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Post by Thundersnow on Nov 16, 2022 21:14:55 GMT -5
I just love how WHISKEYQUEEN took my post and made it her own on Stocktwits!! I thought Kevinmik was the only one. LOL
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Post by sayhey24 on Nov 17, 2022 18:07:02 GMT -5
All you Protein eaters, otherwise known as meat products, Beef/cow/MOO, Chicken/chicken/bacock.... Pork/Pig/OinkOink, Milk products, Lamb, Deer, Moose, Bear......Monkey.. Need to eat some salad with that to push the load through 23 feet of intestine........ Also, what are the chances that animal was healthy. That's all. What are the chances that animal was healthy? ZERO That animal was dead. Did you ever try and catch a live chicken let alone eat it while it is still healthy? |
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Post by prcgorman2 on Nov 17, 2022 19:07:58 GMT -5
When I was growing up, people were still repeating president Franklin Delano Roosevelt’s famous “chicken in every pot” fireside chat. My wife’s grandfather grew up during the first Great Depression, and they had “protein” once a week, if they were lucky. He grew up on a diet consisting mostly of vegetables and beans. After his service as a crew chief and later top turret gunner in B17s flying missions over Germany during WWII, he went to work for 30+ years at a grocery store, as a meat cutter. :-)
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Post by prcgorman2 on Nov 17, 2022 19:21:34 GMT -5
I would add “Coverage of Afrezza in the URAA product and inhaled insulin form in the Medicare Part D formulary” as a positive catalyst.
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Post by cedafuntennis on Nov 17, 2022 19:24:00 GMT -5
But why is it URAA. Is Afrezza an analog?
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Post by sayhey24 on Nov 17, 2022 19:40:39 GMT -5
But why is it URAA. Is Afrezza an analog? I asked that question as soon as Mike put up his 3Q2022 slide. You will notice the slide was not included in the slide package available on the MNKD website. No, afrezza is NOT an analog. It is human insulin. After thinking about the "mistake", I like URAA as long as the "A" stands for agent or antiglycemic. If Mike can make that happen then getting it into its proper place in the T2 SoC might be doable. After step 1 - metformin than add an URAA as step 2. Ultra Rapid Acting Agent sounds pretty cool and to get into that club all you have to do is be as good as afrezza at TIR. BTW - The kids study has define superiority as TIR. |
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Post by porkini on Nov 18, 2022 10:10:11 GMT -5
But why is it URAA. Is Afrezza an analog? I asked that question as soon as Mike put up his 3Q2022 slide. You will notice the slide was not included in the slide package available on the MNKD website. No, afrezza is NOT an analog. It is human insulin. After thinking about the "mistake", I like URAA as long as the "A" stands for agent or antiglycemic. If Mike can make that happen then getting it into its proper place in the T2 SoC might be doable. After step 1 - metformin than add an URAA as step 2. Ultra Rapid Acting Agent sounds pretty cool and to get into that club all you have to do is be as good as afrezza at TIR. BTW - The kids study has define superiority as TIR. Link: investors.mannkindcorp.com/static-files/92d4a5eb-72b6-4527-9951-6e613d4edac8I just checked [again] and slide #9 has the following title and subtitle: Improved NRx Market Share YTD in URAA
Afrezza Ultra Rapid Acting NRx market share among our targets continues to growMaybe there is a simple typo/brainfart while putting the slide deck together and the subtitle should have read: Ultra Rapid Acting Afrezza NRx market share among our targets continues to grow |
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Post by sayhey24 on Nov 18, 2022 14:17:36 GMT -5
Yes it has URAA but there was another slide in the beginning of the presentation and he had afrezza in this new URAA class on the slide and then said
"We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAA. And so that market share, as you look amongst our key targets has continued to grow after years of decline and watching our competition continue to take attractive market share away from us that we believe they're reaching for a faster insulin and Afrezza should be the fastest in [ton] of choice. And with that refocus this year, we've continued to grow market share quarter-over-quarter, month-over-month."
I should have recorded the call. Maybe someone else did.
