|
|
Post by mannmade on Feb 1, 2018 17:07:56 GMT -5
americasource is on to us. Mike's percentage has gone down in the last 12 hours. heh  Hey! Amerisource needs a win maybe even more-so than mannkind. The company is currently fighting multiple lawsuits over its role in the opiod epidemic. And the CEO of such a company is our competition? Hmm... |
|
|
|
Post by mannmade on Jan 29, 2018 17:17:55 GMT -5
It could but generally companies look to get rid of redundant positions such as financial back end staff which is why I don’t think there will be a merger. Now there may be a partnership in the works as Mike mentioned he is working on cross promotion opportunities.
|
|
|
|
Post by mannmade on Jan 29, 2018 16:39:41 GMT -5
timri - the reason why I think a merger is coming is ... all the hirings are USA locations. I believe we need a merger to do the international expansion coming up. But then, it's only mytakeonit ... You generally cut costs before a merger not increase them. |
|
|
|
Post by mannmade on Jan 29, 2018 15:43:42 GMT -5
I beleive those graphs are a couple of years old as I have seen them before. However, they are a great tool for a rep to show a doctor. I would (am sure htye have done this but if not...) create a 6 page slide presentation with the time in range, the PK/PD profile graph, the other two illustrativr pages and one top page with bullet points speaking about peak on set and dissolution (eg: much less stacking) and other items such as less sever hypos which prior to the label change I am not sure they could have said.
Using David Letterman's marketing model I would create the TOP 10 reasons Afrezza should be the first prandial choice followed by the four pages of graphs. That way it would be simple and easy to read and the docs would not have to spend 30 mins to an hour jsut to be introuced by the rep to Afrezza, time which none of them seem to have.
In five minutes a rep could set the stage, leave the presentation and lastly ask a doctor to find one out of range pateint that in ther opinion could use a new form of treatment and let mannkind work with them(doctor and patient) to show them the possibilities.
|
|
|
|
Post by mannmade on Jan 29, 2018 13:19:44 GMT -5
I am pleasently surprised by how much new and good info is in this presentation.
Of note:
TreT filing: However no revenu until 2020
PBM deal: no explanation of what means
International: China is on their list
RSL: Looks promising w the clarity about uses ect but no timetable
Recap: in progress, dilution or buy in/partner?
There is more but these are my initial thoughts. I think, imho, should be enough here to keep us close to $3.00 until recap details announced.
|
|
|
|
Post by mannmade on Jan 28, 2018 22:40:04 GMT -5
Nick Jonas a T1 is a founding member and on the BOD of Beynd Type 1. I have mentioned this several times before. Maybe Mike can make some headway wiht them.
|
|
|
|
Post by mannmade on Jan 27, 2018 21:41:41 GMT -5
Could also be announcement of IND filing for pulmonary hypertension drug.
|
|
|
|
Post by mannmade on Jan 26, 2018 18:08:21 GMT -5
www.yahoo.com/finance/news/mannkind-corporation-stock-really-worth-151713074.htmlBusiness Is MannKind Corporation Stock Really Worth the Risk? InvestorPlace Joseph Hargett,InvestorPlace 7 hours ago Shares of MannKind Corporation (NASDAQ:MNKD) rocketed more than 41% higher yesterday. Try as I might, I could find no news for the rally. Absolutely nothing. MannKind does have an earnings report on the horizon, but quarterly figures aren’t expected until mid-March. Given MannKind stock’s history, chasing this rally isn’t a losing proposition … but should you? For those that don’t know, MannKind is a biopharmaceutical company that makes a unique inhalable insulin product. When it was first developed, it was the first of its kind. But sales have failed to live up to excessive expectations. As a result, marketing partner Sanofi SA (ADR) (NYSE:SNY) bailed on the drug, leaving MNKD to fend for itself in marketing Afrezza. MannKind Stock Click to Enlarge MannKind stock has been in limbo ever since, surging and plunging at the whims of speculative traders. Yesterday’s 41% spike is evidence of this rampant speculation, and it is not out of the norm. Back in October, MNKD saw a similar bullish spike that sent the shares soaring more than 170% in less than a week. InvestorPlace - Stock Market News, Stock Advice & Trading Tips The end result, and MannKind stock investors know, was not kind. MNKD plummeted back to earth before the end of the month and proceeded to grind lower through the end of the year. At least part of MannKind stock surge yesterday could be attributed to the short selling community. As of the most recent reporting period, some 32.9 million MNKD shares were sold short. This accumulation of bearish bets represents a whopping 45.5% of MannKind’s total float, or shares available for public trading. When MNKD stock edged above its 50-day moving average yesterday, technical buyers likely jumped on the stock, pushing it above former resistance at $3.00. This breakout may have spooked the weaker short hands, prompting a brisk short covering rally. 