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Post by radgray68 on Aug 14, 2023 20:03:30 GMT -5
Wow! I mis-clicked and wound up on this tired old thread after promising myself I wouldn't. Thought it would be locked by now. Talk about beating a dead horse. But you guys enjoy.
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Post by mymann on Aug 14, 2023 20:39:09 GMT -5
Wow! I mis-clicked and wound up on this tired old thread after promising myself I wouldn't. Thought it would be locked by now. Talk about beating a dead horse. But you guys enjoy. Beating a dead horse. GLP 1 never going to happen with mnkd. Mike is in comfortable position. He is not going to rock the boat. Getting paid for mediocrity. |
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Post by prcgorman2 on Aug 14, 2023 21:30:47 GMT -5
Wow! I mis-clicked and wound up on this tired old thread after promising myself I wouldn't. Thought it would be locked by now. Talk about beating a dead horse. But you guys enjoy. Beating a dead horse. GLP 1 never going to happen with mnkd. Mike is in comfortable position. He is not going to rock the boat. Getting paid for mediocrity. Reminds me of your posts. You are entitled to your opinion, but mediocrity is not how or why we achieved cash flow break-even from a company that was literally on the doorstep of bankruptcy in 2017 when Mike took over as CEO and why analysts have been raising the share price targets. It was not charity that landed the deal with United Therepeutics. It was shrewd choice of taking a Treprostinil on TechnoSphere through a Phase 1 trial thereby potentially developing a product superior to the one UTHR wanted to protect. We know it was and is superior because UTHR said as much on the last earnings call. Tyvaso DPI sales are eclipsing non-DPI by more than 2:1. Clofazamine for NTM and Nintedanib for PH-ILD are also valuable if they prove out. Between Tyvaso DPI for PAH and the extended indications, Afrezza, Clofazamine and/or Nintedanib, the future of MNKD has a lot of promising products. And that’s if they do no more partnerships. If they land a partnership like sayhey24 is urging for GLP-1 analog, there will be ample proof mediocrity is not the right descriptor. |
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Post by cretin11 on Aug 14, 2023 22:15:15 GMT -5
Wow! I mis-clicked and wound up on this tired old thread after promising myself I wouldn't. Thought it would be locked by now. Talk about beating a dead horse. But you guys enjoy. Beating a dead horse. GLP 1 never going to happen with mnkd. Mike is in comfortable position. He is not going to rock the boat. Getting paid for mediocrity. Several straightforward and accurate statements there. Your second statement could be proven false if sayhey were appointed CEO, but that does not seem likely. 🤨 |
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Post by mymann on Aug 15, 2023 16:33:42 GMT -5
Beating a dead horse. GLP 1 never going to happen with mnkd. Mike is in comfortable position. He is not going to rock the boat. Getting paid for mediocrity. Reminds me of your posts. You are entitled to your opinion, but mediocrity is not how or why we achieved cash flow break-even from a company that was literally on the doorstep of bankruptcy in 2017 when Mike took over as CEO and why analysts have been raising the share price targets. It was not charity that landed the deal with United Therepeutics. It was shrewd choice of taking a Treprostinil on TechnoSphere through a Phase 1 trial thereby potentially developing a product superior to the one UTHR wanted to protect. We know it was and is superior because UTHR said as much on the last earnings call. Tyvaso DPI sales are eclipsing non-DPI by more than 2:1. Clofazamine for NTM and Nintedanib for PH-ILD are also valuable if they prove out. Between Tyvaso DPI for PAH and the extended indications, Afrezza, Clofazamine and/or Nintedanib, the future of MNKD has a lot of promising products. And that’s if they do no more partnerships. If they land a partnership like sayhey24 is urging for GLP-1 analog, there will be ample proof mediocrity is not the right descriptor. Afrezza is another one that's not going anywhere. Mealtime nitch drug only for those who can afford it. |
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Post by akemp3000 on Aug 15, 2023 17:32:57 GMT -5
Right. Once it's approved for pediatrics, no doubt all the moms will still want needles for their precious screaming kids. And once the current tests underway show superiority then equal or better results from those using a pump, who cares? The idea of Afrezza being a niche drug will disappear as quickly as the phrase "pending bankruptcy" did.
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Post by sportsrancho on Aug 15, 2023 17:40:34 GMT -5
Do have to have a super mom that will stand up to her doctor.
