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Post by sayhey24 on Nov 10, 2021 15:17:19 GMT -5
[br What's with all this special invitation only crap? Just make it available for everyone. Trying to hide something? I am not trying to hide anything, gave you all the info I've come across. From what I've seen and experienced, they are not denying anyone access, just asking that you register. I am not sure who was originally invited or how they got invited. All I know is Mike said yesterday he was having a Retail Investor call today. They require registration so they know who is attending. As part of the registration process you will be sent a passcode. I did not waste my questions on who was originally invited but its a valid question if someone wants to IMO waste a question. There is a Q&A for questions which were not pre-submitted. |
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Post by mytakeonit on Nov 10, 2021 16:46:38 GMT -5
Oooh ... I must be a "certain investor" because they accepted my sign in.
But, that's mytakeonit
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Post by mytakeonit on Nov 10, 2021 21:22:28 GMT -5
Well so much for being a "certain investor" ... because just a couple minutes before it was to start ... my "loving wife" said ... "Let's go to Costco !!!" Why me Lord  |
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Post by lazyb767 on Nov 10, 2021 22:05:42 GMT -5
Well so much for being a "certain investor" ... because just a couple minutes before it was to start ... my "loving wife" said ... "Let's go to Costco !!!" Why me Lord Thank you.  Gotta keep pushing that 52 week high out. |
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Post by mango on Nov 11, 2021 8:13:35 GMT -5
Hey Chris-C thank you for the play-by-play yesterday during the Q&A. Much appreciated. Sounds like it went very well and a lot of great questions were asked and answered. Lots to look forward to! |
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Post by sayhey24 on Nov 11, 2021 9:02:16 GMT -5
Well so much for being a "certain investor" ... because just a couple minutes before it was to start ... my "loving wife" said ... "Let's go to Costco !!!" Why me Lord Costco or a special MNKD call for "certain investors", now thats a tuff call although they are not making the supreme pizza anymore so I think MNKD should win. I learned a few things on the call. Mike said they killed the Australian deal because the company was bought by DXCM and that would end up being a conflict of interest. Really I thought, how so? I would think having DXCM as a partner would be a good thing especially since DXCM knew before they did the deal that the distributor was an afrezza distributor. Mike also mentioned 3 or 4 times that he wants a single world wide distributor for afrezza. I am pretty sure its not going to be Sanofi but if Mike got a deal what company would be in conflict with DXCM and what company would be big enough? Also, what company is already in the diabetes space and understands the impact afrezza could have in the diabetes community? Mike called afrezza a distributive "Product". I have for many years called it a disruptive technology. IMO for afrezza's potential to be realized afrezza needs the CGM and the AGP monitoring service and of course the big market is with the T2s. I asked in a written question what CGM is being provided with the afrezza challenge program and who is paying for it. Mike said MNKD is providing the CGM but did not say which one. My WAG is its the Libre based on a feeling. |
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Post by Clement on Nov 11, 2021 9:17:13 GMT -5
re: investor call and BluHale. MC said he wants to (eventually) launch with integrated Dexcom live.
Mike also said the cgm manufacturers will not agree to exclusivity because they want to sell to and with everyone.
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Post by sayhey24 on Nov 11, 2021 9:28:25 GMT -5
re: investor call and BluHale. MC said he wants to (eventually) launch with integrated Dexcom live. Mike also said the cgm manufacturers will not agree to exclusivity because they want to sell to and with everyone. Yes, I have heard that from both Mike and Kevin Sayer. DXCM's market right now is with the subq market. If a CGM vendor saw an opportunity to really go after the T2 market and really be disruptive things could get interesting. Today, insulin is not used with the T2s until its too late. I also don't see DXCM going after early T2s. We will see. I hope Mike gets his world wide partner. Amazon has said more than once they are interested in diabetes, Google too. Abbott would be interesting and are big in the EU. |
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Post by myocat on Nov 11, 2021 10:00:28 GMT -5
"$181.1 million of Cash, Cash Equivalents and Investments at September 30, 2021",
$181.1 + $102.25 sale of building = $283.35 million
Am I correct?
I don't remember how much debts MND has but $283.35 million is a good run way to have. Hopefully, we'll see more sales and collaborations in the near future.
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Post by boca1girl on Nov 11, 2021 10:01:01 GMT -5
I believe the world wide distributor could be Ascencia. They are a global specialist in the diabetes space. They are the exclusive world wide distributor for Senseonics.
Ascensia.com
Established in 2016 through the acquisition of Bayer Diabetes Care by PHC Holdings (formerly known as Panasonic Healthcare Holdings), Ascensia Diabetes Care is a global company dedicated to improving the health and lives of people with diabetes. Already including the world-renowned CONTOUR™ range of blood glucose monitoring systems, and the exclusive global distribution partner for the Eversense® continuous glucose monitoring systems from Senseonics. We are committed to adding more innovative and life-changing products to our portfolio.