7 Best Vanguard ETFs For High-Yield Investors That said, there appears to be little left to drive MannKind stock any higher. This leaves the shares vulnerable to a pullback. But don’t expect a similar plunge on the decline. Short-term support lies at $3.50 for any correction. Additionally, a long-term hard floor rests near $2.25, with the stock’s 200-day moving average rising into the area. Sentiment is surprisingly bullish on MannKind stock. According to data from Thomson/First Call, MannKind has attracted just two analysts following the shares, both doling out “buy” ratings. The consensus price target rests at a lofty $7, more than 84% above MNKD’s post-surge trading range. Turning to MNKD’s options configuration, we find activity typical of low dollar stocks. Most of MannKind’s open interest is centered on the $3 and $3.50 strikes in the February series. Both of these strikes are now trading firmly in the money, and I would expect profit taking to emerge in today’s trading. What’s more, MNKD’s February put/call open interest ratio comes in at 0.39, with calls nearly tripling puts among short-term options. That’s quite a bullish outlook, even for a dollar stock. Overall, February options prices are through the roof following yesterday’s surge. Implieds are pricing in a move of more than 31% heading into expiration. As a result, the upper bound lies at $5, while the lower bound lies at $2.60. That’s quite a range, and it encompases short-term resistance as well as MannKind stock’s long-term floor near $2.50. Two Trades for MNKD Stock Put Spread: My gut reaction to high implieds is to sell option premium. But MNKD is way too volatile to make that feasible, without ending up owning the shares. Another strategy for MNKD options traders is to buy puts or a put spread. Keep in mind that high implieds are going to eat into your profits considerably, however. The best short-term play out there appears to be the Feb $3/$3.50 bear put spread. At last check, this spread was offered at 23 cents, or $23-per-pair of contracts. Breakeven lies at $3.27, while a maximum profit of 27 cents, or $27-per-pair of contracts — a return of only about 18% — is possible if MannKind stock closes at or below $3 when February options expire. Trade of the Day: GameStop Corp. (GME) Alternately, if you are expecting a larger move, you could just buy the Feb $3.50 put and not sell the Feb $3 put. The return potential is much greater, but the breakeven point is also considerably lower. Call Sell: If you are feeling particularly brave, or certain that MannKind stock is going to fall in the wake of yesterday’s rally, you could always risk selling premium. For instance, selling the Feb $5 call would result in a credit of 36 cents, or $36-per-contract. The $5 level is the upper range of February implieds, and technical resistance is stiff in the area. As such, barring another rally like yesterday’s, you shouldn’t end up owning the shares. However, MNKD’s history of volatility makes such a bet without the expectation of owning the shares very risky. As of this writing, Joseph Hargett did not hold a position in any of the aforementioned securities. More
|
|
|
|
Post by mannmade on Jan 26, 2018 18:05:45 GMT -5
