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Post by mannmade on Nov 29, 2018 17:36:13 GMT -5
These articles to go out to all the brokerage houses, which can only be a good thing. Should be obvious we’re very undervalued, but it draws attention to the fact. Direct to "spam" would be my bet. See my post above. I think the point is that it is a positive headline and let’s face it with all the fake news about mnkd every bit that is positive helps. |
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Post by mannmade on Nov 29, 2018 11:13:53 GMT -5
And today it is raining in So Cal...
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Post by mannmade on Nov 28, 2018 17:34:55 GMT -5
Have to agree that more information would be good. Thought we would get a bit more transparency and/or clarity this past year.
Nonetheless all of the above topics have been mentioned by MC and are theoretically possible based on what we know. Though what we don’t know is the biggest issue...
Would like to see a more detailed picture of MC’s roadmap...
In the meantime this is what we have... so off we go to see the wizard... 😎Cheers!
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Post by mannmade on Nov 28, 2018 15:55:55 GMT -5
Agree Awesomo which is why mnkd pps languishes with such “an abundance of riches...” but I do think we are on the right track and while it has been a tortuous road for many we are likely closer to better days and nights than we have been before...
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Post by mannmade on Nov 28, 2018 15:24:42 GMT -5
Yep... Go figure?! Hard to understand...
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Post by mannmade on Nov 28, 2018 15:03:07 GMT -5
My Holiday Wish List for 2019/20 (in no particular order)
1. Brazil approval with an order of $5m
2. Filing in Canada and Mexico
3. Approval in India with a $5m order
4. China anyone? Or the EU? (for Brendan)
5. New Uthr molecule approval for $30m
6. 2 to 4 new molecule deals same or better terms than uthr for minimum of $210 to $440m (May be wishful thinking but it is the holidays, so...)
7. One drop partnership
8. RLS deal for molecules announced w milestone payments
9. Completion of pediatrics study
10. Sayhey’s favorite (and mine too) upgrade to SOC from ADA
11. Dramatically improved insurance coverage
12. $1m per week in net rev for afrezza
13. Complete Trep T phase 3 w positive results
14. Uthr buy in for 20 to 30% of mnkd
15. Partner for afrezza?
16. Uthr milestone payments 2019/$25m and 2020/$25m
17. Warrants get exercised for $33m or so
The above events are all at least reasonably possible in my mind and any combination of them can give mnkd enough non dilutive funding until revenue from afrezza and Trep t etc start to seriously ramp at beginning of 2021. Just my humble opinion...
My disclaimer: Just as hope is not a strategy neither is wishing but it is the holidays and so will take the time to wish everyone and all of mnkd a happy and healthy New Year! GLTAL’s!!!
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Post by mannmade on Nov 28, 2018 14:31:26 GMT -5
Agree w you Goyo, seems to me from what I understand Afrezza is most effective when taken about 5 mins after start of a meal which is also why it is most flexiable and the one theme of the current commercial about eating anything, anywhere and anytime.
Or better yet in conjunction w a cgm wait until BS gets to 130/140.
Not sure how there can still be so much confusion.
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Post by mannmade on Nov 27, 2018 20:32:21 GMT -5
I think Al invented the original pump ...
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Post by mannmade on Nov 9, 2018 16:45:47 GMT -5
The ad campaign imho needs to focus on the following bullet points and maybe not in just one ad but a creative built upon a series of ads as follows:
The message is about Fast in / fast out which means pwd can now manage their diabetes for the first time in real time which is a REVOLUTION in the way pwd treat mealtime needs for post prandial bg excursions.
The reason fast in / fast out is so important (as most everyone on this board already knows) are listed below and would be my message topics for the ad campaign:
a. Better Hba1c and better TIR
b. With less hypos
c. Eat anything you want with virtually no carb counting
d. Eat anytime you want because you take Afrezza within 5 mins after you begin your meal
e. Less long term diabetic side effects from better TIR
f. No needles
g. In many cases you may be able to stop using a pump and convert to Afrezza and a cgm for the same or better results
h. No shown or proven serious side effects
i. Testimonials with 85 to 95% user satisfaction
My tag line would be “What’s your a1c? Want more TIR with less severe hypos? Join the Revolution! “
Now the real question is; in what form of words can these points be made, if any, that will be allowed by the FDA? 😂
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Post by mannmade on Nov 8, 2018 18:28:45 GMT -5
Honestly Peppy I am just hoping for 700 plus by end of the year at this point. Think we did 604 last week from 637 the week before. Not to sound too pessimistic but if we can get to 700 plus by end of year and then double to 1,400 next year that gives mnkd almost 1m a week in revenue heading into 2020 (not including Brazil, India, Canada, etc) with Trep T coming on line and who knows what else.
So long term am still very optimistic... 😊
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Post by mannmade on Nov 3, 2018 17:32:30 GMT -5
Same way as every other inhaled drug does, via the blood vessels in the lungs. I am curious as to what causes the long tail though. Dance is not monomeric. It may get into the bloodstream nearly as fast as Afrezza, but the hexamers still must dissociate. thanks Liane as that was what I was trying to say about it still being the same old insulin. Kind of like Exhubra 2 without the bong I guess. |
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Post by mannmade on Nov 3, 2018 12:43:11 GMT -5
I am by no means an expert. However likely the fast action upfront is the direct thru the lungs and the longer tail is due to the fact that it is still the same old insulin product.
I don’t think a longer tail is necessarily what pwd would want. Especially after their last meal at night. I would rather use a cgm and manage tir in real time w a second dose. Afrezza is so simple to use. Also their inhaler needs to be charged. And has moving parts which may break down and cause a need for back up.
I have seen afrezza taken straight from a cartridge without dreamboat. So much less to go wrong. And yet afrezza is so right!
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Post by mannmade on Nov 1, 2018 18:05:08 GMT -5
Am not sure DF will as I understand deal is tied to Afrezza revenue not Corp revenue. And don’t think they hit the necessary $50 to trigger DF milestone payment w Aftezza next year. If they do a happy problem. If I am wrong I stand corrected.
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Post by mannmade on Nov 1, 2018 16:09:07 GMT -5
LOL! Actually did revise to include possible RLS but did not want to speculate on opportunities w no known support. For example mike has mentioned possibility of another molecule by early next year and we already know terms and that they are working on researching such. Whereas we have absolutely no information on RLS.
Also I mentioned that my estimate on Afrezza revenue was conservative as am not looking to over estimate. GLTAL’s!
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Post by mannmade on Nov 1, 2018 15:52:18 GMT -5
Warrants are good as it's money we need but it's not revenue... Yes I know as mentioned they come with dilution. But since they are already out there with possibility of being cashed in by end of April/expiration especially if new molecule announced before then, I have included as a possible cash source for 2019. |
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