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Post by gamblerjag on Dec 29, 2015 20:44:06 GMT -5
Don't by that scenario. Why couldn't Al just say that Hakans purpose was.......................... New CEO purpose is to............................ not seeing the SEC violations in that?
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Post by gamblerjag on Dec 29, 2015 20:49:45 GMT -5
Agree.. Di has a way of connecting with the audience that can only benefit MNKD.
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Post by kc on Dec 29, 2015 23:54:17 GMT -5
If you want to hear and get an idea of DeSisto's diabetes thought process and speaking style, click this link to "Medtech legends and leaders on the state of medical device innovation" and select the first podcast. Duane is the first speaker, talking about the advantages Insulet had over a giant like Medtronics.
Link: www.massdevice.com/podcast-medtech-legends-and-leaders-state-medical-device-innovation/ I love how he says, "If Medtronics still only had 75 people, we'd kick their ass..."
After you’ve listened to Duane talk about the startup of Insulet, go to the 14.14 minute mark into the podcast :
Moderator: “Duane, how far away are we from a true cutting edge artificial pancreas?”
Duane: “Umm, I don’t think anyone in this room will live long enough to see it… CGM sensing is not accurate enough to deliver insulin by itself.”
“If you’re really going to do this you’re going to need insulin that, basically, reacts more like your body, so it goes in almost instantaneously and has a very low tail. And if all that gets resolved, here’s the question. How does it know that you’re eating a pound of pasta because you’re going to run the Boston Marathon? It doesn’t! So it’s going to basically load you up with insulin and, by mile two, you’re going to look like me running… ”
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This July 2014 podcast, in my opinion, will help you understand why Duane DeSisto was hired.
I think that Al hired the right guy for the job. Now we can tie the links together. From another thread: DeSisto also ties into another link to Al Mann and that is the Sansum Diabetes Research institute. Juvenile diabetes and artificial pancreas research. Lots of potential moving pieces. I just hope it plays out timely for investors. www.marketwired.com/press-release/insulet-appoints-dr-howard-zisser-as-the-companys-first-medical-director-nasdaq-podd-1842069.htmperhaps Al has a plan? Diabetes community has interesting connections. Read more: mnkd.proboards.com/thread/4598/mannkind-new-ceo-duane-desisto?page=7#ixzz3vmD9kK1i
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Post by longstocking on Dec 30, 2015 1:15:59 GMT -5
Don't by that scenario. Why couldn't Al just say that Hakans purpose was.......................... New CEO purpose is to............................ not seeing the SEC violations in that? Buy it or don't. Sanofi still applied for environmental review for 12 production lines in the UK a few months back and still hasn't disclosed why. The application materials made to the city gave no indication as to what drug would be produced. It is possible that they are to produce Afrezza. They certainly aren't for the declining demand for Lantus.
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Post by Deleted on Dec 30, 2015 1:28:12 GMT -5
Don't by that scenario. Why couldn't Al just say that Hakans purpose was.......................... New CEO purpose is to............................ not seeing the SEC violations in that? Buy it or don't. Sanofi still applied for environmental review for 12 production lines in the UK a few months back and still hasn't disclosed why. The application materials made to the city gave no indication as to what drug would be produced. It is possible that they are to produce Afrezza. They certainly aren't for the declining demand for Lantus. dengue vaccine?
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Post by longstocking on Dec 30, 2015 2:48:56 GMT -5
Don't by that scenario. Why couldn't Al just say that Hakans purpose was.......................... New CEO purpose is to............................ not seeing the SEC violations in that? Buy it or don't. Sanofi still applied for environmental review for 12 production lines in the UK a few months back and still hasn't disclosed why. The application materials made to the city gave no indication as to what drug would be produced. It is possible that they are to produce Afrezza. They certainly aren't for the declining demand for Lantus. I recall Al or Hakan saying that meeting demand would be one of the biggest challenges. Since everything else is top secret, why wouldn't the completion of additional production lines also be secret?
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Post by suebeeee1 on Dec 30, 2015 2:57:10 GMT -5
Buy it or don't. Sanofi still applied for environmental review for 12 production lines in the UK a few months back and still hasn't disclosed why. The application materials made to the city gave no indication as to what drug would be produced. It is possible that they are to produce Afrezza. They certainly aren't for the declining demand for Lantus. dengue vaccine? 12 liners for Dengue? Are you insinuating that this discussion is as unlikely Afrezza? If Sanofi goes after the license to sell Afrezza in the EU, they've got to produce it somewhere.
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Post by Deleted on Dec 30, 2015 7:50:52 GMT -5
12 liners for Dengue? Are you insinuating that this discussion is as unlikely Afrezza? If Sanofi goes after the license to sell Afrezza in the EU, they've got to produce it somewhere. Danbury has 3 lines and capacity for 9 more .......so may be Danbury has to run atleast half capacity in full before other set ups.. I think diabetics in USA are more than Diabetics in EU when you compare ( looks like # in EU is more and uptick may be faster too..)
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Post by babaoriley on Dec 30, 2015 21:33:12 GMT -5
By the way, I finally heard DiSisto on that link - a significant upgrade from Hakan, in the PR department for sure, and likely in the leadership department. As far as the science, well, we already have an approved product. He'll give promotion of this company and their product a far better chance. I wonder what he knows about hand to hand fighting with shorts? He's likely already fairly pissed at the insult of being characterized as a lump of coal - those are bulletin board pasting words!
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Post by robsacher on Dec 30, 2015 22:08:56 GMT -5
I love this guy. Thanks for the link. He will kick ass.
