|
|
Post by careful2invest on Nov 5, 2019 16:56:44 GMT -5
T1 is a disqualification for military service, pretty sure T2 is as well. Not sure why they'd be using Afrezza. Many people, some that are veterans (some retired) develop Diabetes as they age. That said, Afrezza can come into play for the military. GLTA Longs! |
|
|
|
Post by shawnonafrezza on Nov 5, 2019 17:02:25 GMT -5
T1 is a disqualification for military service, pretty sure T2 is as well. Not sure why they'd be using Afrezza. It was a bad question. I tried to find the contract. MNKD has prices for the VA. (like medicare type prices, as in discounted) Oh. In that case it's different. I was thinking of active duty. |
|
|
|
Post by mango on Nov 5, 2019 17:14:37 GMT -5
|
|
|
|
Post by ktim on Nov 5, 2019 17:15:00 GMT -5
anything to say regarding this? Adcirca = tadalafil = Cialis  This was merely SO's speculation wasn't it? He didn't have any evidence of that assertion did he? |
|
|
|
Post by mango on Nov 5, 2019 17:16:10 GMT -5
anything to say regarding this? Adcirca = tadalafil = Cialis This was merely SO's speculation wasn't it? He didn't have any evidence of that assertion did he? Nope. It was pure disinformation by Spencer O. |
|
|
|
Post by mnholdem on Nov 5, 2019 17:26:15 GMT -5
One question I would want answered is what percentage of MannKind's inventory has had to be disposed so far in 2019. I recall the CEO made some fairly aggressive revenue forecasts in 2018 and early 2019 (he's since become mute on that front). If the company manufactured Afrezza to Castagna's projection (based upon the new sales model he touted), then it would seem quite likely that Danbury over-produced and has a bloated inventory. Since Afrezza has a limited shelf life, the company would have to dispose of expired inventory. This could have the effect of increasing COGS since your manufacturing cost (you cannot deduct the cost simply because you scrap product) must be divided into less units on the shelf, and your cost per unit skyrockets. I very much doubt that this CEO would divulge what percentage of the past two years inventory had to be discarded but I would really like to know. Script growth is growing (some might label it anemic) but the pace indicates that the new sales strategy is not what was hoped for. Has this resulted in unavoidable excesses in operating expenses? I need to go back and check the 2018 EOY financials for operating expenses/losses. Unfortunately, I'm not a major( +10% ) shareholder so I likely wouldn't be given access to drill down into the financials. A lot of details can be hidden in an income statement.  |
|
|
|
Post by mnholdem on Nov 5, 2019 17:35:24 GMT -5
What I wonder is whether a more accurate assessment of the market for Afrezza by the CEO and CFO would have resulted in an operating profit, as was claimed MannKind for 4Q18, if I recall correctly. Scripts are increasing with no additional DTC expenditure...are operating losses growing?
|
|
|
|
Post by slugworth008 on Nov 5, 2019 17:40:18 GMT -5
This was merely SO's speculation wasn't it? He didn't have any evidence of that assertion did he? Nope. It was pure disinformation by Spencer O. SO's salad needs to be tossed |
|
|
|
Post by nylefty on Nov 5, 2019 17:58:10 GMT -5
T1 is a disqualification for military service, pretty sure T2 is as well. Not sure why they'd be using Afrezza. Spouses and children of people in the military receive health care through the military. So diabetic spouses and children would be covered and could be given Afrezza. |
|
|
|
Post by shawnonafrezza on Nov 5, 2019 18:04:18 GMT -5
T1 is a disqualification for military service, pretty sure T2 is as well. Not sure why they'd be using Afrezza. Spouses and children of people in the military receive health care through the military. So diabetic spouses and children would be covered and could be given Afrezza. Right, the original question was "enlisted" which caries a specific subset of that. A spouse and child are not enlisted. |
|
|
|
Post by mnkdfann on Nov 5, 2019 18:04:52 GMT -5
Also: www.diabetesselfmanagement.com/about-diabetes/general-diabetes-information/diabetes-in-the-military/"While not all medical conditions disqualify a person from joining the military, many do, and any type of diabetes generally does. Developing diabetes while already serving in the military, however, is not automatic grounds for separation (retirement) from the military. Several hundred service members (out of more than 1.4 million currently serving) are diagnosed with diabetes each year. Between 1997 and 2007, fewer than 6% of diabetes diagnoses were Type 1 diabetes, 80% were Type 2 diabetes, and the remaining 14% were not consistently reported as either Type 1 or Type 2 diabetes. Because active service members have mandatory medical examinations and free access to health care, it is thought that there are few undiagnosed cases of diabetes among military personnel. Service members who develop diabetes and cannot maintain an HbA1c level below 7% without medication are referred to a medical evaluation board, which assesses their medical fitness and makes recommendations about follow-up care." |
|
|
|
Post by ltta on Nov 5, 2019 19:40:58 GMT -5
Where are the publications for 2019?
|
|
|
|
Post by od on Nov 5, 2019 19:40:58 GMT -5
I’d like details on GoodRX. Is it driving scripts? Is it being pushed by the sales team? Can GoodRX be used in online marketing? I.e. Afrezza + GoodRX “now you can get the medication you need without fighting your insurance company”. $1000+++ every month driving sales? Pretty much the same price as with any Prescription Savings Card. |
|
|
|
Post by peppy on Nov 6, 2019 8:03:39 GMT -5
|
|
|
|
Post by ktim on Nov 6, 2019 9:35:21 GMT -5
This was merely SO's speculation wasn't it? He didn't have any evidence of that assertion did he? Nope. It was pure disinformation by Spencer O. If he didn't make it clear what his source was or that it was purely opinion, that isn't quite up to his normal standards. Almost everything he posts sticks to what is factual and simply doing straightforward financial analysis. Mostly he's a great source for anyone not wanting to dig into the SEC filings on their own. |
|
