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Post by sweedee79 on Jun 14, 2019 7:43:37 GMT -5
Each day we discuss how Mnkd's hands are tied by label and SOC and we yell about PBMs and BP.. and our current management.. The idea of a partnership between Mnkd and Vdex could possibly be the answer to these problems.. but what would a partnership between the two look like? Some people are saying that the only way we can break ground given the circumstances is to think outside of the box.. We aren't getting anyplace fast following standard ways of doing things.. docs are snubbing us. It seems the entire system is snubbing us... Here we are.. this was Al Mann's dream ... This insulin allows PWD to have normal A1Cs and the company is barely surviving. I just for the life of me will never understand how this could happen . So.. what would a partnership between Vdex and Mnkd look like? And how would this benefit Mnkd? I've heard all kinds of scenerios.. and it seems Vdex is most certainly seeking something.. we have heard Vdex was seeking control . If it isn't control then what is Vdex seeking? Do they want to lease Afrezza? Since many of us are understandably disappointed by all that has transpired.. I'm interested in ideas.. or opinions about our future and what we do next.. We can't afford large trial data to change label. To compete with BP in advertising.. or paying off insurance companies (UGH 🤪, this system is so unethical and corrupt).... Is Vdex the answer? If not Vdex then what or who? There are new treatments and technologies entering the market daily.. IMO we don't have the time or the luxury anymore of sitting on our hands chipping away at this wall.. we need some damn dynamite. If not Vdex then what or who? And I would like to hear from Vdex .. want to know what their ideas are.. Also want to hear from MNKD.. MC??? What is your plan??? There has been silence for too long..  Is there a way around this mess we are in? Docs are snubbing us and refusing to learn about or prescribe Afrezza.. our retention rate is bad.. Even when we drive patients to the docs it is an incredibly frustrating experience . How can we overcome this? Once and for all we need some kind of direction that makes sense.. opinions? |
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Post by goyocafe on Jun 14, 2019 8:14:16 GMT -5
I agree with all the roadblocks you mention. I think as soon as they partner up, the FDA would have a whole lot more to say about what VDEX says about Afrezza and their AFAL protocol. Having to work around insurance issues, doctors resisting prescribing Afrezza, and the ADA turning a blind eye toward Afrezza is a monumental set of hurdles. It’s going to take some entity that understands Afrezza, the story, and has the monetary means and will to take on the diabetes establishment for Afrezza to reach its full potential. That’s a tall order, but I can only hope at this point that the deadly silence from MNKD is not them sitting and waiting for organic growth to kick in, but a master plan involving such an entity. It is wishful thinking, but all I got.
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Post by markado on Jun 14, 2019 8:48:24 GMT -5
If VDEX is open to franchise opportunities to accelerate it's expansion, who better to invest in such an opportunity than MNKD investors? By standing up, or helping to stand up VDEX facilities around the country, we would be able to amplify the broadcast of the Afrezza value proposition and increase the frequency of its prescription and penetration into the PWD space. Rather than double down on more shares of mnkd, why not double down, directly, on a growth strategy?
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Post by sportsrancho on Jun 14, 2019 9:50:50 GMT -5
If VDEX is open to franchise opportunities to accelerate it's expansion, who better to invest in such an opportunity than MNKD investors? By standing up, or helping to stand up VDEX facilities around the country, we would be able to amplify the broadcast of the Afrezza value proposition and increase the frequency of its prescription and penetration into the PWD space. Rather than double down on more shares of mnkd, why not double down, directly, on a growth strategy? I know MNKD investors opening Vdex’s, that’s been an on-going option. |
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Post by markado on Jun 14, 2019 10:05:42 GMT -5
If VDEX is open to franchise opportunities to accelerate it's expansion, who better to invest in such an opportunity than MNKD investors? By standing up, or helping to stand up VDEX facilities around the country, we would be able to amplify the broadcast of the Afrezza value proposition and increase the frequency of its prescription and penetration into the PWD space. Rather than double down on more shares of mnkd, why not double down, directly, on a growth strategy? I know MNKD investors opening Vdex’s, that’s been an on-going option. Thanks, Sports. I'll connect with VDEX to see if they have anything going in my area. I'm in the Southeast, so Diabetes is prevalent. |
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Post by uvula on Jun 14, 2019 10:10:29 GMT -5
I'd be glad to invest in VDEX. I'll just sell some of my MNKD stock and, um, never mind.
