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Post by mannmade on Jun 11, 2019 9:57:54 GMT -5
Yes, at a minimum why isn't the ADA doing a study to validate Afrezza instead of starting research from scratch on another drug.
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Post by mannmade on Jun 5, 2019 11:27:57 GMT -5
Cough?
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Post by mannmade on Jun 4, 2019 15:00:21 GMT -5
Seems like many pwd in Afrezza have been able to drop their pumps from what I understand.
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Post by mannmade on Jun 4, 2019 14:38:02 GMT -5
I beleive Anders Boss was at Sanofi when this patent was filed in 2015. Not sure what it might mean.
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Post by mannmade on Jun 3, 2019 16:15:47 GMT -5
thank you and yes on scripts.
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Post by mannmade on Jun 3, 2019 11:27:03 GMT -5
So mnkd finally received approval in Brazil. What is in store for the next six months as we reach the half way point in the year? (I am only including items that have a reasonable of occurring)
The Good: 1. DF payoff (cash or shares? Has mnkd been using the atm to raise the funds?) 2. Second UTHR molecule 3. Second UTHR milestone payment for 2019 4. Mexico/Canada filings 5. Told we would hear more about RLS this year. 6. ADA Posters 7.Results of One Drop Study 8. Publication in major journal(s) as promised 9. Progress report on Peds study 10. Percent exercise of $1.60 warrants 11. Scripts hit 900 by year’s end
The Bad: 1. Dilution (How much? And when?) 2. DF milestone payment
Clearly the good outweighs the bad imho. It will be a slow grind up but at least mnkd seems headed in the right direction.
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Post by mannmade on Jun 3, 2019 11:13:23 GMT -5
They should have the complete mnkd website in the most commonly spoken language(s) of every country Afrezza is sold in. That includes Spanish here in the states.
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Post by mannmade on Jun 3, 2019 10:10:16 GMT -5
To add to what Peppy said the more volume of cartridges produced the lower the average cost per carteidge. Such that if mnkd breaks even in what it produces for Brazil it will still raise the margin of profit for each cartridge sold in US.
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Post by mannmade on Jun 2, 2019 12:18:10 GMT -5
Then why do you think they aren’t using it for their meals, are they just using it before they go to bed? Or when they have an unexpected high? Or is it the cost? I can imagine people using just a single mealtime dose, going high after the Afrezza wears off, and assuming that it doesn't work for them for meals. They could continue to use it as a rescue insulin though since they can see and understand that drop. That it doesn't work for meals is an easy assumption for them because lots of diabetics have an ingrained expectation that what works for one person doesn't necessarily work for another. The alternative is that they simply are not prepared to take a follow up mealtime dose. Why would a pwd take one dose and assume it does not work for them when they often bolus or take susequent dose's on RAA's? I have never undestood this.
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Post by mannmade on May 31, 2019 12:31:46 GMT -5
There is a saying that I am fond of... "Kill then with Kindness..." In this case such kindness could come in the form of more transparency and communication from Mannkind. It would go a long ways in my opinion, especially during times like this.
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Post by mannmade on May 31, 2019 12:23:08 GMT -5
How about going by what we know as reported to start as our base? Meaning Trx this week was 742 and gross revenue was $1,161,500.
$1,161,500 / 742 = Gross $1,565.36 per script
Assume 50% for net and $1,565.36 / 2 = $782.68 Net revenue per script
Now take $782.68 x 2,000 and you get $1,565,363.88 Net Revenue per week
$1,565,363.88 x 52 = $81,398,921.80 in Net Annual Revenue.
This does not account for any discounts or other factors tha might impact revenue.
Voila!
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Post by mannmade on May 25, 2019 20:04:21 GMT -5
Thanks Sports!
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Post by mannmade on May 25, 2019 19:51:36 GMT -5
Could not copy article on my phone but headline tells the story. Wonder how may affect availability of Afrezza.
Colorado has capped the price of co-pays for insulin, making it the first state to enact a law that combats the soaring costs for the medication that have doubled in the last seven years.
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Post by mannmade on May 24, 2019 18:04:02 GMT -5
Carb day? Diabetics dont have to count carbs when using Afrezza. Would have been a nice moment to have even a tweet from Conor about this on Carb day.
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Post by mannmade on May 18, 2019 11:49:32 GMT -5
Not specific dates time frames Understood. But lets say ongoing discussions lead Mike to believe we will file EU and Canada ourselves in 2H 2019, but before we file, in October or November say, talks turn serious with a potential partner who will do it for us, that deal would put filing on hold until that agreement is hammered out, likely several months. He has then “egregiously lied to shareholders and mislead poor investors causing irreparable harm... blah blah blah” as the lawyers would claim. The evil of holding shareholders “in the dark” is far less harmful to the company than full disclosure on what are essentially fluid timelines until they’re not. Just one small example, but unfortunately you have to look at it through the lens of a hungry, ambitious ambulance chaser. It’s playing to the lowest common denominator but it’s far safer that way. No he can just inform shareholders instead of staying quiet and leaving us to wonder what happened and when it might if ever happen. To paraphrase, “We can handle the truth!”
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