|
|
Post by mannmade on Aug 17, 2018 13:13:43 GMT -5
And you said...?
|
|
|
|
Post by mannmade on Aug 16, 2018 12:06:00 GMT -5
Reposting below here as seems more appropriate: y ad creative (off the cuff here) would be something as follows: Afrezza is a revolutionary new mealtime insulin that you inhale as you begin to eat not before... no more needles In addition, Afrezza has been shown to help lower Hba1c and extend time in range lowering the chances of exended hyperglycemia And when used with a cgm you can manage your diabetes in real time for the first time only with Afrezza because of its unique fast in/fast out profile all with less hypoglyceic events and less carb counting Eat what you want when you want Live life with less hassles.... Just breath For more information ask your doctor Join the revloution and live life your way...! Of course I am sure the FDA and mnkd lawyers would have something to say about content... Read more: mnkd.proboards.com/thread/10353/product-selling-face?page=3#ixzz5OMU1t4dY |
|
|
|
Post by mannmade on Aug 16, 2018 12:00:36 GMT -5
Mike C is on the record several times that they are not considering BK and it is not in their current discussions or near term future. How many times does he have to say this?
|
|
|
|
Post by mannmade on Aug 12, 2018 21:36:36 GMT -5
my ad creative (off the cuff here) would be something as follows:
Afrezza is a revolutionary new mealtime insulin that you inhale as you begin to eat not before... no more needles
In addition, Afrezza has been shown to help lower Hba1c and extend time in range lowering the chances of exended hyperglycemia
And when used with a cgm you can manage your diabetes in real time for the first time only with Afrezza because of its unique fast in/fast out profile
all with less hypoglyceic events and less carb counting
Eat what you want when you want
Live life with less hassles.... Just breath
For more information ask your doctor
Join the revloution and live life your way...!
Of course I am sure the FDA and mnkd lawyers would have something to say about content...
|
|
|
|
Post by mannmade on Aug 12, 2018 15:32:58 GMT -5
There have been several new positions posted lately. One of the positions contained an error that I emailed them and left voice mail about and they corrected the position listing within 24-48 hours. Here are the newest positions: Link - rew12.ultipro.com/MAN1011/JobBoard/ListJobs.aspxPost Date Requisition Number Title City State 3/14/2018 18-0022 Manager - Sales Operations Westlake Village CA 3/13/2018 18-0021 Senior Manager - Financial Planning & Analysis Danbury CT 3/11/2018 18-0019 Territory Business Manager (Charlotte, NC) Charlotte NC 3/11/2018 18-0020 Territory Business Manager (Chicago-West, IL) Chicago - West IL They seem to be hiring a lot of “managers”. I hope they have enough sales reps to actually manage. And cash to pay them. Am guessing all part of plan and mike may be finalizing his recapitalization of mnkd. |
|
|
|
Post by mannmade on Aug 6, 2018 15:51:12 GMT -5
I for one think while the current situation is obviously not great that is also may not be a dire as some suggest. Consider the following:
1. Mike has emphatically stat d publically mnkd is not going BM
2. Mike has been publically stating they are working on a overall recapitalization plan. My personal sense is that this would get mnkd enough cash for at least a year.
3. Mike has said that he hopes the dilutive portion of the recap plan should be minimal.
4. I am choosing to take mike at his word regarding the above. Why else would they wait so long to announce a cash deal (pipe etc) and let the price slip almost a $1 unless they have a bigger and better way to raise cash?
5. My humble guess is we will likely know by end do 3rd Q
6. Also consider the wildcard of the Carlyle Group and Kent Kresa’s connection. I could point to other speculative items but for now I am looking at this based on what mike has been telling us. And there is only stwo much he can piblically say.
In the meantime consider:
1. that both scripts (new and refills) are growing as well as revenue.