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Post by bones1026 on Aug 15, 2023 17:44:29 GMT -5
Reminds me of your posts. You are entitled to your opinion, but mediocrity is not how or why we achieved cash flow break-even from a company that was literally on the doorstep of bankruptcy in 2017 when Mike took over as CEO and why analysts have been raising the share price targets. It was not charity that landed the deal with United Therepeutics. It was shrewd choice of taking a Treprostinil on TechnoSphere through a Phase 1 trial thereby potentially developing a product superior to the one UTHR wanted to protect. We know it was and is superior because UTHR said as much on the last earnings call. Tyvaso DPI sales are eclipsing non-DPI by more than 2:1. Clofazamine for NTM and Nintedanib for PH-ILD are also valuable if they prove out. Between Tyvaso DPI for PAH and the extended indications, Afrezza, Clofazamine and/or Nintedanib, the future of MNKD has a lot of promising products. And that’s if they do no more partnerships. If they land a partnership like sayhey24 is urging for GLP-1 analog, there will be ample proof mediocrity is not the right descriptor. Afrezza is another one that's not going anywhere. Mealtime nitch drug only for those who can afford it. Yet, here you are on MNKD message board Common sense. |
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Post by mymann on Aug 15, 2023 18:01:20 GMT -5
Just sturring the pot a little. After 7 years trying to sell Afrezza, there must have been some reason sny dropped Afrezza. It can't be just trying to save money by sny?
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Post by Clement on Aug 15, 2023 18:56:37 GMT -5
Just sturring the pot a little. After 7 years trying to sell Afrezza, there must have been some reason sny dropped Afrezza. It can't be just trying to save money by sny? Get your facts straight. SNY did not sell Afrezza anywhere near 7 years. |
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Post by sr71 on Aug 15, 2023 19:57:11 GMT -5
Do have to have a super mom that will stand up to her doctor. I’m hoping that VDEX would start treating kids after pediatric approval for Afrezza. 😊 |
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Post by prcgorman2 on Aug 15, 2023 23:25:47 GMT -5
Just sturring the pot a little. After 7 years trying to sell Afrezza, there must have been some reason sny dropped Afrezza. It can't be just trying to save money by sny? Yikes. No training or background. Just threw you in here to make absurd statements did they? Well, you get what you pay for. Chris Viehbacher, former CEO of Genzyme and then (2014) CEO of Sanofi signed a world-wide marketing agreement with MannKind to market Afrezza for which MannKind would be paid over $1,000,000,000 dollars in royalties and milestone payments. I think it was about 4 months after signing this agreement, Viehbacher was let go by Sanofi and replaced by Oliver Brandicoot. Brandicoot, had been the senior executive at Pfizer that had presided over the marketing disaster that was Exubera which was an inhalable RAA insulin. The inhaler looked like a bong and the insulin was just as slow as the kind you inject subcutaneously into your abdomen so the experience was the same other than the bong didn’t travel well. Brandicoot summariliy suspended all marketing activiteis and ultimately cancelled the MannKind contract at the earlies opportunity which was about 6 to 9 months after Brandicoot took over as CEO. All of the clinical trials and advertising and milestones and royalties that Sanofi was obliged to provide fell by the wayside. It was a disaster. Beginning to end it took less than 1 year. It was a matter of months. Dr. Al Mann who is the namesake for MannKind had personally funded over $1B of the cost of the development of Afrezza and then suddenly died (he was in his early 90s). MannKind retired (fired?) their CEO, Hakan Edstrom, and the CFO Matt Pfeffer took over after Dr. Mann died. Matt presided over MannKind for about 2 years until 2017 when Mike Castagna (now Dr. Mike Castagna) took over as CEO. Dr. Castagna noted earlier this year that when he took over in 2017, there was less than three month’s operating capital left. It’s still surprising that MannKind is not only not bankrupt, its literally thriving. Last week, for the first time in the history of the company, it achieved cash flow break-even on a pro forma basis. |
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Post by sportsrancho on Aug 16, 2023 7:48:02 GMT -5
Do have to have a super mom that will stand up to her doctor. I’m hoping that VDEX would start treating kids after pediatric approval for Afrezza. 😊 We do now, we prescribe off-label. The youngest has been nine years old. |
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Post by dh4mizzou on Aug 16, 2023 8:00:09 GMT -5
Sports, curious how long you maintain the relationship with the folks you deal with. How long do your clients work with VDEX for their fight against diabetes? Do you know how old that, then, 9 year old is now and do they still work with VDEX?
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Post by agedhippie on Aug 16, 2023 8:14:36 GMT -5
It's a difficult question from what I have seen. Often there is very intense period while the treatment is set up, adjusted, readjusted, and so on until they become stable. Once it's set up though patients tend to drift away until something changes and they are no-longer stable. When a change happens though they will come back for more help. This can give the illusion of losing patients whereas what's really happening is that they still have the relationship, but there is no immediate need for contact.
That's my Type 1 view, Type 2 may well be different. YMMV.
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