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Post by ktim on May 17, 2024 7:22:40 GMT -5
More cash than debt. Positive eps. Two label changes for afrezza coming. Peds approval in 2025. Mnkd 101 on fast track. Huge 4.5 billion dollar market for mnkd 201. Manufacturing facility. Lets hope the worst is behind us and things going forward move a lot faster. Maybe MNKD-101 and MNKD -201 deliver big. The 2 birds in hand right now are Tyvaso DPI and afrezza. UTHR is handling Tyvaso DPI and if the right things are done with afrezza the afrezza potential is significantly larger. What needs to be done one might ask. Here are my top 12. All Mike needs to do is follow this list. 1. Great presentation on Inhale-3 2. Getting SoC updates based on Inhale-3 results 3. Kicking off Gestational study 4. Great results on Inhale-1 and convincing the FDA to take 6 month results versus the 12 month BP is pushing for 5. Approval in India by 4Q2024 and launch in 2025 6. Great results from the Inhale-2 released 7. Kicking off afrezza/glp1 study 8. Getting label updates based on Inhale-1, Inhale-2 Gestational and Inhale-3 results 9. Getting SoC updates based on Inhale-1, Inhale-2 and Gestational results 10. Getting expanded insurance based on SoC updates 11. Getting SoC updates based on afrezza/glp1 study results 12. Getting expanded insurance based on SoC updates for T2s. Maybe collapse into 1 bullet point: Continue dreaming about Afrezza greatness. Hmmm... wonder if Mike will live up to the dream. |
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Post by prcgorman2 on May 17, 2024 7:31:37 GMT -5
Isn't there an upcoming Afrezza gestational study which is investigator-sponsored? I don't remember where I got this idea. Does anyone remember? Yes. Mike mentioned that during the most recent earnings call. |
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Post by prcgorman2 on May 17, 2024 7:36:55 GMT -5
Lets hope the worst is behind us and things going forward move a lot faster. Maybe MNKD-101 and MNKD -201 deliver big. The 2 birds in hand right now are Tyvaso DPI and afrezza. UTHR is handling Tyvaso DPI and if the right things are done with afrezza the afrezza potential is significantly larger. What needs to be done one might ask. Here are my top 12. All Mike needs to do is follow this list. 1. Great presentation on Inhale-3 2. Getting SoC updates based on Inhale-3 results 3. Kicking off Gestational study 4. Great results on Inhale-1 and convincing the FDA to take 6 month results versus the 12 month BP is pushing for 5. Approval in India by 4Q2024 and launch in 2025 6. Great results from the Inhale-2 released 7. Kicking off afrezza/glp1 study 8. Getting label updates based on Inhale-1, Inhale-2 Gestational and Inhale-3 results 9. Getting SoC updates based on Inhale-1, Inhale-2 and Gestational results 10. Getting expanded insurance based on SoC updates 11. Getting SoC updates based on afrezza/glp1 study results 12. Getting expanded insurance based on SoC updates for T2s. Maybe collapse into 1 bullet point: Continue dreaming about Afrezza greatness. Hmmm... wonder if Mike will live up to the dream. It will be great if Afrezza experiences greatness. I like the list but am ambivalent about the glp1 stuff. I don’t see instant access to the bloodstream as an important benefit: quite the opposite. Glp1 DPI would skip the needles but that’s it unless I’m missing something. And what I might be missing is perhaps sayhey24’s intent is a comparison, not a new product offering. |
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Post by ktim on May 17, 2024 7:44:07 GMT -5
Maybe collapse into 1 bullet point: Continue dreaming about Afrezza greatness. Hmmm... wonder if Mike will live up to the dream. It will be great if Afrezza experiences greatness. I like the list but am ambivalent about the glp1 stuff. I don’t see instant access to the bloodstream as an important benefit: quite the opposite. Glp1 DPI would skip the needles but that’s it unless I’m missing something. And what I might be missing is perhaps sayhey24’s intent is a comparison, not a new product offering. Can't argue with striving for greatness. No limits if the dream is kept alive. |
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Post by letitride on May 17, 2024 7:58:22 GMT -5
Al Mann was no stranger to greatness and I trust MC can bring it again with Afrezza.