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Post by prcgorman2 on Nov 11, 2021 10:20:06 GMT -5
re: investor call and BluHale. MC said he wants to (eventually) launch with integrated Dexcom live. Mike also said the cgm manufacturers will not agree to exclusivity because they want to sell to and with everyone. Yes, I have heard that from both Mike and Kevin Sayer. DXCM's market right now is with the subq market. If a CGM vendor saw an opportunity to really go after the T2 market and really be disruptive things could get interesting. Today, insulin is not used with the T2s until its too late. I also don't see DXCM going after early T2s. We will see. I hope Mike gets his world wide partner. Amazon has said more than once they are interested in diabetes, Google too. Abbott would be interesting and are big in the EU. IIRC, you have been saying for years that Continuous Glucose Monitoring was the disruptive technology that would unlock the value of Afrezza, and I’ve always thought you were right. I very much believe that if glucose monitoring was as easy as exhaling through an inexpensive discrete whistle-shaped device, glucose monitoring would become a very widespread thing that people, even non-PWDs, would do. Is there anybody left above the age of 8 who doesn’t know that carbohydrates spike your blood sugar and enough of that makes you fat? I’m exaggerating of course, but our culture’s obsession with weight and carbs is fanatical. To heck with DXCM, it is Google and Apple that you need to pay attention to. They very much understand what it means to sell digital technology to consumers. Google already tried developing CGM contact lenses. And when you get right down to it, the C in Continuous is a bit of a misnomer. It is samples at intervals. A Bluehale device in the hands of the ordinary person could easily do that, and keep track, and predict trends. Anyway, this is a long-winded (get it?) way of saying informed consumers with good information can more safely use ultra-rapid inhalable human insulin. Glucose monitoring is going to be disruptive. You’ve been right all along. |
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Post by prcgorman2 on Nov 11, 2021 10:27:46 GMT -5
Another post on glucose monitoring. I remember reading an article on specially trained service dogs that were able to smell ketones on the breath of very young children and warn the family about hypoglycemia. The idea that blood glucose (or the lack thereof) could be detected in the breath fascinated me ever since. Dr. Al Mann was first and foremost a device genius. An inexpensive (and disposable?) BlueHale available off-the-shelf from every pharmacy in every Wal-Mart, grocery store, CVS, and Walgreens, and integrated with Apple and Google wearable devices, and using a Dexcomm or other client application would sell like hotcakes. Time for Mike to wander up to Cupertino and Mountain View and set the table.
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Post by sayhey24 on Nov 11, 2021 12:28:29 GMT -5
Yes, I have heard that from both Mike and Kevin Sayer. DXCM's market right now is with the subq market. If a CGM vendor saw an opportunity to really go after the T2 market and really be disruptive things could get interesting. Today, insulin is not used with the T2s until its too late. I also don't see DXCM going after early T2s. We will see. I hope Mike gets his world wide partner. Amazon has said more than once they are interested in diabetes, Google too. Abbott would be interesting and are big in the EU. IIRC, you have been saying for years that Continuous Glucose Monitoring was the disruptive technology that would unlock the value of Afrezza, and I’ve always thought you were right. I very much believe that if glucose monitoring was as easy as exhaling through an inexpensive discrete whistle-shaped device, glucose monitoring would become a very widespread thing that people, even non-PWDs, would do. Is there anybody left above the age of 8 who doesn’t know that carbohydrates spike your blood sugar and enough of that makes you fat? I’m exaggerating of course, but our culture’s obsession with weight and carbs is fanatical. To heck with DXCM, it is Google and Apple that you need to pay attention to. They very much understand what it means to sell digital technology to consumers. Google already tried developing CGM contact lenses. And when you get right down to it, the C in Continuous is a bit of a misnomer. It is samples at intervals. A Bluehale device in the hands of the ordinary person could easily do that, and keep track, and predict trends. Anyway, this is a long-winded (get it?) way of saying informed consumers with good information can more safely use ultra-rapid inhalable human insulin. Glucose monitoring is going to be disruptive. You’ve been right all along. I am hoping things like the non-invasive Apple/Samsung watches become real, really soon but at least in the beginning they won't be medical devices. IMO, for T2 afrezza users these non-invasive "CGMs" will be good enough. With T2s and afrezza we just need to be close. Any slight afrezza over-dosing the liver should take care of things. When these watch like devices are widely used the general public as a whole will for the first time, start understanding BG. IMO, before people can actually see what happens after they eat and how things change depending on what they eat - they really won't understand BG spikes and if their body's are properly responding to the spike. I can tell you my PCP really didn't understand and at first thought I was kind of nuts. I doubt few in the general public currently understand PPG. I also think once the general public starts seeing the spikes trying to control it will become a huge thing. New companies like Levels were started for exactly this but if the pancreas is not making enough insulin for whats being eaten there is only one way to control the spike and that's afrezza. Since Mike mentioned getting a world wide partner numerous times yesterday I got the feeling something is happening. I hope this happens sooner than later and I just hope we get a really good one who really appreciates the potential of afrezza and can realize that potential. I would love to see an Amazon or Google but only if they are really dedicated to this. Whats going on with Onduo to this point has been a disappointment. Since we don't have these non-invasive watches today, IMO the Libre is the next best thing and huge market share. Abbott for sure is dedicated to the Libre. Is Ascensia really dedicated to the CGM market or are they really more interested in selling BG monitors in CVS? |
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