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Post by sportsrancho on Jun 14, 2019 10:13:48 GMT -5
I'd be glad to invest in VDEX. I'll just sell some of my MNKD stock and, um, never mind. Believe me if I could start over I would just buy shares in Vdex. Not possible but I can dream :-) |
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Post by sportsrancho on Jun 14, 2019 10:15:37 GMT -5
I know MNKD investors opening Vdex’s, that’s been an on-going option. Thanks, Sports. I'll connect with VDEX to see if they have anything going in my area. I'm in the Southeast, so Diabetes is prevalent. Great! You would be awesome at it. |
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Post by sportsrancho on Jun 14, 2019 10:21:44 GMT -5
Believe me if I could start over I would just buy shares in Vdex. Not possible but I can dream :-) Where can I pickup VDex shares? You can’t as far as I know that’s why I said it’s not possible. I believe there are ways to invest but Bill would have to answer that question. |
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Post by mytakeonit on Jun 14, 2019 12:29:37 GMT -5
Bingo ! Discussion ended. You can't invest in VDex. Seems that every week we have similar discussions and it just goes round and round. Remember that Brazil will be coming up soon, as well as pediatric, etc, etc. BTW, there are no diabetics in Hawaii ... because happy Hawaiians eat, drink, sing and dance ... and not worry about it. Too bad ... so sad. But, maybe a good strategy till you also end up in the imu. But, that's mytakeonit |
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Post by Thundersnow on Jun 14, 2019 13:05:04 GMT -5
Where can I pickup VDex shares? You can’t as far as I know that’s why I said it’s not possible. I believe there are ways to invest but Bill would have to answer that question. You have no idea how successful VDEX is. All you know is that they are opening locations drip by drip. They could be leveraged 90:1. You have no idea how many patients are using their services. Due to the fact that they are sharing space with other clinics kinda tells me they don't have deep pockets to build brick and mortar stand alone clinics. I think it's best that you have invested in a public company like MNKD with an FDA Approved Drug. LOL |
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Post by mytakeonit on Jun 14, 2019 13:33:24 GMT -5
Question: Is VDEX Afrezza sales in our weekly script counts? I wonder how much they are selling. In reading VDEX's proposal to MNKD, with a deadline of June 20th to respond ... seems like they are just trying to grab sole distribution rights by getting other shareholders to join in their effort to gain control. They probably are frustrated in their efforts to establish their company and this is their last ditch effort. I also don't know how VDEX currently gets paid. Interesting scenario.
But, that's mytakeonit
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Post by sportsrancho on Jun 14, 2019 13:35:32 GMT -5
You can’t as far as I know that’s why I said it’s not possible. I believe there are ways to invest but Bill would have to answer that question. You have no idea how successful VDEX is. All you know is that they are opening locations drip by drip. They could be leveraged 90:1. You have no idea how many patients are using their services. Due to the fact that they are sharing space with other clinics kinda tells me they don't have deep pockets to build brick and mortar stand alone clinics. I think it's best that you have invested in a public company like MNKD with an FDA Approved Drug. LOL That is incorrect. I know exactly how successful they are. They will be speaking about their funding and plenty of it going forward, if this deal comes together it’s jumpstarted out of the gate. They have some very big backers going forward. I am 100% aligned with Vdex and what they are doing. I feel like it is our only solution! Please feel free to ask any questions on the other thread that Bill just posted the proposal on. |
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Post by sportsrancho on Jun 14, 2019 13:39:44 GMT -5
Question: Is VDEX Afrezza sales in our weekly script counts? I wonder how much they are selling. In reading VDEX's proposal to MNKD, with a deadline of June 20th to respond ... seems like they are just trying to grab sole distribution rights by getting other shareholders to join in their effort to gain control. They probably are frustrated in their efforts to establish their company and this is their last ditch effort. I also don't know how VDEX currently gets paid. Interesting scenario. But, that's mytakeonit Yes the scripts are included as well as symphony can do that. No they are not trying to claim exclusive distributorship rights. All they want is to be protected from other Afrezza clinics popping up. Mannkind keeps doing exactly the same thing they are doing. It’s a win-win for everyone! 😎 |
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Post by ktim on Jun 14, 2019 13:51:52 GMT -5
Question: Is VDEX Afrezza sales in our weekly script counts? I wonder how much they are selling. In reading VDEX's proposal to MNKD, with a deadline of June 20th to respond ... seems like they are just trying to grab sole distribution rights by getting other shareholders to join in their effort to gain control. They probably are frustrated in their efforts to establish their company and this is their last ditch effort. I also don't know how VDEX currently gets paid. Interesting scenario. But, that's mytakeonit Yes the scripts are included as well as symphony can do that. No they are not trying to claim exclusive distributorship rights. All they want is to be protected from other Afrezza clinics popping up. Mannkind keeps doing exactly the same thing they are doing. It’s a win-win for everyone! 😎 My question would be if they have a profitable model, why is this necessary? They initially announced plans to open hundreds, and seemingly with no need for a special arrangement with MNKD. Artificial protection from competition is always nice, but a good portion of their letter seemed to build up the case that they have painstakingly developed expertise that puts them in a unique position for success. Taken at face value, it would seem that and first mover advantage would put them in a position of being top dog in the Afrezza clinic space even without this special arrangement ? ? |
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Is there a way around this mess we are in? Docs are snubbing us and refusing to learn about or prescribe Afrezza.. our retention rate is bad.. Even when we drive patients to the docs it is an incredibly frustrating experience . How can we overcome this? 
