Post by liane on Feb 23, 2023 17:52:47 GMT -5
cretin11: thx liane less than a minute ago
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liane: Thanks everyone for participating in the shout box. I'll post the transcript in a minute. less than a minute ago
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sayhey24: V-Go is a no go especially if icodec is as good as Mike thinks 1 minute ago
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cretin11: V-Go the new kid on the block 1 minute ago
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cretin11: i think we hoped otherwise but kinda expected that. 2 minutes ago
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sayhey24: Now he just told us in not so many words - his phone is broke and he is not calling other companies to partner. Afrezza needed a partner yesterday. 5 minutes ago
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sayhey24: Mike told us a few calls ago the 2023 T2 plan was to put V-Go in the reps bag. There is no T2 plan for afrezza right now beyond the India trial. This has been a sore point with me for years since it was put in the freezer 4 years ago. 8 minutes ago
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hellodolly: That's the Type 2 plan right now. Focus on T1, allow the natural progression by physicians to take it to the T2. 10 minutes ago
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liane: back to the garble 12 minutes ago
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cretin11:
15 minutes ago
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blaz: "Down goes Frazier" 15 minutes ago
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rwp: lol "A-fray-za" 17 minutes ago
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rwp: It's accurate but they got lucky that the share price was what it was on the last day of each year. Definitely not the way to show a 5-year SP chart. 20 minutes ago
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cretin11: cherrypicked 20 minutes ago
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uvula: the 5 year stock price chart is very misleading. 25 minutes ago
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cretin11: no answer to that 25 minutes ago
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sayhey24: so what other applications do they have for V-Go? He asked the question and then never said. 25 minutes ago
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cretin11: and the static problem seems fixed
29 minutes ago
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cretin11: but either way it is slight so not a huge deal in the big picture 30 minutes ago
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cretin11: let's go with this slide then 31 minutes ago
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uvula: this slide shows afrezza q4 slightly better than q3. seems to disagree with earlier slide. 32 minutes ago
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uvula: officially giving up on afrezza for T2? 37 minutes ago
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uvula: afrezza 4q slightly worse than 3q?
39 minutes ago
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stella: I emailed IR - the call is intermittently garbled. Ridiculous. 39 minutes ago
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cretin11: if the transcript says "rest and grow" be wary of a conspiracy!
40 minutes ago
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hellodolly: PHIV study for Afrezza? 41 minutes ago
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gamblerjag: Lol. That was funny cretin 42 minutes ago
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gamblerjag:
42 minutes ago
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cretin11: can't wait to see how many typos in the transcription 43 minutes ago
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jay1ajay1a: yes 46 minutes ago
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liane: yes 46 minutes ago
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gamblerjag: Are you guys having a lot of static? 47 minutes ago
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hellodolly: This is just getting started and we darn near broke 100M! 2022 will be in the mirror and so will 100M. 49 minutes ago
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Chris-C: At first glance, one area that stuck out for me was expenses. It will be interesting to see if targeting PCPs had any success. It's expensive when the sales force is ratcheted up and down, not to mention increasing admin expenses. 50 minutes ago
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peppy: , 53 minutes ago
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ktim: Good thing I didn't go crazy with put selling yesterday. Does seem like we may get a pullback... and better opportunity for that options trade. 56 minutes ago
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tingtongtung: The results are good, considering that they started selling UTHR only in 4th Qtr (a little in 3rd)? Did I miss something? 57 minutes ago
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Thundersnow: Earnings report seems disappointing. My estimates were from $42M. $36M seems underwhelming. about an hour ago
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neil36: $9 million in royalties last quarter, which had $61.5 million in reported DPI script Symphony scripts are running 45% higher this quarter. That would put us on track for $13 million in royalties for this quarter and at least $50 million in royalties for'23 about an hour ago
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ktim: Is the term "Mannitarians" for employees a new one... or have I missed that in the past? about an hour ago