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Post by porkini on Nov 18, 2022 15:29:36 GMT -5
Yes it has URAA but there was another slide in the beginning of the presentation and he had afrezza in this new URAA class on the slide and then said "We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAA. And so that market share, as you look amongst our key targets has continued to grow after years of decline and watching our competition continue to take attractive market share away from us that we believe they're reaching for a faster insulin and Afrezza should be the fastest in [ton] of choice. And with that refocus this year, we've continued to grow market share quarter-over-quarter, month-over-month." I should have recorded the call. Maybe someone else did. From investors.mannkindcorp.com/The webcast of the Third Quarter 2022 Earnings Call will be available until 11/22/2022 at edge.media-server.com/mmc/p/vt2bsuxy for anyone who cares to listen again (stated @00:00:12 into the presentation) @00:03:45 into the webcast (which is near the beginning) is where slide #9 with "URAA" appears and the following is what MC stated (from transcript, 2022 Q3 Earnings Call Transcript) when the slide appeared: "Let me start off by talking about Afrezza and what we're doing to kind of continue to grow market share there. We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAI. And so that market share if you look among our key targets that's continued to grow after years of decline and watching our competition continue to take ultra acting market share away from us, and we believe they're reaching for a faster insulin and Afrezza should be the fastest insulin of choice. And with that refocus this year, we've continued to grow market share quarter over quarter, month over month." I would take that to mean that the "subset of doctors as well as ultra-acting analog insulin, URAI," are the key targets that MNKD is pivoting their focus on - NOT that Afrezza is an "analog insulin." The speaking notes MC had in front of him conflicted with the slide with "URAA" (all my supposition). This leads me to believe the slide is correct with a typo on the subtitle and the speaker was temporarily disoriented by seeing "ultra-acting analog insulin, URAI" in the speaking notes and "URAA" on the presentation slide and the typo in the slide's subtitle, thereby creating a small brainfart. I would assume that the CEO of MNKD would know that his company's product is not an insulin analog ( en.wikipedia.org/wiki/Insulin_analog). There was not a second shooter/slide with "URAA" or "URAI" in the presentation. |
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Post by prcgorman2 on Nov 18, 2022 16:04:35 GMT -5
Yes it has URAA but there was another slide in the beginning of the presentation and he had afrezza in this new URAA class on the slide and then said "We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAA. And so that market share, as you look amongst our key targets has continued to grow after years of decline and watching our competition continue to take attractive market share away from us that we believe they're reaching for a faster insulin and Afrezza should be the fastest in [ton] of choice. And with that refocus this year, we've continued to grow market share quarter-over-quarter, month-over-month." I should have recorded the call. Maybe someone else did. From investors.mannkindcorp.com/The webcast of the Third Quarter 2022 Earnings Call will be available until 11/22/2022 at edge.media-server.com/mmc/p/vt2bsuxy for anyone who cares to listen again (stated @00:00:12 into the presentation) @00:03:45 into the webcast (which is near the beginning) is where slide #9 with "URAA" appears and the following is what MC stated (from transcript, 2022 Q3 Earnings Call Transcript) when the slide appeared: "Let me start off by talking about Afrezza and what we're doing to kind of continue to grow market share there. We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAI. And so that market share if you look among our key targets that's continued to grow after years of decline and watching our competition continue to take ultra acting market share away from us, and we believe they're reaching for a faster insulin and Afrezza should be the fastest insulin of choice. And with that refocus this year, we've continued to grow market share quarter over quarter, month over month." I would take that to mean that the "subset of doctors as well as ultra-acting analog insulin, URAI," are the key targets that MNKD is pivoting their focus on - NOT that Afrezza is an "analog insulin." The speaking notes MC had in front of him conflicted with the slide with "URAA" (all my supposition). This leads me to believe the slide is correct with a typo on the subtitle and the speaker was temporarily disoriented by seeing "ultra-acting analog insulin, URAI" in the speaking notes and "URAA" on the presentation slide and the typo in the slide's subtitle, thereby creating a small brainfart. I would assume that the CEO of MNKD would know that his company's product is not an insulin analog ( en.wikipedia.org/wiki/Insulin_analog). There was not a second shooter/slide with "URAA" or "URAI" in the presentation. I've sat through so many presentations it's stunning. I'm stunned. Anyway, I've noticed that speakers (including myself on occasion) sometimes vary from what is on the page. Also, transcripts don't always capture what was said, and neither do captions, translations, or sign language.
