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Post by mango on Feb 18, 2020 16:25:08 GMT -5
Very true, but ADA does not advocate for that. ADA recommends using insulin last. RAAs do have erratic, slow absorption and are dangerous compared to Afrezza. Afrezza is also being used in the artificial pancreas. Think the preposition you were looking for is "with". But that has only been for very limited trials, not the systems actually coming to market. Yet to see what Lily's new ultra-rapid will achieve in AP. I could easily see T1 dividing into two camps... those that like set and forget will use AP with liquid insulin and those that don't want an invasive device 24/7 will use Afrezza. Though MNKD needs to get the show on the road before T1 market is all settled into APs and good results. I don't see the APS taking a large share of the market anytime soon. Definitely not half. The global Artificial Pancreas Device System market was valued at 110M in 2018 and is expected to reach ~420M by the end of 2025. Here is the Yale APS clinical trial using Afrezza. clinicaltrials.gov/ct2/show/NCT03234491?term=NCT03234491&rank=1 |
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Post by ktim on Feb 18, 2020 16:37:08 GMT -5
Think the preposition you were looking for is "with". But that has only been for very limited trials, not the systems actually coming to market. Yet to see what Lily's new ultra-rapid will achieve in AP. I could easily see T1 dividing into two camps... those that like set and forget will use AP with liquid insulin and those that don't want an invasive device 24/7 will use Afrezza. Though MNKD needs to get the show on the road before T1 market is all settled into APs and good results. I don't see the APS taking a large share of the market anytime soon. Definitely not half. The global Artificial Pancreas Device System market was valued at 110M in 2018 and is expected to reach ~420M by the end of 2025. Here is the Yale APS clinical trial using Afrezza. clinicaltrials.gov/ct2/show/NCT03234491?term=NCT03234491&rank=1APS are up against the same insurance barrier as Afrezza that will slow their adoption, but unlike Afrezza, they have money to run large trials and show superiority to basal/RAA. Don't know how quickly they'll be adopted, but think it will be faster than Afrezza. Heck, an unapproved APS system probably has now outpaced Afrezza adoption. Both Afrezza and APS are very beneficial advancements for T1 patients, until such time as a real cure. |
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Post by Deleted on Feb 18, 2020 19:00:40 GMT -5
@casper06 .. I'm not sure you have a true grasp of what is reality.. I truly hope Mike has a plan.. look at what Novolog sells weekly compared to our laughable sales.. Sorry I don't mean to be negative. Just honest with myself and others. There are people who know the truth about the problems with Afrezza sales.. patient use.. Endos not prescribing.. insurance not paying.. etc. Mike needs an urgent plan .. not one that is out 5 to 10 years.. SHs will not stand for more dilution nor do I think this stock can handle that without dropping below 1$.. Yes we do have other things in the works.. thankfully.. though I'm not entirely sure it will be enough.. Endos will resist pediatric prescriptions just the same.. parents will have to fight for it.. as it stands many PWD STILL don't even know about Afrezza.. it's difficult marketing without big money to work with. When I say out of the box.. I mean find ways to get around FDA restrictions.. FDA ties our hands way to much, therefore making it difficult to tell the true story.. We don't have the funds for large trial data.. Well I'm a glass half full kinda guy and you seem to be the opposite. My hypothesis is spot on and it will play out over the coming months and years. Think about it......MNKD has an FDA Approved drug. MNKD has a Salesforce and Growing Sales. MNKD has International Sales. MNKD is growing their salesforce. MNKD has a STRONG PARTNER in UTHR and developing a drug based upon MNKD's PLATFORM DRUG DELIVERY. Now add all of that up and tell me why the Stock price is at $1.45? This has nothing to do with MNKD's progress. There are forces hindering the appreciation of the stock price. We can't control that but sooner or later fundamentals will drive this stock. Will you be on the right or wrong side? You talk about thinking outside the box.....well you need to see the BIG PICTURE and not the daily stock price. I love how people say they need to think outside the box or GET AROUND THE FDA.....That's LAUGHABLE. Mike is building a company from the ground up. You don't think Parents will embrace Afrezza??? Parents will jump at it once it's approved. Endos are getting comfortable each and every day. And here's the kicker.....once they get FDA Approval in 2H20 and after ADA2020 expect a NEW PARTNER to be announced. We all know MNKD can't handle the Type 2 Market and with the Kids approval and the DATA to back up Proper Dosing and the right way to use Afrezza.......That's when the fun starts. So best wishes with your thoughts. |
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Post by ktim on Feb 19, 2020 1:20:34 GMT -5
@casper06
I won't question the generalized hype, but one matter of simple fact is that ped approval isn't going to happen this year. As of Mike's most recent update the trial design had not even been approved. Many here assume it will be 26 vs 52 weeks, though Mike clearly stated that as not finalized. Even assuming it is 26 weeks, the math doesn't work that they can do the recruiting, the trial, the data analysis and the waiting time for FDA approval by end of year. It's more like mid to late 2021. Perhaps that was just a typo?
