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PPS
Jun 28, 2018 14:13:49 GMT -5
Post by Deleted on Jun 28, 2018 14:13:49 GMT -5
Script numbers should be increasing by end of July or mid August. Give the endos time to test Afrezza. What are the regulatory parameters regarding use of independent study data by Mannkind and the salesforce and how long does it take for Mannkind sales people to be allowed to use that information during their sales calls?
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PPS
Jun 28, 2018 14:23:25 GMT -5
Post by kite on Jun 28, 2018 14:23:25 GMT -5
kite - spread the kite report news around and get MNKD stock price up. Then you can retire and not worry about holidays ... because everyday will be a holiday. For now, I will live vicariously through you
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PPS
Jun 28, 2018 15:07:22 GMT -5
Post by mytakeonit on Jun 28, 2018 15:07:22 GMT -5
Oh Great ... now I have more baggage.
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Post by traderdennis on Jun 28, 2018 15:57:42 GMT -5
Not just people exiting, it’s a pretty safe short knowing dilution is eminent. I humbly disagree that shorting MNKD is safe. It is safe if you already have a commitment to buy additional shares in the conference at a lower than current market price. Those participating in the next fund raise after they have committed to it may short prior to taking delivery of shares as a hedge.
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PPS
Jun 28, 2018 16:15:37 GMT -5
via mobile
Post by mike0475 on Jun 28, 2018 16:15:37 GMT -5
Afrezza scripts ramp up Minor dilution or partener More expansion outside US and A
It’s 2020. What is the pps? Is’s 2022. What’s pps?
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PPS
Jun 28, 2018 16:39:51 GMT -5
porkini likes this
Post by MnkdWASmyRtrmntPlan on Jun 28, 2018 16:39:51 GMT -5
I humbly disagree that shorting MNKD is safe. It is safe if you already have a commitment to buy additional shares in the conference at a lower than current market price. Those participating in the next fund raise after they have committed to it may short prior to taking delivery of shares as a hedge. I will take your word for it. I don't get into any of that fancy trading stuff. I have never shorted any stock (I don't even know how to, and don't care to know). I bought MNKD probably 2 dozen or more times and never sold any of those shares. As far as taking on commitments to buy shares, well, I just don't need any more commitments.
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Post by falconquest on Jun 28, 2018 18:42:40 GMT -5
With all the postivive news, investors conf, TV ads and all, the PPS is still being pushed down. Said it many times and I'll say it again. If you want the share price to rise you need to sell the product. Sales = revenue = a higher share price. It's pretty simple.
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Post by sayhey24 on Jun 28, 2018 20:19:31 GMT -5
Based on past history MNKD has failed to sell product and the market's perception which is represented in the share price sees little potential of selling product in the future while expecting further dilution. For this perception to change, MNKD needs to create the potential of future sales. That potential existed on 6/7/2014. However, to see continued price increase over time MNKD needs to realize that potential and create further potential. The reality on 6/27/2014 was no one knew what the path forward was. Today for the first time, we do. If you want to sell Afrezza doctors need to write scripts. The #1 script doctors write today for diabetes is for metformin. Why? Its not from TV commercials. I have never seen one. Its not because of the huge metformin sales staff. There is none. Doctors write metformin scripts because its covered by insurance and its in the statement of care. care.diabetesjournals.org/content/41/Supplement_1/S73The SOC says first give metformin. When that fails still give the metformin and add an antglycemic. When that fails still give the metformin and add a second antiglycemic and finally when that fails and we have a big mess give the insulin. Metformin is number #1 in sales not because of its great sales staff and marketing. Its not #1 because its a great product because its junk. Its #1 because the standard of care has made it the first, second and third drug to prescribe. For MNKD share price to rise, MNKD needs to provide the potential for sales. Providing that potential is easy since Dr. Kendall says he has all the data he needs and he has a superior product. First he needs to get afrezza SOC for MDI. Then he needs to get afrezza mentioned in T2 Care. Then he needs to make afrezza Step 2 for T2s, after metformin fails in Step 1, prescribe afrezza. Doing those three things creates 3 distinct levels of potential. Until that happens scripts and insurance coverage will slowly climb. It will be slow and steady and painful as the money going out is more than money coming in. The great news is Dr. Kendall says he can complete the three SOC items. Once the market starts believing he can and understands the timeline and money needed until some of the potential is realized, the pps will start to rise. This rise will not be based on current sales but rather future potential and that potential is HUGE if we are to believe what Dr. Kendall presented yesterday. Understanding in the market should happen over the next several months. Do not expect any big jumps in scripts until afrezza is in the SOC. Its just not going to happen but the great news is we now have a real and serious path forward.
