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Post by golfeveryday on Feb 10, 2018 11:58:25 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.. I have not seen a commercial for weeks in TN and I was seeing them consistently before the holidays.
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Post by Deleted on Feb 10, 2018 12:12:12 GMT -5
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. Would that be VDex's 2nd location? Do you believe the source and any idea how many locations VDex will have by end of the year?
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Post by akemp3000 on Feb 10, 2018 12:42:47 GMT -5
I'll go with the likelihood of a partnership or multiple partnerships. Dr. David Kendall probably knows more about diabetes, Afrezza and the global diabetes market than all of us combined and made the decision to jump from a strong background with the ADA and Lilly to Mannkind. He and Mike apparently know things they're not yet telling us. IMO, following flat January scripts, the balance of this 1Q could get very interesting.
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Post by oldfishtowner on Feb 10, 2018 12:58:50 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.. The TV campaign was only in selected cities and likely was only for a limited time after which management would assess the success of the campaign and perhaps redesign the commercials. There have been several recent hires who may have provided input and suggestions for follow-up. Also, there might be another reason. Maybe Mike decided not to keep spending money on commercials that did not provide a compelling reason to take Afrezza. There was no claim of fewer hypos or more time in range. With at least the higher level results of the STAT trial probably available to MNKD already, it could be that the company is ready to make these claims in new TV commercials. I am not ruling out the other possibilities, but only suggesting an additional alternative.
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Post by sportsrancho on Feb 10, 2018 13:08:58 GMT -5
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.. The TV campaign was only in selected cities and likely was only for a limited time after which management would assess the success of the campaign and perhaps redesign the commercials. There have been several recent hires who may have provided input and suggestions for follow-up. Also, there might be another reason. Maybe Mike decided not to keep spending money on commercials that did not provide a compelling reason to take Afrezza. There was no claim of fewer hypos or more time in range. With at least the higher level results of the STAT trial probably available to MNKD already, it could be that the company is ready to make these claims in new TV commercials. I am not ruling out the other possibilities, but only suggesting an additional alternative. Very good, I’m thinking the same. I believe they have proof that the commercials worked. But like you say. ( Time to upgrade:-) And maybe with a partner...
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Post by sportsrancho on Feb 10, 2018 13:12:29 GMT -5
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. Would that be VDex's 2nd location? Do you believe the source and any idea how many locations VDex will have by end of the year? The first two locations are in LA, there are other ones opening up in other areas and yes Ohio is one of them.
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Post by careful2invest on Feb 10, 2018 13:18:39 GMT -5
Would that be VDex's 2nd location? Do you believe the source and any idea how many locations VDex will have by end of the year? The first two locations are in LA, there are other ones opening up in other areas and yes Ohio is one of them. Nylefty posted the following on another thread... "VDEX has opened three offices in California and offices are planned in New Mexico and Ohio. The Missouri flag seems to indicate that there will also be at least one office in that state." End. Sports, if I am not mistaken, you may have even been the original source of this info. Not sure... I did not go digging through the thread to be certain of that.
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Post by sportsrancho on Feb 10, 2018 13:32:24 GMT -5
Right....I think it was Nylefty. The other one of the 3 in California is in Whittier.
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Post by nylefty on Feb 10, 2018 13:51:58 GMT -5
From Vdexdiabetes.com
Please fill out the form below to schedule an appointment. We currently have 3 convenient locations in Southern California, with more opening soon.
Canoga Park, CA
Beverly Hills, CA
Whittier, CA
Monday — Friday: 9 am to 5 pm.
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Post by dreamboatcruise on Feb 10, 2018 14:13:11 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. Surely not. Believing in an imminent acquisition at unthinkably large premium to current share price is one of the tenants of faith in the church of MNKD.
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Post by nylefty on Feb 10, 2018 14:55:59 GMT -5
Vdex Diabetes of Ohio Nurse Practitioner Job in Elyria, OH | Glassdoor www.glassdoor.com › Nurse Practitioner › Ohio › Elyria 7 days ago - Vdex Diabetes of Ohio is now hiring a parttime Nurse Practitioner in Elyria, OH. Glassdoor estimated salary is $130000.00. View job listing details and apply now. en.wikipedia.org/wiki/Elyria,_Ohio Elyria is a city in the Greater Cleveland metropolitan statistical area and the county seat of Lorain County, Ohio, United States, located at the forks of the Black River in Northeast Ohio.
