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Post by sportsrancho on Jun 27, 2018 14:38:48 GMT -5
Yes, SENS. Dr. E is a board member. Sports, I mentioned SENS to you last week. I own it. They just did a secondary offering on Monday which drove the price down but they raised $130M. SENS also is being attacked by the shorts. There seems to be a lot of similarities with these small medical companies. God, forgot. You are so smart! I’m in! |
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Post by MnkdWASmyRtrmntPlan on Jun 27, 2018 14:42:07 GMT -5
Yes, SENS. Dr. E is a board member. Sports, I mentioned SENS to you last week. I own it. They just did a secondary offering on Monday which drove the price down but they raised $130M. SENS also is being attacked by the shorts. There seems to be a lot of similarities with these small medical companies. Wow, BG, wouldn't that be great if MNKD could raise $130M. |
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Post by Deleted on Jun 27, 2018 15:02:18 GMT -5
Not to digress but how did they raise $130m when judging from the share price and market cap on Google, they only have 137M shares outstanding ? Exactly almost 100% Dilution and stock price did not crater. |
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Post by mango on Jun 27, 2018 15:02:56 GMT -5
brotherm1Is that your license plate? Just trying to get to know ya'll... 
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Post by agedhippie on Jun 27, 2018 15:03:49 GMT -5
Youtube video of removal and replacement (not for the squeamish) - www.youtube.com/watch?v=HEYtVkz8fQQI have enough problem with a Dexcom sensor, the senseonics is utterly out of the question for me. On the plus side I would have passed out in the first few seconds so it might not be that bad  There are some questions like what is the failure rate (sensors fail occasionally for no good reason) because tossing a bad sensor is no big deal right now, but it would be with that procedure! They are pricing this at the same level as the Dexcom or Medtronics CGMs so the Libre will still be cheaper. They have a 180 day version out in the UK already. There is still the transmitter but that is a lot easier to deal with because it's not attached to a sensor stuck into you, it is also rechargeable unlike the current crop of transmitters for CGMs. |
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Post by boca1girl on Jun 27, 2018 15:05:33 GMT -5
Not to digress but how did they raise $130m when judging from the share price and market cap on Google, they only have 137M shares outstanding ? Exactly almost 100% Dilution and stock price did not crater. Dollars, not shares. Apples and oranges. It it would be amazing if MNKD could raise $130m. |
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Post by lennymnkd on Jun 27, 2018 15:13:40 GMT -5
Been in well before adcom , the whole time I have been saying too myself how could I not be in a CGM / sens sounded good .. just bought it today ..👍
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Post by xanet on Jun 27, 2018 15:33:47 GMT -5
Yes, SENS. Dr. E is a board member. Sports, I mentioned SENS to you last week. I own it. They just did a secondary offering on Monday which drove the price down but they raised $130M. SENS also is being attacked by the shorts. There seems to be a lot of similarities with these small medical companies. Did they already raise that money? The articles I see all say they priced the offering, and that it should close tomorrow (28th). I took that to mean that $130M is what they hope to raise, but is it a done deal? |
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Post by lennymnkd on Jun 27, 2018 16:01:29 GMT -5
10 minutes/ 5 mm incision ....sens
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Post by brotherm1 on Jun 27, 2018 16:30:19 GMT -5
Seems competition for CGM’s is starting to come out of hiding. I would bet many other companies will soon be jumping into the mix, possibly Apple and Onduo (the latter two we know are likely to). I wonder even if perhaps even Asian electronic companies like Samsung, L.G., others might have something up their sleeves. OK, I’m back to the regular scheduled program.
On the other hand, it was said today that Afrezza looks to be clear of fear for the next 15 years.
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Post by lennymnkd on Jun 27, 2018 16:39:10 GMT -5
That Seems very likely , consolidation might make their IP AND HEAD START VALUABLE.. one thing for sure ,it’s all good for AFREZZA
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Post by golfeveryday on Jun 27, 2018 16:53:37 GMT -5
Seems competition for CGM’s is starting to come out of hiding. I would bet many other companies will soon be jumping into the mix, possibly Apple and Onduo (the latter two we know are likely to). I wonder even if perhaps even Asian electronic companies like Samsung, L.G., others might have something up their sleeves. OK, I’m back to the regular scheduled program. On the other hand, it was said today that Afrezza looks to be clear of fear for the next 15 years. a CGM company that wants to lead could partner with MNKD/Afrezza or a BP could simply buy a CGM company and Afrezza and take the insulin market. 👍🏻 |
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Post by goyocafe on Jun 27, 2018 17:23:06 GMT -5
Seems competition for CGM’s is starting to come out of hiding. I would bet many other companies will soon be jumping into the mix, possibly Apple and Onduo (the latter two we know are likely to). I wonder even if perhaps even Asian electronic companies like Samsung, L.G., others might have something up their sleeves. OK, I’m back to the regular scheduled program. On the other hand, it was said today that Afrezza looks to be clear of fear for the next 15 years. a CGM company that wants to lead could partner with MNKD/Afrezza or a BP could simply buy a CGM company and Afrezza and take the insulin market. 👍🏻 Add in specific features for Bluehale and we’ve got a winner. |
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Post by sayhey24 on Jun 27, 2018 17:31:01 GMT -5
Seems competition for CGM’s is starting to come out of hiding. I would bet many other companies will soon be jumping into the mix, possibly Apple and Onduo (the latter two we know are likely to). I wonder even if perhaps even Asian electronic companies like Samsung, L.G., others might have something up their sleeves. OK, I’m back to the regular scheduled program. On the other hand, it was said today that Afrezza looks to be clear of fear for the next 15 years. a CGM company that wants to lead could partner with MNKD/Afrezza or a BP could simply buy a CGM company and Afrezza and take the insulin market. 👍🏻 It was great to hear during the presentation today many things which we have discussed on this board for the last several years. Who knows maybe the MNKD Execs read some of this stuff.
As I have said numerous times the CGM business will soon become a commodity market. I thought the breaking news was when Edelman said Google. Steve has been the architect of the Onduo program and Google has also been working with Dexcom for awhile. verily.com/projects/
However when he said Google I thought he was talking about the Google Watch as a CGM and we all know Apple has had their secret IWatch CGM program for awhile. I would not think Dexcom has any rights to the Google Watch.
It was good to hear Dexcom reps should be selling afrezza as we have discussed that too. Kevin Sayer better move fast, real fast to make deal.
IMO, today was by far the best presentation I ever saw from MNKD. Dr. Kendall saying we have a superior "insulin" and it is morally and medically wrong not to have afrezza as the standard of care was a game changer. However the presentation must have been better than I thought as the pps was down.
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Post by mango on Jun 27, 2018 17:44:04 GMT -5
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