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Post by careful2invest on Feb 9, 2018 20:40:46 GMT -5
I recently read a post on another thread asking about who is currently seeing commercials about Afrezza. I live in Ohio and I used to see quite a few Afrezza Commercials, even during primetime, as I have reported on other threads. But I have not seen one for nearly 2 months.
I have seen an influx of Dexcom commercials, (which is great) but no more Afrezza commercials. Not sure why, and certainly, MNKD is clearly not giving up, so as usual, with this company, We are left to speculate...
One thought is that Mike is getting closer to an agreement with a larger company or companies capable of promoting Afrezza as it needs to be promoted, both here in the USA and internationally as well, and MNKD is no longer spending the money on TV Ads for this reason. (Just a guess) With little to no growth in script counts, to date, (maybe some growth, but definitely not enough thus far) It seems clear that we certainly could not sustain, nor reach the success of which Afrezza is worthy doing what we are currently doing without a partner.
HOWEVER, now that Dr. Kendall is onboard, his new position with MNKD will definitely carry weight as to the promise of Afrezza throughout the industry. Watch his videos on You-Tube and do a little DD into his background. Quite impressive! IMO, this endorsement will likely shift the perspective of other Doctors as well as others in the medical field. Add to that, with Dr. Kendall's ties with the American Diabetes Association, I would bet that he ADA will finally be warming up to Afrezza as well! In addition, the results of the STAT test will be announced at this years ADA Conference. Will it be enough to go alone?
So the question is this... Are we going to combine forces with a heavy hitter to turn Afrezza into the standard of treatment for Diabetes? OR, Is this latest hire (Dr. Kendall) enough to be the catalysts to shift perspectives to move script counts to allow Mannkind to do it on their own? Or will it be a combination of both? IDK. So we continue to speculate...for now...
IMHO, I believe that we will get our answer no later than this years ADA Conference and the days and years of speculation will finally be over! Having a man credentialed like Dr. Kendall as our CMO is a Grandslam Home Run! (And he jumped ship from Lilly?) That too, says a lot! Kudos to Mike Castagna! I feel that the risk of failure in this investment in MNKD has been substantially reduced, if not eliminated. Alfred Manns dream will finally become a reality! Afrezza will get the recognition that it deserves and become the "standard of care for Diabetes!" Either alone or with a partner. What are your thoughts? GLTA!
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Post by sportsrancho on Feb 9, 2018 20:46:30 GMT -5
Mike said to someone, I hope you like our new CMO he was the missing piece.
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Post by digger on Feb 9, 2018 21:53:17 GMT -5
As I recall, the 2 or 3 people they hired from Amgen were supposed to be catalysts; as well as the 2 they hired from Astellas. What are those people doing?
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Post by mnkdfann on Feb 9, 2018 21:59:10 GMT -5
As I recall, the 2 or 3 people they hired from Amgen were supposed to be catalysts; as well as the 2 they hired from Astellas. What are those people doing?Collecting pay cheques?
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Post by careful2invest on Feb 10, 2018 0:20:56 GMT -5
As I recall, the 2 or 3 people they hired from Amgen were supposed to be catalysts; as well as the 2 they hired from Astellas. What are those people doing? I do not know enough about the performance of the hires from Amgen or Astellas to comment on their worth. And I do not remember anyone referring to them as "catalysts", and maybe I just missed that, but I do know that I did not refer to them as "catalysts" However, while so many spew that MNKD was/is going bankrupt, having personnel jump ship from a company like Amgen to this "little go nowhere/bankrupt biotech MNKD" certainly did not hurt us! I would place money (which I have inadvertently) to say that Mike C hired only those that he knew will help the cause. That said... What Dr. Kendall brings to the table is hard to come by, and are placed in no particular order... Education, Knowledge, Wisdom, Experience, Connections, Respect in the Field of Diabetes treatment, and the drive to "make Afrezza the standard of care for Diabetes"... To get a guy like him onboard Is Priceless! Time will tell if I'm wrong. But as Sports quotes Mike C., "Dr. Kendall was the missing piece" GLTA!
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Post by sayhey24 on Feb 10, 2018 7:54:01 GMT -5
Dr. Kendall is a giant in the diabetes community. As DBC pointed out to me Dr. Kendall made the following statement
“The research and clinical response to Afrezza as a mealtime insulin SUPPORTS ongoing efforts to establish this product as The Standard of Care for those living with type 1 or type 2 diabetes”
If this Giant "Big Dave" is wrong, not only will MNKD go bankrupt and he will lose his job but he has made himself the laughing stock of the industry. It is career ending. For some reason I don't think he is planning on failing.
