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Post by sweedee79 on Aug 8, 2019 22:52:06 GMT -5
Good conversation.. thanks all for chiming in!! 🙂
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Post by ktim on Aug 9, 2019 0:44:54 GMT -5
The Tndm story and the Mnkd story are two different things.. Were there barriers to the Tndm pump the way there is with Afrezza? We have massive walls to penetrate..SOC.. lack of doc support.. noninferior status.. lack of awareness and knowledge of titration.. I'm not saying we can't grow sales . But it's going to be slow going. You may know more about the TNDM story than I do, but I think some of the same issues existed in the beginning years... insurance coverage bad, not SOC by ADA, needing to encroach on already established competitors. Though different in that the competitors faced two of those some impediments to adoption. Don't know how quickly docs got on board with believing pumps were superior to pens... perhaps that occurred prior to the medical organizations recommending pumps for T1. As for the comments on trials and affordability... the one possibility for something in the near/medium term might be if some better funded 3rd party were to do a large trial looking at generic linkage between Time In Range and complications/costs. The trial gets long and costly because the events of some complications are relatively rare so lots of data needed to make them appear at statistically significant levels. I think it possible (though can't say so with any degree of professional experience) that smaller trials such as the upcoming one with Dexcom, if they clearly prove significantly better TIR, might combine with TIR to complications/cost trial data to approximate results of MNKD doing extensive trials looking at these types of outcomes themselves. Or... I could be overly hopeful and simply wrong. |
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Post by sportsrancho on Aug 9, 2019 6:52:32 GMT -5
Spencer “I have long characterized MannKind as a traders' stock. In my opinion, it still is. With that said, it is less speculative than it was prior to this latest news. Bear in mind that there was a lot of news put out by the company, and that means a lot of number crunching before the players figure out the best way to play this stock. The immediate overhang is the minimum Afrezza sales requirement. If the company can get ahead of that curve and demonstrate it, that is a binary event that could make a big impact. Stay tuned!” Me....Trust me, even though Spencer has me blocked on Stocktwits I think we need to start a Spencer article thread because there will be very interesting times ahead. Until then this is a good read! seekingalpha.com/article/4283702Mannkind even got rid of some of those leased cars!! Yay |
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Post by liane on Aug 9, 2019 6:54:32 GMT -5
sports - Keep in mind, if we quote too much of his articles, he gets in a tizzy and reports us to ProBoards.
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Post by Clement on Aug 9, 2019 7:08:15 GMT -5
Yay! $15 million soon and another 15 later! Very cool! ? Previously I posted, "Less than 9 weeks until we hear the decision from UTHR about the undisclosed molecule! (per MC in the Earnings Call) Read more: mnkd.proboards.com/thread/11398/mnkd-hold-2019-financial-results?page=13#ixzz5w6WCY8XPThen a poster said that a yes is likely expected by most people and somewhat baked in. A yes means UTHR decided to advance the undisclosed molecule. In response to that I cheered because it brings in an additional $30 million (in two parts) of milestones (in addition to the future TreT milestones which were specified in the EC.) |
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Post by mnholdem on Aug 9, 2019 7:31:40 GMT -5
For many years, I have been an advocate (and have communicated with management) the proposal of approaching the Gates Foundation to find a large clinical study that would provide empirical evidence that Short-Term Intensive Insulin therapy could provide complete drug-free remission of early-stage diabetes mellitus.
Numerous studies have already proven it with data that significant (~50%) of patients repaired the pancreas using STII therapy. Those studies used RAA insulin. How much better would Afrezza perform.
I also discussed this with a physician from the Mayo Clinic (a former neighbor before she moved closer to Rochester) and she believed that Mayo may be interested, especially if funded by the Gates Foundation.
Lack of cash at MannKind is not an obstacle when a study is fully funded by others (Gates isn’t the only one).
