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Post by Deleted on Jan 23, 2017 10:58:19 GMT -5
One thing I don't quite understand. Who is in the field selling afrezza while MNKD is training new reps? Is Publicis still in the picture? Some will be kept. But they have to be trained also. At least I sure hope so!!! some reps are transitioned to full time. why do they have to be trained also? oh my god.. so much training? what are we talking here? usually reps are given material to read at home as soon as they are hired and then a training session that would last a day or two. are we giving them masters degree in afrezza or what?
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Post by sportsrancho on Jan 23, 2017 11:07:01 GMT -5
Some will be kept. But they have to be trained also. At least I sure hope so!!! some reps are transitioned to full time. why do they have to be trained also? oh my god.. so much training? what are we talking here? usually reps are given material to read at home as soon as they are hired and then a training session that would last a day or two. are we giving them masters degree in afrezza or what? Well I hope they are getting trained on how to get a Endo's attention. Yes they know that. But how to do it with Afrezza in hand? How to reassure the doctors we aren't going away.. what to say about new drugs in the pipe line. What kind of testimonials can they use to show happy users of Afrezza...
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Post by saxcmann on Jan 23, 2017 11:48:04 GMT -5
One thing I don't quite understand. Who is in the field selling afrezza while MNKD is training new reps? Is Publicis still in the picture? Yes, a little lull in action...
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Post by dreamboatcruise on Jan 23, 2017 12:34:55 GMT -5
Central coast investor... Is that central east or west coast?. I enjoyed reading your analogy of site preparation and laying a good foundation but am surprised you didn't mention the footing which is the base of having a strong foundation. Anyways I totally agree and have thought the same way that MNKD is building basically a new company and script numbers though very important is not there priority till the ground work is completed. I also believe that the runway will be increased by many options so cash will not be a problem. One of which is a partner to get approvals to market and distribut Afrezza in other countries .(international partnership agreement ). MNKD already stated that they have plans to expand afrezza in several other countries in the 3Q and they also said in a earlier call that international partner was a option. Thanks for a good read So you are predicting no further dilution?
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Post by promann on Jan 23, 2017 13:03:08 GMT -5
Central coast investor... Is that central east or west coast?. I enjoyed reading your analogy of site preparation and laying a good foundation but am surprised you didn't mention the footing which is the base of having a strong foundation. Anyways I totally agree and have thought the same way that MNKD is building basically a new company and script numbers though very important is not there priority till the ground work is completed. I also believe that the runway will be increased by many options so cash will not be a problem. One of which is a partner to get approvals to market and distribut Afrezza in other countries .(international partnership agreement ). MNKD already stated that they have plans to expand afrezza in several other countries in the 3Q and they also said in a earlier call that international partner was a option. Thanks for a good read So you are predicting no further dilution? Yes ! I predict no further dilution. I predict we will be saved by a deal or deals in the coming months..
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Post by uvula on Jan 23, 2017 13:15:38 GMT -5
Prediction or hope? There is a big difference. In the absence of data and evidence all we are left with is hope.
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Post by centralcoastinvestor on Jan 23, 2017 15:36:29 GMT -5
Central coast investor... Is that central east or west coast?. I enjoyed reading your analogy of site preparation and laying a good foundation but am surprised you didn't mention the footing which is the base of having a strong foundation. Anyways I totally agree and have thought the same way that MNKD is building basically a new company and script numbers though very important is not there priority till the ground work is completed. I also believe that the runway will be increased by many options so cash will not be a problem. One of which is a partner to get approvals to market and distribut Afrezza in other countries .(international partnership agreement ). MNKD already stated that they have plans to expand afrezza in several other countries in the 3Q and they also said in a earlier call that international partner was a option. Thanks for a good read So you are predicting no further dilution? I have no issue with using the ATM if the circumstances were right. Matt should use every tool in the financing toolbox. For instance, if Matt were able to make a partnership announcement or something like that which caused the share price to jump to $1.20 to $1.50, selling additional shares to generate another $20 to $30 million in cash might be a good move. The more Matt can show that the financial runway isn't going to end soon, the more time it gives for Afrezza to get traction. It would also put pressure on the short sellers who are banking on the premise that the money will run out before Afrezza succeeds. The more shorts that exit, the higher the pps and a little more dlution extends the runway yet again.
