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Post by sportsrancho on Aug 16, 2023 8:23:00 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? I don’t know about the specific child but people work with us for months weekly, then they are usually lifetime patients, they just don’t see us as often. I just posted an article Ginger wrote on LinkedIn, and it’s about food binging when you’re at a low. There is so many issues to deal with you need constant guidance navigating through this disease. I’ve gotten quite a few questions lately from pro board members. Don’t hesitate to ask, Bill is always here for shareholders and non-shareholders alike. You know it will always be ..in Al Mann we trust❣️ |
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Post by akemp3000 on Aug 16, 2023 9:17:27 GMT -5
Thanks very much Sports for all you've done and for all that you and Bill are doing. It helps for this kind of support to be shared. Al Mann will one day be proven right as he was on just about every unmet need he challenged.
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Post by sportsrancho on Aug 16, 2023 13:26:04 GMT -5
Thanks very much Sports for all you've done and for all that you and Bill are doing. It helps for this kind of support to be shared. Al Mann will one day be proven right as he was on just about every unmet need he challenged. You are so welcome. We have an incredible team put together. Can’t wait to tell you more about them. |
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Post by agedhippie on Sept 16, 2023 11:40:23 GMT -5
I think we can safely put GLP-1 on TS to bed at this point. At the MS conference Mike said they were not going to do any more trials with Afrezza beyond those already announced and instead concentrate the funding on getting the two pipeline candidates to market.
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Post by MnkdWASmyRtrmntPlan on Sept 16, 2023 12:38:13 GMT -5
It's a shame, but at least we now know.
Thanks for reporting that, Aged. I haven't tuned into the MS conference yet.
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Post by agedhippie on Sept 16, 2023 17:07:58 GMT -5
It's a shame, but at least we now know. Thanks for reporting that, Aged. I haven't tuned into the MS conference yet. If you can get a copy it's better to read the transcripts and then listen to just the bits that interest you. The transcripts are typically machine generated and not perfect (I am pretty certain that the Alvin that got mentioned was Al Mann...) |
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Post by sayhey24 on Sept 22, 2023 18:07:29 GMT -5
I think we can safely put GLP-1 on TS to bed at this point. At the MS conference Mike said they were not going to do any more trials with Afrezza beyond those already announced and instead concentrate the funding on getting the two pipeline candidates to market. When did he say that? At what minute mark? event.webcasts.com/starthere.jsp?ei=1631061&tp_key=eb7eb46fd3&language=en-usWhat Mike has said in the past is lets see what the kids trial, inhale 3 and the pump switch trial results are and then we will make some decisions. What he did say at MS was the Cipla results are in and he did not sound sad. He also said GLP1s in the long run just delay needing insulin so why not replace the hormone they are missing and that GLP1s can not do that. You can take it to the bank that MNKD will do the trial adding afrezza to the GLP1 once we get some trial results in 2024 which is not that far off now. As he said at MS he is not interested in over spending but he is also not interested in hurting future growth by under-spending. He does not want to hurt the pipeline funding but he also does not want to hurt future growth and if the other trial results are great the glp1/afrezza trial is a lay-up. If it were me I would also be calling Albert Bourla and trying to spend some of his money testing Danuglipron on TS. For Al the money is round-off and for Mike he would not have me complaining anymore and it would not cost him anything. |
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Post by agedhippie on Sept 22, 2023 22:32:09 GMT -5
When did he say that? At what minute mark? event.webcasts.com/starthere.jsp?ei=1631061&tp_key=eb7eb46fd3&language=en-usWhat Mike has said in the past is lets see what the kids trial, inhale 3 and the pump switch trial results are and then we will make some decisions. What he did say at MS was the Cipla results are in and he did not sound sad. He also said GLP1s in the long run just delay needing insulin so why not replace the hormone they are missing and that GLP1s can not do that. You can take it to the bank that MNKD will do the trial adding afrezza to the GLP1 once we get some trial results in 2024 which is not that far off now. As he said at MS he is not interested in over spending but he is also not interested in hurting future growth by under-spending. He does not want to hurt the pipeline funding but he also does not want to hurt future growth and if the other trial results are great the glp1/afrezza trial is a lay-up. If it were me I would also be calling Albert Bourla and trying to spend some of his money testing Danuglipron on TS. For Al the money is round-off and for Mike he would not have me complaining anymore and it would not cost him anything. I have no idea what minute mark he says things nor do intend to hunt for it - read the transcript instead. He is done with trials for Afrezza beyond what has already been announced and the focus is switching to the pipeline drugs. It's by the 10x section. And I think that's really where we are now as we feel the cash flow positivity, the investments we've made in diabetes will start to come off the P&L next year in terms of the research studies and then clofazimine will kick in and then the nintedanib kicks in.