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Post by hellodolly on May 17, 2024 8:05:00 GMT -5
There is one time a year when retail shareholders ask questions as if they were analyst of a company they are vested in. In this case thats 50% of the company, and most of those shareholders have been here when the analyst were walking away. So if I believe more than 3 mins of Q&A are due go figure. When Wall street took a giant crap on this company I was still here. MC has turned Mannkind into what Wall Street is still hesitant to accept. So when MC gives them a half an hour and retail 3 mins what have they done for you lately. Mike is doing an awesome job and I am still here waiting for wall street to catch up. This is the essence of my personal issue and why I posted in this thread Thank you letitride How does Mike give no time or effort to the most important group of people who have stuck around for years, supporting MNKD, supporting him and supporting Afrezza. This bitch session not only includes retail investors but also includes the current users of Afrezza, potential future users, 30 second commercial proxies (investors word of mouth) who share their knowledge with those looking for a better way to manage their T1DM/T2DM, and more. He could just as easily invite guests like Ginger V., Bill M., Sam F. and Tim B. (to name a few) up to CT, have some KOLs and more and have a solid meeting. Maybe I've set the bar too high by expecting some effort (input) to make possible a 2-4 hours (a commitment) with retail investors, at his place in CT, hammering home his vision and spending just a little something (aka gratitude) to his longest supporters (aka my money), generating excitement (aka motivation) out of his hectic 2080+ hours per year schedule? |
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Post by sayhey24 on May 17, 2024 8:38:45 GMT -5
Isn't there an upcoming Afrezza gestational study which is investigator-sponsored? I don't remember where I got this idea. Does anyone remember? Yes item 3 above. We should have done it years ago but now there is another study which has invited MNKD to participate. MNKD would just need to provide the afrezza. Mike said on 5/8 they were still talking about doing it. It seems like a no-brainer to me and not much talk required. Afrezza provides the PPG control these soon to be Mom's need. |
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Post by sayhey24 on May 17, 2024 8:44:15 GMT -5
Maybe collapse into 1 bullet point: Continue dreaming about Afrezza greatness. Hmmm... wonder if Mike will live up to the dream. It will be great if Afrezza experiences greatness. I like the list but am ambivalent about the glp1 stuff. I don’t see instant access to the bloodstream as an important benefit: quite the opposite. Glp1 DPI would skip the needles but that’s it unless I’m missing something. And what I might be missing is perhaps sayhey24’s intent is a comparison, not a new product offering. GLP1s do not provide the PPG control afrezza does. However for the T2's they reduce overall A1c 1.5 - 2% on average for a year or two. Then A1cs often rise again. Afrezza provides what GLP1s don't, PPG control. GLP1s provide what afrezza doesn't, weight loss. Adding afrezza to GLP1 users in the T2 world is a natural fit. Once they lose the weight they can still keep great PPG control and A1cs. However, we have never done the study. Mike has talked about it but they are holding off until they see Cipla success and Inhale-1 and Inhale-3 impact. |
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Post by prcgorman2 on May 17, 2024 9:49:11 GMT -5
There is one time a year when retail shareholders ask questions as if they were analyst of a company they are vested in. In this case thats 50% of the company, and most of those shareholders have been here when the analyst were walking away. So if I believe more than 3 mins of Q&A are due go figure. When Wall street took a giant crap on this company I was still here. MC has turned Mannkind into what Wall Street is still hesitant to accept. So when MC gives them a half an hour and retail 3 mins what have they done for you lately. Mike is doing an awesome job and I am still here waiting for wall street to catch up. This is the essence of my personal issue and why I posted in this thread Thank you letitride How does Mike give no time or effort to the most important group of people who have stuck around for years, supporting MNKD, supporting him and supporting Afrezza. This bitch session not only includes retail investors but also includes the current users of Afrezza, potential future users, 30 second commercial proxies (investors word of mouth) who share their knowledge with those looking for a better way to manage their T1DM/T2DM, and more. He could just as easily invite guests like Ginger V., Bill M., Sam F. and Tim B. (to name a few) up to CT, have some KOLs and more and have a solid meeting. Maybe I've set the bar too high by expecting some effort (input) to make possible a 2-4 hours (a commitment) with retail investors, at his place in CT, hammering home his vision and spending just a little something (aka gratitude) to his longest supporters (aka my money), generating excitement (aka motivation) out of his hectic 2080+ hours per year schedule? Agree with everything you said except the hours worked. MC always looks like he needs more sleep. You don't take on both being a CEO of a dying company and annexing your pharma doctorate by being a 40/hr per week kind of guy. |
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Post by letitride on May 17, 2024 13:33:20 GMT -5
I never questioned Mikes dedication he has answered my calls and emails after hours. I believe he is not aware how he has come off on line from time to time, kind of like the hoody or inaudible on a conference call. As investors I believe it important to email him or investor relations more so than airing it in an online chat. I could say its not my job but I am vested here and plan to stay that way.
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