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Post by careful2invest on Dec 31, 2015 1:27:35 GMT -5
If you want to hear and get an idea of DeSisto's diabetes thought process and speaking style, click this link to "Medtech legends and leaders on the state of medical device innovation" and select the first podcast. Duane is the first speaker, talking about the advantages Insulet had over a giant like Medtronics.
Link: www.massdevice.com/podcast-medtech-legends-and-leaders-state-medical-device-innovation/ I love how he says, "If Medtronics still only had 75 people, we'd kick their ass..."
After you’ve listened to Duane talk about the startup of Insulet, go to the 14.14 minute mark into the podcast :
Moderator: “Duane, how far away are we from a true cutting edge artificial pancreas?”
Duane: “Umm, I don’t think anyone in this room will live long enough to see it… CGM sensing is not accurate enough to deliver insulin by itself.”
“If you’re really going to do this you’re going to need insulin that, basically, reacts more like your body, so it goes in almost instantaneously and has a very low tail. And if all that gets resolved, here’s the question. How does it know that you’re eating a pound of pasta because you’re going to run the Boston Marathon? It doesn’t! So it’s going to basically load you up with insulin and, by mile two, you’re going to look like me running… ”
---
This July 2014 podcast, in my opinion, will help you understand why Duane DeSisto was hired.
Thanks MN, the podcast is well worth giving a listen. At the end he states, "It takes 50% longer and twice as much money as any business plan we put together. You have to be smarter than you were, 5-6-7-8 years ago, you want to do your homework, you want to go down and meet with the FDA and understand the regulatory path, assuming they can pinpoint it." Describing the opportunity costs and timelines - "Whatever you come up with, just double it". I like this - seasoned reality. I hope this is the same attitude and approach to communicating the state of the business that we hear from him on CC's. I don't want pie in the sky predictions. I want to hear how he/they will navigate the next 2 years. Afrezza is still new and even unknown in some corners. Assuming it is the only revenue driver and it takes 2 years to get sales traction and significant market penetration - they may need to take drastic measures at MNKD. I know everyone is primed for some "big news" event but it's possible there is nothing really tee'd up for the next TS app. If that is the case, then I assume he will make sure they survive until Afrezza is generating revenues. "It takes 50% longer and twice as much money" When I heard that, I immediately thought of Alfred Mann's comment in an interview about launching a new drug, Al said that you need three things, first thing is money, second thing is money, and the third thing is MORE money! I believe that Duane has either had Al as a mentor or possibly he has enough experience in his own right to have this knowledge! Either scenario is a good thing! GLTA TRUE LONGS!!
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Post by jlaw277 on Dec 31, 2015 9:07:59 GMT -5
If you want to hear and get an idea of DeSisto's diabetes thought process and speaking style, click this link to "Medtech legends and leaders on the state of medical device innovation" and select the first podcast. Duane is the first speaker, talking about the advantages Insulet had over a giant like Medtronics.
Link: www.massdevice.com/podcast-medtech-legends-and-leaders-state-medical-device-innovation/ I love how he says, "If Medtronics still only had 75 people, we'd kick their ass..."
After you’ve listened to Duane talk about the startup of Insulet, go to the 14.14 minute mark into the podcast :
Moderator: “Duane, how far away are we from a true cutting edge artificial pancreas?”
Duane: “Umm, I don’t think anyone in this room will live long enough to see it… CGM sensing is not accurate enough to deliver insulin by itself.”
“If you’re really going to do this you’re going to need insulin that, basically, reacts more like your body, so it goes in almost instantaneously and has a very low tail. And if all that gets resolved, here’s the question. How does it know that you’re eating a pound of pasta because you’re going to run the Boston Marathon? It doesn’t! So it’s going to basically load you up with insulin and, by mile two, you’re going to look like me running… ”
---
This July 2014 podcast, in my opinion, will help you understand why Duane DeSisto was hired.
I think that Al hired the right guy for the job. Now we can tie the links together. From another thread: DeSisto also ties into another link to Al Mann and that is the Sansum Diabetes Research institute. Juvenile diabetes and artificial pancreas research. Lots of potential moving pieces. I just hope it plays out timely for investors. www.marketwired.com/press-release/insulet-appoints-dr-howard-zisser-as-the-companys-first-medical-director-nasdaq-podd-1842069.htmperhaps Al has a plan? Diabetes community has interesting connections. Read more: mnkd.proboards.com/thread/4598/mannkind-new-ceo-duane-desisto?page=7#ixzz3vmD9kK1iThat is an interesting point. It definitely says something about DeSisto's reputation in the community that the "legendary" Howard Zisser signed on to work under him. See this article from AT at DiabetesMine: www.healthline.com/diabetesmine/the-worlds-funnest-clinical-trial-artificial-pancreas#5
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Post by jlaw277 on Dec 31, 2015 10:46:56 GMT -5
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Post by grandpoobah on Dec 31, 2015 11:24:58 GMT -5
They did a feasibility trial two years ago: feasibility trial"Feasibility Study Using Zone-MPC Controller, HMS and Technosphere® Insulin Inhalation System From MannnKind Corp" Unfortunately, I can't find that they ever published the results.
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Post by kball on Dec 31, 2015 15:15:17 GMT -5
While not being at all certain what or when Duane's first big announcement will be (though hoping is a TS deal in Jan), is it fair to think that Matt's job may be on the line due to all that has transpired since notes in summer?
Talk about wiping slate clean. Any finance guys wanna chime in on likelihood?
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