I think the question should not be whether Mike's copy of what he was working from was wrong, or he was. It doesn't matter. What matters is whether URAA is an actual category of interest to regulators, prescribers, insurers, and last but not least, persons with diabetes.
A short Google search found multiple articles exploring ultra-rapid acting insulins, and some as recently published as this year. None of the articles I browsed used the term URAA, and tragically, none mentioned Afrezza. All of them only looked at injectible insulins either commercially available, or in development.
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Post by porkini on Nov 18, 2022 17:03:07 GMT -5
From investors.mannkindcorp.com/The webcast of the Third Quarter 2022 Earnings Call will be available until 11/22/2022 at edge.media-server.com/mmc/p/vt2bsuxy for anyone who cares to listen again (stated @00:00:12 into the presentation) @00:03:45 into the webcast (which is near the beginning) is where slide #9 with "URAA" appears and the following is what MC stated (from transcript, 2022 Q3 Earnings Call Transcript) when the slide appeared: "Let me start off by talking about Afrezza and what we're doing to kind of continue to grow market share there. We pivoted this year to focus on a subset of doctors as well as ultra-acting analog insulin, URAI. And so that market share if you look among our key targets that's continued to grow after years of decline and watching our competition continue to take ultra acting market share away from us, and we believe they're reaching for a faster insulin and Afrezza should be the fastest insulin of choice. And with that refocus this year, we've continued to grow market share quarter over quarter, month over month." I would take that to mean that the "subset of doctors as well as ultra-acting analog insulin, URAI," are the key targets that MNKD is pivoting their focus on - NOT that Afrezza is an "analog insulin." The speaking notes MC had in front of him conflicted with the slide with "URAA" (all my supposition). This leads me to believe the slide is correct with a typo on the subtitle and the speaker was temporarily disoriented by seeing "ultra-acting analog insulin, URAI" in the speaking notes and "URAA" on the presentation slide and the typo in the slide's subtitle, thereby creating a small brainfart. I would assume that the CEO of MNKD would know that his company's product is not an insulin analog ( en.wikipedia.org/wiki/Insulin_analog). There was not a second shooter/slide with "URAA" or "URAI" in the presentation. I've sat through so many presentations it's stunning. I'm stunned. Anyway, I've noticed that speakers (including myself on occasion) sometimes vary from what is on the page. Also, transcripts don't always capture what was said, and neither do captions, translations, or sign language.
I think the question should not be whether Mike's copy of what he was working from was wrong, or he was. It doesn't matter. What matters is whether URAA is an actual category of interest to regulators, prescribers, insurers, and last but not least, persons with diabetes. A short Google search found multiple articles exploring ultra-rapid acting insulins, and some as recently published as this year. None of the articles I browsed used the term URAA, and tragically, none mentioned Afrezza. All of them only looked at injectible insulins either commercially available, or in development. Thank you for helping emphasize the point. You probably will not see "URAA" in the articles because it is an acronym on a MNKD slide presentation used in the 2022 3Q Earnings call. It should not be a difficult thing to recognize and accept that a simple explanation like a typo/misplaced word in a subtitle is likely the source of confusion for many who like to overthink things at times (myself included). Rather than give URAA an entirely different meaning on this thread, I've reached out to MNKD Investor Relations (ir@mannkindcorp.com) and will report back their response. |
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Post by prcgorman2 on Nov 18, 2022 20:22:30 GMT -5
Thank you porkini.
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Post by u1682002 on Nov 20, 2022 14:13:02 GMT -5
Will 2023 be the year MNKD see 1st penny of net profit? I am hoping Mike can start at least to start to talk about break-even in coming quarters.
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Post by longliner on Mar 23, 2023 15:23:40 GMT -5
hiswelshness
3m
$MNKD All hands are on deck at the troll farm today. Big Pharma, via their WS proxies, taking the opportunity to attack $MNKD using recent market volatility for cover. BP's enduring obsession with the destruction of this tiny company is the true measure of the threat Afrezza poses to their diabetes cartel. Know what you own.
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Post by letitride on Mar 23, 2023 15:37:46 GMT -5
And what is it I dont already Know or I wouldnt still be here?
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