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Post by centralcoastinvestor on Aug 9, 2019 8:56:52 GMT -5
For many years, I have been an advocate (and have communicated with management) the proposal of approaching the Gates Foundation to find a large clinical study that would provide empirical evidence that Short-Term Intensive Insulin therapy could provide complete drug-free remission of early-stage diabetes mellitus. Numerous studies have already proven it with data that significant (~50%) of patients repaired the pancreas using STII therapy. Those studies used RAA insulin. How much better would Afrezza perform. I also discussed this with a physician from the Mayo Clinic (a former neighbor before she moved closer to Rochester) and she believed that Mayo may be interested, especially if funded by the Gates Foundation. Lack of cash at MannKind is not an obstacle when a study is fully funded by others (Gates isn’t the only one). That is a great idea. The Gates Foundation is interested in dealing with worldwide health issues. And guess what, you will not find a bigger worldwide epidemic than diabetes. I wonder how the Gates Foundation selects their funding targets. I wonder if getting JDRF to make the request would help. Maybe that would be a way of leveraging our partnership with them. |
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paul
Researcher
Posts: 134
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Post by paul on Aug 9, 2019 9:00:01 GMT -5
Previously I posted, "Less than 9 weeks until we hear the decision from UTHR about the undisclosed molecule! (per MC in the Earnings Call) Read more: mnkd.proboards.com/thread/11398/mnkd-hold-2019-financial-results?page=13#ixzz5w6WCY8XPThen a poster said that a yes is likely expected by most people and somewhat baked in. A yes means UTHR decided to advance the undisclosed molecule. In response to that I cheered because it brings in an additional $30 million (in two parts) of milestones (in addition to the future TreT milestones which were specified in the EC.) Why 9 weeks I wonder. |
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Post by kite on Aug 9, 2019 9:02:44 GMT -5
Previously I posted, "Less than 9 weeks until we hear the decision from UTHR about the undisclosed molecule! (per MC in the Earnings Call) Read more: mnkd.proboards.com/thread/11398/mnkd-hold-2019-financial-results?page=13#ixzz5w6WCY8XPThen a poster said that a yes is likely expected by most people and somewhat baked in. A yes means UTHR decided to advance the undisclosed molecule. In response to that I cheered because it brings in an additional $30 million (in two parts) of milestones (in addition to the future TreT milestones which were specified in the EC.) Why 9 weeks I wonder. What else is expected to happen around October? Besides 3Q Earnings Call for UTHR/MNKD? |
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Post by uvula on Aug 9, 2019 9:10:36 GMT -5
"I wonder if getting JDRF to make the request would help. Maybe that would be a way of leveraging our partnership with them."
Slight reality check. Every diabetes related business on the planet is "partners" with the jdrf. I wouldn't expect them to help us if it means upsetting their much bigger partners who donate lots of money.
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Post by centralcoastinvestor on Aug 9, 2019 9:15:24 GMT -5
"I wonder if getting JDRF to make the request would help. Maybe that would be a way of leveraging our partnership with them." Slight reality check. Every diabetes related business on the planet is "partners" with the jdrf. I wouldn't expect them to help us if it means upsetting their much bigger partners who donate lots of money. The larger study would involve multiple medications (not just Afrezza) in head to head studies that examine Time In Range, A1c and long term reduction of diabetic complications. That is where the Gate’s Foundation would be the best funding partner because they don’t care who is best. I understand this is a long shot but what better disease to go after for the Gates Foundation than Diabetes. Couldn’t JDRF support a multiple medication study to see what works best? If not, then they are not really seeking what is best for people with diabetes. |
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Post by akemp3000 on Aug 9, 2019 9:17:01 GMT -5
How can it be assumed that the next undisclosed UTHR molecule is "baked in" without knowing what the molecule represents? Same goes for the forthcoming RLS molecule(s).
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Post by dh4mizzou on Aug 9, 2019 9:20:06 GMT -5
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Post by joeypotsandpans on Aug 9, 2019 9:25:04 GMT -5
sports - Keep in mind, if we quote too much of his articles, he gets in a tizzy and reports us to ProBoards. Yes he is a very sensitive individual and gets defensive rather quickly, thin skin is an understatement (when he joined this board I think someone said Boo! and he was gone in a flash) best just to keep under the articles section when referencing latest articles.  |
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Post by uvula on Aug 9, 2019 9:27:43 GMT -5
"I wonder if getting JDRF to make the request would help. Maybe that would be a way of leveraging our partnership with them." Slight reality check. Every diabetes related business on the planet is "partners" with the jdrf. I wouldn't expect them to help us if it means upsetting their much bigger partners who donate lots of money. The larger study would involve multiple medications (not just Afrezza) in head to head studies that examine Time In Range, A1c and long term reduction of diabetic complications. That is where the Gate’s Foundation would be the best funding partner because they don’t care who is best. I understand this is a long shot but what better disease to go after for the Gates Foundation than Diabetes. Couldn’t JDRF support a multiple medication study to see what works best? If not, then they are not really seeking what is best for people with diabetes. I would live it if this happens. Couldn't a large center like the Mayo clinic or the Cleveland Clinic do the study on their own? The only cost is insulin. They already have the doctors and patients. Insulin manufacturers could donate insulin if they want to be included. |
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