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Post by cppoly on May 31, 2023 7:11:26 GMT -5
Not that I plan on doing this every month, it's just that press releases are few and far between.
ADA is in June and Mannkind will be there.
Is there anything else happening in June?
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Post by phdedieu12 on May 31, 2023 8:01:12 GMT -5
Pump switch trials are kicking off. There are no "catalysts" to speak of until clofazimine is done. Afrezza will inch its way up, until those 2 large trials (Pump switch and peds) are completed, numbers continue to increase. There are a couple signs that might triggers addition funds deployed for the sale of Afrezza, V-Go seems to continue to hit the higher end of their expectations, and obviously Tyvaso is continuing to perform well. The next 2 quarters will bring the sp to $6. In my opinion, fireworks don't really start till next year, but we continue to see improvements. Would be nice to start hearing additional info on MNKD-201 this year, that would send the clear signal that the company is on track to get a new molecule to market every year as per MC by 2025. Of course, we can always acquire a new asset as a recession still looms and the market is tight. A fire sale could prove to be intresting
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Post by sayhey24 on May 31, 2023 8:28:47 GMT -5
Mike said he may have some preliminary numbers from the T2 India study in the 1.5-2% A1c reduction range. If true that would be big news.
Mike also said they would be starting the investigational afrezza/GLP1 study. This combined with the India results are the best near term news but don't expect much of a pps impact and some news for ADA2023. I would also not expect much impact from clofazime.
Re-releasing the Phase 1 results from TS GLP1 and announcing a P2 would be big news. Of course this would cost money unless Mike finds a partner and announces that. That IMO would pop the pps a bit.
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Post by Clement on May 31, 2023 10:10:38 GMT -5
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Post by sayhey24 on May 31, 2023 16:45:46 GMT -5
Check the investor conference. I think he said more. |
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Post by agedhippie on May 31, 2023 18:37:58 GMT -5
Check the investor conference. I think he said more. It was the RBC conference around the 21:00 minute mark - paraphrasing slightly, "1.5 to 2.0 % mark which places it at the same point as GLP-1". |
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Post by tarheelblue004 on May 31, 2023 21:02:00 GMT -5
And that he would be seeing the (presumably) official results the next week
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Post by Clement on Jun 1, 2023 8:01:50 GMT -5
And that he would be seeing the (presumably) official results the next week And then he said immediately (RBC Conference at 21:27): "I don't know when the data will be made public but we will have that data conviction shortly." It sounds to me like Mike will see the data (or has by now already seen it) but that we are not going to see it for a while. Mike can tell us about his conviction but not show us the data. |
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Post by Clement on Jun 1, 2023 8:08:30 GMT -5
Check the investor conference. I think he said more. It was the RBC conference around the 21:00 minute mark - paraphrasing slightly, "1.5 to 2.0 % mark which places it at the same point as GLP-1". Mike said three words immediately preceeding your quote: "If it shows ...." |
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Post by akemp3000 on Jun 1, 2023 8:49:47 GMT -5
If it does show, there should be a press release stating Mannkind is encouraged by the results. The actual preliminary results would not have to be shared.
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Post by tarheelblue004 on Jun 1, 2023 9:20:41 GMT -5
Agree with you both. I’d go out on a limb and say that Mike wouldn’t put those numbers out there if he did not have confidence in them being achieved. Saying it could be a 1.5%-2% drop, then finding out a week later it was .75%, wouldn’t make much sense. Execs at his level know it’s better to wait a week and find out than to over-promise and disappoint later. Which leads me to think he had seen preliminary results before saying that. Now that the numbers are out there from Mike, I hope the actuals are in-line. And if so, I’d love a late-breaking ADA submission but will settle for a press release. If they’re not published for a while, I am sure it would be for a good reason. Though I do, as a rule, prefer instant gratification  |
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Post by mayday on Jun 1, 2023 9:47:51 GMT -5
Agree with you both. I’d go out on a limb and say that Mike wouldn’t put those numbers out there if he did not have confidence in them being achieved. Saying it could be a 1.5%-2% drop, then finding out a week later it was .75%, wouldn’t make much sense. Execs at his level know it’s better to wait a week and find out than to over-promise and disappoint later. Which leads me to think he had seen preliminary results before saying that. Now that the numbers are out there from Mike, I hope the actuals are in-line. And if so, I’d love a late-breaking ADA submission but will settle for a press release. If they’re not published for a while, I am sure it would be for a good reason. Though I do, as a rule, prefer instant gratification Millennial, by any chance? |
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Post by LongMNKD on Jun 1, 2023 11:54:41 GMT -5
Can they just mention AI with bluhale? Just say the word AI somewhere. BTW how long has bluhale been right around the corner?
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Post by Chris-C on Jun 1, 2023 14:40:29 GMT -5
I'm not sure how long it has been. But I know it has been a very long time. Personally, I've given up on the prospect of ever seeing it. At one point, it seemed like a big deal, but in the grand scheme of things, perhaps it now pales in comparison to other developments.
I also agree that any company releasing a product that uses algorithms should describe their technology as A.I. driven. In the excitement over natural language chatbots like ChatGPT, many people forget that forms of AI have been used in technology for decades.
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Post by ktim on Jun 1, 2023 23:44:16 GMT -5
I'm not sure how long it has been. But I know it has been a very long time. Personally, I've given up on the prospect of ever seeing it. At one point, it seemed like a big deal, but in the grand scheme of things, perhaps it now pales in comparison to other developments. I also agree that any company releasing a product that uses algorithms should describe their technology as A.I. driven. In the excitement over natural language chatbots like ChatGPT, many people forget that forms of AI have been used in technology for decades. That would be a way of convincing Wall Street that MNKD management is deceptive. Can't imagine why that would be a plus. |
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