2. TrepT T should be in phase 3 soon.
3. Mexico, Canada and possibly China will likely have term sheets in next six months
4. Revenue from Brazil should begin to hit either 4thQ or 1st Q of next year
5. Pediatrics study is ahead of schedule
6. Dr. K is publishing and meeting with KOL’s
I think the most important thing right now is not to panic and that mnkd needs to make sure the medical community knows without a doubt that mnkd is here to stay! GLTAL’s!!!
|
|
|
|
Post by mannmade on Aug 1, 2018 22:05:11 GMT -5
should be on both...
|
|
|
|
Post by mannmade on Aug 1, 2018 18:02:01 GMT -5
Simply put AFREZZA with its fast in/fast out profile is only drug or insulin that can be used in real time as a partner with a cgm.
|
|
|
|
Post by mannmade on Jul 30, 2018 15:21:59 GMT -5
TAKE A PUFF In another win for diabetes sufferers, MannKind Corp has also developed the Afrezza inhaler which delivers insulin through the lungs and then into the bloodstream, with zero needles required. The good news is it’s already available to the public in the US at least, and sales are growing steadily. *Now available in AU through Tanner Corp. If now available in AU thru Tanner that should make Marty B very happy and hopefully allows him to spread the word even better than before. Always liked his style and creativeness w AFREZZA |
|
|
|
Post by mannmade on Jul 27, 2018 23:59:23 GMT -5
Yes patten there is some reasonable speculation it could be as early as 4th Q this year or 1Q next.
|
|
|
|
Post by mannmade on Jul 25, 2018 14:18:07 GMT -5
Try calling Mannkind Cares... they have stafff that can walk him through dosing.
|
|
|
|
Post by mannmade on Jul 25, 2018 10:29:55 GMT -5
Strategic Advisory Board that Dr. K announced he assembled from leading KOL’s in diabetes
|
|
|
|
Post by mannmade on Jul 25, 2018 10:11:03 GMT -5
I have a very good friend who is a leading diabetes doc in his area and he says Satish is a global Rock Star in diabetes and was a big coup for the SAB.
|
|
|
|
Post by mannmade on Jul 24, 2018 21:29:59 GMT -5
Apparently commercials may still be running am glad to see but does sound like less frequency...
|
|
|
|
Post by mannmade on Jul 24, 2018 21:21:07 GMT -5
Ok back to basics... So today is 07.24.18 and the 2nd Q call should be either around 08.08 or 08.15... Original premise of this thread was that likely no news until then but now we are 2 to 3 weeks away. So what might be possible between now and then? Or for that matter what might we expect to hear on the call regarding between now and the end of the year? (Next six months?)
First as we all know, we need money by end of September at latest by my guess, but earlier is better for a variety of reasons, including declining stock price.
Question is how much will mnkd raise and on what terms? Does mnkd go for, as SO likes to put it, another "payday loan," of 3 to 4 months or does mnkd go for 12 to 18 months? Imho, likley the former rather than the latter as company pps not valued high enough and so would require way too much dilution at this point, (although having enough money for 12 to 18 months might take the sting out of the dilution to some degree). The x factor is, it could be non-dilutive financing from Deerfield or another lender with due dates pushed out for 3 to 5 years. Or it could even be a partner but imo not likely as company would have to give up too much equity at this point. But then again maybe the lender also gets equity for favorable lending terms... Hmm...
So dilution is the main boogey man at this point... And to some degree it has been factored in, but lest we forget this is mnkd the other shoe is yet to drop...
Second, now for the more positive:
1. Better Scripts: 650 by the 2nd Q call?
2. Term Sheet(s): One or two? China, Canada, Mexico anyone?
3. Publications in NEJM, JAMA?
4. Trep T: Start of Phase 3? Partner?
5. Brazil/Biomm: Early approval of Brazil? $5 Bulk Shipment in 4th Q?
6. 900 to 1,000 scripts a week by 12.31.18?
7. Status of pediatrics study
Third, the missing in action:
1. Better Insurance Coverage, whatever happened to this discussion?
2. RLS
3. One Drop Partnership: Monthly cash fee for scripts at discount as I recall...
4. Pipeline developments for another API from the 40 or so identified as worth considering
5. Marketing campaign: Not on for very long... Know it costs money. When will it return and how will they sustain it?
Fourth: Possible but not probable (within next six months)
1. Partnership
What have I missed? What, if any of the above, can lift the pps and sustain the lift?
(All of the above is pure speculation to stimulate educated thought and reflects only my own opinions and thoughts)
|
|
