|
Post by nylefty on Nov 11, 2019 17:55:39 GMT -5
As I said before, VDEX can open clinics and sell all the Afrezza they want. Make all the $$$ they want. So cretin11 ... are you trying to turn my statements into something else? For what purpose? MNKD's main purpose in life is to put Afrezza out there, besides technospere expansion. There is no working together with any endo in an exclusive environment. But, that's mytakeonit Bill said months ago that he was no longer asking for exclusivity.
|
|
|
Post by wgreystone on Nov 11, 2019 18:26:14 GMT -5
And MNKD's plan to commercialize Afrezza is ... show the endo what it can do ... let them save all diabetics if possible. Same as what VDEX was presented. No one is restricted from selling Afrezza and MNKD doesn't plan on opening clinics. But, that's mytakeonit And MNKD's plan to commercialize Afrezza is... not effective (to put it nicely). mytakeonit, if you're a short then it makes sense that you wouldn't want more VDEX clinics. Because those numbers put forth by Bill are compelling. The retention rate is crucial. MNKD and VDEX, let's work together in a collaborative way that fits under FDA rules and regs. I think Mannkind should contract patient care work to VDEX.
|
|
|
Post by wgreystone on Nov 11, 2019 18:28:30 GMT -5
I love Bill's entrepreneurial attitude and optimism with his projections and wish VDex success. This video does beg the most obvious question. Have any of the other locations consistently averaged achieving the 20 new Afrezza new users per week that's being projected for this one new location? If not, that's ok but an explanation of the basis for this projection would help his case. Agreed it will be helpful to see numbers from other VCEX locations. However, Bill did explain in the video that this New Mexico location was the first one, and they've had time now to work out the kinks and get enough track record to confidently share the projection. That seems like a reasonable explanation. It would follow then that it's just a matter of time before he can share projections from some of the newer VDEX sites. Definitely looking forward to that, especially if the numbers are as compelling as these from a small town in NM. The key number here is retention rate. Patient counts can easily be increased if MNKD is willing to refer patients to VDEX clinics.
|
|
|
Post by nylefty on Nov 11, 2019 18:47:34 GMT -5
I love Bill's entrepreneurial attitude and optimism with his projections and wish VDex success. This video does beg the most obvious question. Have any of the other locations consistently averaged achieving the 20 new Afrezza new users per week that's being projected for this one new location? If not, that's ok but an explanation of the basis for this projection would help his case. Agreed it will be helpful to see numbers from other VCEX locations. However, Bill did explain in the video that this New Mexico location was the first one, and they've had time now to work out the kinks and get enough track record to confidently share the projection. That seems like a reasonable explanation. It would follow then that it's just a matter of time before he can share projections from some of the newer VDEX sites. Definitely looking forward to that, especially if the numbers are as compelling as these from a small town in NM. Actually he said that the Alamogordo location was the first "full-time" Vdex clinic, so that must mean that the southern California clinics were part-time operations.
|
|
|
Post by sportsrancho on Nov 11, 2019 19:36:02 GMT -5
As I said before, VDEX can open clinics and sell all the Afrezza they want. Make all the $$$ they want. So cretin11 ... are you trying to turn my statements into something else? For what purpose? MNKD's main purpose in life is to put Afrezza out there, besides technospere expansion. There is no working together with any endo in an exclusive environment. But, that's mytakeonit Bill said months ago that he was no longer asking for exclusivity. Yes correct, they would just like some cooperation. In the next video Bill will be addressing these questions. Since Al is gone ...and with the exception of parents who have children on Afrezza, there’s no one on earth that believes in Afrezza more than Bill does no one.
|
|
|
Post by sayhey24 on Nov 11, 2019 21:15:43 GMT -5
On the CC mike did not talk about the opening of the clinics which was mentioned in a previous call / seems like an important direction.. what might that be all about . In the past VDex did not provide a connected care component to their protocol. I have not sure if they have since added it by using something like LibreView. On the call Mike mentioned about connected care in 2021. However, would this include in-person clinics like VDex? I can not remember Mike ever talking about clinics. Maybe he has but I am not sure when. After 3 years it seems VDex has finally made some progress. Maybe they are to the point of raising some serious cash and doing this on a serious basis. When Matt Pfeffer first talked of VDex they were going to open 100 clinics in a year. Doing the arithmetic (20*100*52) * .8 = 83,200 retained afrezza users after one full year of operation of operation. Bill just told us that was a conservative number. I think Bill is correct. If thats even close to true Mike needs to seriously start rethinking his marketing strategy and redirect his sales guys to start opening clinics. Partnering with urgent care centers which currently don't do chronic care is one option and could happen very fast. Partnering with a weight/health clinic like weight watchers is another which has other benefits but would take more work to get going.
|
|
|
Post by sportsrancho on Nov 11, 2019 21:27:49 GMT -5
|
|
|
Post by mytakeonit on Nov 12, 2019 2:54:33 GMT -5
I think ... and therefore I hope. VDEX should go for it and make all the $$$ they can ... save all the lives they can. This is what I've always said.
But, that's mytakeonit
|
|
|
Post by mnholdem on Nov 13, 2019 9:48:50 GMT -5
Great video from Bill talking about some numbers in New Mexico... This was a much more positive presentation by McCullough which focused more on what VDex is doing right than about what MannKind is doing wrong. I think that Bill's videos about VDex will continue be more effective if he engages shareholders in this manner.
|
|
|
Post by stockwhisperer on Nov 13, 2019 10:05:24 GMT -5
Agree 100+ % . The less criticism the better. Nothing to be gained by it. Hope they continue on this path - if it is not helpful or necessary to say, don’t say it.
|
|
|
Post by sportsrancho on Nov 13, 2019 13:19:58 GMT -5
|
|
|
Post by barnstormer on Dec 11, 2019 9:45:11 GMT -5
Looks like VDEX can now afford to buy their own samples! VDEX next office should open in San Paulo. Sports would love it there
|
|
|
Post by sportsrancho on Feb 6, 2020 19:37:25 GMT -5
|
|
|
Post by akemp3000 on Feb 6, 2020 22:49:41 GMT -5
Hoping something happens next week. Status quo is boring. Some threads are becoming too much like beating a dead horse just to kill time. This isn't directed at any particular thread or post, just a general observation and opinion.
|
|
|
Post by falconquest on Feb 7, 2020 4:28:12 GMT -5
Hoping something happens next week. Status quo is boring. Some threads are becoming too much like beating a dead horse just to kill time. This isn't directed at any particular thread or post, just a general observation and opinion. I couldn't agree more akemp. It seems we've been marking time waiting for the next bit of news to emerge. The share price is a bit higher but stabilized in a range for now. It's funny, after watching the Vdex video perhaps their slogan should be, "At Vdex, we make our patients cry." That's awesome!
|
|