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Post by sayhey24 on May 13, 2019 19:05:21 GMT -5
The results of TV DTC was better than I expected. I expected them to be a total waste of money. Instead afrezza has more name recognition than I expected. TV doesn't sell prescription drugs doctors do by writing scripts and doctors are not going to change their defensive medical approach until the SOC is changed and they have little choice but to subscribe. If Mike wants to sell afrezza near term in the U.S. he has only one option and that is to partner on a health and wellness connected care clinic approach willing to bypass the current SOC Step program and go right to afrezza day 1. $250M later and Iam still not sure what onduo.com is doing. Hope springs eternal and maybe Mike will have a great press release tomorrow. Do tell, what is the source of information on name recognition that is showing it increased based on the advert spend? Whether Mike or you presenting it, lots of shareholders would love to see some data that shows that. The source is personal experience. I have been involved with MNKD longer than most. Not until the last run of commercials when I am talking about afrezza have I gotten positive reactions from some saying they saw it advertised. Name recognition is a great thing. Was it worth spending $9M? Absolutely if MNKD had money to burn but they clearly do not. That $9M would have been much better spent opening 10 clinics and getting real world results. Even better getting rid of some the the sales staff who have proven they can't get sales and opening another 10 clinics which could.
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Post by letitride on May 13, 2019 19:28:21 GMT -5
The results of TV DTC was better than I expected. I expected them to be a total waste of money. Instead afrezza has more name recognition than I expected. TV doesn't sell prescription drugs doctors do by writing scripts and doctors are not going to change their defensive medical approach until the SOC is changed and they have little choice but to subscribe. If Mike wants to sell afrezza near term in the U.S. he has only one option and that is to partner on a health and wellness connected care clinic approach willing to bypass the current SOC Step program and go right to afrezza day 1. $250M later and Iam still not sure what onduo.com is doing. Hope springs eternal and maybe Mike will have a great press release tomorrow. I am seeing a substantial increase in name recognition in the medical community. I have no way to access that of PWD
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Post by longliner on May 13, 2019 19:42:09 GMT -5
Google the difference of Adcirca for PAH vs Cialis for Erectile dysfunction. Same compound, Lilly owned Tadalafil. Who is to say that both products are not being advanced simultaneously on the Technosphere platform. Lilly took a heck of a hit on their earnings due to patent loss on Cialis. Mannkind will be just fine.
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Post by brotherm1 on May 13, 2019 22:34:32 GMT -5
The FDA would never approve Cialis with technosphere. It would be far too dangerous.
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Post by longliner on May 13, 2019 23:16:33 GMT -5
The FDA would never approve Cialis with technosphere. It would be far too dangerous. Brotherm, I am not questioning your motives. I believe that Cialis is slow / long acting unlike Viagra which is fast / short acting. Technosphere should speed up the action of Cialis and may cause it to exit quicker, both may be an improvement over the current Cialis treatment. My question is, if FDA will approve Tadalafil / Technosphere for PAH why would they not approve Tadalafil / Technosphere for erectile dysfunction? I know what Al said about this, maybe he was referring to Viagra?
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Post by longliner on May 14, 2019 0:05:52 GMT -5
Not sure where to start. How about the company is losing money every month, can't afford to pay for the phase 3 trials you mentioned, has debt owed to other parties, will have trouble raising money, hasn't figured out how to make the sales reps effective at contacting doctors, has a commercial that seems to be a flop, etc. Your "logic" is equivalent to saying "I'm a millionaire because I have a million dollar house" without mentioning that you also have a million dollar mortgage. The market cap reflects what the company is worth today. Reality sucks. Please point out the error in my logic. I would be thrilled if you could make me feel better about my investment. Nearly every startup biotech startup ever created fits your bill. I invested in invisalign 15-16 years ago knowing it was going to win, sold 8 years later as nothing had happened. Just like with Mannkind, I was corrrect, just impatient. I will not repeat the same mistake with Mannkind.
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Post by akemp3000 on May 14, 2019 0:32:20 GMT -5
Are you a Mannkind believer? ...ha, of course. How absurd to think the fluctuations of Wall Street are really going to make a difference. Nothing has changed other than the speed of change. The science and efficacy will ultimately prevail among diabetics. The believers will triumph. The doubters are going to fail dramatically and move on the the next target. Frankly, this is fun to watch. Sit back and enjoy the coming months. The tide is about to turn and once Afrezza is approved for juveniles, if not sooner, it's going to be epic. GLTA
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Post by seanismorris on May 14, 2019 6:09:17 GMT -5
The FDA would never approve Cialis with technosphere. It would be far too dangerous. Without studies we don’t know how dangerous it would be. I do think the FDA would require extensive studies, and doubt we’d see an ED drug fast tracked. My question, is there a medical need? With effective alternatives already available, and generics available... finding a partner to fund the studies would be difficult. There doesn’t seem to be much interest... (besides with investors) Treating ED with Techosphere isn’t one of the “low hanging fruit”. We have a pipeline... what we need is partners to advance it. How much would an ED drug trial cost? “Pivotal cardiovascular drug trials, for example, had a mean cost of $157 million, versus just $21 million for pivotal trials in endocrine and metabolic disease patients.” My guess would be closer to cardio drug trials. That would be for just one (large) trial... it’s never one trial for approval. Bottom line, I don’t think we’d find a partner in the ED space. The risk is high, and the reward... not high enough to spend likely hundreds of millions to get it approved. OK, “too dangerous” at least to the pocket book, is a close enough summary for us to move on to other opportunities for Techosphere.
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Post by sportsrancho on May 14, 2019 6:42:34 GMT -5
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Post by goyocafe on May 14, 2019 6:59:40 GMT -5
I wish I could dig it up, but I think I read that it was a licensing thing that forced one drug company not to seek an ED indication on the label.
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Post by akemp3000 on May 14, 2019 7:11:12 GMT -5
Serious question. Al Mann said TS would never be used for ED because its ultra rapid action for this purpose might cause a fatal drop in blood pressure. Even if it could be dosed extremely accurately, it would seem possible, even likely that a desperate, intoxicated person could take a second hit resulting in serious consequences that would cause the FDA to pull the drug for this use. Has anything changed?
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