markets.businessinsider.com/news/stocks/JDRF-Partners-with-EOFlow-to-Develop-Wearable-Automated-Insulin-Delivery-System-for-People-with-Type-1-Diabetes-1013995743JDRF Partners with EOFlow to Develop Wearable Automated Insulin Delivery System for People with Type 1 Diabetes PRESS RELEASE PR Newswire Jan. 25, 2018, 08:47 AM NEW YORK and SEOUL, South Korea, Jan. 25, 2018 /PRNewswire-USNewswire/ -- JDRF, the global leading organization funding type 1 diabetes (T1D) research, is pleased to announce a new Industry Development and Discovery Partnership supporting South Korea's EOFlow Co., Ltd. in the development of a wearable, disposable automated insulin delivery patch device for people with T1D. JDRF (PRNewsFoto/JDRF) EOFlow recently received Korean Ministry of Food and Drug Safety (MFDS) approval on its wearable insulin pump system, EOPatch. The product incorporates a proprietary electroosmotic pumping technology which allows it to be smaller and lighter and the company plans to build on this strength to create a small, light and wearable automated insulin delivery device suitable for children's use. "JDRF is working hard to reduce the burden of living with type 1 diabetes while we search for ways to cure this disease," said Jaime Giraldo, Ph.D., JDRF Research Scientist. "Innovation in automated insulin delivery devices and artificial pancreas (AP) systems will help to significantly improve health and quality of life for people with T1D. Next-generation wearable designs that are smaller and employ user-centric design will remove barriers that prevent some people, especially small children, from using these life-saving and life-changing glucose management devices." "We are very excited that EOFlow is partnering with the world's leading private nonprofit funder of T1D research to accelerate the development of this wearable automated insulin delivery system. JDRF is a partner that believes in our vision of a small, practical, fully functional artificial pancreas system that can be used by anyone with T1D to help live a fuller life," said EOFlow Chief Executive Officer Jesse Kim. EOFlow will use the funding to develop and run clinical studies on the wearable device, which consists of an insulin pump and an integrated continuous glucose sensor, which is run by a closed-loop program that autonomously regulates the blood glucose level with minimal user input. This is the first time JDRF is granting funds to EOFlow for research and is also the first time that JDRF is funding a company in Korea. Since JDRF launched the Artificial Pancreas Project more than a decade ago, significant progress has been made in automating insulin delivery. However, a major factor when considering AP therapy is that the system becomes a major part of the life of a person with T1D. Currently, AP system hardware is bulky and either in direct contact, tethered to, or in very close proximity to the body, which may be barriers to the subsequent widescale adoption of AP systems. This factor is especially compounded in children, where skin real estate is at a premium. JDRF wishes to reduce obstacles preventing AP system use for people with diabetes, in part by reducing on-body burden. In addition, now that AP systems have been consistently demonstrating sufficient safety and efficacy, user centric design is becoming an important consideration to be addressed in next-generation AP systems. These ease-of-use factors include minimizing the number of steps to fill, replace and install AP system components; integrating various AP system components into a single device to reduce the burden of managing disparate components at different intervals; and the size of the wearable devices. About JDRF JDRF is the leading global organization funding type 1 diabetes (T1D) research. Our mission is to accelerate life-changing breakthroughs to cure, prevent and treat T1D and its complications. To accomplish this, JDRF has invested more than $2 billion in research funding since our inception. We are an organization built on a grassroots model of people connecting in their local communities, collaborating regionally for efficiency and broader fundraising impact, and uniting on a national stage to pool resources, passion, and energy. We collaborate with academic institutions, policymakers, and corporate and industry partners to develop and deliver a pipeline of innovative therapies to people living with T1D. Our staff and volunteers throughout the United States and our six international affiliates are dedicated to advocacy, community engagement and our vision of a world without T1D. For more information, please visit jdrf.org or follow us on Twitter: @jdrf. About EOFlow Inc. EOFlow is a Korea based wearable medical device company founded in 2011, developing several innovative drug delivery systems based on its proprietary electro-osmosis pumping technology. The Company's first product is EOPatch, the world's lightest and safest fully functional wearable, disposable insulin pump for people with diabetes. For more information please visit us at www.eoflow.com or follow us on Twitter: @eopatch.
