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Post by stockwhisperer on Jun 28, 2018 12:45:39 GMT -5
Any chance that yesterday gets MNKD a new debt deal instead of an offering of shares? Just thinking about how awesome THAT would be if it were announced. Anything is possible. What recently happened w/the 3k shares - paying back earlier than expected, all interesting. Do no think Mike gave impression of causing big dilution during last cc or at sh mtg. He also implied they would be using shares on shelf carefully. Really not concerned. We all know they need money to make money. Whatever happens, would expect it to recover quickly. IMO, just too many positive things going on to keep it down for much longer. |
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Post by mytakeonit on Jun 28, 2018 13:35:23 GMT -5
Sports, is that your First Communion or your Confirmation picture?  That pic says to me ... that butterflies may be free, but Sports is expensive. |
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Post by uvula on Jun 28, 2018 13:36:42 GMT -5
Dr E. uses a pump.
Dr E is a world class expert who can use whatever he wants.
The pump is far from dead.
And that is fine.
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Post by mnholdem on Jun 28, 2018 13:50:37 GMT -5
To My Fellow ProBoard members:
If you missed the invite-only investor webcast (with slidedeck), you can catch it again here*: lifesci.rampard.com/20180627/player.html
* Apologies if anybody already posted this.
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Post by mytakeonit on Jun 28, 2018 13:55:20 GMT -5
Remember to use the restroom before clicking on it ... because it is fairly long.
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Post by hammer on Jun 28, 2018 14:05:38 GMT -5
Dr E. uses a pump. Dr E is a world class expert who can use whatever he wants. The pump is far from dead. And that is fine. Uvula, Listen very closely to Edelmans presentation from 22:21 - 23:00. He stresses the importance of CGM use over the pump. Describes the pump only as a way to administer insulin. No difference between the use of pump or using needles. The answer is CGM use. He actually thinks all type1 and type2 patients should use CGM. He discusses his use of the Omnipod. The "almost dead' remark portrays previous advances in diabetes treatment which have become not so important since the arrival of CGM and how its addressed. No its not dead but its importance has been supplanted by CGM. |
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Post by oldfishtowner on Jun 28, 2018 14:26:57 GMT -5
Dr E. uses a pump. Dr E is a world class expert who can use whatever he wants. The pump is far from dead. And that is fine. Uvula, Listen very closely to Edelmans presentation from 22:21 - 23:00. He stresses the importance of CGM use over the pump. Describes the pump only as a way to administer insulin. No difference between the use of pump or using needles. The answer is CGM use. He actually thinks all type1 and type2 patients should use CGM. He discusses his use of the Omnipod. The "almost dead' remark portrays previous advances in diabetes treatment which have become not so important since the arrival of CGM and how its addressed. No its not dead but its importance has been supplanted by CGM. Nothing wrong with the pump. If only half the T1 pump users took Afrezza as Edelman does, maybe MNKD would show a positive cash flow. |
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Post by akemp3000 on Jun 28, 2018 14:48:02 GMT -5
IMO, Dr. Kendall is going to be very successful explaining Afrezza in simple terms. I know this because I have a simple mind and understood him much easier than hearing other technical explanations. He basically said... In a healthy body, the meal BG peaks in about 30 to 45 minutes and is out in 2 to 2.5 hours. Afrezza is the only option today whereby the meal BG also peaks in 30 to 45 minutes and is out in 2 to 2.5 hours. With both Novolog and Humalog, the meal BG peaks in about 2 hours and lasts for 5 or 6 hours..."This does not align with a healthy body". I believe Dr. Kendall is going to focus on the short duration, which is SIGNIFICANTLY different from RAAs, then get seriously technical with the problems that result when this doesn't occur. I believe he is going to achieve SOC quicker than some are suggesting.
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Post by babaoriley on Jun 28, 2018 15:34:16 GMT -5
Remember to use the restroom before clicking on it ... because it is fairly long. And bring the appropriate meal of the day with you. |
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Post by liane on Jun 28, 2018 15:45:51 GMT -5
Remember to use the restroom before clicking on it ... because it is fairly long. And bring the appropriate meal of the day with you. Or appropriate drink? It's Happy Hour here. |
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Post by agedhippie on Jun 28, 2018 17:49:05 GMT -5
You misunderstood. He uses the pump for basal, and for mealtime insulin except if he is eating fast carbs. He uses Afrezza for food with fast carbs, and for corrections. It's all in the call. Sorry, I was referring to what I thought was said about Type 1 & that the pump was not largely used, not his individual use of it. Whoops, sorry. The answer is about 40% of Type 1 diabetics according to the JDRF. He cited 25%, but those were old numbers (I think 2002). Almost no Type 2s get pumps. |
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Post by peppy on Jun 28, 2018 17:58:48 GMT -5
Sorry, I was referring to what I thought was said about Type 1 & that the pump was not largely used, not his individual use of it. Whoops, sorry. The answer is about 40% of Type 1 diabetics according to the JDRF. He cited 25%, but those were old numbers (I think 2002). Almost no Type 2s get pumps. And then some people get pumps and give them up. I do not have the link or quote, paraphrasing "Results using injections are the same as results using pump." |
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Post by mango on Jun 28, 2018 18:13:20 GMT -5
I just listened to the Investor & Analyst Meeting and I have to say this is the best one ever and Mike did an outstanding job, especially loved the intro and the nod to Al Mann. I loved every minute of this presentation 😃  |
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Post by agedhippie on Jun 28, 2018 18:56:41 GMT -5
Whoops, sorry. The answer is about 40% of Type 1 diabetics according to the JDRF. He cited 25%, but those were old numbers (I think 2002). Almost no Type 2s get pumps. And then some people get pumps and give them up. I do not have the link or quote, paraphrasing "Results using injections are the same as results using pump." Pumps definitely give better results, and you use less insulin. Probably the biggest thing is that you can dose at the push of a button which makes keeping on top of food much easier. This conversation made me go back and look at pumps again and I found that Aetna has done a deal with Medtronics for the 670G pumps where the payment is results related. I am almost tempted... The 670G has a 72% TIR and so far today (takes a quick look at his phone) I am at 89% TIR with pens and a CGM so I am not sure it would be an improvement. However if it took a lot of the work away I would seriously consider it. |
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Post by mytakeonit on Jun 28, 2018 19:11:00 GMT -5
I just listened to the Investor & Analyst Meeting and I have to say this is the best one ever and Mike did an outstanding job, especially loved the intro and the nod to Al Mann. I loved every minute of this presentation 😃 I didn't like the last couple of minutes ... where I was jumping up and down and waiting to use the bathroom. And therefore ... WARNING! WARNING! |
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