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Post by wgreystone on Sept 13, 2019 11:46:20 GMT -5
I do have some questions for Vdex.. under the current noninferior label and with Mnkds hands tied by FDA how do you propose MC could have done better? What are your suggestions to Mnkd to change strategy? How could Vdex and Mnkd work together using the Vdex protocol without FDA disaproval? Help us better understand what you want. The only feasible solution so far is setting up more diabetes clinics like Vdex. There is little hope to bet on switching doctors to prescribe Afrezza. The problem with MC is he seems not willing to listen and adopt others' suggestions. |
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Post by theebavarian on Sept 13, 2019 12:02:03 GMT -5
Not willing to listen to other's suggestions, or evaluated and passed on a suggestion? I think it is logical, and more than reasonable, that Mike Castagna has more knowledge about Mannkind and its strategic path than does Bill.
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Post by ktim on Sept 13, 2019 13:27:28 GMT -5
Bill's passion is outstanding and appreciated but to date, VDex has provided no documented success regarding management of a company. While it's easy to criticize Mike as a Monday morning quarterback, an important fact is that Mannkind has made excellent year-over-year progress since Mike has been at the helm for 2.5 years. Six months ago, this message board was filled with posts arguing that BK loomed and further dilution was inevitable. Sure Mike has made mistakes, such as having high expectations for the TV ad, but he adjusted and moved on. The company's future now looks bright and Mike accomplished this turnaround on a very, very thin shoestring budget. Even Spencer Osborne is beginning to open up to the company's potential. There's now every reason to believe the pipeline will continue to grow and Afrezza scripts will increase. Nothing would help more than improved financials to help Mannkind push this. There's no reason to date to believe that VDex management or HFM is on a comparable corporate level or playing field as Mannkind management. It seems the more they communicate the less credibility comes across. The criticism and noise needs to cease until there's tangible facts presented to support an argument. I know. I know. It's coming. Fine. Until then, listening to the crickets would be greatly appreciated. One final thought is that HFM and MK seem to be hinting their position relies on a forthcoming activist investor. If so, that investor needs to be huge with name recognition and credibility and more than just another loud mouth. I don't recall anyone talking about BK six months ago. 18 or so months ago, yes. As for saying further dilution inevitable six months ago, that would be a correct call as we've had dilution since then. What I remember filling this board six months ago, was enthusiastic talk and anticipation of increased scripts from the advertising. |
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Post by sportsrancho on Sept 13, 2019 13:41:51 GMT -5
Not willing to listen to other's suggestions, or evaluated and passed on a suggestion? I think it is logical, and more than reasonable, that Mike Castagna has more knowledge about Mannkind and its strategic path than does Bill. About Mannkind but not about Afrezza. |
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Post by brotherm1 on Sept 13, 2019 13:55:59 GMT -5
And I think it’s logical, and more than reasonable to assume, shareholders have more concern for their invested money than does Mike or even any other CEO
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Post by peppy on Sept 13, 2019 14:05:45 GMT -5
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Post by joeypotsandpans on Sept 13, 2019 14:31:47 GMT -5
when I hit up the novolog link this is what I saw on that page   |
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Post by sweedee79 on Sept 13, 2019 14:45:11 GMT -5
Not willing to listen to other's suggestions, or evaluated and passed on a suggestion? I think it is logical, and more than reasonable, that Mike Castagna has more knowledge about Mannkind and its strategic path than does Bill. Mike has huge retention problems and he knows it.. and I have yet to hear a good solution. |
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Post by mytakeonit on Sept 13, 2019 15:29:18 GMT -5
And I think it’s logical, and more than reasonable to assume, shareholders have more concern for their invested money than does Mike or even any other CEO Makes sense to me. If you take care of the company, the share price/profit will follow. But, that's mytakeonit |
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Post by shawnonafrezza on Sept 13, 2019 17:40:40 GMT -5
Not to burst anyone bubble on ads, but ads are targeted. So if you had googled for Afrezza you're far more likely to see that ad.
I read this thread out of curiosity. I'm really curious now why so many people trust Bill. I think this is the third time he's pulled the "only vdex can do this, vdex has results, just you wait" card. I mean at some point he has to show his hand and not just talk. I guess ranting about Mike C is easy. There's what, 1M per week in revenue? If Bill even has 10% of that he should show it and this conversation is actually interesting. Getting those numbers isn't hard. VDEX is private, they can release it whenever they want.
If I were a betting man I'd say it's sub 5%. That'd be ~50 rx a week for very rough math and roughly 200 patients on Afrezza since rx is either 1x a month or 3x a month. But that is VERY rough math.
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Post by nylefty on Sept 13, 2019 19:16:42 GMT -5
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paul
Researcher
Posts: 134
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Post by paul on Sept 14, 2019 7:05:51 GMT -5
That graph will need updating. The latest price on humalog is 5 pens for $126 at Walgreens. That's 1500 units or less than 9 cents per unit. Presumably novolog will match that price. |
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paul
Researcher
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Post by paul on Sept 14, 2019 8:33:47 GMT -5
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Post by peppy on Sept 14, 2019 8:53:08 GMT -5
Novo only announced their price decrease a week ago: www.reuters.com/article/us-novo-nordisk-usa/novo-nordisk-to-cut-insulin-prices-in-the-us-idUSKCN1VR1JO"The list price for one vial will be $144.68. Novo will also introduce a so-called $99 cash card program from Jan 2020, which patients can use to buy three vials or two packs of pens of Novo’s analog insulins for a flat cost of $99, which for most diabetics is an adequate supply for one month." $99 for 3000 units is only about 3 cents a unit. $99 for 90 days is only about a dollar a day. it's about time the price comes down. the stuff kept people live when there was no other way, it still is shit.The delivery system is chit. So your real point may be, "because there has been a national 60 second blip of a media discussion on the price of insulin in this country we have decided to bring the price of insulin down to avoid being further targeted by bad stories in the USA (the price of insulin is already cheap in Europe). From now on look to seeking alpha for your insulin discussions. Make sure you don't look at the differences as to how the insulins work and keep playing fantasy foot ball as we like to keep the humans in the pole barns stupid and distracted. Make sure and see your doctors yearly so we can put you on some chit medications for life and tell you we are saving your life. Make sure you do not read the package inserts and try to understand how the medications really work, part of our keep them stupid strategy." Football. Mama Mia that was a spicy meat ball. "where are the rolaids?" if they knew they wouldn't care, unless it was them or their children. Remember people used to say, you get what you pay for? we are over paying for this chit.  Paul and only Paul, help yourself. wallmart, regular insulin 25 bucks a vial. fill a five cc syringe and use a long needle shoot it right into one of your leg muscles. Here to help. |
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Post by uvula on Sept 14, 2019 9:09:11 GMT -5
Wow peppy. "I don't like your posts so please kill yourself." Sounds disproportionate to the "crime".
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