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Post by lennymnkd on Jan 12, 2017 15:55:20 GMT -5
Does anyone have any info on the Q&A which was NOT part of the available presentation? Would love to know what that was all about !!!
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Post by alethea on Jan 12, 2017 16:06:07 GMT -5
I believe Proboards Matt indicated that if a RS was going to happen, it would need to commence by around March 6th (again feel free to chime in and correct me if I am wrong). Proboards Matt also told us that the contract sales people were costing 10 million a month and that bankruptcy was imminent last fall. I take anything he says with a huge grain of salt. He also never responded to several requests to explain his $10 million per month statement. Shouldn't have been too hard to say "oops, I really meant one million per month" or whatever he really meant. Or else that it was simply wrong.
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Post by wildthing on Jan 12, 2017 16:14:54 GMT -5
The three brands on the bottom of the legend are the prandial insulin launches.
As an obsessive-compulsive grammar corrector, I would have been more impressed if they hadn't used the possessive case for the plural noun, "insulins."
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Post by madog365 on Jan 12, 2017 16:19:02 GMT -5
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Post by sportsrancho on Jan 12, 2017 16:25:30 GMT -5
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Post by sophie on Jan 12, 2017 16:26:21 GMT -5
It's code for "we will own them all soon." Just waiting for Mike C to tweet it out.
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Post by mnholdem on Jan 12, 2017 16:28:06 GMT -5
"$MNKD Damon and Mike discussing the new reality show. MannKind will be a sponsor."
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Post by wildthing on Jan 12, 2017 17:25:50 GMT -5
"$MNKD Damon and Mike discussing the new reality show. MannKind will be a sponsor."
How much money is involved? Does that really make sense? Doesn't seem to me that MNKD is in a position to speculate on investing in a reality series.
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Post by brentie on Jan 12, 2017 17:28:36 GMT -5
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Post by sophie on Jan 12, 2017 17:31:55 GMT -5
They're not investing in the show. It's an investment in themselves. The show is about a guy who is publicly already on Afrezza, Damon Dash. If they are smart, the contract will only sponsor the episodes that endorse Afrezza, whether that be a box in the background, him puffing the dreamboat, or downright talking about it, etc. That way, no play, no pay.
Depending on how much money they're spending to sponsor the show, and how the viewership turns out, this might be a really good idea, although I wonder how much freedom they would have with the FDA. They wouldn't be able to talk much about Afrezza, just show results and that he uses it. Although that may be all that matters to the general viewer.
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Post by peppy on Jan 12, 2017 17:34:30 GMT -5
heh. Did you see Harry was on that like a fly on flypaper? Thanks guys. Every picture tells a story.
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Post by ilovekauai on Jan 12, 2017 17:37:02 GMT -5
Loved this presentation today! Slowly HMS Afrezza is turning in the right direction at sea! Kudos to Matt P, Michael C, & Dr. Urbanski, as well as the entire team at MNKD. You are all fantastic and I'm so grateful for what you're doing to make Afrezza available to diabetics worldwide. Keep up the excellent work crew! Aloha.
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Post by nylefty on Jan 12, 2017 18:00:52 GMT -5
nylefty, I never try to be misleading. How would you summarize what matt said about the graph that mn posted? Thank you. You said: Matt thinks it will take 3-5 years for sales to take off.Here's what Matt actually said: When something new and fundamentally different like Afrezza comes along, which is even more different than most of the ones on the slide. You will see in the first year, typically these new insulins didn’t do very much. And even in the second year, it didn’t do anything startling. But they started to take off from there. And I have an arrow showing we are kind of in the early phase for Afrezza. I guess, you could argue we are actually even earlier than that given the kind of misfire in the initial launch and the restart that we did in July. But I think we are going to get there, we are confident and keep watching and we will see what happens.In other words, other insulins started to take off in their third year and although we're just entering our third year we're behind schedule because of the Sanofi sandbagging.
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Post by promann on Jan 12, 2017 18:34:35 GMT -5
Am I the only one who was not that impressed with the conference presentation today? I have been with this company for years and this is more of the "stay tuned" same I have come to know and not love. The presentation today was great and I was very impressed you are missing something if you think anything else. The wheels are on all greased and turning into something huge. Keep watching
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Post by sayhey24 on Jan 12, 2017 19:42:04 GMT -5
The three brands on the bottom of the legend are the prandial insulin launches.
As an obsessive-compulsive grammar corrector, I would have been more impressed if they hadn't used the possessive case for the plural noun, "insulins." I would be a lot happier if they stop calling afrezza insulin except in the fine print. Insulin is viewed as a last resort in treatment. Its old, dangerous, has needles and is a crap shoot. Today he showed the technosphere slides. They need to frame afrezza as high tech nano technology which brings a new paradigm to diabetes treatment. Its not your grandma's insulin and they need to stop lumping it in with all the rest. Starbuck's doesn't sell a small coffee they sell a "tall" for x2 $ of other places, you get a grande not a medium. They need to frame afrezza as a new treatment in a class of its own.
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