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Post by mannmade on May 14, 2019 10:44:46 GMT -5
They just dont seem to have any kind of marketing strategy or plan. Again I ask, where is Garret and what is she doing?
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Post by mannmade on May 10, 2019 14:48:28 GMT -5
its at the famous Warick Hotel..... (never heard of it) Prominent guests According to the Warwick Hotel website, James Dean, Jane Russell, Elizabeth Taylor, Meyer Lansky, and Elvis Presley were frequent guests. Actor Cary Grant resided at the Warwick and lived in the hotel for 12 years. During one of The Beatles trip to the U.S., they stayed in the Warwick.[3] In September 2011 and 2012, Iranian President Mahmoud Ahmadinejad and his delegation stayed at the Warwick for the UN General Assembly, which led to protests outside the hotel.[7][8] en.wikipedia.org/wiki/Warwick_New_York_HotelLook up the Netflix doc on it. |
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Post by mannmade on May 10, 2019 11:42:06 GMT -5
Last year it was the following:
Kent Kresa
Mike C
Dr. K
Stuart Toss
CFO
Rose
Head of Sales
Various staff
Since in New York and not TO where most of these people live I am not sure.
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Post by mannmade on May 9, 2019 10:47:40 GMT -5
My understanding is just DF.
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Post by mannmade on May 9, 2019 9:08:55 GMT -5
My understanding is as follows once the DF debt is paid off:
1. DF will be owed $75m in milestone payments the first of which may occur this year when Afrezza hits $50m in cumulative sales
2. The DF liens will be removed from all mnkd assets
3, The Mann Foundation is owed $90m in 2021 which is convertable at $4 per share. I will be happy to see this conveted at $4 per share personally.
4. There is the amph contract which gets bumped up a bit to offset short term discount to purchase requirements for this year.
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Post by mannmade on May 8, 2019 15:57:46 GMT -5
Not an exact replica as front wing says Mannkind Corporation not Diabetes and second/back wing leaves it off altogether. Hmmm...
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Post by mannmade on May 8, 2019 13:22:33 GMT -5
I think because it is in addition to the production of Afrezza. So technically they are now producing a second molecule within their facility and hence expanding their capabilities.
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Post by mannmade on May 8, 2019 13:14:15 GMT -5
Harry I took it to mean they are working on prepping for Trep T to produce for trials and until UTHR builds their own production facility.
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Post by mannmade on May 7, 2019 13:54:14 GMT -5
Because the price will not be attractive. Here's an example - The 6oz 6-Pack of Sodas (tiny cans) cost more than the normal 6-Pack of the 12oz cans. Who will buy it?? The patients think 2U will be better for tight control but it wont. Your body will only use enough insulin that it needs and secrete the rest so the 4U is fine. Have you ever taken insulin? Granted there are a lot less chance of going low with Afrezza, but you can. Extra insulin secretion can cause weight gain. It is not like there is no extra capacity on the lines. Produce a 2 unit cartridge. Also it would be beneficial after pediatric approval since helicopter moms will be controlling dosing. I am not a pwd and I beleive mnkd when they say there is no medical reason to produce a 2u, but I do think there are great marketing reasons to do so as follows: 1. It shows responsiveness to crtain pwd needs or desires and will overcome their fears if they feel they are insulin sensitive 2. It will help to allievate the perception/issue of not enough precise dosing available. I understand it may cost and take time with FDA approvals required but think that could be expedited as Afrezza has been on the market a while now. |
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Post by mannmade on May 7, 2019 12:34:36 GMT -5
Is this the first time in history that a drug company ran TV ads where the ensuing sequential prescriptions actually declined from the previous quarter? Not good --IMO!  What you are missing is that apparently most drug companies see a decline in first quarter as I understand it due to the rush to fill scripts in December to take advantage of filled deductables, which only heightens the desparity with lower January sales due to the new deductables. Imho, the desparity was not as low as it would have been had their been no commercials as it was a much lower percentage than the previous comparable time frame a year ealrier. Despite the above, I have always said that commercials will not drive enough script numbers until the bottleneck of doctors and insurance resistance is removed sufficently. However I do beleive you need a basic amount of awareness for the product in the marketplace which commercials can provide. I would however run fewer commercials and supplient media schedules with a robust online/social media campaign and other channels. |
