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Post by mnkdfann on Jun 16, 2019 21:19:46 GMT -5
The VDEX letter says that MNKD is doomed without VDEX ("careening toward bankruptcy?"). VDEX considers itself the savior and strongly recommends that it take over the marketing. That is what I got out of it. If VDEX believes that, what will it (and its owners, apparently big MNKD shareholders) do if Mannkind rejects the proposal / refuses to play nice with VDEX? I guess just more to stay tuned for.
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Post by apidistra on Jun 16, 2019 21:28:08 GMT -5
You mean, as a set-up to some kind of shareholder suit against the company? Anything is possible, but I don't think one could come to that conclusion (if that's what you meant and I'm not sure you did).
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Post by mnkdfann on Jun 16, 2019 21:38:41 GMT -5
You mean, as a set-up to some kind of shareholder suit against the company? Anything is possible, but I don't think one could come to that conclusion (if that's what you meant and I'm not sure you did). No, a shareholder suit in particular didn't enter into my mind. I was thinking more along the lines of whether they would continue with their present investment(s), if they truly believe Mannkind is spiraling down.
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Post by sportsrancho on Jun 16, 2019 22:08:38 GMT -5
My impression is that their opinion is the way Mannkind is marketing Afrezza is doomed to fail, because of the retention rate, because of the stubborn Endo’s, because of the lack of funds and the possibility of continual dilution. My opinion is Mike’s well aware that they have superior results but I think he’s been hoping that things turn around and take off or we catch a break.
The point is their proposals haven’t been taken seriously or forwarded to the Board of Directors, they’ve been squashed, tends to be a little irritating. Mankind has not responded or acknowledged the offers. Crickets Does Mannkind have such a huge deal in their back pocket that they think 50 or 100 new Afrezza clinics would be inconsequential? IDK
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Post by rtmd on Jun 16, 2019 23:08:44 GMT -5
My impression is that their opinion is the way Mannkind is marketing Afrezza is doomed to fail, because of the retention rate, because of the stubborn Endo’s, because of the lack of funds and the possibility of continual dilution. My opinion is Mike’s well aware that they have superior results but I think he’s been hoping that things turn around and take off or we catch a break. The point is their proposals haven’t been taken seriously or forwarded to the Board of Directors, they’ve been squashed, tends to be a little irritating. Mankind has not responded or acknowledged the offers. Crickets Does Mannkind have such a huge deal in their back pocket that they think 50 or 100 new Afrezza clinics would be inconsequential? IDK My own impression is that we have absolutely no evidence of VDEX's "superior results" beyond what VDEX has claimed. We also have no evidence that VDEX has any particular insight into resolving the problems currently facing afrezza's acceptance by doctors, diabetics, and health insurers. Also, does anyone else find it a little odd that VDEX identifies itself only as an "Internal Medicine Clinic in Canoga Park, California": npino.com/primary-clinic/1174019368-vdex-medical-group---cheng/There's no mention of diabetes treatment anywhere.
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Post by sweedee79 on Jun 16, 2019 23:17:07 GMT -5
My impression is that their opinion is the way Mannkind is marketing Afrezza is doomed to fail, because of the retention rate, because of the stubborn Endo’s, because of the lack of funds and the possibility of continual dilution. My opinion is Mike’s well aware that they have superior results but I think he’s been hoping that things turn around and take off or we catch a break. The point is their proposals haven’t been taken seriously or forwarded to the Board of Directors, they’ve been squashed, tends to be a little irritating. Mankind has not responded or acknowledged the offers. Crickets Does Mannkind have such a huge deal in their back pocket that they think 50 or 100 new Afrezza clinics would be inconsequential? IDK My own impression is that we have absolutely no evidence of VDEX's "superior results" beyond what VDEX has claimed. We also have no evidence that VDEX has any particular insight into resolving the problems currently facing afrezza's acceptance by doctors, diabetics, and health insurers. Also, does anyone else find it a little odd that VDEX identifies itself only as an "Internal Medicine Clinic in Canoga Park, California": npino.com/primary-clinic/1174019368-vdex-medical-group---cheng/There's no mention of diabetes treatment anywhere. Vdex cannot solve the problems Mnkd has with docs who are not receptive.. however Vdex itself can prescribe and coach appropriately so that the patient stays on Afrezza.. If 50 clinics open that could mean many patients and scripts with good retention. Mnkd would have to review evidence during any negotiations.. nobody is saying we should be blind and stupid when entering into an agreement.. this would all have to be looked at .
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Post by mnkdfann on Jun 16, 2019 23:18:06 GMT -5
That may be the site's fault. It looks like it groups clinics into set types. Offhand, I don't see diabetic clinics as a listing option anywhere on that site.
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Post by mytakeonit on Jun 17, 2019 13:08:29 GMT -5
If VDEX has huge financial backing ... why don't they open up 50 or 100 new clinics. They would receive shipments of Afrezza and thru the back door actually be a distributor. There you go ... no fuss, no muss
But, that's mytakeonit
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