Obviously we differ on the GLP-1 trails next year. That's just fantasy, and he doesn't mention it as a possibility anywhere. As to Pfizer; they are selling a pill, not an inhaled drug. If MNKD wants to develop a GLP-1 analog then they are going to have to fund it themselves because there is no science to support the idea that it will work. |
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Post by sayhey24 on Dec 1, 2023 16:08:07 GMT -5
I think its time Mike gave Albert Bourla a call. It seems he needs help from a friend and they are running into some issues which Technosphere maybe able to help with if Peter Richardson was correct. "the most common adverse events were mild and gastrointestinal in nature consistent with the mechanism, high rates were observed (up to 73% nausea; up to 47% vomiting; up to 25% diarrhea)," Pfizer said. "High discontinuation rates, greater than 50%, were seen across all doses compared to approximately 40% with placebo," it added. So now they are going to keep going with their once daily pill. The slow release coating which is similar to what Perdue used. I think TS would be a better alternative. Then again Saxenda DPI could be a mega blockbuster. I think its time to make a deal. www.foxbusiness.com/lifestyle/pfizer-scraps-twice-daily-weight-loss-pill-danuglipron-study-shows-high-rates-adverse-side-effects |
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Post by cretin11 on Dec 1, 2023 17:22:48 GMT -5
Uh, if he actually has the ability to give him a call and have a meaningful and productive conversation, the time for that was way before now!
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Post by prcgorman2 on Dec 2, 2023 9:57:10 GMT -5
Wow. The way you characterize a guy who literally rescued a pharma company with a single FDA approved product, on the brink of bankruptcy, a guy with an MBA from Wharton, and a doctorate in Pharma D, all acquired as a full-time working adult ,is just overwhelmingly in bad taste. How can you be both so observably smart and yet so callous and disrespectful?
Anyway, I don’t know if our CEO needs to call Albert Bourla. I am curious about whether a time-release formula of GLP on TechnoSphere (TS) is possible or practical.
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Post by cretin11 on Dec 2, 2023 15:36:53 GMT -5
Sometimes you read a little more into things than necessary.
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Post by prcgorman2 on Dec 3, 2023 10:15:11 GMT -5
Sometimes you read a little more into things than necessary. Which part did I read too much into? The part where the MannKind CEO has kicked ass and taken names his whole adult life, or the part where you were insultingly dismissive of his abilities? |
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Post by cretin11 on Dec 3, 2023 10:58:48 GMT -5
And there you go again, you’re on a roll.
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Post by cretin11 on Dec 3, 2023 11:25:04 GMT -5
And for the record, I’ll agree our ceo “kicked ass and took names” for his entire academic career. Clearly he was a very good student in school, Wharton is an outstanding program and PhDs take effort and intelligence.
He also proved excellent at climbing the corporate ladder. I find it amusing you call it “brave” that he accepted his positions at MNKD. He promised thousands of weekly Afrezza scripts in short order. “I always deliver.” Parties with Dame Dash, infield passes to Indy Car races, heady stuff for a pharmacist. He’s been rewarded for his bravery with millions of shares and dollars, seems like a good deal for him. Despite the unforced errors and lack of delivery of shareholder value, he still has the opportunity to make good on his promises and I’m pulling for him as long as he remains.
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