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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 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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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 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 careful2invest on Feb 8, 2018 19:45:18 GMT -5
It seems he's already addressed that as he did say "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," Granted the most nitpicking reader would observe it was worded that he "supports" the effort, not necessarily believing it will come to fruition. So perhaps someone should ask him if he believes it will someday be the case that Afrezza is the standard of care. That would be much stronger statement than he believes Afrezza is good... as good does not always triumph in this world. well, he did just leave a cush job at a BP for MNKD so I would assume he believes there is a shot for it to be the standard of care. Given his years of devotion and proven expertise in treating Diabetes, his leaving a company like Lilly for "little Mannkind lends the tendency to believe that he feels pretty strongly about it's eventual success. Much more than just a shot at it! His move to MNKD will definitly help the acceptance of Afrezza amongst his peers and those in the field.At least, that's my take! Great things to come! GLTA!
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Post by careful2invest on Feb 8, 2018 17:20:37 GMT -5
Eventually what we need to do is beat guidance three earnings calls in a row and have the analysts that used to cover us come back. Then Wall Street will be talking about the amazing turnaround. But the pps will start to move up way before that. IMO Then when we’re in the 20s Cramer will scream buy buy buy! If /when that happens, That will truly be nothing short of "epic" GLTA!
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Post by careful2invest on Feb 8, 2018 11:40:40 GMT -5
Thanks for finding this...Thats the one that I was referring to. That said, the last webcast was the Noble Conference on 1/29/18. Is that the one that Mike was referring to?
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Post by careful2invest on Feb 8, 2018 11:25:25 GMT -5
He said that there would be a webcast which we already have had. You may be right Sports and probably are, as you are extremely well informed of the workings of this company. I may be mistaken, but I thought the comment was made after the last webcast, so I too have been expecting an "announcement" for lack of a better word, before March.
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Post by careful2invest on Feb 8, 2018 10:53:58 GMT -5
Yes, he said that he would be presenting before March. (Maybe in a response to kevin?) Not sure of his exact words though.
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Post by careful2invest on Feb 8, 2018 8:35:45 GMT -5
Does anyone know why the short interest on the Nasdaq website is not being updated? It was always updated every 15 days or so, and the last update was January 12th, prior to that was December 29th. Thanks in advance! GLTA!
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Post by careful2invest on Feb 6, 2018 7:08:10 GMT -5
Amphastar is already in China. They have a plant there with Chinese workers, so they already have more than just a foot in the door...from what I understand, China typically insists that if you're going to sell in China, you must manufacture in China. Amphastar to get us going in China, and Amgen to get us going here in the USA... I would be more than okay with that! GLTA!
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Post by careful2invest on Jan 31, 2018 20:21:41 GMT -5
Great job everyone, a little crowdsourcing goes along way! Winning:-) Yes, fine job everyone! Now that we got that part done, any ideas on how can we pull together to get the pps up?
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Post by careful2invest on Jan 31, 2018 8:50:04 GMT -5
I just voted. Mike is way up with 58%, the closest to him has only 18%. Looking good for Mr C! GLTA!
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Post by careful2invest on Jan 24, 2018 19:57:00 GMT -5
Dr. Bode is Sam's Doctor. He might also be Laura's Dr. too. It's reassuring to see Dr. Bode's continued support. I remember reading in some article where he was not displaying his support of Afrezza as I had expected. I am not sure where I saw this, but will look into it when I get a minute or two and pass it along. Great to see this kind of positive TV coverage!! We are making headway... GLTA!
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Post by careful2invest on Jan 23, 2018 20:45:14 GMT -5
So based on the feedback so far. The share price is based principally on fast food prices. This is good to know. Yes, I think we need to introduce them to Chipotle and Panera Bread. If the pps is based on food prices, then we need to get them to the gourmet restaurants and get in allignment with their pricing! GLTA!
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