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ktim: Afrezza gross margin is now 92%... that's pretty impressive. I remember some speculated that Afrezza was inherently costly to manufacturer and implying, obviously incorrectly, that gross margin would never be good. about an hour ago
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blaz: Mike's fault - he's had 6 years to fix it about an hour ago
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BD: Calling it a "shout box" wasn't our idea...that's just what it is. about an hour ago
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cretin11: ktim i can't hear you stop whispering please about an hour ago
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mnkdfann: From SA: MannKind GAAP EPS of -$0.07 misses by $0.02, revenue of $36.06M beats by $0.55M about an hour ago
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ktim: Why do we always have to be shouting about earnings? Can't we use our inside voices? about an hour ago
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tingtongtung: Hi peppy.. hopefully better news at least this time.. about an hour ago
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peppy: hello
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liane: Thanks everyone for participating in the shout box. I'll post the transcript in a minute. less than a minute ago
x
sayhey24: V-Go is a no go especially if icodec is as good as Mike thinks 1 minute ago
x
cretin11: V-Go the new kid on the block 1 minute ago
x
cretin11: i think we hoped otherwise but kinda expected that. 2 minutes ago
x
sayhey24: Now he just told us in not so many words - his phone is broke and he is not calling other companies to partner. Afrezza needed a partner yesterday. 5 minutes ago
x
sayhey24: Mike told us a few calls ago the 2023 T2 plan was to put V-Go in the reps bag. There is no T2 plan for afrezza right now beyond the India trial. This has been a sore point with me for years since it was put in the freezer 4 years ago. 8 minutes ago
x
hellodolly: That's the Type 2 plan right now. Focus on T1, allow the natural progression by physicians to take it to the T2. 10 minutes ago
x
liane: back to the garble 12 minutes ago
x
cretin11:
15 minutes agox
blaz: "Down goes Frazier" 15 minutes ago
x
rwp: lol "A-fray-za" 17 minutes ago
x
rwp: It's accurate but they got lucky that the share price was what it was on the last day of each year. Definitely not the way to show a 5-year SP chart. 20 minutes ago
x
cretin11: cherrypicked 20 minutes ago
x
uvula: the 5 year stock price chart is very misleading. 25 minutes ago
x
cretin11: no answer to that 25 minutes ago
x
sayhey24: so what other applications do they have for V-Go? He asked the question and then never said. 25 minutes ago
x
cretin11: and the static problem seems fixed
29 minutes agox
cretin11: but either way it is slight so not a huge deal in the big picture 30 minutes ago
x
cretin11: let's go with this slide then 31 minutes ago
x
uvula: this slide shows afrezza q4 slightly better than q3. seems to disagree with earlier slide. 32 minutes ago
x
uvula: officially giving up on afrezza for T2? 37 minutes ago
x
uvula: afrezza 4q slightly worse than 3q?
39 minutes agox
stella: I emailed IR - the call is intermittently garbled. Ridiculous. 39 minutes ago
x
cretin11: if the transcript says "rest and grow" be wary of a conspiracy!
40 minutes agox
hellodolly: PHIV study for Afrezza? 41 minutes ago
x
gamblerjag: Lol. That was funny cretin 42 minutes ago
x
gamblerjag:
42 minutes agox
cretin11: can't wait to see how many typos in the transcription 43 minutes ago
x
jay1ajay1a: yes 46 minutes ago
x
liane: yes 46 minutes ago
x
gamblerjag: Are you guys having a lot of static? 47 minutes ago
x
hellodolly: This is just getting started and we darn near broke 100M! 2022 will be in the mirror and so will 100M. 49 minutes ago
x
Chris-C: At first glance, one area that stuck out for me was expenses. It will be interesting to see if targeting PCPs had any success. It's expensive when the sales force is ratcheted up and down, not to mention increasing admin expenses. 50 minutes ago
x
peppy: , 53 minutes ago
x
ktim: Good thing I didn't go crazy with put selling yesterday. Does seem like we may get a pullback... and better opportunity for that options trade. 56 minutes ago
x
tingtongtung: The results are good, considering that they started selling UTHR only in 4th Qtr (a little in 3rd)? Did I miss something? 57 minutes ago
x
Thundersnow: Earnings report seems disappointing. My estimates were from $42M. $36M seems underwhelming. about an hour ago
x
neil36: $9 million in royalties last quarter, which had $61.5 million in reported DPI script Symphony scripts are running 45% higher this quarter. That would put us on track for $13 million in royalties for this quarter and at least $50 million in royalties for'23 about an hour ago
x
ktim: Is the term "Mannitarians" for employees a new one... or have I missed that in the past? about an hour ago
x
ktim: Afrezza gross margin is now 92%... that's pretty impressive. I remember some speculated that Afrezza was inherently costly to manufacturer and implying, obviously incorrectly, that gross margin would never be good. about an hour ago
x
blaz: Mike's fault - he's had 6 years to fix it about an hour ago
x
BD: Calling it a "shout box" wasn't our idea...that's just what it is. about an hour ago
x
cretin11: ktim i can't hear you stop whispering please about an hour ago
x
mnkdfann: From SA: MannKind GAAP EPS of -$0.07 misses by $0.02, revenue of $36.06M beats by $0.55M about an hour ago
x
ktim: Why do we always have to be shouting about earnings? Can't we use our inside voices? about an hour ago
x
tingtongtung: Hi peppy.. hopefully better news at least this time.. about an hour ago
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peppy: hello