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Post by bioexec25 on Jul 12, 2016 15:23:36 GMT -5
Was happy to hear they partially offset the Commercial buildout costs with savings and trying to hold burn rate steady. There are always ancillary and supporting staff needed in Comm Ops that weren't fully anticipated. We had to add a whole team once just to handle gov't pricing and regulatory processes.
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Post by Deleted on Jul 12, 2016 15:25:09 GMT -5
yes Mike is much better.. He should always speak or speak most of the presentations.. the only downside that I heard was that any international partner will be on hold until they can show scripts increase.. which does make sense.. so guessing no major international partner in the next 6 months. Read more: mnkd.proboards.com/#ixzz4EE6Ow38xI dont think you can put a time line on it. It all comes down to scripts. They have no negotiating power with the current script numbers. No up front money is coming at current script numbers. No scripts no pass go....You see where I am going with this? Yep. Right now, Mannkind has grit, shoe leather and elbow grease and thats it. For an entrepreneur, those are the key ingredients but another $50million or so wouldn't hurt. What about publicly traded convertible debt from a strategic player with the first interest payment due 120 days after closing?
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Post by centralcoastinvestor on Jul 12, 2016 15:27:35 GMT -5
hehehe!!! I loved the thumb in Sanofi's eye on that one.
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Post by therealisaching on Jul 12, 2016 15:28:02 GMT -5
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Post by liane on Jul 12, 2016 15:41:01 GMT -5
I don't have anything to expound on Mike. His presentation was elegant and precise. And he didn't have have to say a word, but buried on the slide 7 was the backstab at SNY.
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Post by cjc04 on Jul 12, 2016 15:50:52 GMT -5
hehehe!!! Hello all, a little personal update.... Re Tresiba So a few months ago my wife (40, T1) switched from Trajeo to Tresiba on my recommendation. That change, along with Afrezza of course, gave her the greatest control of her bs she's ever had. Unfortunately, it came with weight gain that she couldn't control. She was 5'8" around 145 and she gained over 10 lbs. After talking with her Endo yesterday, she's switching back to Trajeo. Just an FYI,,, apparently this is a well known issue with Tresiba. I'm curious if anyone else knows of any experiences like this. Oh, and he also told her that he hasn't written any other scripts for Afrezza because he heard it wouldn't be available any more. I really don't understand how little ol MNKD is going to survive in the viscous BP world.
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Post by oldfishtowner on Jul 12, 2016 15:53:11 GMT -5
I don't have anything to expound on Mike. His presentation was elegant and precise. And he didn't have have to say a word, but buried on the slide 7 was the backstab at SNY. Any chance that Novo is one of the BP in talks with MNKD for the European market?
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Post by cjc04 on Jul 12, 2016 15:55:07 GMT -5
Public speaking is extremely difficult. With that said its better for Mike to speak moving forward. He is excited and you hear it in his voice. Everything they went over is pretty much where I figured we are at. I guess no one was there or did not care as only one question was asked. It sounded to me like another question was coming but the feed was cut off.
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Post by Deleted on Jul 12, 2016 15:55:56 GMT -5
hehehe!!! Hello all, a little personal update.... Re Tresiba So a few months ago my wife (40, T1) switched from Trajeo to Tresiba on my recommendation. That change, along with Afrezza of course, gave her the greatest control of her bs she's ever had. Unfortunately, it came with weight gain that she couldn't control. She was 5'8" around 145 and she gained over 10 lbs. After talking with her Endo yesterday, she's switching back to Trajeo. Just an FYI,,, apparently this is a well known issue with Tresiba. I'm curious if anyone else knows of any experiences like this. Oh, and he also told her that he hasn't written any other scripts for Afrezza because he heard it wouldn't be available any more. I really don't understand how little ol MNKD is going to survive in the viscous BP world. I hope you had a chance to update your doc on current Afrezza status that Mannkind will be promoting and email his info to Mike so Mike can send his team to visit your doc. If you pm me your doc info, i can send an email too
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Post by Deleted on Jul 12, 2016 16:00:02 GMT -5
hehehe!!! Hello all, a little personal update.... Re Tresiba So a few months ago my wife (40, T1) switched from Trajeo to Tresiba on my recommendation. That change, along with Afrezza of course, gave her the greatest control of her bs she's ever had. Unfortunately, it came with weight gain that she couldn't control. She was 5'8" around 145 and she gained over 10 lbs. After talking with her Endo yesterday, she's switching back to Trajeo. Just an FYI,,, apparently this is a well known issue with Tresiba. I'm curious if anyone else knows of any experiences like this. Oh, and he also told her that he hasn't written any other scripts for Afrezza because he heard it wouldn't be available any more. I really don't understand how little ol MNKD is going to survive in the viscous BP world. Forgive me as I don't understand the weight gain part. Why is it common to gain weight? I have taken medication that made me want to eat more and I did and gained weight.
