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Post by mannmade on Jan 7, 2019 12:52:55 GMT -5
As I recall Aaron Kowalski, the chief mission officer for the jdrf used to use afrezza (and may still) for corrections. He is a scientist, am not sure why he has not spoken up more about afrezza having tried it and at least inially like it.
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Post by mannmade on Jan 6, 2019 21:52:10 GMT -5
Yes MN as I recall this was a substitute for addictive pain killers. Actually in my opinion the killer app and biggest TS opportunity if as good as previously discussed. Drug was supposed to be non addictive and also very hard to overdose with. A perfect “fix” for the current epidemic.
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Post by mannmade on Jan 4, 2019 16:18:01 GMT -5
5HT3 inhibitor for chemotherapy-induced nausea and vomiting. Isn't that Dronabinol through RLS? Isn’t the RLS deal for a anti nausea treatment for cancer patients? If so do they compete? |
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Post by mannmade on Jan 4, 2019 14:34:28 GMT -5
Mike also mentioned that there would be a new direct way to buy afrezza without insurance. Could this be part of the One Drop partnership previously referenced last year? Or is it part of new card he mentioned?
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Post by mannmade on Jan 4, 2019 14:04:55 GMT -5
I am not an expert in warrants but during their term or window they tend to put a cap on share price and allow the holders to short the stock in the absence of any extraordinarily good news. And even then when it is a one time event the share price can and often goes back down. Mnkd’s real issue is lack of significant revenue and has not yet reach a minimum growth trend that WS thinks would be worthy of factoring into the share price at this time imho.
Let’s see what 2019 brings in this area. Which is one of reason why o understand mnkd is seeking to beef up their media/television presence. Also it may have an added benefit of creating awareness among WS KOL’’s.
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Post by mannmade on Jan 4, 2019 13:58:57 GMT -5
Help me understand. Is it possible Mannkind aka Mile C did this Christmas deal because they wanted the stock price to tank so the $2.34 Warrants will not get exercised? No way, they likely did the deal because they saw that the $2.34 warrants weren't going to be exercised. if you read my response I said just that. The new warrants were likely a repricing of the old in effect. |
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Post by mannmade on Jan 4, 2019 13:37:35 GMT -5
People can leverage the Vdex white paper by sharing with all their friends on social media and their own doctors etc... create a grassroots media campaign to support their efforts. Anyone with media connections would be a huge plus! Am sure they would be open to interviews...
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Post by mannmade on Jan 4, 2019 13:35:00 GMT -5
Don’t think I would know the real reason. But one outcome of the pricing of the new warrants was to almost ensure (in the absence of any extraordinary news like a new RLS molecule which puts mnkd in the Cannibus space) that the old warrants will not get exercised, which it also looked like would not happen anyway. The new warrants have a much better chance of being exercised and will not take such an extraordinary event as RLS example referenced above. In fact Brazil approval might trigger new warrants or certainly Uthr approval of second molecule now in development. Also new warrants have a longer window to exercise allowing for more time to develop newsworthy event or even just see enough script/revenue growth over next 12 months to drive share price up.
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Post by mannmade on Jan 4, 2019 13:13:17 GMT -5
Mike never said how the Trep T deal with Uthr started as I recall. Perhaps last years JPM conf? Seems like with the new pipeline list they will have plenty to discuss and be able to target the right partners as they have defined the development direction. He did mention Novartis again (as he did in last cc before today’s) and other companies.
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Post by mannmade on Jan 4, 2019 13:05:55 GMT -5
Three years from now I expect the following: 1. Afrezza weekly scripts at 3,000 plus (3,000 being break even) 2. Trep T driving revenue in a $6b market which I expect it to take 10% of (you can do the math) 3. RLS w 2 or 3 TS products selling 4. Uthr 2nd, 3rd and 4th molecules either in late stage development or on the market 5. Additional 2 to 3 outside molecule deals done 6. Uthr (or another company) buy in for 20 to 30% similar to Sanofi / regeneron deal. 7. Afrezza selling for pediatrics 8. Afrezza prominently included in SoC if not the SoC for mealtime. 9. Brazil, India, China, Mexico, Canada, Europe, Britain, China Am sure there is more but enough said... Happy holidays to all!!! Great post. 3 years from now hope to have significantly more Scripts than 3k. 😁💪 Was meant to be a conservative minimum. Thx! |
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Post by mannmade on Jan 4, 2019 12:49:36 GMT -5
If simply a change to voice script then actual revisions very simple and inexpensive for most part. Big issue is time and expense of fda approval. Imho.
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Post by mannmade on Jan 4, 2019 12:46:47 GMT -5
So it seems coverage of mnkd on WS (or at least a side street adjacent) is starting to improve along with insurance coverage. Am assuming all of them are also being paid fees of some kind to expand mnkd exposure, think Zacks may have been left out of this conversation. All good as the train slowly but methodically leaves the station... all aboard!
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Post by mannmade on Jan 4, 2019 12:32:11 GMT -5
I agree and you could likely address your notes w simply revising the narrative for the script voice over. The real issue may be the time and cost of getting fda approval for revised script.
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Post by mannmade on Jan 4, 2019 12:21:25 GMT -5
Yes I believe MC confirmed.
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Post by mannmade on Jan 4, 2019 12:03:48 GMT -5
WPP is one of world’s largest media and advertising holding companies. They will create a media strategy and plan to support afrezza marketing strategy and then negotiate the rates and platforms media is bought on for mnkd. Mike mentioned national cable and local stations so likely will start also seeing on mainstream broadcast channels like NBC local stations in markets they are focused on supporting.
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