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Post by mannmade on May 7, 2019 10:14:26 GMT -5
So imho this was a very lackluster cc. However a couple of positive notes I took from it were as follows:
1. DF paid $2.5 in cash. I will take this to mean Mnkd is not worried about future cash needs for 2019
2. Mnkd is building out their factory for Trep T
3. Mnkd expects to recieve the 2nd Uthr milestone payment in 2nd half of 2019 based on completion of item two above
4. DF will be off the books as a debtor (yes I am aware of milestone payments) with the $9.5m payment due in beginning of 3rd Q 19
5. With final payment of principal to DF, Mnkd removes DF collateralization of mnkd assets, possibly paving the way for better debt terms in the future if necessary
6. Seems RLS relationship is moving forward if ever so slowly
7. Brazil appears on track for approval if later than expected
Now the questions I have that were not answered:
1. Analysis of DTC consumer campaign
2. Effects of DTC program
3. Where is Garrett Ingram and social media campaign
4. What is the plan to address reluctant doctors and the insurance industry
5. What is Dr. K doing
6. Other deals in the pipeline
7. Path and timeline to break even
8. What is retention percentage and why not higher (as I suspect it is not high enough)
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Post by mannmade on May 5, 2019 10:55:34 GMT -5
Didn't hear him say a "thousand" anything. Her questions: 1:14 - What made you get into diabetes? 3:38 - What makes a prominent spokesman within the diabetes space go from a big company to a start-up? *Her story..* *Her story..* *Her story..* *Her story..* 38:00 - Thank you everyone for joining this interview! What interview... This woman asked him 2 questions in 38 minutes. Unbelievable. I am not sure what you find unbelieveable nor why you are even here. As for your point about her only asking two questions I find it very disingenuous. The point of any interview is to generate a dialouge and information on the subject of the interview. I think this was done quite well with many points about both insuln aspart and Afrezza beng made. Also she is a pwd who uses Afrezza and so her experiences are very relevant to the topic of the interview. She was able through her own comments whether questions or not to get Dr. K to speak about the subject matter. |
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Post by mannmade on May 5, 2019 7:42:11 GMT -5
Dr. K does mention 1,000’s of patients use afrezza. Try listening again more closely.
(As an edit to this post, the reference by Dr. K to 1,000's using Afrezza is at 29:53.)
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Post by mannmade on Apr 30, 2019 9:27:04 GMT -5
Speaking of financials I beleive DF will be paid off this May and July and the only remaining Long Term Debt will be to the Mann Foundation. Now to see how it is paid... Stock or cash? Likely the returned shares from the $2.38 warrants will be used is my guess.
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Post by mannmade on Apr 25, 2019 20:38:15 GMT -5
I think we should post this. "How you doing?"  Lol. Truth is most peoples CGM graphs look nothing like that. Actually this is why I don't like the current crop of manufacturers devices and apps. Looking at that graph I could guess a likely scenario. They wanted to go to sleep around 10:30pm but were dropping so they ate something (that brief upturn) and went to sleep. However they had far more insulin onboard that they thought so it quickly swallowed the spike and they kept dropping. The alarm goes off and they panic ("what happened? I ate and I am still dropping, arghhh") and completely over treated - cue the rising curve at about 3:00am that pushes them up to that peak. Now they are bout 400 (22 on the CGM) and have to beat it back down contending with insulin resistance from the high as well. They over do it... and so on. All of this could be avoided by using a CGM with decent software. If they were using an app like Spike or xDrip+ it would show the insulin remaining and graph the predicted glucose level so they would know there was a problem and could deal with it before you went to sleep. They also could have avoided by taking afrezza... |
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