Personally I don't think many parents would know about Afrezza, so unless MNKD acquires a large advertising budget I don't think they should be counted on to pull endos along. BTW, it is perfectly legal for endos to prescribe Afrezza to kids now. We know there are a few cases of parents that have gone out of their way and insisted, but it's obviously not a very large number.
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Post by agedhippie on Feb 19, 2020 9:34:19 GMT -5
APS are up against the same insurance barrier as Afrezza that will slow their adoption, but unlike Afrezza, they have money to run large trials and show superiority to basal/RAA. Don't know how quickly they'll be adopted, but think it will be faster than Afrezza. Heck, an unapproved APS system probably has now outpaced Afrezza adoption. Both Afrezza and APS are very beneficial advancements for T1 patients, until such time as a real cure. Players like Medtronics have already been doing deals with insurers. They have an agreement Aetna and UHC to supply the 670G in exchange for an outcomes guarantee. The bigger driver though is that the new pumps coming to market this year with this functionality already. It is going to become difficult to buy non-APS compatible pumps in the next year or so. |
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Post by seanismorris on Feb 19, 2020 10:03:45 GMT -5
Rebranding is an acknowledgment that the sales force can’t sell Afrezza to doctors.
I suspect the next CC won’t impress and the message will be ‘just wait’.
If MannKind has a future it’s with Technosphere partnerships. The problem is time, they need a partner success story (commercially) to attract interest.
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Post by Chris-C on Mar 6, 2020 12:52:30 GMT -5
Rebranding is an acknowledgment that the sales force can’t sell Afrezza to doctors. I suspect the next CC won’t impress and the message will be ‘just wait’. If MannKind has a future it’s with Technosphere partnerships. The problem is time, they need a partner success story (commercially) to attract interest. I've also been thinking about the rebranding campaign in light of the less than encouraging conference call and consequent street vote of no confidence. I'll have to confess that it has a certain feel of desperation, especially if rumors of sale rep turnover are accurate. Rebranding is not an insignificant activity, and while it is not unusual, given the known impediments to adoption, it would not occur to me that it would result in a significant difference in scripts. What will make a difference is study results, label changes, and approvals in other countries besides Brazil. Are any of these pending? Oh for the opportunity to be a fly on the wall in the Mannkind board room lately... I'll confess that I sometimes wonder what is going through Kent Kresa's head these days? The guy is an aeronautical engineer with lots of experience, but that industry is far afield from pharmaceuticals. He's comfortably wealthy, serves on other boards, and at that point in life where many would be hanging up the saddle and spurs to enjoy life a bit more. Perhaps he feels, as many of us do, an obligation to honor Al Mann's legacy by making sure this genius product realizes its potential. But Al had his own skin in the game. That makes a difference. I just pray to God that Mr. Kresa has the board fully engaged. The corporate opacity behind which MC operates makes it nearly impossible to really know what's going on behind the scenes. The United Therapeutics deal, as I recall, came out of left field. So, perhaps Castagna has some other things going on. MC needs to be given some credit for progress, but the progress seems glacial, and the share price is and has been at the mercy of short sellers who can manipulate it at will under the apparently indifferent watch of the SEC. IMO, one thing MC is not particularly adept at (it seems), is managing shareholder sentiment. A wise CEO should always be mindful of the way casual comments and company actions are perceived, and not assume that because we all invested in MNKD, we must, by that action alone, be naive and gullible. Predators have a nose for the scent of desperation, and attentive investors (and traders) pick up on those cues as well. At the end of the day, I remind myself that there are smart people at work, including MC (despite the flaws pointed out frequently here) and that the information breadcrumbs dropped by management don't fully represent the work being done in the boardroom and executive suite. I guess my point here is, that when MC drops breadcrumbs, he should make darn sure they are from the tastiest loaves, and every once in awhile it's necessary to keep investors happy with an actual slice, preferably with butter. It's been awhile, and we're hungry. GLTAL Chris C |
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Post by ktim on Mar 6, 2020 13:32:10 GMT -5
