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Post by uvula on May 7, 2019 8:29:55 GMT -5
Adult users on facebook, etc. keep saying they want 2 unit cartridges. MC just said pediatrics can use 4 unit and 2 unit is not needed. Why doesn't he listen to actual users?
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Post by kite on May 7, 2019 8:30:27 GMT -5
We’re getting a lot of mentions on United Therapeutics... that’s been a savior for MannKind. If we’re going to avoid any further dilution is going to come from partnerships... Un-named compound for United Therapeutics? We have exactly one week until the MannKind Annual Shareholder's Meeting. I hope something significant will materialize!
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Post by novafett on May 7, 2019 8:37:40 GMT -5
We’re getting a lot of mentions on United Therapeutics... that’s been a savior for MannKind. If we’re going to avoid any further dilution is going to come from partnerships... Un-named compound for United Therapeutics? We have exactly one week until the MannKind Annual Shareholder's Meeting. I hope something significant will materialize! Not holding my breath.. too busy crying. Ugh
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Post by ilovekauai on May 7, 2019 8:40:20 GMT -5
$650 a night plus tax to stay at The Warick Hotel in NY where the ASM is next week. Just saying.
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Post by seanismorris on May 7, 2019 8:42:31 GMT -5
I feel like the only major improvement was the $12M milestone payment. That's not going to happen every quarter and won't mask bigger losses next go round I agree, these partnership payments have been huge. Management says they’re waiting on the results on the marketing vs scripts in different areas, but my impression is they believe consumer marketing was a failure and are focusing on docs and presenting new data going forward. That means less cash burn going forward... What we are looking at is slow Afrezza growth. My concern is we have all our eggs in one basket, so we need more partnerships... (i’m Captain Obvious) MannKind is going to keep Afrezza efforts (sales team) in the hope it creates critical mass, but the vision for the company is more like Al’s where the pipeline efforts with be commercialized by a partner.
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Post by winstonsmith on May 7, 2019 8:50:38 GMT -5
A repeat of apologies and failures IMO
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Post by uvula on May 7, 2019 8:51:22 GMT -5
I think I need to go for a walk and not spend any time on proboards today.
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Post by awesomo on May 7, 2019 8:52:28 GMT -5
$650 a night plus tax to stay at The Warick Hotel in NY where the ASM is next week. Just saying. Why do you think management needs raises...
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Post by agedhippie on May 7, 2019 9:03:49 GMT -5
It's an ATM filing.It gives the right to sell stock into the market at the prevailing right from time to time. They will draw against the shares that were underpinning the warrants that just expired. Yes it's dilution when they sell, but they are not committed to sell, or a volume to sell. This is perfectly normal.
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Post by wgreystone on May 7, 2019 11:54:01 GMT -5
So 9 dot something Mil$ on that stupid commercial this quarter.. so abut a quarter of the most recent dilution paid for that.. hmmpf Can someone tell MNKD that the DTC ad is not effective? Better spend $1m to produce a new ad than wasting money playing the old ad. Need to tell the audience about the health benefit of Afrezza instead of spontaneous eating.
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Post by Deleted on May 7, 2019 11:59:49 GMT -5
Adult users on facebook, etc. keep saying they want 2 unit cartridges. MC just said pediatrics can use 4 unit and 2 unit is not needed. Why doesn't he listen to actual users? Because the price will not be attractive. Here's an example - The 6oz 6-Pack of Sodas (tiny cans) cost more than the normal 6-Pack of the 12oz cans. Who will buy it?? The patients think 2U will be better for tight control but it wont. Your body will only use enough insulin that it needs and secrete the rest so the 4U is fine.
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Post by Deleted on May 7, 2019 12:01:09 GMT -5
Adult users on facebook, etc. keep saying they want 2 unit cartridges. MC just said pediatrics can use 4 unit and 2 unit is not needed. Why doesn't he listen to actual users? Because the price will not be attractive. Here's an example - The 6oz 6-Pack of Sodas (tiny cans) cost more than the normal 6-Pack of the 12oz cans. Who will buy it?? The patients think 2U will be better for tight control but it wont. Your body will only use enough insulin that it needs and secrete the rest so the 4U is fine. DTC was effective. A lot more PWDs know about Afrezza and it will take time to convert them. I disapprove of the MESSAGE CONCEPT but it's fine.
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Post by traderdennis on May 7, 2019 13:45:48 GMT -5
Adult users on facebook, etc. keep saying they want 2 unit cartridges. MC just said pediatrics can use 4 unit and 2 unit is not needed. Why doesn't he listen to actual users? Because the price will not be attractive. Here's an example - The 6oz 6-Pack of Sodas (tiny cans) cost more than the normal 6-Pack of the 12oz cans. Who will buy it?? The patients think 2U will be better for tight control but it wont. Your body will only use enough insulin that it needs and secrete the rest so the 4U is fine. Have you ever taken insulin? Granted there are a lot less chance of going low with Afrezza, but you can. Extra insulin secretion can cause weight gain. It is not like there is no extra capacity on the lines. Produce a 2 unit cartridge. Also it would be beneficial after pediatric approval since helicopter moms will be controlling dosing.
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Post by mannmade on May 7, 2019 13:54:14 GMT -5
Because the price will not be attractive. Here's an example - The 6oz 6-Pack of Sodas (tiny cans) cost more than the normal 6-Pack of the 12oz cans. Who will buy it?? The patients think 2U will be better for tight control but it wont. Your body will only use enough insulin that it needs and secrete the rest so the 4U is fine. Have you ever taken insulin? Granted there are a lot less chance of going low with Afrezza, but you can. Extra insulin secretion can cause weight gain. It is not like there is no extra capacity on the lines. Produce a 2 unit cartridge. Also it would be beneficial after pediatric approval since helicopter moms will be controlling dosing. I am not a pwd and I beleive mnkd when they say there is no medical reason to produce a 2u, but I do think there are great marketing reasons to do so as follows: 1. It shows responsiveness to crtain pwd needs or desires and will overcome their fears if they feel they are insulin sensitive 2. It will help to allievate the perception/issue of not enough precise dosing available. I understand it may cost and take time with FDA approvals required but think that could be expedited as Afrezza has been on the market a while now.
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Post by brentie on May 7, 2019 14:10:13 GMT -5
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