|
|
|
|
Post by mannmade on Jan 25, 2018 20:50:58 GMT -5
Thank you...  |
|
|
|
Post by mannmade on Jan 25, 2018 19:57:07 GMT -5
Hoping for something really solid this time to keep that 40% gain going on and on and on... Me too but I'm not holding my breath. I am seriously hoping that scripts are over 500 tomorrow though. OK, so here is my "hope" and "best case guess" as to what will (could) transpire beginning with tomorrow and on into the March Earnings Call and beyond... First my disclaimer, as i have often said "HOPE is not a strategy." Also this is a "guess" on my part and it is a "BEST CASE GUESS" at that, so I am not saying it will happen. But... if all the stars align and it will take a lot of stars (maybe even Rob Khardashien ) and you believe in miracles, and heaven knows we are due for one... So here goes... 1. Mnkd stk has been consolidating ever since sell off in Oct. I am not a chartist but as Joey is fond of saying the coil/spring is wound tight. And as Peppy will tell you we are oversold... Just waiting for news... 2. The obvious is that this price run up is due to the fact that we need to make a cash raise. 3. However, I am looking for news to come from the cc on 01.29.18. Maybe a press release on the Friday after the market closes or the Monday following before the cc. 4. What could that news be? Will it be enough to sustain a continuation of the pps increase for a few days and/or at least a minimal downtrend after the news is announced and the cash is raised? 5. News possibilities: a. Filing of IND for Pulmonary Hypertension Drug (Was supposed to be filed in Dec of 2017 according to MC) b. Announcement of a partnership with Abbott (side by side booths at two major conventions) or another major pharma. (This is not a cash infusion as at current valuations mnkd would have to give up too much equity to get meaningful cash. Instead we exchange equity milestones in mnkd for slaws staff and marketing support. Witness that mnkd has been hiring sales managers but not enough sales rep to be managed by so many managers. Perhaps anticipating need to manage and have another companies sales staff report on dotted line for Afrezza.) c. Announcement that One drop subscription model will be ready to launch by "X" date within next six months. d. Stat study results (Not likely until ADA in June) e. Overseas partner. (Could be but if similar to Brazil then no short term effect) f. Further debt reorganization with Deerfield on more favorable terms to Mannkind. (I just thought this up as maybe they will look to find a way to ease debt burden now that mnkd is showing progress) Or maybe a equity fund has been shown the Stat study results and takes out Deerfield and becomes a more benevolent financial backer. g. Receptor Life Sciences? Hmm... Anyones guess. h. Expansion of payor coverage. If it had already happened, I am sure that someone from this Board would have already found out about it. So would have to be more of an announcement that "will be expanding coverage with X Insurance in June." Mike did say to expect news on this in January. i. Firm projections on growth trajectory based on research reports from increased marketing efforts. So the question now becomes, what if any of the items listed in note 5 above might be announced on Monday and if announced would they be substantive enough to have a lasting impact on an increased share price? Or is the news simply going to be announced to justify a raise in the price for that good ole pump n' dump? Well imho, a couple of the items above could have enough substance if announced, to keep the price up somewhat or at least mitigate the eventual profit taking so that we land at a more reasonable floor that is closer to what most of us believe is the true value of mnkd. (For purposes of this discussion and because it is my opinion, I am going to say between $6 and $8) a. IND filing: If filed and noted for fast track approval and shown the market opportunity then this could have a long term impact on increased pps. Mnkd now is not a one trick pony with just AFREZZA, which takes some of the future revenue needs/pressure off Afrezza for mnkd to break even. TS is now not just a narrowly focused application. More press/mm's will now see mnkd as a developmental company and not a small singularly focused niche insulin company. This should lead to a better valuation and higher pps floor. b. Partnership: Nothing to say about this if Abbott or another major pharma takes equity for sales and marketing. Self explanatory to even Goldman Sacks and AF. c. One Drop announcement; Gives us an immediate reason to expect an increase in scripts so you get it. d. Overseas partnership: Depends on terms. e. Expansion of payor coverage on date definite: Big deal as it also gives us a way to look forward to increased scripts in short term, if it is a payor who is a "playor." Think UHC... So imho, as provided by the examples above, any piece of news that can allow us to see a way to better profitability (IND) and/or increase in scripts (Increased payor coverage, partnership, one drop, etc...) which is also increased profitability will have a more lasting effect on pps. Ok so now let's say Mnkd is able to