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Post by kball on Feb 7, 2018 7:49:53 GMT -5
Possibly. But written words i always assume carry greater substance than those spoken. As these kinds of things are edited to say exactly what is intended, whereas verbally (in interviews and such) thoughts and ideas usually (almost always) aren't as well thought out. HUMOROUS NOTE: I've edited this post 3 times now and it still isn't how i'd like it (used the word 'thought' twice in last part of it) Since you wanted to analyze this to death, you missed the part that there are one grammar error: verbally is an adverb which got put in front of nouns. Then there is no such things as verbal thoughts and ideas. There are only verbal words. Now, I have to admit my English is not very WELL, though my Chinese is more bad. Have to check on whether 'analyzing this to death' is an accurate description for pointing out a mere 3 words-the right patients (important as they 'may' be). I could accept 'analyzing this to terrible pain and suffering' more readily
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Post by Deleted on Feb 7, 2018 7:51:17 GMT -5
P 56 of first presentation indicates inhaled insulin is "out of scope". Things can always change however. The debate from all of you about Trulicity et al could be a catalyst for strategic change but understand, it takes time for some of the problems in any Rx product to morph and even longer for the legal system to act on them so for now, as it always has been, in order for Mannkind to succeed they need to sell Afrezza. I believe 2018 is the final year to make Afrezza a commercial success in the US and it will be the US market that makes or breaks. Mannkind really really needs to sell more than $100mm of Afrezza in the US this year. The big guys will come out with stuff that may not be as good as Afrezza, but if its incrementally better than what they have, their marketing might will make a slightly better product a success. J&J is a sales, marketing, distribution & regulatory machine and it doesn't need 91 octane to run well.
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Post by sportsrancho on Feb 7, 2018 14:49:16 GMT -5
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Post by mnkdorbust on Feb 7, 2018 16:42:38 GMT -5
Great hire. I just hope he doesn't pull a McDaniels or get the DeSisto whammy (which now with Mike I'm glad that happened).
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Post by kc on Feb 7, 2018 16:47:21 GMT -5
Great hire. I just hope he doesn't pull a McDaniels or get the DeSisto whammy (which now with Mike I'm glad that happened). Interesting comment as one would think there was a not to compete/ non-disclosure agreement that he signed with Lilly. Sound like a very friendly hire by MannKind.
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Post by akemp3000 on Feb 7, 2018 17:13:31 GMT -5
We've not yet arrived with the script sales and pps but Mike C continues to deliver a lot of really good decisions!
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Post by dreamboatcruise on Feb 7, 2018 18:58:03 GMT -5
Great hire. I just hope he doesn't pull a McDaniels or get the DeSisto whammy (which now with Mike I'm glad that happened). Interesting comment as one would think there was a not to compete/ non-disclosure agreement that he signed with Lilly. Sound like a very friendly hire by MannKind.
There can be a lot of issues that make non competes tricky. Chief among them is which states are involved... where did he work and where will he work. If someone worked for a CA company and goes to work for another CA company a non compete is basically unenforceable. Not so for other states. Non-disclosures bring in bunch of other muddy issues... as can be seen by lawsuits such as the one now between Uber and Alphabet regarding an employee. Only once in my career did the particular set of circumstances of a non-compete make me decide to skip past my first choice candidate.
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Post by sayhey24 on Feb 7, 2018 19:26:34 GMT -5
Ultra rapid insulin is their version of Fiasp which afrezza obsoleted nasal glucagon is obsoleted by afrezza's ability to restore hepatic function Their big new top seller is trulicity There is some discussion that this class of drugs is so unsafe the entire class will be pulled. There is a suit in the 9th circuit which should be ruled on soon concerning Januvia, Byetta and Victoza over pancreatic cancer and pancreatitis. Here is a good summary on it - www.drugwatch.com/januvia/litigation/ and an update www.law.com/americanlawyer/sites/therecorder/2017/10/11/9th-circuit-eyes-preemption-of-state-law-claims-over-pharma-labeling/?slreturn=20180106194219As bad as these are Trulicity may be even worse, if thats possible. It already comes with an FDA ‘black box’ warning about its risks of medullary thyroid cancer and other thyroid tumours. It was approved on the basis of just five small clinical trials (less than is usual for this kind of drug). The FDA has required the Eli Lilly to carry out five ‘post-marketing studies’, including an assessment of cardiovascular risks in people with type 2 diabetes as there is concern it may cause heart attacks too. You are confusing GLP-1, Trulicity, with DPP-4, all the others you give - these are different classes. There is no lawsuit against Trulicity. There is a lawsuit against the DPP-4 drugs although it's currently awaiting appeal three years after the drug companies were granted