Transcript of comments:
scotta: Dexcomm will launch nickel sized sensor by end of '19 and will be readily available at drug stores for like $10. Ban Edit a few seconds ago
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liane: OK, shutting down soon. I'll post a transcript of the shoutbox comments. less than a minute ago
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scotta: Until CGMs, doc practiced defensive medicine and followed the herd. Not meant to be critical but all they had was A1c which is antiquated given CGM technology. less than a minute ago
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compound26: Top 10% orf reps are capturing 1% of market share in their area (yes, you did hear that right). less than a minute ago
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scotta: Mike indicated Rx count and sales will start to climb again so we should see this in 1-3 weeks. 1 minute ago
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otherottawaguy: Top 10% orf reps are capturing 1% of market share in their area (did I hear that right)? 1 minute ago
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peppy: it's like hooking you up to a cardiac monitor, you can see 1 minute ago
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scotta: Daylight is the best disinfectant. 2 minutes ago
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compound26: Call ended. 2 minutes ago
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scotta: Current outcomes for most patients suck to be blunt. 2 minutes ago
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scotta: Very few patients spend enough time in range but until CGM, doc or patient had no clue. 2 minutes ago
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scotta: Yes, STAT study will shock. Docs have never seen a med work like Afrezza. 2 minutes ago
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peppy: oh yes cello, the blind will see 2 minutes ago
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compound26: Top 10 reps achieving 1% market share. 3 minutes ago
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celo: He basically said the STAT study data will shock doctors, correct? 3 minutes ago
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compound26: Realigned incentive program so that we are paying for performance. 3 minutes ago
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peppy: what does that mean compound? 3 minutes ago
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peppy: 4 to one return on new writers with TV advertizing 3 minutes ago
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tingtongtung: dexcom.. why not co-promote with them? May be they will be the ones who buys us.. 4 minutes ago
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scotta: STAT study is what will make or break us. 4 minutes ago
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compound26: Have about 100 positions, about 90 filled, 10 open. Hired a lot from Dexcom, etc. 4 minutes ago
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compound26: Doctors do not believe the results shown in STATs until they see [the results].
6 minutes ago
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peppy: Mike is smooth. He will give the same in Monte Carlo 6 minutes ago
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celo: Doctors can't believe the results from STAT stuy 6 minutes ago
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otherottawaguy: Q&A is still live 7 minutes ago
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dg1111: sounds like a big 2nd quarter coming up 8 minutes ago
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compound26: Signed term sheet will be announced in Q2. 8 minutes ago
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peppy: One term sheet signed announced q 2 8 minutes ago
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scotta: so they are working on term sheets. very good 8 minutes ago
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celo: International deals and Afrezza sales will cover money through year 8 minutes ago
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peppy: we see nothing slowing us down from this point forward 10 minutes ago
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peppy: PAH 6 billion dollar orphan market 11 minutes ago
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madog365: no mention of the signed term sheet, wonder if that is still on the table 13 minutes ago
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compound26: In line for approval in Brazil this year and commercial launch next year. 13 minutes ago
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compound26: Main hurdle is not reimbursement (or pricing). Top 10 sales in CA, TX and NY, where we have different insurance coverage. 14 minutes ago
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peppy: the map, let's see if mike talks about brazil 14 minutes ago
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scotta: Cash pay could be a big help. May not be immensely profitable but more volume through plant and more patients on Afrezza to spread word. Give patient discount if they are on CGM, auto upload data and make it available so MNKD can see results. 14 minutes ago
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compound26: Working on the cash pay program. 16 minutes ago
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peppy: thanks compound 16 minutes ago
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compound26: 30% less voucher in q1 vs q4. No impact on revenue, but does impact scripts. 16 minutes ago
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scotta: I've said it ad nauseum, wire up a bunch of patients on CGMs and track their BG levels for a few months then transition them to Afrezza and track BG levels. Game over 17 minutes ago
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otherottawaguy: Slide 20 talks about RLS 17 minutes ago
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celo: Pulled sales force was reason for drop os scrips 17 minutes ago
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compound26: Data of high definition CT SCAN over 400 people going over 4-6 years. 17 minutes ago
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peppy: continuous glucose monitors the save. even in the presentation 17 minutes ago
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celo: 1 second spiro test 19 minutes ago
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liane: like slide 13 19 minutes ago
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peppy: 35% scotta he put a number on it 19 minutes ago
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scotta: Drop in hypos = reduction in long term health complications 20 minutes ago
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peppy: Compound agreed. upgraded, more information, mike smooth 20 minutes ago
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celo: 2 weeks ago brought sales force back in office 20 minutes ago
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peppy: mike just said the libre helping because they have to see 20 minutes ago
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compound26: This is definitely not a replay of the January presentation. 20 minutes ago
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compound26: Mike is referring to "35% reduction in severe hypos." Hope you can use that for promotion at some point. 21 minutes ago
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madog365: is this a replay of the presentation we heard in january? 22 minutes ago
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peppy: this is the first time I have heard Mike talk about risk reduction. 22 minutes ago
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scotta: wonder who the thought leaders are, when they will start talking and what exactly they will say. 22 minutes ago
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compound26: Really big opinion leader coming on board.
23 minutes ago
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liane: More consistent absorption via lungs vs skin and fat 25 minutes ago
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otherottawaguy: still din't fix the slide with the cellrange labels 26 minutes ago
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celo: Do not need anymore trials. Can use the data we have. 27 minutes ago
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compound26: Pat is to bring some discipline to the commercial team (need to file some people?)
28 minutes ago
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dg1111: Slide 7 says "created 3 year runway to drive Afrezza performance." 29 minutes ago
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compound26: David done more data analysis than other leaders at Mannkind has done last 18 months. 29 minutes ago
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peppy: talking about time in range 29 minutes ago
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peppy: mike sounds good. I had to press the start button OOG 31 minutes ago
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otherottawaguy: you can read ahead in the presentation 32 minutes ago
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liane: On now 33 minutes ago
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otherottawaguy: Presentation just went live with Mike C. Q&A to follow. 33 minutes ago
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celo: ahhh piano 34 minutes ago
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otherottawaguy: Talking about THC (Dronabinol) and RLS 34 minutes ago
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otherottawaguy:
www.veracast.com/webcasts/opco/healthcare2018/62115262045.cfm?0.432620656512 36 minutes ago
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otherottawaguy: Presentation is avail on line to scroll through. 36 minutes ago
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bundy:
39 minutes ago
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otherottawaguy: Waiting for presentation to begin. 39 minutes ago
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otherottawaguy: We are Live at Five... (actually 1514h)
6 minutes ago
