limo
Researcher
Posts: 82
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Post by limo on Jun 12, 2023 14:51:43 GMT -5
I thought Mannkind had a booth booked and they were presenting some data on the GCM + tresiba + Afrezza trial?
Is that right ? They’re not in the brochure
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Post by cretin11 on Jun 12, 2023 16:06:23 GMT -5
Covert operation.
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Post by bthomas55ep on Jun 12, 2023 17:23:32 GMT -5
I thought Mannkind had a booth booked and they were presenting some data on the GCM + tresiba + Afrezza trial? Is that right ? They’re not in the brochure They do have a booth (1625) adjacent to Dexcom. They also have a Business Suite for private meetings (BS12). Not sure about trial data or abstracts. s36.a2zinc.net/clients/afco/ada2023/Public/EventMap.aspx?shMode=E&ID=468 Thx |
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Post by prcgorman2 on Jun 12, 2023 19:08:03 GMT -5
Adjacent to Decom. Nice.
The link didn’t work for me. It returned an HTTP 400 error. Is there another souce besides s36.a2zinc.net?
I have a relative who works in event management and has worked for various phama companies. Is the booth teeny-tiny, medium-sized, or large? They cost a ton at important conferences and I’m guessing they don’t get much more important than ADA. For companies that visit very many conferences there can be a very elaborate process for designing, building, shipping, erecting, network connectivity, lighting, deconstruction, shipping and warehousing that is concomitant with social media and other marketing channels to drive lead generation and engagement. Some displays are showroom floor anchors and for sure Dexcom is going to be one of those. You’ll be able to see their name the moment you enter the showroom floor. The MannKind booth adjacency wasn’t accidental. It was strategic.
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Post by bthomas55ep on Jun 12, 2023 19:21:28 GMT -5
Adjacent to Decom. Nice. The link didn’t work for me. It returned an HTTP 400 error. Is there another souce besides s36.a2zinc.net? I have a relative who works in event management and has worked for various phama companies. Is the booth teeny-tiny, medium-sized, or large? They cost a ton at important conferences and I’m guessing they don’t get much more important than ADA. For companies that visit very many conferences there can be a very elaborate process for designing, building, shipping, erecting, network connectivity, lighting, deconstruction, shipping and warehousing that is concomitant with social media and other marketing channels to drive lead generation and engagement. Some displays are showroom floor anchors and for sure Dexcom is going to be one of those. You’ll be able to see their name the moment you enter the showroom floor. The MannKind booth adjacency wasn’t accidental. It was strategic. Maybe try this and then, under Exhibit Opportunities, view floor plan: www.afassanoco.com/ada/Hope this works! |
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Post by prcgorman2 on Jun 12, 2023 19:29:10 GMT -5
Thanks bthomas55ep! That worked perfectly!
Beautiful. Dexcom has one of the largest boothes (as predicted) on the main corridor, and adjacent to the main corridor and on the same side and adjacent to Dexcom is good ol’ MannKind.
Sublime.
Fingers crossed it pays dividends.
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limo
Researcher
Posts: 82
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ADA 2023
Jun 13, 2023 0:49:38 GMT -5
via mobile
Post by limo on Jun 13, 2023 0:49:38 GMT -5
They’ve dropped the booth , they will have some of the team there but arnt presenting. Download the most recent brochure you’ll see they’re not on it anymore.
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Post by awesomo on Jun 13, 2023 1:28:57 GMT -5
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limo
Researcher
Posts: 82
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Post by limo on Jun 13, 2023 2:09:55 GMT -5
that's odd because i asked the IR yesterday and he replied:
"We will not have a booth. Our medical team will be out to engage with some of the participants. If you would like to set up some time to talk with MannKind, we can schedule a virtual meeting"
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Post by sayhey24 on Jun 13, 2023 6:06:36 GMT -5
Mike said in one of the last calls ADA2023 will be a low key event for MNKD this year. If I remember correctly Mike said they will use the opportunity to have private meetings and "maybe" some early numbers from India and the kids trial will be released.
I am hoping we get some news on the afrezza/glp1 trial Mike said was coming. If Medicare info is available for 2024, news of afrezza no longer needing pre auths would be a huge deal. I sure hope they take the time to have some serious partnering meetings. Of course I would like them to take the time find a TS GLP1 partner but Aged has already told me that will never happen.
Of course my idea of a live "Seeing if Believing" afrezza challenge will not be happening. My megaphone will not be needed.
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limo
Researcher
Posts: 82
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Post by limo on Jun 13, 2023 6:11:13 GMT -5
i guess its good cost control. no point paying $$$ if there's nothing new to share. Id rather them save the cash for now. Had peads not been pushed back then it may have been worth it.
if TS - GLP1 is a possibility there is no way the like of LLY and NOVOS dont know about it. Time will tell
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Post by sayhey24 on Jun 13, 2023 6:27:08 GMT -5
i guess its good cost control. no point paying $$$ if there's nothing new to share. Id rather them save the cash for now. Had peads not been pushed back then it may have been worth it. if TS - GLP1 is a possibility there is no way the like of LLY and NOVOS dont know about it. Time will tell I am pretty sure Albert Bourla never considered using TS yet he is very aware of MNKD and TS. Than again I am pretty sure Mike never considered it for the diet market and could be more in Age's camp than mine. All these companies are trying to develop analogs. At the very least TS would get rid of the shot. Would it help with nausea and other issues? IDK, but if its really a $90B market I think its worth running a few small studies. As Aged said, why not give Victoza a try as its going out of patent protection in 2026. Since we won't have much to talk about for ADA2023 and to the pass the time, here is some background on GLP1 analog development which has been going on for years. www.ncbi.nlm.nih.gov/pmc/articles/PMC5602594/ |
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Post by prcgorman2 on Jun 13, 2023 6:34:30 GMT -5
i guess its good cost control. no point paying $$$ if there's nothing new to share. Id rather them save the cash for now. Had peads not been pushed back then it may have been worth it. if TS - GLP1 is a possibility there is no way the like of LLY and NOVOS dont know about it. Time will tell Agree, but disappointing if true. And it is definitely possible. From what I’ve heard booth spaces are expensive. I do think MannKind management tries to run lean (as they should given MNKD is still not profitable). Quietly building the business is OK, but I’m a long who longs for a more sayhey24 way of doing things. |
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limo
Researcher
Posts: 82
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Post by limo on Jun 13, 2023 6:39:49 GMT -5
in a recent call Mike mentioned having to play around with particle size to slow down the release of the API, i think this was whilst he was discussing Nintenanib with RBC. If they can do that for Nin then perhaps GLP also.
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Post by prcgorman2 on Jun 13, 2023 8:21:26 GMT -5
in a recent call Mike mentioned having to play around with particle size to slow down the release of the API, i think this was whilst he was discussing Nintenanib with RBC. If they can do that for Nin then perhaps GLP also. And then maybe sildenafil? Plenty of folks might like a thrust in that direction. |
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