a summary judgement against the ambulance chasers plaintiffs in the class action. There is no chance that DPP-4 as a class gets withdrawn and I am curious where you got the idea that it would be. Mannkind had to carry out four post marketing studies, one of which was " a 5-year, randomized, controlled trial in 8,000-10,000 patients with type 2 diabetes to assess the serious potential risk of pulmonary malignancy with Afrezza use". Do you believe lung cancer as a serious issue with Afrezza because there is post marketing trial required because I don't? All new diabetes drugs used for Type 2 require that cardiovascular study, including Afrezza. In Afrezza's case it is part of the lung cancer trial (" The trial must also include an assessment of cardiovascular risk based on prospectively defined, collected and independently adjudicated major adverse cardiovascular events or MACE") rather than a separate study - that's the FDA playing nice and letting Mannkind bundle trials to reduce costs. I am no fan of diabetes drugs by and large but let's keep a sense of perspective. Aged - The GLP-1 class currently consists of exenatide (Byetta, AstraZeneca; Food and Drug Administration [FDA]-approved in April 2005); liraglutide (Victoza, Novo Nordisk; FDA-approved in January 2010); exenatide extended-release (Bydureon, Astra-Zeneca; FDA-approved in January 2012); albiglutide (Tanzeum, GlaxoSmithKline; FDA-approved in April 2014); and the newest addition, dulaglutide (Trulicity, Eli Lilly and Company; FDA-approved in September 2014). The judge consolidated lawsuits against the makers of Type 2 diabetes drugs Januvia, Janumet, Byetta and Victoza in MDL No. 2452. Why the judge put Januvia the DDP-4 with the GLP-1's you would have to ask the judge. The bottom line is they are all very dangerous concoctions and have proven to ruin PWDs lives. Trulicity was rushed to market and may be the worst of all and Lilly is bragging about how much money they are making from it. Hopefully our new CMO has extensive experience with these and the rest of the orals especially metformin. In addition to Al Mann's quote which I will apply to metformin of its application as being "medically incorrect", Ralph DeFronzo's is my favorite concerning metformin. I assume Big Dave knows DeFronzo or as I call him Mr. Metformin. When it comes to the orals Big Dave's motto should be "Just Say NO". “The most waste in type 2 diabetes is to continuously put people on metformin and sulfonylureas (glyburide, glimepiride, etc.). These drugs have no protective effect on the beta cell, and by the time you figure out what you’re doing, there are no beta cells left to save.” – Dr. Ralph DeFronzo (University of Texas Health Science Center) diatribe.org/the-diatribe-foundation-and-tcoyd-11th-annual-forum
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Post by brotherm1 on Feb 7, 2018 19:56:51 GMT -5
So he is a job placement recruiter/partner for a company, Heidrick and Struggles. Mike must have went to them and detailed exactly what MNKD was in search of for a CMO
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Post by sportsrancho on Feb 7, 2018 20:45:02 GMT -5
So he is a job placement recruiter/partner for a company, Heidrick and Struggles. Mike must have went to them and detailed exactly what MNKD was in search of for a CMO IMO yes.
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Post by akemp3000 on Feb 8, 2018 8:46:02 GMT -5
No doubt David Kendall did his due diligence with his "world renowned diabetes expert" reputation at Lilly and the ADA at stake. He could easily see the quarterly reports and articles discussing Mannkind's financial situation and learn what we all already know. It's too bad we can't hear what Mike C told him regarding the company's financial situation that Mike can't tell us. I'm ok with not knowing at this time as I'm sure there's a good reason. IMO it's good enough knowing David Kendall was sufficiently pleased with what he heard to make such an important decision. We shouldn't have to wait much longer to learn more.
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Post by peppy on Feb 8, 2018 9:24:58 GMT -5
No doubt David Kendall did his due diligence with his "world renowned diabetes expert" reputation at Lilly and the ADA at stake. He could easily see the quarterly reports and articles discussing Mannkind's financial situation and learn what we all already know. It's too bad we can't hear what Mike C told him regarding the company's financial situation that Mike can't tell us. I'm ok with not knowing at this time as I'm sure there's a good reason. IMO it's good enough knowing David Kendall was sufficiently pleased with what he heard to make such an important decision. We shouldn't have to wait much longer to learn more. I have been waiting all week for (sla to post) the P.R. news of the scheduled earnings call. 11/08/17 the last call the p.r. should come out one week before the call. now I am bitching about it.
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Post by liane on Feb 8, 2018 9:29:42 GMT -5
Hope the cc is not on a Friday - that's never good.
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Post by sportsrancho on Feb 8, 2018 9:41:34 GMT -5
CNBC real time app still says March 9
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Post by olebob1 on Feb 8, 2018 9:59:01 GMT -5
CNBC real time app still says March 9 Fidelity says March 16 (unconfirmed) Earnings Whispers says March 15 4pm ET
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