get the price up to $6 next week after announcing news on the 01.29.18. Again my "hope" is that at $6 plus/minus .50 mnkd sells 20m shares and raises say $120m. This would theorectically be enough to get us thru at least the end of 1st Q 2019 (mnkd burns approx $30m per Q) without another cash raise and now takes this issue off the table for at least six to eight months. And as scripts increase, (as expected during this time) we would likely get sufficiently higher revenue to extend the runway beyond 12 months. With this extended runway we now have a more positive look at dilution as opposed to previous raises which have allowed us only 4 to 6 months with everyone knowing we will need to go back to the "well" again. Conceivably, this could be the last cash raise or at least the last with any major dilution. Because during this next 12 to 18 months mnkd will need to show scirpts for AFREZZA do sell or "Houston there really is a problem." So with the above in mind the price could stabilize and now we have the March Earnings Call. On this call MC announces we made guidance for 4th Q 17. (I am not saying he will, remember this is my hoped for best case guess). Then based on having raised the above cash MC also gives us guidance to break-even, as I think he mentioned he would at the recent s/h's meeting. If he does and it is within 12 to 18 months then winner winner I think we have a chicken dinner (in Las Vegas! ) After all of this, it will just be the test of time to see if we do indeed get weekly script increases and sufficient revenue to allow both Nate and Michael K to proclaim their Weegie Boards and Crystal Balls (or should I say Brass?) do work as well as they have proclaimed so far... Cheers!!! and GLTAL's!!!! |
|
|
|
Post by mannmade on Jan 24, 2018 15:00:34 GMT -5
CNBC is asking for submissions to their 2018 Distruptor 50 contest. It is only open to non public companies. I copied this from CNBC.com. Here is the link to the page: www.cnbc.com/disruptors“Submit your nomination for the 2018 CNBC Disruptor 50 by clicking here.” “The deadline to submit the 2018 CNBC Disruptor 50 Nominee Submission Form is Friday, Feb. 9, at 8 pm Eastern time. All private, independently owned companies are eligible, and any company founder, executive, representative or investor in the company is welcome to submit the nomination form.” I would like to see Vdex enter the competition to gain awareness of their success in treating diabetes with Afrezza. If anyone has a personal contact there, please pass this along. I will forward it on to the founding partner. |
|
|
|
Post by mannmade on Jan 21, 2018 18:01:31 GMT -5
more importantly, close to the food court.  Hard to believe it is a coincidence. This is the second event they are side by side. |
|
|
|
Post by mannmade on Jan 20, 2018 14:44:52 GMT -5
How could a doctor read the above article and not want to investigate for his own patients???
Btw, Beyond Type 1 Which is where this was posted is a non profit organization that has Nick Jonas as a co- founder and board member.
|
|
|
|
Post by mannmade on Jan 20, 2018 14:29:12 GMT -5
IT’S NO LONGER JUST A NEEDLE GAME WRITTEN BY: Ginger Gault FacebookTwitterEmail
Talk about a roller coaster ride.
Like most T1Ds, I started with multiple daily injections of long-acting and short-acting insulin. Several years later I started on an insulin pump, which definitely changed my life for the better.
After many years of insulin injections, pump site insertions, and CGM site insertions, however, I started having trouble with insulin absorption because of scar tissue. After years of taking care of myself I was suddenly having the worst blood sugars of my life. When your body doesn’t properly absorb your insulin, it’s impossible to keep your blood sugars stable. You go from highs to lows constantly. My CGM set alarms off all night long, and I had to feed lows throughout the day, leading to rebound highs and weight gain. Talk about frustrating!
I’d heard about Afrezza, the inhaled insulin, a couple years earlier and was interested in trying it. But my endocrinologist said it wasn’t a good fit for a T1D and claimed I could never get the same kind of control as with a pump. At that point I listened to my doctor and gave up. Big mistake! While not all doctors are on board with Afrezza yet, I believe it’s just because they haven’t given it a chance. After having so many problems with insulin absorption, I knew it was time to find an endocrinologist who would prescribe an inhaled version for me. I did just that, and the move has changed my life.
Guess what? My blood sugars stay steady all night long. I’d forgotten what it was like to sleep through the night. Overall my BGLs have shown an average of about 30 points of improvement using inhaled insulin versus a pump. My most recent A1C was 5.7 – the lowest it’s ever been in my 27 years as a T1D.
Not having an insulin pump attached me to 24 hours a day has changed my life as well. I never realized just how much wearing a pump bothered me until it was no longer there. It’s been difficult to get my insurance company to cover for inhaled insulin, but I will keep fighting. Being able to manage my blood sugar is worth it.
|
|