Nurse Practitioner Jobs in Santa Fe, NM | iHireMidLevelPractitioners www.ihiremidlevelpractitioners.com/t-nurse-practitioner-s-new-mexico-c-santa-... Nurse Practitioner. VDEX Diabetes Centers - Santa Fe, NM. Our goal is to get into the New Mexico and Ohio markets and work with nurse practitioners to get blood sugar under control in both Type 1 and Type 2 diabetics. We have a proven track... 1 day ago ...
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Post by thekindaguyiyam on Feb 10, 2018 15:08:38 GMT -5
mnholdem Very Good Representation. Excellent.
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Post by mytakeonit on Feb 10, 2018 15:13:58 GMT -5
I'll go with the likelihood of a partnership or multiple partnerships. Dr. David Kendall probably knows more about diabetes, Afrezza and the global diabetes market than all of us combined and made the decision to jump from a strong background with the ADA and Lilly to Mannkind. He and Mike apparently know things they're not yet telling us. IMO, following flat January scripts, the balance of this 1Q could get very interesting. I agree ... and it'll get more interesting in the 2Q ... 3Q ... 4Q ... etc. Then, it'll get boring because we'll spend all day counting $$$. Soon this board will be empty of participants ... oh so sad! But, it's been nice chatting with you all. Think I'll start looking for my vacation home in Vegas Baby! Maybe a suite in the MNKD hotel and casino?
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Post by nylefty on Feb 10, 2018 16:59:41 GMT -5
Here's a fuller VDEX posting for its nurse practitioner job in Santa Fe, New Mexico:
VDEX Diabetes Centers Nurse Practitioner job in Santa Fe, NM
Low pressure upbeat environment !!! In office, Non-emergent care. 10,000 dollar signing bonus (New Mexico Only). OHIO is 60/hr to start. Non-invasive care according to established protocols. Minimal diagnostic procedures. Emphasis on patient education. Assisted by medical assistants. Management of diabetic patients, including assessment, ongoing monitoring and adjustment as needed. Full-Time and Part-Time available.
Our objective is to get every patient to be physiologically normal or near normal, as measured by HbA1c and rate of hypoglycemia, while on therapy, to minimize or eliminate the complications of diabetes. A little about VDEX: A VDEX treatment facility is a specialized medical practice that focuses on only one disease area: diabetes. Further, we specialize in one aspect of that disease: blood sugar control.
The logic of this approach is simple: blood sugar control is more nuanced, more difficult. Yet, blood sugar control, or the lack thereof, leads to all the complications. Vdex has one simple aim: To enable diabetics to live a normal or nearly normal life. A disease unlike most other medical conditions, diabetes is a chronic condition with devastating long-term consequences. It requires hour-by-hour attention to avoid equally devastating short-term consequences. Patients need regular care and monitoring for life.
Through our "Real Time Diabetes Management" model, diabetics have far better control of blood glucose levels and reduced hypoglycemia as compared to the current, best therapies available today. We at Vdex believe with the latest therapies and technological innovations, our patients can SAFELY maintain average HbA1c levels significantly below 6.5 and even 6.0. A significant number of patients using Vdex protocols actually have HbA1c levels BELOW 6.0, all with NO INCREASE IN HYPOGLYCEMIA.
Our Goal: Our goal is to get into the New Mexico and Ohio markets and work with nurse practitioners to get blood sugar under control in both Type 1 and Type 2 diabetics. We have a proven track record of not only getting great control but also maintaining great control for these diabetics to live as free as they can from diabetes. We do that with our protocols and use of Afrezza.
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Post by letitride on Feb 10, 2018 19:55:39 GMT -5
I want to know where and when Dr. Kendall moved out of Lily before he moved into Mannkind. Are we sure he he did?
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