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Post by hellodolly on Jan 24, 2023 6:02:53 GMT -5
MannKind Corporation (Nasdaq: MNKD), a company focused on the development and commercialization of inhaled therapeutic products and devices for patients with endocrine and orphan lung diseases, announced today that its Chief Executive Officer, Michael Castagna, PharmD, and Chief Financial Officer, Steven B. Binder, will participate in the Lytham Partners Investor Select Conference taking place virtually on Tuesday, January 31, 2023. The Company’s webcast presentation will be available for viewing at 9:00am ET on Tuesday, January 31, 2023, on the Company's website at Events & Presentations or investors.mannkindcorp.com/events-and-presentations. The webcast will also be archived and available for replay. Management will be participating in virtual one-on-one meetings. To arrange a meeting with management, please contact Lytham Partners at 1x1@lythampartners.com. |
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Post by anderson on Jan 24, 2023 9:38:53 GMT -5
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Post by letitride on Jan 31, 2023 9:27:12 GMT -5
Solid presentation by Mike this morning plenty of info on Afrezza confirmed will listen to it again later.
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Post by Clement on Jan 31, 2023 10:12:20 GMT -5
Solid presentation by Mike this morning plenty of info on Afrezza confirmed will listen to it again later. Yes. Solid. Here's my crude report of what MC said at the Lytham Conference this morning: re clofazimine ph 2/3 trial -- will dose patients in 2nd half this year re Afrezza and $35 insulin cap -- already seen a nice lift in scripts in January In the next 12 months: - India readout - Peds enrollment will be complete by end of year - in Feb we get results from pump switch trial - Endocrine business (Afrezza and VGO) should be CFBE by end of year. |
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Post by lennymnkd on Jan 31, 2023 10:48:12 GMT -5
Once a week Basal insulin.. paired with afrezza
Not to shabby .. like to see you come up with
That in your garage.
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Post by dh4mizzou on Jan 31, 2023 11:02:10 GMT -5
Anyone have anything to share on what Mike said this morning?
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Post by cjm18 on Jan 31, 2023 11:07:34 GMT -5
Solid presentation by Mike this morning plenty of info on Afrezza confirmed will listen to it again later. Yes. Solid. Here's my crude report of what MC said at the Lytham Conference this morning: re clofazimine ph 2/3 trial -- will dose patients in 2nd half this year re Afrezza and $35 insulin cap -- already seen a nice lift in scripts in January In the next 12 months: - India readout - Peds enrollment will be complete by end of year - in Feb we get results from pump switch trial - Endocrine business (Afrezza and VGO) should be CFBE by end of year. Looks good. Also clofazimine is 6 month end point. peds trial results in 1q24 at earliest. Feb - pump switch trial results. Want to do larger trial with goal of Tresiba and afrezza ( no pumps). India - file for approval this year Dpi - iPf population is 10x. |
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Post by phdedieu12 on Jan 31, 2023 11:48:25 GMT -5
It's refreshing to see a calm yet upbeat MC. He gave a clear explanation of the turn around, reiterated that we're no longer the struggling, on the brink of extinction Afrezza one trick pony, but a well funded delivery platform company with approved drugs, (one of which, Tyvaso, is proving to be a massive success, even in its early stages), a really strong pipeline that is developing nicely, and a bright future. And for investors, a company that has beat the index solidly for the past few years. He provided some color on the ongoing efforts, acknowledged challenges, pointed to the solutions, and it's all about executing now. I liked the call, and I can't help but thinking that we have a really nice quarter in store for the upcoming EC
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Post by JEvans on Jan 31, 2023 11:52:13 GMT -5
Anyone have anything to share on what Mike said this morning? What I hear from Mike is that he is keeping the main thing the main thing. The main thing is PPS !MNKD has already one blockbuster drug Tyvaso DPI and potentially a few more in the pipe. We are soon to be profitable and debt should no longer be looming over our head. Afrezza should see stronger sales starting 2Q 2023. A lot of "Hope", and "Should see's", but based on real evidence. Current and future revenue stream is only getting stronger QoQ and YoY.... |
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Post by phdedieu12 on Jan 31, 2023 11:52:18 GMT -5
Is it me or he sounded particularly confident that the pump switch trial was going to show precisely that you can be on Tresiba and Afrezza and say goodbye to the pump?
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Post by cjc04 on Jan 31, 2023 12:27:49 GMT -5
Solid presentation by Mike this morning plenty of info on Afrezza confirmed will listen to it again later. Yes. Solid. Here's my crude report of what MC said at the Lytham Conference this morning: re clofazimine ph 2/3 trial -- will dose patients in 2nd half this year re Afrezza and $35 insulin cap -- already seen a nice lift in scripts in January In the next 12 months: - India readout - Peds enrollment will be complete by end of year - in Feb we get results from pump switch trial - Endocrine business (Afrezza and VGO) should be CFBE by end of year. not trying to make something out of nothing, but is it normal for a CEO to just toss out a time line for 1 specific piece of the company to be CFBE? |
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Post by dh4mizzou on Jan 31, 2023 12:30:33 GMT -5
Sorry. CFBE means?
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Post by cretin11 on Jan 31, 2023 12:38:43 GMT -5
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Post by prcgorman2 on Jan 31, 2023 12:46:29 GMT -5
I like that CFBE was specific to the "endocrine" line of business. As much as we've complained about Afrezza sluggish sales growth (and others complained about the V-Go acquisition), achieving CFBE is an important milestone and will be remarkably good news. (Edited to add "will be". Don't want to imply it's already been accomplished.)
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Post by phdedieu12 on Jan 31, 2023 12:54:12 GMT -5
Yes. Solid. Here's my crude report of what MC said at the Lytham Conference this morning: re clofazimine ph 2/3 trial -- will dose patients in 2nd half this year re Afrezza and $35 insulin cap -- already seen a nice lift in scripts in January In the next 12 months: - India readout - Peds enrollment will be complete by end of year - in Feb we get results from pump switch trial - Endocrine business (Afrezza and VGO) should be CFBE by end of year. not trying to make something out of nothing, but is it normal for a CEO to just toss out a time line for 1 specific piece of the company to be CFBE? I think (without going back to listen to the call to verify) that besides the obvious, (that is, everyone is looking to generate a profit as soon as possible), the board made it a priority. Sounded like this was a specific goal from the board and they are meeting that goal. And that is not to say MC or anyone else was looking at delaying. But it is clear that they certainly wanted to showcase that this part of the company was no longer hemorrhaging money |
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