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Post by BlueCat on Jan 23, 2017 15:56:00 GMT -5
So you are predicting no further dilution? I have no issue with using the ATM if the circumstances were right. Matt should use every tool in the financing toolbox. For instance, if Matt were able to make a partnership announcement or something like that which caused the share price to jump to $1.20 to $1.50, selling additional shares to generate another $20 to $30 million in cash might be a good move. The more Matt can show that the financial runway isn't going to end soon, the more time it gives for Afrezza to get traction. It would also put pressure on the short sellers who are banking on the premise that the money will run out before Afrezza succeeds. The more shorts that exit, the higher the pps and a little more dlution extends the runway yet again. What I'm wondering is whether the shorts really are hedging (or intending) that MNKD will run out of runway before they can succeed, or, that they think MNKD simply cannot succeed - that the market for this drug just isn't there - it can't be sold (SNY official position). And that's why we see some jumping on now at this normally ridiculous price point to short. I think the tricky party here is that while TS pipeline opens other opportunities - how much of the market is watching on whether Afrezza succeeds to determine the opportunity in other areas ....
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Post by sportsrancho on Jan 23, 2017 16:38:03 GMT -5
IMO T1kids will turn this around. 30 and under. And every new T1 child will flock to Afrezza. Let's get these trials done:-). #Afrezzakids
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Post by Deleted on Jan 23, 2017 17:04:58 GMT -5
IMO T1kids will turn this around. 30 and under. And every new T1 child will flock to Afrezza. Let's get these trials done:-). #Afrezzakids err... lets get the protocol done and register the trial first..
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Post by sayhey24 on Jan 23, 2017 19:16:26 GMT -5
IMO T1kids will turn this around. 30 and under. And every new T1 child will flock to Afrezza. Let's get these trials done:-). #Afrezzakids err... lets get the protocol done and register the trial first.. There is hope the kids will save this. Then we just need to get the other three markets. I am not sure the protocol would be much different than what it should be for the adults, if they had one. The key is to mimic both phase 1 and phase 2 release which means they all have a CGM and log BG prior to meals, 10 minutes after starting to eat take the first dose, measure 1 hour after first taking afrezza, and then a 2nd dose to mimic phase 2 if the BG is +TBD over the pre-meal BG level. For a non-diabetic TBD would be 20. For the kids this would need to be figured out and they better have good livers to pump out glucose if they start going low to give them that "reported" soft bump. I bet they could make some phone calls and get 6 kids tomorrow to work through the details of the above. Send them for a blood test for baseline A1c and give them a CGM if not on a pump. Redo the A1c in 4 weeks and I will be shocked if not all see good if not great A1c reductions. The one doctor from NC did the phase 2 dosing for the 171 and had such great results the FDA accused him of cheating.
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Post by cedafuntennis on Jan 23, 2017 19:48:52 GMT -5
No I am not a Mannkind employee. And no, it is not strange to expect the company to follow up on a lead that was handed to them. I gave them the contact to the executive administrator who had instructions from the doctors in the diabetes department to set up the presentation once Mannkind made contact. They never did. What more can one ask for, especially as they have to train their new sales staff on how to get endos interested... Maybe MNKD management expects that the endos should get trained on how to get MNKD interested... LOL
A MNKD director was involved when I was making the arrangements (you should have asked before calling me rude...) as well as another Afrezza trainer who is working hand-in-glove with MNKD. This person was fantastic and so helpful and interested, however after the meeting was arranged, this director dropped off the face of the Earth and Mike or Matt never bothered to reply, at least to provide me with their email inviting details.
