|
|
Post by centralcoastinvestor on Sept 25, 2017 15:16:57 GMT -5
Just finished reading the Cantor transcript over lunch. Mike C. knocked it out of the park as far as I'm concerned. He is now wonderfully articulating the Afrezza story to the investment community. He is sharing the science behind Afrezza which is what sold me on investing in MannKind in the first place. Mike did a great job of explaining what MannKind has done to transform itself from an R&D company to a commercialization company. He has a solid plan and projects such confidence. Great talk today.
|
|
|
|
Post by mytakeonit on Sept 25, 2017 15:28:39 GMT -5
I agree! All these conferences has fine tuned the presentation to perfection. How can anyone not want to use/invest in Afrezza.
Guess I better transfer in more $$$. Ha!
|
|
|
|
Post by buyitonsale on Sept 25, 2017 15:46:10 GMT -5
I like that MNKD is discussing outcomes with payers. That's the key to negotiations.
"We’ll continue to execute the payer coverage and really think about – we want to contract more for outcomes. And as you think about the payer environment, it’s very hard for them when your outcomes could be hyperglycemia or less hyperglycemia and hospitalization. And you talk to payers and not tracking that, which is probably the number one issue that people with diabetes face everyday. It’s hard to contract what outcome that you’re not tracking, so how do we get payers to track the outcomes that we think are important as it relates to our product."
I added shares today as I believe management team will continue to execute and "say what we do and we’re going to do we say".
|
|
|
|
Post by mango on Sept 25, 2017 15:52:58 GMT -5
Most interesting so far is (finally!) another mention of RLS and confirmation that it's working on cannabinoids Oh chit. Im still at work. Thank you for giving me something to look forward to on my drive home. |
|
|
|
Post by slugworth008 on Sept 25, 2017 16:09:35 GMT -5
Most interesting so far is (finally!) another mention of RLS and confirmation that it's working on cannabinoids Oh chit. Im still at work. Thank you for giving me something to look forward to on my drive home. I've used a considerable of cannabinoids whilst holding this stock - Just say'n  |
|
|
|
Post by edvarney on Sept 25, 2017 16:34:04 GMT -5
We all heard this presentation earlier today at Cantor; I was hopeful for more new solid NEWS today, but no, Mike says more after FDA soon. I am afraid that the RECAPITALIZATION plan is the #1 issue going forward, There just are not to many available that WON'T hurt current shareholders!!
I would not be expecting a big Label Change,either, that would put AFREZZA in a class of its own, even though we all know it deserves that Class on insulin for PWD's.. Mannkind needs a strong International partner NOW to charge ahead with all the work yet to be done for Afrezza!!, and with that plenty of upfront capital for keeping the wolves away..
All I want out of this whole thing is for PWD's to have access to Afrezza without all the restrictions currently on it.. at a price affordable to endusers. This new paradigm for mealtime treatment is the only product available to improve upon the dreaded disease so many live with today...God Bless Mannkind!! that was not an intended PUN!!!
|
|
|
|
Post by ghochr on Sept 25, 2017 16:51:18 GMT -5
We all heard this presentation earlier today at Cantor; I was hopeful for more new solid NEWS today, but no, Mike says more after FDA soon. I am afraid that the RECAPITALIZATION plan is the #1 issue going forward, There just are not to many available that WON'T hurt current shareholders!! I would not be expecting a big Label Change,either, that would put AFREZZA in a class of its own, even though we all know it deserves that Class on insulin for PWD's.. Mannkind needs a strong International partner NOW to charge ahead with all the work yet to be done for Afrezza!!, and with that plenty of upfront capital for keeping the wolves away.. All I want out of this whole thing is for PWD's to have access to Afrezza without all the restrictions currently on it.. at a price affordable to endusers. This new paradigm for mealtime treatment is the only product available to improve upon the dreaded disease so many live with today...God Bless Mannkind!! that was not an intended PUN!!! With all the money we are down including Mann foundation we could have have bought Afrezza for many people an year supply for 6 $6000 - a 100k population for the cost of 600 million and from the second year a revenue of 600 million to Mannkind |
|
|
|
Post by mango on Sept 25, 2017 19:33:05 GMT -5
"Youre always trying to maintain a delicate balance of homeostasis."
–Mike Castagna, CEO MannKind Corporation
|
|
|
|
Post by mango on Sept 25, 2017 19:35:17 GMT -5
I wonder if MannKind will be able to tell doctos that Afrezza restores postprandial glucose homeostais...
|
|
|
|
Post by itellthefuture777 on Sept 25, 2017 19:47:15 GMT -5
I like that MNKD is discussing outcomes with payers. That's the key to negotiations. "We’ll continue to execute the payer coverage and really think about – we want to contract more for outcomes. And as you think about the payer environment, it’s very hard for them when your outcomes could be hyperglycemia or less hyperglycemia and hospitalization. And you talk to payers and not tracking that, which is probably the number one issue that people with diabetes face everyday. It’s hard to contract what outcome that you’re not tracking, so how do we get payers to track the outcomes that we think are important as it relates to our product." I added shares today as I believe management team will continue to execute and "say what we do and we’re going to do we say". Reporting hypo occurrences on the One Drop app (if any) could be a good data accumulator since it can be used with various insulin types. Maybe incorporate a predictors outcomes as well..dunno just sayn.. |
|
|
|
Post by itellthefuture777 on Sept 25, 2017 19:53:50 GMT -5
The item Mike mentioned..about staff levels being about the same between development to commercialisation caught my ear. Also the fact that the cartridge sales are now exceeding Sanofi's in the old partnership. Note that because Mannkind used to give Sanofi 30% but now retains 100% with the same staff levels to boot! So..if you are not sharing that 30% and selling more..the next question I have is what was the stock price when Sanofi took 30% and sold less?
|
|
|
|
Post by mytakeonit on Sept 25, 2017 20:54:31 GMT -5
itell - I believe the split on profits and losses was 65% for Sanofi and 35% for Mannkind.
But, my brain may not be running at 100% due to dementia.
|
|
|
|
Post by jc1839 on Sept 25, 2017 20:57:42 GMT -5
itell - I believe the split on profits and losses was 65% for Sanofi and 35% for Mannkind. But, my brain may not be running at 100% due to dementia. True 65% sanofi 35% Mannkind |
|
|
|
Post by mnkdfann on Sept 25, 2017 21:06:18 GMT -5
itell - I believe the split on profits and losses was 65% for Sanofi and 35% for Mannkind. True 65% sanofi 35% Mannkind So, losses to Mannkind are higher now than they were when Sanofi was involved? What was the question again? |
|
|
|
Post by itellthefuture777 on Sept 25, 2017 22:38:11 GMT -5
Must have been a bit dyslexic in my memory..don't have to share that 65%...selling more then Sanofi without the additional Sanofi staff..and same staff levels Mannkind had during the development phase...pound for pound or dollar for dollar...Mannkind's executive and sales team deserves kudoos!
|
|