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Post by LosingMyBullishness on Feb 10, 2018 9:25:29 GMT -5
Dr. Kendall is a giant in the diabetes community. As DBC pointed out to me Dr. Kendall made the following statement “The research and clinical response to Afrezza as a mealtime insulin SUPPORTS ongoing efforts to establish this product as The Standard of Care for those living with type 1 or type 2 diabetes” If this Giant "Big Dave" is wrong, not only will MNKD go bankrupt and he will lose his job but he has made himself the laughing stock of the industry. It is career ending. For some reason I don't think he is planning on failing. I recall that this board was always extremely enthusiastic about every new hire. They were also enthusiastic about every commercial and prior to every cc. Turned out that none of it had a significant impact on scripts or share price. En contraire both even tanked sometime both short and long term and it remained unclear to what extent this was due to activities and decisions of these new hires. We can hope that this time it will be different but you can also argue that only fools do not learn from former mistakes.
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Post by mnholdem on Feb 10, 2018 9:30:34 GMT -5
Then, frankly, Dr. Kendall will start by getting together with the ADA and AACE to discuss the ramifications of past trial data. Mike Castagna recently stated that MannKind has volumes of Afresa/Afrezza results data accumulated during more than a decade of testing and trial studies that could be organized and published. Perhaps the archives are where the new CMO will begin mapping the road to medical changes for Afrezza, MannKind and its long-patient shareholders.
Good fortune to all.
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Post by kc on Feb 10, 2018 9:55:27 GMT -5
Then, frankly, Dr. Kendall will start by getting together with the ADA and AACE to discuss the ramifications of past trial data. Mike Castagna recently stated that MannKind has volumes of Afresa/Afrezza results data accumulated during more than a decade of testing and trial studies that could be organized and published. Perhaps the archives are where the new CMO will begin mapping the road to medical changes for Afrezza, MannKind and its long-patient shareholders.
Good fortune to all. Ditto - Ditto he is a expert and has strong research background. Street Credibility. Urbanski did not have it. Getting a well respected Diabetes guy was something MannKind should have done years ago. This is a better hire than Mike C. Glad it was made by Mike C.
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Post by thekid2499 on Feb 10, 2018 10:04:32 GMT -5
My thoughts - if MNKD has stopped advertising (and that's a big if since I don't have any insight into this, not sure if others do?), that leads to a few possible outcomes - 1) the sale of Afrezza to fund Technosphere, 2) folding our tents completely, or 3) partnership. Since we just hired a highly regarded and credentialed CMO who specializes in diabetes, I think #3 is the likely outcome. Again, just my opinion.
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Post by kc on Feb 10, 2018 10:10:51 GMT -5
He will help with bringing about a partnership especially internationally. The company can’t survive if it’s unable to sell Afrezza.
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Post by falconquest on Feb 10, 2018 10:14:12 GMT -5
Please don't let this board devolve into the Yahoo board where every time the wind blew it meant a buy-out was just around the corner. The corner never turned. Why can't we just accept the fact that Mike made a great hire and see where the path forward leads. We already had one person here who lost credibility due to them being so certain that our acquisition was just a matter of time. Let it go and see how things unfold.
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Post by sportsrancho on Feb 10, 2018 10:16:38 GMT -5
My thoughts - if MNKD has stopped advertising (and that's a big if since I don't have any insight into this, not sure if others do?), that leads to a few possible outcomes - 1) the sale of Afrezza to fund Technosphere, 2) folding our tents completely, or 3) partnership. Since we just hired a highly regarded and credentialed CMO who specializes in diabetes, I think #3 is the likely outcome. Again, just my opinion. My gut instinct is they have, and it’s number 3. But maybe with the sale or leasing out of TS to fund us in the mean time..
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Post by Deleted on Feb 10, 2018 10:35:28 GMT -5
I recently read a post on another thread asking about who is currently seeing commercials about Afrezza. I live in Ohio and I used to see quite a few Afrezza Commercials, even during primetime, as I have reported on other threads. But I have not seen one for nearly 2 months. I have seen an influx of Dexcom commercials, (which is great) but no more Afrezza commercials. Not sure why, and certainly, MNKD is clearly not giving up, so as usual, with this company, We are left to speculate... One thought is that Mike is getting closer to an agreement with a larger company or companies capable of promoting Afrezza as it needs to be promoted, both here in the USA and internationally as well, and MNKD is no longer spending the money on TV Ads for this reason. (Just a guess) With little to no growth in script counts, to date, (maybe some growth, but definitely not enough thus far) It seems clear that we certainly could not sustain, nor reach the success of which Afrezza is worthy doing what we are currently doing without a partner. HOWEVER, now that Dr. Kendall is onboard, his new position with MNKD will definitely carry weight as to the promise of Afrezza throughout the industry. Watch his videos on You-Tube and do a little DD into his background. Quite impressive! IMO, this endorsement will likely shift the perspective of other Doctors as well as others in the medical field. Add to that, with Dr. Kendall's ties with the American Diabetes Association, I would bet that he ADA will finally be warming up to Afrezza as well! In addition, the results of the STAT test