Rebranding is an acknowledgment that the sales force can’t sell Afrezza to doctors. I suspect the next CC won’t impress and the message will be ‘just wait’. If MannKind has a future it’s with Technosphere partnerships. The problem is time, they need a partner success story (commercially) to attract interest. I've also been thinking about the rebranding campaign in light of the less than encouraging conference call and consequent street vote of no confidence. I'll have to confess that it has a certain feel of desperation, especially if rumors of sale rep turnover are accurate. Rebranding is not an insignificant activity, and while it is not unusual, given the known impediments to adoption, it would not occur to me that it would result in a significant difference in scripts. What will make a difference is study results, label changes, and approvals in other countries besides Brazil. Are any of these pending? Oh for the opportunity to be a fly on the wall in the Mannkind board room lately... I'll confess that I sometimes wonder what is going through Kent Kresa's head these days? The guy is an aeronautical engineer with lots of experience, but that industry is far afield from pharmaceuticals. He's comfortably wealthy, serves on other boards, and at that point in life where many would be hanging up the saddle and spurs to enjoy life a bit more. Perhaps he feels, as many of us do, an obligation to honor Al Mann's legacy by making sure this genius product realizes its potential. But Al had his own skin in the game. That makes a difference. I just pray to God that Mr. Kresa has the board fully engaged. The corporate opacity behind which MC operates makes it nearly impossible to really know what's going on behind the scenes. The United Therapeutics deal, as I recall, came out of left field. So, perhaps Castagna has some other things going on. MC needs to be given some credit for progress, but the progress seems glacial, and the share price is and has been at the mercy of short sellers who can manipulate it at will under the apparently indifferent watch of the SEC. IMO, one thing MC is not particularly adept at (it seems), is managing shareholder sentiment. A wise CEO should always be mindful of the way casual comments and company actions are perceived, and not assume that because we all invested in MNKD, we must, by that action alone, be naive and gullible. Predators have a nose for the scent of desperation, and attentive investors (and traders) pick up on those cues as well. At the end of the day, I remind myself that there are smart people at work, including MC (despite the flaws pointed out frequently here) and that the information breadcrumbs dropped by management don't fully represent the work being done in the boardroom and executive suite. I guess my point here is, that when MC drops breadcrumbs, he should make darn sure they are from the tastiest loaves, and every once in awhile it's necessary to keep investors happy with an actual slice, preferably with butter. It's been awhile, and we're hungry. GLTAL Chris C Rebranding is good, as long as shareholders finally get our jackets  MC, please get in touch because about sizing I'm not usually off the rack. Are those smoked breadcrumb reflections in a mirror? |
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Post by dmoney113 on Mar 7, 2020 6:37:21 GMT -5
Just a thought..I was reading about mnkd selling Afrezza in India so I googled mankind India and there is already a mankind pharma there a very successful $$bil$$ company does that have anything to do with rebranding??https://www.mankindpharma.com/
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Post by wesnigon on Mar 9, 2020 6:05:07 GMT -5
Just a thought..I was reading about mnkd selling Afrezza in India so I googled mankind India and there is already a mankind pharma there a very successful $$bil$$ company does that have anything to do with rebranding??https://www.mankindpharma.com/ You are missing an "n" in Mannkind. |
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Post by dmoney113 on Mar 9, 2020 6:51:48 GMT -5
The company In India is Mankind pharma
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Post by mango on Mar 10, 2020 13:51:31 GMT -5
Life more humann and the new brand begin this Spring.
In 2020, the spring equinox (also called the March equinox or vernal equinox) falls on Thursday, March 19, which is earlier than it’s been in over a century! This event marks the astronomical first day of spring in the Northern Hemisphere.
Big times ahead.
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Post by goyocafe on Mar 19, 2020 11:06:32 GMT -5
Spring 2020 is here..................
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Post by mango on Mar 19, 2020 11:45:45 GMT -5
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MC, please get in touch because about sizing I'm not usually off the rack.
