asked about money and runway, where I thought the response was somewhat tepid and vague, but this is part of the risk we take when we invest. I trust them enough to see us thru what lies ahead. I honestly do.
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Post by hammer on May 17, 2018 15:38:48 GMT -5
As a longterm believer and investor I just wanted to thank all of you who attended the ASM, and were kind enough to share their experience. Thank you!
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Post by dreamboatcruise on May 17, 2018 15:45:25 GMT -5
... * Total publications to date 13, in last 3 months, 14 more publications using the existing data. ... * Runway with little to no competition is approx 10 years based on today's technology and pipelines in diabetes care. Mike and David emphasized nothing even comes close in the mealtime space. ... * ACE/ADA who's mission is to prevent and cure diabetes and to improve the lives of PWD is in contact with Mannkind (Dr.K) to discuss afrezza and standard of care requirements. * Emphasis was put on not needing any more clinical trials to achieve this goal. Dr. Kendall considers existing data a gold mine. The now infamous veins of gold comments. ... * The Mannkind Cares program (process for questions, on-boarding patients/docs) had been flat, but last two weeks straight up spike in the number of inquires. This process is critical to sustainable on-boarding to avoid dropouts. ... I have some views on risks or critical success factors and maybe can articulate those at some point. Thanks for all these details! You've got a great memory or good at note taking. I realize this wasn't an all day event, so you've probably given most of the detail as presented, but your list sparked the following questions: - I'm uncertain what the "in last 3 months" is referring to regarding publications. - Regarding the runway vs competition did they by chance specifically mention "smart insulin" and their view on its viability/timeline? - When you say not needing more data to achieve the goal, what is the "goal" he thinks achievable without additional trials... being listed as sole ultra-rapid, being called out in ADA treatment guidelines as a preferred treatment above other prandials, placed earlier in their treatment guidelines, or ? - Did they talk about what caused the sharp increase in Mannkind Cares inquiries? Would be interested in your views on risks and success factors once it is a suitable time period from ASM so that you don't get labeled as evil for mentioning such things.
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Post by bioexec25 on May 17, 2018 16:03:44 GMT -5
Hey DBC.
- 3 months referring to the length of time Dr. Kendall has been onboard.
- Not that I recall on Smart Insulin
- Yes on classification and ADA preferred treatment.
- I believe they did give more context it just escapes me.
I hear you on the risks and CSFs. I’ll get it posted soon. There are some doozies imo.
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Post by sportsrancho on May 17, 2018 16:04:16 GMT -5
We decided to have a meeting of the minds and a shareholder advisory board was picked😎
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Post by bioexec25 on May 17, 2018 16:08:16 GMT -5
Ok Sports, aren’t you sitting across from Baba? ;-))
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Post by sayhey24 on May 17, 2018 17:01:01 GMT -5
Many thanks for all the info from the dinner and meeting. Mike showing up to the dinner speaks volumes. I am sorry I did not make the trip.
A couple of questions 1. About how many where at the meeting? 2. Any sense of the number of financial institutions in attendance and who? 3. Any other Pharma reps there? Back in '14 I had Novartis to my right and Sanofi behind me. 4. Was Jeff Dachis there? 5. Any mention of Amazon this year? 6. Was Kevin Sayer there? 7. Did Mike make any mention of Dexcom or Abbott? 8. Was Kevin Johnson there? 9. Any additional comments on the REMs? 10. Any mention of potential label changes? 11. Was anyone from VDex there or any mention of them?
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Post by brentie on May 17, 2018 17:07:26 GMT -5
Where are the group photos? Lakers asked me that too and I never got back to him. Barnstormer/Bioexec25/Centralcoastinvestor/ Joey/ Tom my friend and client. His son Jake( First kid on Afrezza) Tom and Jake got to spend time with Mike after the meeting.) K-ball/ Uvula. And Baba.. The very tall good looking one! Coco, myself , Denise and her brother. Mannmade. Not in that order... OK, Sports, I'll accept that baba is tall and good looking but what I really want to know is if he really has 6 fingers on his left hand.
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Post by dreamboatcruise on May 17, 2018 17:13:39 GMT -5
sayhey24... to your #10, it seems bioexec is saying Kindall believes a label change to ultra-rapid can be achieved without additional trials.
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Post by golfeveryday on May 17, 2018 17:45:01 GMT -5
sayhey24... to your #10, it seems bioexec is saying Kindall believes a label change to ultra-rapid can be achieved without additional trials. i wonder if that was already submitted to the fda. Stat and hypo data could likely support that.
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