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Post by cjc04 on Jul 12, 2016 16:24:47 GMT -5
Hello all, a little personal update.... Re Tresiba So a few months ago my wife (40, T1) switched from Trajeo to Tresiba on my recommendation. That change, along with Afrezza of course, gave her the greatest control of her bs she's ever had. Unfortunately, it came with weight gain that she couldn't control. She was 5'8" around 145 and she gained over 10 lbs. After talking with her Endo yesterday, she's switching back to Trajeo. Just an FYI,,, apparently this is a well known issue with Tresiba. I'm curious if anyone else knows of any experiences like this. Oh, and he also told her that he hasn't written any other scripts for Afrezza because he heard it wouldn't be available any more. I really don't understand how little ol MNKD is going to survive in the viscous BP world. Forgive me as I don't understand the weight gain part. Why is it common to gain weight? I have taken medication that made me want to eat more and I did and gained weight. It sounds like you're not aware that insulin, all insulin (other than Afrezza of course) causes weight gain. There are way more qualified peeps here to explain that. The point I was making, aparently Tresiba causes more weight gain that Trajeo. I wasn't aware of that.
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Post by cjc04 on Jul 12, 2016 16:35:37 GMT -5
Hello all, a little personal update.... Re Tresiba So a few months ago my wife (40, T1) switched from Trajeo to Tresiba on my recommendation. That change, along with Afrezza of course, gave her the greatest control of her bs she's ever had. Unfortunately, it came with weight gain that she couldn't control. She was 5'8" around 145 and she gained over 10 lbs. After talking with her Endo yesterday, she's switching back to Trajeo. Just an FYI,,, apparently this is a well known issue with Tresiba. I'm curious if anyone else knows of any experiences like this. Oh, and he also told her that he hasn't written any other scripts for Afrezza because he heard it wouldn't be available any more. I really don't understand how little ol MNKD is going to survive in the viscous BP world. I hope you had a chance to update your doc on current Afrezza status that Mannkind will be promoting and email his info to Mike so Mike can send his team to visit your doc. If you pm me your doc info, i can send an email too Thank you, I've thought of that and may in the future, but not right now. If you're not aware of my back story, my wife is in the medical field and switched to an endo she knows who wrote her the script simply because he trusts her, not because he knew much about Afrezza. He is impressed with her A1c but I think he's waiting to see what happens. I educated him from day 1, so if he were to be approached it would be obvious that it came from me. Too many work relationships involved for me to do that right now.
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Post by otherottawaguy on Jul 12, 2016 16:38:58 GMT -5
Good Summary on yahoo from surplus.value:
surplus.value • 1 hour 4 minutes ago
9users liked this postsusers disliked this posts0Reply
MNKD presentation today at Cantor
Mike presented (dont know what happened to Matt?) -Funds until Q1 2017 -10 million /month burn rate -7-8 out of 10 patients are being approved by insurance .. very positive -Coverage by Aetna and Express already , CVS and UNITED coming along, Medicare slower and will be about 1.5 years before medicare is fully present (process takes much longer) - are targeting 3/4 of diabetes market -protocols for pediatric should be ready before end of 2016 may facilitate use in externals markets as an inroad. - use two of the studies presented at ADA to push for a label change -July 25 or earlier MNKD's own product will be distributing (and 100% goes to MNKD) Some issue with Sanofi's supply which has 6 month expiry (DEC) so some issue with pharmacies stocking it. Will speak to Sanofi and also MNKDs own supply will be now used. -Spirometry not a problem , being taken care of . -- MNKD own patient reimbursement program launching Aug 1 and is well organized (online) "MNKD cares" -Late August sample packs for new adopters and will have sufficient supply dosages to offset any problems with lasting for early patients - 180 count titration packs to also deal with new patients running out 60's of 4, 8, 12 (180 total) and 90 count packs of 8 and 12 -Price renegotiation revisited as demand and sales increase. -Not looking for partner in US -working on foreign deal but good deal difficult until US sales ramp up. - should see script numbers bottom out in july and start to increase in next few months August and onwards -Controlling costs - still pursuing Technosphere applications ( 3 main ones already discussed previously ) which are not costing much now and seeking partners for these - End of year milestone payment coming but cant discuss due to NDA Thats all I managed to write down. Mike knows what hes doing. Very confident. Finally MNKD has someone on the ball.
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Post by Deleted on Jul 12, 2016 16:39:04 GMT -5
I hope you had a chance to update your doc on current Afrezza status that Mannkind will be promoting and email his info to Mike so Mike can send his team to visit your doc. If you pm me your doc info, i can send an email too Thank you, I've thought of that and may in the future, but not right now. If you're not aware of my back story, my wife is in the medical field and switched to an endo she knows who wrote her the script simply because he trusts her, not because he knew much about Afrezza. He is impressed with her A1c but I think he's waiting to see what happens. I educated him from day 1, so if he were to be approached it would be obvious that it came from me. Too many work relationships involved for me to do that right now. np. Mike has the data of prescribers and your doc will be in that too.. And I think that list is priority for Mike's team Impressed? he better be singing Afrezza soon to all of his patients for his patients A1c sake.
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Post by slugworth008 on Jul 12, 2016 17:01:46 GMT -5
hehehe!!! I loved the thumb in Sanofi's eye on that one. That makes two of us - Screw you SNY.....Hello Tresiba. Show's Matt is totally tuned in !!!! (IMO)
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