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Post by mannmade on Jan 19, 2018 19:19:01 GMT -5
Quote from lead story in this thread: Editor’s note: Gary Scheiner is owner and clinical director of Integrated Diabetes Services (www.integrateddiabetes.com; 877-735-3648), a private practice specializing in advanced training and management of children and adults on intensive insulin therapy. His team of CDEs (all of whom have Type-1 diabetes) provides consultations worldwide via phone and the internet. I think Gary would benefit by contacting Vdex for help with Afrezza. I actually reached out to Vdex and suggested that earlier today. |
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Post by mannmade on Jan 19, 2018 17:00:20 GMT -5
I am not a diabetic so hard to for me to really comment on what the author finds as cons but for the most part it seems that he is still new to Afrezza and does not understand its real value as other more experienced in its use do, such as Eric, Laura or Sam. Or any number of T1's that have actually given up their pumps because of Afrezza. I would like to know if he was able to give up his pump wpuld he consider it such a PIA (Pain in the Ass). There is no judgement here, as diabetes ad especially T1, is a highly personal and individualized disease. However, for those of us that see it as a true wonder of a drug, you can see why it is taking so long to be adopted and fully embraced by the diabetic community in the way the author writes of his early usage. Perhaps he will come to find, as Mike Hoskins did how wonderful the drug really is as he becomes more experienced in its use if he is so inclined to experiment with it as it seems the most successful users do. Having said that, we are miles ahead of where we were, even 12 months ago, for example, as you can see the author is no longer concerned with lung safety. GLTAL's!!!  |
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Post by mannmade on Jan 19, 2018 0:58:41 GMT -5
www.digitaltrends.com/mobile/type-2-diabetes-unitedhealthcare-dexcom/A few weeks after investing in a blood sugar tracking startup, Fitbit is doubling down on its commitment to helping those with diabetes. At CES 2018, health insurance provider UnitedHealthcare and continuous glucose monitoring company Dexcom announced a new pilot program centered around wearable tech provided by Fitbit to help those with Type 2 diabetes better address their health in real time. Under the new pilot, eligible UnitedHealthcare Medicare Advantage plan participants will be able to leverage both a Fitbit (either an Ionic or Charge 2 device) as well as the Dexcom Mobile Continuous Glucose Monitoring (CGM) System to keep tabs on their glucose levels throughout the day, helping them better match actions with outcomes. The CGM system is comprised of a sensor, generally worn on the abdomen, that detects glucose levels immediately beneath the skin. A companion transmitter sends this information to a smartphone, which interprets and displays the data every five minutes. This constant monitoring might be able to help patients determine what behaviors positively or negatively affect their glucose levels, and take action accordingly. And thanks to the personalized coaching and activity monitoring provided by the Fitbit device, users should be able to turn insights into action. As the medical industry turns increasingly to wearable devices and new technology, UnitedHealthcare is looking to stay on trend. As such, the company says its new focus is on “integrating human support with data from real-time sources, such as digital health technology, and historical sources, like claims data, to help improve and personalize how people navigate the health care system.” The pilot with DexCom and Fitbit seeks to empower patients to manage their own glucose levels, thereby reducing the amount of medication they require and improving their own confidence in going about their everyday lives. This isn’t the first time that Fitbit has worked alongside DexCom or UnitedHealthcare. Last fall, the two companies collaborated to bring DexCom CGM data to the Fitbit Ionic, and last January, Fitbit’s Charge 2 became the first buy-up device option added to the UHC Motion program, an employer-sponsored wearable device program that encourages individuals to walk more frequently. Since the beginning of that program, participants have collectively walked more than 130 billion steps. Update: Added information about Fitbit giveaway with UnitedHealthcare’s pilot program.
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Post by mannmade on Jan 18, 2018 16:16:17 GMT -5
I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q. 2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps.Sustained increase or one to trade around? I would think several or more on the list for sustained rally Was actually speaking to catalyst to get pps increase for cash raise. My belief is that only scripts and revenue raise pps for sustained growth. Until then we go up and down. However depending on the news events coupled with the cash raise we may not go as low as before. Just my opinion. |
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Post by mannmade on Jan 18, 2018 16:14:20 GMT -5
That was not my understanding but if I am wrong than my apologies.
