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Post by brotherm1 on May 12, 2016 21:57:21 GMT -5
My bust sir. Thanks for the reply. My eyes are tired tonight. Yea who knows but I too assume the investors are looking to make a quick buck. I was glad to hear though today from Matt that we have enough funds to get through December. I think I am going to enjoy watching this company grow this year and hopefully it will along with my investment while those in need benefit from the product(s). Cheers
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Post by tayl5 on May 12, 2016 22:54:06 GMT -5
My bust sir. Thanks for the reply. My eyes are tired tonight. Yea who knows but I too assume the investors are looking to make a quick buck. I was glad to hear though today from Matt that we have enough funds to get through December. I think I am going to enjoy watching this company grow this year and hopefully it will along with my investment while those in need benefit from the product(s). Cheers Here's a song from The Hag for you, bro: www.youtube.com/watch?v=sGDo1Jybs_I
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Post by buyitonsale on May 12, 2016 23:16:10 GMT -5
Based on Matt's comments today about international deals, they are not progressing in the right direction. Why does Mannkind always get involved with wrong parties? Is is a coincidence? Given the unique characteristics of Afrezza, should't this be a slam dunk? I would rather Matt never mentioned anything about the international expansion deals (people calling him 2 days after SNY termination, etc.) Bunch of BS. You cannot over promise and under deliver..The SP will keep tanking because of that.
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Post by anderson on May 12, 2016 23:37:08 GMT -5
If they are perusing business in the middle east it could take a while. If you have never done business there you should look at what it takes to do business there.
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Post by tayl5 on May 13, 2016 0:14:47 GMT -5
Given the circumstances, would you rush into a deal with MannKind? Wait, I guess we did...
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Post by beardawg on May 13, 2016 5:36:17 GMT -5
As a side note, I recently heard about the launch tactics of Toyota's new Hydrogen powered car, the Mirai. Revolutionary technology, but not well understood. Their marketers decided to hand-pick the first 150 customers (from a pool of applicants), and limit release to that group until they could assure every one of them was having as great an experience with the car as possible. These customers receive comprehensive and personal support to iron out any wrinkles, while Toyota learns what it takes to deliver the great experience. They know the strategic benefit of not botching the launch of a paradigm shifting technology. Very smart. The only thing is that the hydrogen fuel cell is like going back to injectables. Compared to a battery electric it's highly inefficient. electrek.co/2016/04/26/automakers-fuel-cell-hydrogen-electric-vehicles/
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Post by patten1962 on May 13, 2016 6:08:17 GMT -5
Ok, so I don't really like reading into things that Matt says (well anyone from MNKD really), but I'm going to take a shot on this one anyways... Any chance Matt said this because he was talking about only selling these new shares to investors who won't lend them out to be shorted? That's the only thing I can think of as to why WHO he is selling to would be important to existing shareholders. Thoughts? IMHO, Mnkd likely sold shares to RLS' investors as they have a vested interest to see Mnkd survives. Once their identity is revealed, we can figure out who RLS is. If RLS' Technosphere drugs show great result, a reverse merge may happen to save tax for both cos. I know it's been asked a million times. Who do you think rls is? Me I think it's either Google or Perle Bioscience.
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Post by liane on May 13, 2016 6:44:54 GMT -5
Yes, it's been discussed over and over. There is a thread for it. Don't think it needs further discussion on this thread.
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Post by LosingMyBullishness on May 13, 2016 7:04:11 GMT -5
As a side note, I recently heard about the launch tactics of Toyota's new Hydrogen powered car, the Mirai. Revolutionary technology, but not well understood. Their marketers decided to hand-pick the first 150 customers (from a pool of applicants), and limit release to that group until they could assure every one of them was having as great an experience with the car as possible. These customers receive comprehensive and personal support to iron out any wrinkles, while Toyota learns what it takes to deliver the great experience. They know the strategic benefit of not botching the launch of a paradigm shifting technology. Very smart. The only thing is that the hydrogen fuel cell is like going back to injectables. Compared to a battery electric it's highly inefficient. electrek.co/2016/04/26/automakers-fuel-cell-hydrogen-electric-vehicles/Before mods realise that this is off-topic: they get range, avoid time at stations and avoid huge amounts of batteries with its weight and negative environmental impact from the raw material.
