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Post by mnkdfann on Dec 30, 2019 0:09:32 GMT -5
Is it true that management of struggling Vdex has been in place and on the job longer than MC has as CEO? Maybe it is Vdex that needs the management change.  It’s my understanding that Vdex was poised to open several locations after approval but as we all know, the launch did not go as most expected...(Sanofi etc) So it seems you agree with my suggestion. |
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Post by mnkdfann on Dec 29, 2019 10:46:11 GMT -5
This has been the story at Mannkind for years. Now you believe it is going to change? Hey, I don't like bashing this company since we should be celebrating the success of Al Mann's vision but the reality is that Castagna has not been able to sell Afrezza. Good luck with your strategy. Mike Castagna has only been CEO two plus years. In a brief time, he's turned around the finances, the pipeline and now has Afrezza growing. The future under his leadership looks very bright. Is it true that management of struggling Vdex has been in place and on the job longer than MC has as CEO? Maybe it is Vdex that needs the management change. |
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Post by mnkdfann on Dec 24, 2019 10:34:03 GMT -5
I cannot view the article (a pay wall is up). Did the big O give a price target? If so, what is it? |
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Post by mnkdfann on Dec 24, 2019 9:25:35 GMT -5
All is well. Nate tweeted that this dilution is not a negative. Dilution is just the reason for the season. People call him 'Never Negative Nate' for a reason! |
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Post by mnkdfann on Dec 23, 2019 10:50:14 GMT -5
So I shared my frustration earlier in the this thread. So looking at glass half full, there are warrants that will expire on the 26th. How many will expire? 12 million? I thought it was none. Those not exercised are being repriced lower and extended. isn’t that what the OP says? |
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Post by mnkdfann on Dec 21, 2019 20:10:55 GMT -5
Just curious to get everyone's take on what the warrants expiring will actually mean for the company and PPS?? Rainbows and unicorns, obviously. Unless you are short. |
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Post by mnkdfann on Dec 19, 2019 11:04:41 GMT -5
Nothing material has changed or MNKD would be required to report it. I wouldn't read too much into it. A little give and take. Yes, the swath of material non-public information is wide. Could be just give and take. But why this change and why now? Doesn't seem that mysterious to me. Various people argued (here and elsewhere, e.g. see Kastanes' article at SA) that MNKD was likely going to miss the next MidCap requirement. Assuming they were right, wouldn't now be the time to alter the agreement? |
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Post by mnkdfann on Dec 18, 2019 19:32:24 GMT -5
Looks to me like UTHR is all in and Midcap wants to make sure they are to. What does Medcap get now that it didn’t get before? |
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Post by mnkdfann on Dec 15, 2019 20:20:22 GMT -5
ktim - the human body does not tranform to protect smokers. They do not develop extra lung capacity. I have never heard of a third lung growing. Actually, the human body does transform to protect smokers from certain diseases and afflictions. www.livescience.com/15115-5-health-benefits-smoking-disease.htmlNo third lung, though. |
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Post by mnkdfann on Dec 13, 2019 22:51:04 GMT -5
The prices for Afrezza are no longer there. I noticed that the Excel spreadsheet that gets downloaded today is named: xls_conformidade_2019_12_10_v2.xls Notice the "v2" at the end. The one I took those prices from must have been version 1, but the prices were in there a few days ago. I don't know why there was a second version published or why Afrezza was part of the first release but not the second. However, several of us saw it in the first day after it was posted. If it's not too much trouble, how different are the spreadsheets? Do they appear to differ (e.g. by line count) by much more than would be accounted for by the Afrezza deletion alone? |
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Post by mnkdfann on Dec 13, 2019 17:59:31 GMT -5
The prices for Afrezza are no longer there. I noticed that the Excel spreadsheet that gets downloaded today is named: xls_conformidade_2019_12_10_v2.xls Notice the "v2" at the end. The one I took those prices from must have been version 1, but the prices were in there a few days ago. I don't know why there was a second version published or why Afrezza was part of the first release but not the second. However, several of us saw it in the first day after it was posted. Of course, that would happen with Mannkind's product! It would have been too straightforward, otherwise. What now? Let the conspiracy theories begin ... |
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Post by mnkdfann on Dec 11, 2019 18:16:11 GMT -5
The FDA site says you can import 3 months of a legitimate drug at a time, but there are all sorts of restrictions. I'm not qualified to decipher it all. Someone else can do that. But my gut feeling is that bringing in a year's supply at a time could cause problems at Immigration / Customs. In which case you may get to keep nothing. And I'm sure bringing in large quantities of a white powder from Brazil will not raise any flags. I'm sure there are already many pharmaceuticals on the market in Brazil at prices much lower than what they are priced at in the States. Is it currently a thing for U.S. citizens to travel to Brazil to fill cheap prescriptions? Yes, but who decides what a "90 day supply" is? A diabetic prescription can't specify since the amount used varies each day, so a doctor could write for a 100 boxes and it could still be argued that it's a 90 day supply. Who decides? In this sort of case, I imagine it would be an underpaid under-trained government employee power-tripping at a customs / border crossing. Bring a doctor's note next time explicitly stating that it is a 90 day supply, they will tell you, as they confiscate the goods. |
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Post by mnkdfann on Dec 11, 2019 9:50:28 GMT -5
Oh that makes sense.....Spend $2,500 to fly to Brazil every 3 months and buy Afrezza. A 90 day Direct buy is about $900..... You do the math. I can find round trip flights to Rio for $600. Plus why do it every 3 months when you can probably buy a year's supply per trip? For that matter will it be possible to order by mail? The FDA site says you can import 3 months of a legitimate drug at a time, but there are all sorts of restrictions. I'm not qualified to decipher it all. Someone else can do that. But my gut feeling is that bringing in a year's supply at a time could cause problems at Immigration / Customs. In which case you may get to keep nothing. And I'm sure bringing in large quantities of a white powder from Brazil will not raise any flags. I'm sure there are already many pharmaceuticals on the market in Brazil at prices much lower than what they are priced at in the States. Is it currently a thing for U.S. citizens to travel to Brazil to fill cheap prescriptions? |
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Post by mnkdfann on Nov 30, 2019 22:58:34 GMT -5
2. The renewal numbers continue to suprise. There could be a point in the near future where the ratio of nrx to rrx of 1:2. Thus does anyone have a recent stat for retention for Afrezza? It is currently something like 0.95:1. So movement towards 1:2 would mean that RRX is growing much faster than NRX. Is that really what we want at this stage, when overall scripts are still so very low? |
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Post by mnkdfann on Nov 29, 2019 17:18:10 GMT -5
2020, the year when it all comes into focus! (Yeah, pretty sure that's not original.)
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