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Post by mannmade on Jan 18, 2018 14:26:32 GMT -5
Between October 5th and October 11th, sell 10 Million shares between 6.00 and 6.90 to open up a short position. On oct 5, 10, & 11th over 150 million shares are traded on those days. Then you are the investor who takes the 10 million shares in the direct placement to cover your brand new short. Not only do you make a small profit on the short, now the company has 57 Million dollars to pay more of your debt off. Thank you deerfield? But seriously would it have worked without the label change as the catalyst to get share price up ? Say Df has to do this again soon what will the catalyst be? International partner? I think, imho, the catalyst(s) could be any one or more of the following: 1. Announcement that mnkd met guidance (even if due to accounting change for scripts sent but not yet sold by retail)with new fuidance for next Q. 2. Filing of NDA for THP 3. RLS Update that is positive? 4. Expanded Insurance coverage 5. Guidance to break-even for Mnkd. 6. Oversees news about one or more distribution partners 7. One drop announcement for retail cash script program 8. Domestic partnership 9. Stat Study results (not likely until ADA, but might be used for discussions with potential partner) 10. Updates on various trials such as pediatric study enrollment 11. More specific information on how commercials are working with expectations for increased scripts. I am not saying any one of the above listed items will happen but they are all items mentioned by MC at the Fitzgerald Conference last September and since then as well. Therefore, some if not all should be making progress and could possibly provide the good news that is the impetus for a increase in pps. |
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Post by mannmade on Jan 17, 2018 21:36:53 GMT -5
As I recall Mnkd was once valued between $3B and $4B not that long ago, although it now seems like ages ago... I would be very happy with a 3B valuation within the next 12 to 18 months. With our current valuation at $298m as of the close today that would represent a 10 fold increase in pps share closed at $2.51 today or $25.10 at a $3B valuation. I would expect most of us would be very happy with that... GLTAL's!!!
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Post by mannmade on Jan 12, 2018 18:03:51 GMT -5
Yes DBC, I have read about it. Believe it is called "Smart Insulin." I remember reading about it in the past. Think it involves nano technology but have not seen much about it in last year or so.
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Post by mannmade on Jan 12, 2018 18:02:04 GMT -5
Personally I will be happy with either the note 1.) being pushed back for another quarter, or 2.) Mnkd paying the $10m.
Obviously if the note is pushed back, then no harm/no foul. If mnkd pays the $10m, while shorts may see this as a lack of confidence by Deerfield and therefore say it is a negative event, I see it as a positive event and sign of strength by mnkd that they believe they are on the right path moving forward and have hence refused to lower the price and renegotiate the buy-out terms (which is the third and least favorable option in my opinion.)
Paying Deerfield the $10m really should be no burden on cash as mnkd is mostly out of cash regardless by end of March or so and they can just add another $10m to the cash raise we all know is coming.
GLTAL's!!!!
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Post by mannmade on Jan 12, 2018 17:51:04 GMT -5
And yet, where is the recognition for this from the medical community, the insurers and the FDA? Or even the ADA? Who cares about health anyway...? (Sarcasm)
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Post by mannmade on Jan 10, 2018 13:44:03 GMT -5
www.yahoo.com/finance/m/3705dde4-f23d-3132-ad70-1d5c50606a38/ss_unitedhealth-taps-into.htmlJAN 10, 2018 @ 08:08 AM 658 The Little Black Book of Billionaire Secrets UnitedHealth Taps Into Emerging Mobile Diabetes Management UnitedHealth Group Inc. signage stands in front of company headquarters in Minnetonka, Minnesota, U.S., on Wednesday, March 9, 2016. Photographer: Mike Bradley/Bloomberg UnitedHealth Group Wednesday said it has partnered with DexCom to launch a glucose monitoring program that uses a wearable device to help older Americans continuously manage their Type 2 diabetes via mobile technology. Initially, the pilot program will involve giving an undisclosed number of enrollees in UnitedHealthcare’s Medicare Advantage plans a device that includes an activity tracker. Health plan enrollees can use the “Dexcom Mobile Continuous Glucose Monitoring System” to track their blood glucose levels around the clock. “Continuous glucose monitoring can be a game changer for people enrolled in our Medicare Advantage plans, as the data can be translated into personalized information that can be acted upon in real time,” Brian Thompson, CEO of UnitedHealthcare’s Medicare and retirement unit said. The business of mobile monitoring technology to manage chronic conditions is becoming more competitive with big names in