Prior to me making that arrangement, the department itself has a conference in the hospital to which all the major diabetes drug manufacturers were invited, Mannkind included. I was told that MNKD initially accepted, only to call one day before the meeting saying that they could not attend. Everyone else attended, as they should have...
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Post by cedafuntennis on Jan 23, 2017 19:57:33 GMT -5
Yes Fal, you are right. I tried numerous times to contact Matt and Mike via Tweeter (I don't have their email address). I contacted the MNKD Director via email after I arranged the meeting (and he was involved in the arrangements leading to the invitation) and once the invitation was arranged, no further answers. I'll be damned if I move a finger for them any longer. It is so rude and self-defeating from MNKD to behave in this manner.
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Post by careful2invest on Jan 23, 2017 22:53:41 GMT -5
No I am not a Mannkind employee. And no, it is not strange to expect the company to follow up on a lead that was handed to them. I gave them the contact to the executive administrator who had instructions from the doctors in the diabetes department to set up the presentation once Mannkind made contact. They never did. What more can one ask for, especially as they have to train their new sales staff on how to get endos interested... Maybe MNKD management expects that the endos should get trained on how to get MNKD interested... LOL A MNKD director was involved when I was making the arrangements (you should have asked before calling me rude...) as well as another Afrezza trainer who is working hand-in-glove with MNKD. This person was fantastic and so helpful and interested, however after the meeting was arranged, this director dropped off the face of the Earth and Mike or Matt never bothered to reply, at least to provide me with their email inviting details. Prior to me making that arrangement, the department itself has a conference in the hospital to which all the major diabetes drug manufacturers were invited, Mannkind included. I was told that MNKD initially accepted, only to call one day before the meeting saying that they could not attend. Everyone else attended, as they should have... If what you have written is true, first off, It makes absolutely no sense for MNKD to not follow up and participate in everything possible to gain market exposure and market acceptance to advance the sales of AFREZZA. No stone should be left unturned. Hopefully, someone made a mistake in conveying exactly how it all went down, and Matt and Mike did not drop the ball. Please follow up if you hear differently. I have to mention... How many times have you said these six words to yourself or to others when it comes to the "supposed marketing" of AFREZZA... "It just does not make sense"! Over the seven years that I have owned this stock, it has happened way too often. It Just does not make sense! Even going all of the way back to FDA approval, MNKD's approach just has not made good business sense. I have always given them the benefit of the doubt thinking that they are professionals, they certainly have to know what they are doing. Right? Maybe not so... Granted, Sanofi screwed us and Mike and Matt have done a lot in reasonably short time, but we are nowhere near where we should be, given that we have a revolutionary, FDA approved treatment for Diabetes, second only to a healthy human pancreas when it comes to BG control in the treatment of Diabetes. The clock is ticking...Potential delisting, limited cash, etc. I keep hoping that they honestly have a solid plan that will explain their decision making processes to date. Anything short of that just does not make sense! AFREZZA has made it this far already! It works! And it works very well! AFREZZA is REVOLUTIONARY! Add to that, Alfred Manns Legacy, Al's own personal investment, etc. etc They cannot possibly be that inept, right??? And here we are again and still... speculating about what's going to happen to MNKD and our investment. I still remain hopeful, because, 1) I believe in the potential of AFREZZA, and 2) because my original six figure investment in MNKD has dropped too low to sell at this point. Just gonna ride it out...Total loss or Home run? Time will tell! Come on Mike and Matt!! GLTA TRUE LONGS!
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Post by cretin11 on Jan 24, 2017 3:29:08 GMT -5
cci, thanks for your posts. It seems that your prediction of no dilution comes down to speculation/hope that Matt can get a partnership deal done. I hope so, but am worried that these anemic scrip numbers will hamstring him from getting acceptable terms for such a deal. We aren't that far off from Q3, so time is of the essence. It feels like watching a football game where it's the second half and we're down by a couple of touchdowns. There's time to get it done but only a few more opportunities for scoring drives, the clock is not our friend.
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