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Post by beardawg on May 13, 2016 11:10:40 GMT -5
Before mods realise that this is off-topic: they get range, avoid time at stations and avoid huge amounts of batteries with its weight and negative environmental impact from the raw material. Hoping to get another one in before mods realize, but also trying to make it seem on topic: There is the environmental impact from transporting the hydrogen to stations and the environmental impact of that. Also, battery electric cars are charged at home +90% of the time, so there is never a wait. Battery range is going up and size is coming down. Hydrogen takes energy to convert hydrogen to storage form, then energy to transport it, then energy to convert it to usable form. Why not just store the original energy in a battery? There's also the danger of having a highly pressurized vessel, with highly flammable contents sitting under you. Any major accident is an automatic explosion. Just like the hydrogen vessel, injectables have the greater chance of an explosion (hypo) in the event of a major,or even minor sometimes, accident (misdosing). See what I did there?
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Post by Deleted on May 13, 2016 12:10:12 GMT -5
If they are perusing business in the middle east it could take a while. If you have never done business there you should look at what it takes to do business there. Middle Eastern and Asian are some of the most difficult people to do business with. Its a dog fight negotiating with them.
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Post by mbseeking on May 13, 2016 20:37:35 GMT -5
If they are perusing business in the middle east it could take a while. If you have never done business there you should look at what it takes to do business there. Middle Eastern and Asian are some of the most difficult people to do business with. Its a dog fight negotiating with them. Not sure if this is true.. but IMHO outside the US is where the opportunity is. No , MNKD has to be successful in the US with Afrezza if it is to prevail. But it is not the main game. In the US as diabetes explodes there is at least an endocrinologist network , creaking with overuse, but in place to introduce , titrate and then deliver this drug. But ultimately its the PCPs that will drive the volume. Middle East, India , China and Asia - there is little to no endo network. And this is where the next, and far larger , diabetes explosion is happening - today. That's why I'm pretty excited to see the work on the new sample and titration packs. I agree with another poster elsewhere that this should have been done last year , but its getting done, now. My guess its Castagna. This turns Afrezza into an iphone. Open the box, press the button, no manual required. Possibly no endo. Get the product going in the US, and yes some cashflow. MNKD survives. Then introduce Afrezza 2.0 (the simple one) to the rest of the world. Or, maybe Afrezza 3.0 is OTC in the ME, Asia. Let's not hurry the WW expansion. Get the US going.. then go after the rest. Done that way and this may be the only stock you ever need to own.
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Post by Deleted on May 13, 2016 22:42:36 GMT -5
Middle Eastern and Asian are some of the most difficult people to do business with. Its a dog fight negotiating with them. Not sure if this is true.. but IMHO outside the US is where the opportunity is. No , MNKD has to be successful in the US with Afrezza if it is to prevail. But it is not the main game. In the US as diabetes explodes there is at least an endocrinologist network , creaking with overuse, but in place to introduce , titrate and then deliver this drug. But ultimately its the PCPs that will drive the volume. Middle East, India , China and Asia - there is little to no endo network. And this is where the next, and far larger , diabetes explosion is happening - today. That's why I'm pretty excited to see the work on the new sample and titration packs. I agree with another poster elsewhere that this should have been done last year , but its getting done, now. My guess its Castagna. This turns Afrezza into an iphone. Open the box, press the button, no manual required. Possibly no endo. Get the product going in the US, and yes some cashflow. MNKD survives. Then introduce Afrezza 2.0 (the simple one) to the rest of the world. Or, maybe Afrezza 3.0 is OTC in the ME, Asia. Let's not hurry the WW expansion. Get the US going.. then go after the rest. Done that way and this may be the only stock you ever need to own. I think you are missing the point. It has nothing to do with the network over there. It has to do with the terms for the partnership which I have to imagine is extremely complicated. It's apart of their culture to negotiate with no emotion and keep pushing for more and more. They always want more for less. Throw in our situation and they are getting low ball offers.
