Post by liane on Nov 8, 2022 9:47:13 GMT -5
Chris-C: Thanks Liane Ban Edit a few seconds ago
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sayhey24: It was a good call but no T2 plan and we are leaving $40B on the table. a few seconds ago
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liane: Thanks everyone. Closing the chat now, but will post the transcript. less than a minute ago
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MnkdIsMyRetiremntPlan: double-digit growth going forward less than a minute ago
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MnkdIsMyRetiremntPlan: oops, yea .. not yeah less than a minute ago
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MnkdIsMyRetiremntPlan: Yeah, some positive stuff in mike's very last line 1 minute ago
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MnkdIsMyRetiremntPlan: I think I heard mike say cash flow positive by the end of the year. What year? 1 minute ago
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sayhey24: Mike is super excited but no T2 plan. His focus is only T1s. 2 minutes ago
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MnkdIsMyRetiremntPlan: I second that, kite 2 minutes ago
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MnkdIsMyRetiremntPlan: ok, well mike at least says he has a plan 3 minutes ago
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kite: can someone infuse a dose of "Martine enthusiasm" into Mike? 3 minutes ago
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castlerockchris: Interesting comment on Afrezza, it sounds like until PEDs what we have is what we have. A product that grows 10% a year and delivers 100mm in revenue. 3 minutes ago
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celo: Of course dpi is changing lives as could the molecule in any of the pipeline 5 minutes ago
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sayhey24: 175 Study showed superiority for t2s - The kids study will show superiority for T1s. Mike said afrezza is on a tight lease next year - he is waiting on the T1 market to pan out. The India study is a 175 redo and will also show superiority 5 minutes ago
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celo: Just the manufacturer?? Come on mike pump it up! Massive revenue stream! 7 minutes ago
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uvula: afrezza superiority trial. (I might be using wrong terminology.) All we have now is it is non inferior. 8 minutes ago
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celo: Good clofazimine discussion by mike 9 minutes ago
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sayhey24: superiority trial for what? 10 minutes ago
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uvula: No mention of investing in a superiority clinical trial. 11 minutes ago
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Chris-C: They have been talking about Bluhale forever. It speaks volumes that they delayed so long the chip became obsolete and they had to re-design it. I don't hear much enthusiasm from Mike about it, so no wonder. 14 minutes ago
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MnkdIsMyRetiremntPlan: Right, celo. headset ... not speakerphone 15 minutes ago
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celo: Get a better system for these quarterly calls. Don't do them in an echo closet 16 minutes ago
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sayhey24: Now he is talking 2024 for afrezza - he better go find a partner for the T2 market 18 minutes ago
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Chris-C: Overall, the organization, presentation, and clarity of the call were 100% better than previously. Castagna still needs work, but the enthusiasm came through and he just needs to slow down and enunciate, IMO. 19 minutes ago
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castlerockchris: I just changed the person I would most like to have lunch with from Buffett to Dr Rothblatt. 21 minutes ago
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celo: You are correct chris 23 minutes ago
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castlerockchris: What I heard regarding sales reps was that they are expanding the V-go sales to 60 additional afrezza reps, not 60 new reps 24 minutes ago
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uvula: "Nothing here is a surprise". This isn't something to brag about. 25 minutes ago
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sayhey24: COGS on afrezza will just get better. Its a freaking gold mine. We just need to sell it. 25 minutes ago
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neil36: Japan? 26 minutes ago
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MnkdIsMyRetiremntPlan: that's sarcasm 29 minutes ago
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MnkdIsMyRetiremntPlan: Wow, that was really enthusiastic, Mike 29 minutes ago
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MnkdIsMyRetiremntPlan: Premarket is about 3.72 ... wth? 30 minutes ago
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celo: Great COGS on Afrezza wow! 30 minutes ago
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oldfishtowner: Agree with sayhey. Not impressed so far. Pediatric trial delayed 6 months. Market strategy for V-Go and Afrezza seems limited - too conservative and missing the big picture. 31 minutes ago
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sayhey24: Still no T2 plan for afrezza - very disappointing 36 minutes ago
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celo: Remove the marbles from your mouth Mike 36 minutes ago
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lookforgrowth: Good to hear the words "cash flow break even" - hopefully they can achieve 36 minutes ago
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uvula: 16 or 60 sales reps? Mike needs to take speaking lessons. 37 minutes ago
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celo: 60 more reps for v-go and afrezza 37 minutes ago
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sayhey24: What is URAA? Ultra Rapid Acting what? 37 minutes ago
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neil36: ABC results coming shortly 39 minutes ago
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porkini: Hi kite, quiet in here. 40 minutes ago
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sayhey24: The sound today is finally good and not muffled and Mike says we have a "New Company" 41 minutes ago
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kite: Hello from NYC!