technology and health insurance developing products, devices and attracting investments. Already in the market with a mobile device and diabetes management program is fast-growing startup Livongo Health. Last year, Livongo attracted more than $50 million in new funding to “accelerate growth in diabetes management , expand to other chronic conditions, and move to international markets,” the company said at the time. In addition, Blue Cross and Blue Shield plans including Anthem have partnered with Alphabet-backed Onduo to monitor glucose levels of patients with diabetes using a wearable device the insurers hope will improve health outcomes. A pilot is beginning this year, the Blue Cross Blue Shield Association has said. The Forbes eBook On Obamacare Inside Obamacare: The Fix For America’s Ailing Health Care System explores the ways the Affordable Care Act will impact your health care. Health plans and technology companies in the space see the costs of diabetes as a significant driver of premium increases with more than 30 million Americans, or 9% of the U.S. population, suffering from diabetes, according to the American Diabetes Association. Another estimated 30 million Americans have diabetes but have yet to have it diagnosed, ADA statistics show. For now, UnitedHealth says its effort with Dexcom is a pilot project for 2018 and decisions have yet to be made on giving the device to all Medicare Advantage enrollees. UnitedHealthcare has more than 4.3 million seniors enrolled in its Medicare Advantage plans .
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Post by mannmade on Jan 8, 2018 20:31:14 GMT -5
Welcome. Yes agree with you. Sorry to hear about your options.
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Post by mannmade on Jan 8, 2018 19:22:22 GMT -5
Victoria, as I recall this was debated earlier on the Board when first mentioned and was shown that after 12.31.18 it went back to $25m. Either way it does not change the cash position much by end of 1st Q with an approximately $30m per month burn rate, as they will need to know how they are funding company moving into Q2. Respectfully, MM
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Post by mannmade on Jan 8, 2018 15:26:36 GMT -5
I have not posted much in quite a while as I have been mostly following the board and observing... I do not want to contribute to any unfounded speculation and therefore will state the following as strictly my observations of what could happen this 1st Q given what we do know... 1. Deerfield Debt: The $10m note that is due this coming Monday, 01.15.18 will (my opinion) either be; a.) renegotiated to a lower price and exchanged for stock, b.) pushed back for another quarter, or c.) they will take the cash. My hope is that it is pushed back for another quarter as I think that would be seen as mildly positive. 2. Cash: My understanding of the current cash situation (and I could be wrong) is that Mnkd had approximately $40m coh at the end of 4th Q 2017, with a current cash burn of between $28m and $32m per quarter and a need to have $25m in reserve at the end of 1st Q 2018 per the Deerfield note. So it looks like Mnkd can solve this one of several ways: a.) Use the ATM to finance short term needs, b.) try and get the pps up perhaps with the announcement of some good news, or combination thereof, such as the NDA filing, meeting 4th Q guidance, increased insurance coverage (which we have been expecting in January 18), partnership announcement, STAT Study Results announcement (although I am inclined to think this will not happen until ADA) and then raise enough cash to take us 12 to 18 months out and hopefully much closer to break-even, or c.) raise cash at the current pps for another quarter or two.. In any event something will have to be announced regarding the cash situation during the first quarter. My hope is that they will announce some good news and with this, find a way to push up the pps and raise enough cash to carry us towards breakeven, taking this topic off the table for at least 12 months as one less thing to discuss while the company gains momentum and the pps in turns gains steam and stability. 3. Scripts/Revenue: are really all that matters. Everything else mentioned above whether as a specific topic or part of the several possible binary/good news events we think are on the horizon are just stop gaps for MNKD until scripts and the resulting revenue starts to climb in a bigger way. Once this happens then the stock will stabilize, the shorts will start to exit, and we can all watch this company grow over the next several years. I use the word "hope" above to express my choice of how I would like things to go in the short term, but of course as I have said before "hope is not a strategy." I am however, of the belief that Mike does have a strategy, and we should likely see some of it play out in the next 30 to 45 days. GLTAL's!!! |
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Post by mannmade on Jan 5, 2018 20:56:12 GMT -5
I just want to know why she did not include Afrezza? Seems like a big miss on her part.
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