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Post by golfeveryday on Dec 19, 2017 10:43:55 GMT -5
I personally don’t think they wait to release the data. At this stage in the game it is more important to use it to gain better insurance coverage and market positioning. Waiting 6 months to present at ADA wastes a lot of time that MNKD does not have. I was under the impression that the data does not belong to MNKD but instead belongs to the researchers at CO med school. Perhaps MNKD can still disclose the results via an NDA to insurance companies and potential partners. However, would insurance companies/potential partners be able to formally act on the unreleased results? I would think they want the supporting data for other upcoming market submissions?
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Post by LosingMyBullishness on Dec 19, 2017 12:06:43 GMT -5
Mike from the last conference call The next trial is called the APEC Study this is a Type I patient experience trial that we expect to start enrolling in early 2018. This trial as well as the pediatric Phase 3 trial will be influenced by the outcomes of the STAT study. The STAT study for those of you who don't know was a time and range trial looking at using Afrezza with CGM head to head against mealtime influence. This is a pilot study that was started in July and completed in the month of November. We will present these results in 2018 and hopefully we will understand them shortly. So there was also this trial that will really help influence how we think about the design and execution of other larger Type I study that we are looking to execute. Exactly the way to play it. Put the information to work immediately, but follow the protocol and announce results publicly at ADA. Edit: Agree with hellodolly that it would be nice to have those results sooner, but that's not really fair to the researchers. Fair to the researcher? Have you had time to look at the shareprice lately? If MNKD survives I do not mind if they get paid to do the next 10 trials. My apologies, but the slow pace and the 'this is how we do this' freaks me out. We are back at 2.6. were you with MNKD shortly before the FDA?
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Post by xanet on Dec 19, 2017 12:22:18 GMT -5
Exactly the way to play it. Put the information to work immediately, but follow the protocol and announce results publicly at ADA. Edit: Agree with hellodolly that it would be nice to have those results sooner, but that's not really fair to the researchers. Fair to the researcher? Have you had time to look at the shareprice lately? If MNKD survives I do not mind if they get paid to do the next 10 trials. My apologies, but the slow pace and the 'this is how we do this' freaks me out. We are back at 2.6. were you with MNKD shortly before the FDA? I have owned shares in MNKD since April 2013, and rode the price up, and then down, down, down. I lost a lot of money. But I am also a research scientist, and the CTO of two start-up companies. Management can't get caught up in the day to day price action, or even short-term trends. It's their job to see the big picture and keep things on track, so what they build will endure. Propping up the share price is a trap that will cause problems down the road. Let them keep their eyes where they belong, and the inefficiencies in the market will eventually work themselves out.
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Post by barnstormer on Dec 19, 2017 13:29:34 GMT -5
The research has been done. Shareholders need to be rewarded for financing the research, the sales reps and salaries of the management team sooner rather than later. We have been patient, we have played along with adding shares after we were hammered with the RS. It’s time to put up or shut up.
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