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sayhey24: It was a good call but no T2 plan and we are leaving $40B on the table. a few seconds ago
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liane: Thanks everyone. Closing the chat now, but will post the transcript. less than a minute ago
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MnkdIsMyRetiremntPlan: double-digit growth going forward less than a minute ago
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MnkdIsMyRetiremntPlan: oops, yea .. not yeah less than a minute ago
x
MnkdIsMyRetiremntPlan: Yeah, some positive stuff in mike's very last line 1 minute ago
x
MnkdIsMyRetiremntPlan: I think I heard mike say cash flow positive by the end of the year. What year? 1 minute ago
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sayhey24: Mike is super excited but no T2 plan. His focus is only T1s. 2 minutes ago
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MnkdIsMyRetiremntPlan: I second that, kite 2 minutes ago
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MnkdIsMyRetiremntPlan: ok, well mike at least says he has a plan 3 minutes ago
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kite: can someone infuse a dose of "Martine enthusiasm" into Mike? 3 minutes ago
x
castlerockchris: Interesting comment on Afrezza, it sounds like until PEDs what we have is what we have. A product that grows 10% a year and delivers 100mm in revenue. 3 minutes ago
x
celo: Of course dpi is changing lives as could the molecule in any of the pipeline 5 minutes ago
x
sayhey24: 175 Study showed superiority for t2s - The kids study will show superiority for T1s. Mike said afrezza is on a tight lease next year - he is waiting on the T1 market to pan out. The India study is a 175 redo and will also show superiority 5 minutes ago
x
celo: Just the manufacturer?? Come on mike pump it up! Massive revenue stream! 7 minutes ago
x
uvula: afrezza superiority trial. (I might be using wrong terminology.) All we have now is it is non inferior. 8 minutes ago
x
celo: Good clofazimine discussion by mike 9 minutes ago
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sayhey24: superiority trial for what? 10 minutes ago
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uvula: No mention of investing in a superiority clinical trial. 11 minutes ago
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Chris-C: They have been talking about Bluhale forever. It speaks volumes that they delayed so long the chip became obsolete and they had to re-design it. I don't hear much enthusiasm from Mike about it, so no wonder. 14 minutes ago
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MnkdIsMyRetiremntPlan: Right, celo. headset ... not speakerphone 15 minutes ago
x
celo: Get a better system for these quarterly calls. Don't do them in an echo closet 16 minutes ago
x
sayhey24: Now he is talking 2024 for afrezza - he better go find a partner for the T2 market 18 minutes ago
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Chris-C: Overall, the organization, presentation, and clarity of the call were 100% better than previously. Castagna still needs work, but the enthusiasm came through and he just needs to slow down and enunciate, IMO. 19 minutes ago
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castlerockchris: I just changed the person I would most like to have lunch with from Buffett to Dr Rothblatt. 21 minutes ago
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celo: You are correct chris 23 minutes ago
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castlerockchris: What I heard regarding sales reps was that they are expanding the V-go sales to 60 additional afrezza reps, not 60 new reps 24 minutes ago
x
uvula: "Nothing here is a surprise". This isn't something to brag about. 25 minutes ago
x
sayhey24: COGS on afrezza will just get better. Its a freaking gold mine. We just need to sell it. 25 minutes ago
x
neil36: Japan? 26 minutes ago
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MnkdIsMyRetiremntPlan: that's sarcasm 29 minutes ago
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MnkdIsMyRetiremntPlan: Wow, that was really enthusiastic, Mike 29 minutes ago
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MnkdIsMyRetiremntPlan: Premarket is about 3.72 ... wth? 30 minutes ago
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celo: Great COGS on Afrezza wow! 30 minutes ago
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oldfishtowner: Agree with sayhey. Not impressed so far. Pediatric trial delayed 6 months. Market strategy for V-Go and Afrezza seems limited - too conservative and missing the big picture. 31 minutes ago
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sayhey24: Still no T2 plan for afrezza - very disappointing 36 minutes ago
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celo: Remove the marbles from your mouth Mike 36 minutes ago
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lookforgrowth: Good to hear the words "cash flow break even" - hopefully they can achieve 36 minutes ago
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uvula: 16 or 60 sales reps? Mike needs to take speaking lessons. 37 minutes ago
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celo: 60 more reps for v-go and afrezza 37 minutes ago
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sayhey24: What is URAA? Ultra Rapid Acting what? 37 minutes ago
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neil36: ABC results coming shortly 39 minutes ago
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porkini: Hi kite, quiet in here. 40 minutes ago
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sayhey24: The sound today is finally good and not muffled and Mike says we have a "New Company" 41 minutes ago
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kite: Hello from NYC!