will be announced at this years ADA Conference. Will it be enough to go alone? So the question is this... Are we going to combine forces with a heavy hitter to turn Afrezza into the standard of treatment for Diabetes? OR, Is this latest hire (Dr. Kendall) enough to be the catalysts to shift perspectives to move script counts to allow Mannkind to do it on their own? Or will it be a combination of both? IDK. So we continue to speculate...for now... IMHO, I believe that we will get our answer no later than this years ADA Conference and the days and years of speculation will finally be over! Having a man credentialed like Dr. Kendall as our CMO is a Grandslam Home Run! (And he jumped ship from Lilly?) That too, says a lot! Kudos to Mike Castagna! I feel that the risk of failure in this investment in MNKD has been substantially reduced, if not eliminated. Alfred Manns dream will finally become a reality! Afrezza will get the recognition that it deserves and become the "standard of care for Diabetes!" Either alone or with a partner. What are your thoughts? GLTA! In theory if the good doctor has the street cred and good relationships with a few dozen heavy hitting endos, we could see a nice jump in sales. While all are not diabetic, Bode's practice has > 35k patients so you get 40+ of the big practices on board, it would help the cause but if you think these key docs don't have strong relationships with other Rx cos, you would be sadly mistaken. As the healthcare industry transitions to fee for outcome vs service, for the life of me I do not know why MNKD has not gone to a couple of the big health insurance companies and wired up 100 patients with a Dexcom, put patients on Afrezza for a couple of months for free and tracked the results. In general, patient control of blood glucose levels is poor and the CGM tracks the wide swings in BG levels in a way that A1c can't and its the swings in glucose levels that cause the most long term damage and represent the greatest cost to the healthcare system. What part of Ohio were the commercials run in? I thought there was some support for Afrezza at the Cleveland Clinic.
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Post by careful2invest on Feb 10, 2018 11:32:08 GMT -5
I recently read a post on another thread asking about who is currently seeing commercials about Afrezza. I live in Ohio and I used to see quite a few Afrezza Commercials, even during primetime, as I have reported on other threads. But I have not seen one for nearly 2 months. I have seen an influx of Dexcom commercials, (which is great) but no more Afrezza commercials. Not sure why, and certainly, MNKD is clearly not giving up, so as usual, with this company, We are left to speculate... One thought is that Mike is getting closer to an agreement with a larger company or companies capable of promoting Afrezza as it needs to be promoted, both here in the USA and internationally as well, and MNKD is no longer spending the money on TV Ads for this reason. (Just a guess) With little to no growth in script counts, to date, (maybe some growth, but definitely not enough thus far) It seems clear that we certainly could not sustain, nor reach the success of which Afrezza is worthy doing what we are currently doing without a partner. HOWEVER, now that Dr. Kendall is onboard, his new position with MNKD will definitely carry weight as to the promise of Afrezza throughout the industry. Watch his videos on You-Tube and do a little DD into his background. Quite impressive! IMO, this endorsement will likely shift the perspective of other Doctors as well as others in the medical field. Add to that, with Dr. Kendall's ties with the American Diabetes Association, I would bet that he ADA will finally be warming up to Afrezza as well! In addition, the results of the STAT test will be announced at this years ADA Conference. Will it be enough to go alone? So the question is this... Are we going to combine forces with a heavy hitter to turn Afrezza into the standard of treatment for Diabetes? OR, Is this latest hire (Dr. Kendall) enough to be the catalysts to shift perspectives to move script counts to allow Mannkind to do it on their own? Or will it be a combination of both? IDK. So we continue to speculate...for now... IMHO, I believe that we will get our answer no later than this years ADA Conference and the days and years of speculation will finally be over! Having a man credentialed like Dr. Kendall as our CMO is a Grandslam Home Run! (And he jumped ship from Lilly?) That too, says a lot! Kudos to Mike Castagna! I feel that the risk of failure in this investment in MNKD has been substantially reduced, if not eliminated. Alfred Manns dream will finally become a reality! Afrezza will get the recognition that it deserves and become the "standard of care for Diabetes!" Either alone or with a partner. What are your thoughts? GLTA! In theory if the good doctor has the street cred and good relationships with a few dozen heavy hitting endos, we could see a nice jump in sales. While all are not diabetic, Bode's practice has > 35k patients so you get 40+ of the big practices on board, it would help the cause but if you think these key docs don't have strong relationships with other Rx cos, you would be sadly mistaken. As the healthcare industry transitions to fee for outcome vs service, for the life of me I do not know why MNKD has not gone to a couple of the big health insurance companies and wired up 100 patients with a Dexcom, put patients on Afrezza for a couple of months for free and tracked the results. In general, patient control of blood glucose levels is poor and the CGM tracks the wide swings in BG levels in a way that A1c can't and its the swings in glucose levels that cause the most long term damage and represent the greatest cost to the healthcare system. What part of Ohio were the commercials run in? I thought there was some support for Afrezza at the Cleveland Clinic. Central Ohio is where I saw the commercials, About 150 miles south of Cleveland. They were on National Television. However, on another front, I was told that Vdex is opening a clinic near Cleveland.
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