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PPS
Jun 28, 2018 20:28:27 GMT -5
Post by mannmade on Jun 28, 2018 20:28:27 GMT -5
Agreed... and metforman is also about $8 a script
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PPS
Jun 28, 2018 20:42:41 GMT -5
jred likes this
Post by pguererro on Jun 28, 2018 20:42:41 GMT -5
Industry sites that release new pharma news and current happenings said nothing about the positive Afrezza results presented at the ADA’s. Surprising and dissapointing. So far market place is saying “nothing to see here”. Anxious to hear what Endos have to say.
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Post by pguererro on Jun 28, 2018 20:47:44 GMT -5
I’ll tell you one thing. There is no quit in this team being formed. Unless there is 1.5 years of funding lined up I don’t understand the moves/hires that continue to happen every week.
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PPS
Jun 28, 2018 20:56:55 GMT -5
Post by buyitonsale on Jun 28, 2018 20:56:55 GMT -5
My imaginary interview with Mike after New York presentation: Only way to beat shorts is to buy the float or become profitable. Can you do that Mike? Yes, but not this year... What happened to One Drop announcement in Q2? We need to work with FDA and we will update you soon... When are you going to announce another international deal as promised? Later this year... and we are really excited about that...
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Post by pguererro on Jun 28, 2018 21:08:45 GMT -5
Sayhay: Metformin is actually $4 a month and is extremely efficacious. I got torched a year ago for saying this because somebody had data about “early use of mealtime insulin” in Type 2 diabetes. That may be great data but 1) we can’t talk about that data and 2) it’s not accepted in the medical algorithm today. I love you guys but you sometimes speak in a language that isn’t real world. I got torched to suggest that Metformin is the greatest drug for Type 2 Diabetes. In today’s Real World Metformin is the greatest drug for the current system we have. $4. In a utopia you could argue that early initiation of meal time insulin saves the organs and especially the pancreas by taking the load off the pancreas and giving the body what it wants. I agree with all of that. Guess what.... not only can we not talk about that....we won’t be able to have that discussion in years. We are talking about the marketability of Afrezza today. Just stop discounting your credibility on Afrezza in the Type 2 market. GLP1’s now with 1 shot a week give you a 2% A1c reduction with limited to no hypo and you lose 10% of your body weight. SGLT2i’s are an oral pill that gives you 1-1.5 A1c drop with a 4% weight loss and zero hypo. Im sure I’ll get tore up from somebody telling ho these drugs pound the pancreas or kidneys and maybe they do. However, both drugs are being prescribed to mega-blockbuster status and patients are benefitting from these drugs. I just ask that everybody be real world with their comments. Of course if we could talk about the Advantages of early meal time insulin therapy to a Type 2 patient with diabetes we would. However, WE CANT. In the meantime Type 2 patients are experiencing therapy results they have never ever experienced before with SGLT2i’s and more importantly new once weekly GLP1’s.
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PPS
Jun 28, 2018 21:18:37 GMT -5
Post by pguererro on Jun 28, 2018 21:18:37 GMT -5
FYI
Metformin $4
Trulicity: $750
Jardience: $449
Novolog:1500 units. $600
Afrezza: 1440 units. $1200
*there are a ton of Type 2 patients that could get to goal on 90 12 unit cardridges at $920
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Post by patten1962 on Jun 28, 2018 21:19:49 GMT -5
I’ll tell you one thing. There is no quit in this team being formed. Unless there is 1.5 years of funding lined up I don’t understand the moves/hires that continue to happen every week. What kind of moves?
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