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Post by peppy on May 14, 2016 8:16:36 GMT -5
I am both relieved and annoyed that we now hear all this attention paid to proper on-boarding of new Afrezza patients: Relieved because unless you have a reliable process to enable new patients to get the true benefits of the product, nothing else really matters. Expensive Trials to demonstrate benefit over RAAs would likely fail due to sub-optimal use of Afrezza and high drop-out rate. It would be more money wasted and opportunity lost - perhaps permanently. Now at least we build off a foundation where superiority studies can realistically be contemplated. I believe a dedicated Mannkind sales and clinical support force will make a world of difference compared to SNY, albeit with much smaller footprint. Annoyed because this issue is as old as the FDA trials, and only recently we are hearing recognition that it needs addressing? As I recall, the FDA was quite concerned about how to factor in the high drop-out rate of Afrezza patients in the Trials compared to the RAA group. And, how many new starter-pack patients did Sanofi let slip away with their "give it a try, let's see what happens" approach to on-boarding? 30+%? Can't blame them all on reimbursement! If the patient is not experiencing the benefit early on, reimbursement is irrelevant to their continuing! There's no excuse for Sanofi not knowing early-on this was going to be an issue and coming up with a way to address it - but then again, they weren't committed at the top because Brandicourt never bought in. As a side note, I recently heard about the launch tactics of Toyota's new Hydrogen powered car, the Mirai. Revolutionary technology, but not well understood. Their marketers decided to hand-pick the first 150 customers (from a pool of applicants), and limit release to that group until they could assure every one of them was having as great an experience with the car as possible. These customers receive comprehensive and personal support to iron out any wrinkles, while Toyota learns what it takes to deliver the great experience. They know the strategic benefit of not botching the launch of a paradigm shifting technology. Very smart. Sigh. regarding Toyota, haha. Afrezza has 150 hand picked customers, that are very happy. Some of them posting continuous glucose monitor pictures of glucose control on line. Toyota has no FDA limiting what can be said. All the automobile manufactures caught in a lying fraud scheme now for emissions. Afrezza so different than subq insulin, is my made up explanation for the 30% drop out. Something about old dogs and new tricks. Some people are incapable of wrapping their heads around it.
Talking about launch tactics, if I could I really would launch this one: Just say no. screencast.com/t/w4oza32Gc We need to empower human beings. No newportoregon.gov/dept/npd/images/Prescription-Drug-Abuse.jpg
I am not sure Nancy knew who the bad guys were.
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Post by Deleted on May 14, 2016 12:06:08 GMT -5
On the call earlier this week, Castagna mentioned the nurses would be HIPPA compliant. In the world of insulin pumps, companies have trainers that meet with patients to show them how to work the pump. Meetings take place at the doctors offices for the most part. In some cases the doctor won't want the Mannkind nurse educator in the office to train the patient. No big deal, just go to the next office. Part of this me thinks is once the doc sees patients doing well and the docs staff participates in training, there may be some type of handoff as the confidence level of the office builds. Its not like one nurse educator can effectively cover a couple dozen endo offices as depending on patient load, it is logistically impossible. Practically every endo office has its own "nurse educator" who instructs patients on how to fo fingersticks, injections, logs, etc. Why not simply hire a single Mannkind "nurse educator" to go around and train all the docs own educators? I recognize that MNKD mentioned they would do other things like seminars, presentations, etc, but, realistically, how many of those kind of activities can you schedule? I mean, they're talking about hiring 30 of these people? That seems to be a bit much to me. "once the doc sees patients doing well and the docs staff participates in training, there may be some type of handoff as the confidence level of the office builds"
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