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Post by mnkdfann on Apr 11, 2019 8:18:32 GMT -5
Interesting and I love it - they partnered with Labyrinth Primary Care not an Endo. Stop the progression of the T2s and there is no need for the endos. VDEX is listed right there on the front of the LPC home page: labyrinthdpc.wordpress.com/I won't pretend to understand how VDEX works with LPC, though. LPC says it limits its practice to under 400 patients total. And any patient has to pay a $79 per month membership fee. "Our patients will also have access to discounted labs, prescriptions and special procedures not included in the membership fees." Is where VDEX would come into the picture?
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Post by mnkdfann on Apr 9, 2019 20:30:20 GMT -5
Also remember that was 3 years ago when Afrezza was still new. No one had it dialed it in. Now it might be a different story. He could be on it FULL TIME with No pump and No Needles. I'm not a diabetic. So I have no first hand experience with Afrezza. The quote below is from the article. Does it sound like something a full-time Afrezza user would experience? As I said, I wouldn't know, but if it does not then that answers your question. "Aaron mentioned that his CGM was buzzing thanks to the "crazy day" of this announcement, which prompted his blood sugar to spike to 280 so he'd needed an insulin correction dose -- and now his glucose was plummeting rapidly in response to that."
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Post by mnkdfann on Apr 9, 2019 17:30:40 GMT -5
Actually, he didn't. He said "It’s almost a miracle drug for me." Anyway, it's very nice and good that he is very pro-Afrezza. That promises some positive publicity, but I wouldn't expect his new status to change much. JDRF is hardly going to turn its back on every other pharma that supports it.
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Post by mnkdfann on Apr 8, 2019 13:21:01 GMT -5
You were replying to shake who wrote: "Mike just talked a lot about rls and we havent heard a peep from rls themselves". So you think a confidentiality agreement could allow Mannkind to talk about RLS, but RLS has to keep quiet about itself? That would seem odd to me. If you listened to the website, Mike spoke to cannabis in general and applied it to global distribution via Canada. He did not specifically state that would be the route that Receptor Life Sciences would take with its line of future Technosphere drugs, but he certainly implied it. Thanks. I did not listen to the webcast. I relied on what people reported here, and I should have known better. LOL. (No offense intended to shake, or anyone else in particular.)
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Post by mnkdfann on Apr 8, 2019 8:47:24 GMT -5
Not really. Confidentiality is still enforced by Agreement for strategic purposes. It’s common. You were replying to shake who wrote: "Mike just talked a lot about rls and we havent heard a peep from rls themselves". So you think a confidentiality agreement could allow Mannkind to talk about RLS, but RLS has to keep quiet about itself? That would seem odd to me.
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Post by mnkdfann on Apr 8, 2019 7:16:22 GMT -5
The link goes to an S-3 "Notice of Effectiveness". From the web: What is an SEC "notice of effectiveness"?
The notice of effectiveness is a public declaration by the Securities and Exchange Commission that a public company's registration statement has been accepted. For shares in a public company to trade on the open market they must be registered by the company. These registration statements are reviewed by the Commission for a period of time before approval is given, and this notice marks the successful completion of this review process.I think it just indicates that the SEC accepted the S-3 filed by MNKD a month or so ago.
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Post by mnkdfann on Apr 7, 2019 18:56:49 GMT -5
It wasn't even close.
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Post by mnkdfann on Apr 7, 2019 18:56:01 GMT -5
Mike win, Mike won! joinappa.com/awards2019 CEO of The Year Dr. Michael Castagna - CEO of MannKind Corporation 2,531 Votes
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Post by mnkdfann on Apr 6, 2019 20:46:30 GMT -5
There isn't an analyst attached to it, it's an autogenerated report/rating based on their quantitative model. 5 out of the 9 pages are a summary of the model, glossary terms, and general disclosures. Yes, I was just editing my own post with that info while you were submitting your own.
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Post by mnkdfann on Apr 6, 2019 20:25:28 GMT -5
I've actually read the nine page CFRA report, which was dated March 29, 2019 and gave a buy rating to MNKD. (Patten's post was from February). Is there a particular CFRA analyst's name attached to the report? If so, can you let us know who it is. I hope it isn't Jeffrey Loo. EDIT: I checked my own brokerage account (BMOInvestorline) and, surprise, it has the CFRA report. It is a nine page report, but over 5 pages of it is generic crap (glossary, definitions, disclosures). It does give a BUY rating, but it also lists MNKD as HIGH RISK and includes no price target (as far as I can see). And no analyst name is attached to the report (again, as far as I can see ... it is possible I am just missing it).
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Post by mnkdfann on Apr 5, 2019 16:36:25 GMT -5
Let me. The chart is pretty much meaningless for comparative pricing since the unit sizes are all over the place. What they are looking at is the amount the price haas increased by for each insulin product. Because you are looking at the increase in cost from the 2016 base the unit size doesn't really matter. The chart says the price of Afrezza has increased by twice as much as anyone else. That said, I didn't know it was available in on Medicare in 2016 which makes me wonder about their data. Check the discussion following Figure 5 in the report at the original link, and don't miss the Tables in the Appendix. Specifically, Table 2 that gives Average Spending per Claim. Actually, I may as well just post the link to the Tables: www.kff.org/report-section/how-much-does-medicare-spend-on-insulin-tables/
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Post by mnkdfann on Apr 4, 2019 21:53:38 GMT -5
Ok, so you believe Al Mann is one of the greatest visionaries ever, Mike Castagna is the best thing that could have ever happened for MannKind, and that Sanofi is to blame for their problems and nothing will convince you otherwise. Why bother even discussing on a message board then? Your motives here are crystal clear. Enjoy your ongoing, negative posts. I enjoy reading and filing to the circular cabinet. You must go through a lot of laptops.
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Post by mnkdfann on Mar 15, 2019 9:44:52 GMT -5
Well, then that's great. Hope he starts mentioning that fact soon in articles and interviews.
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Post by mnkdfann on Mar 15, 2019 9:31:16 GMT -5
Not arguing against what you said barnstormer just trying to see the bigger picture here. The real value is an anagram in the name, bArnsTorMEr, and unfortunately it is TEAM. This car thingy, it is a TEAM effort, and hopefully, the sponsorship and branding visibility and messaging is carried throughout the entire TEAM. How appropriate that needles on speedometers can be a tie in for driver and fast in and fast out can be a tie in for the pit crew. The fact that Conor Daly uses the product and it allows him to continue his life normally and pursue his dreams and aspirations is a very big special interest story that hopefully gets to the light of day. That "few will recognize the Mannkind logo or the name Afrezza" at this point is not remotely surprising, this gives much needed visibility. Some folks were hoping for a major football spectacle ad, well, this is one of the "Super Bowl" events of auto racing that Mannkind is now a part of. I'm liking it. Where does that 'fact' come from? Source, please. Every article I can find in which he describes his regimen, he involves a mention of using needles / shots / injections. Never a mention of inhaling insulin (that I've seen). www.upi.com/Sports_News/2018/08/17/Diabetic-drivers-defied-medical-advice-flourish-in-IndyCar-NASCAR/2731534435260/Ryan Reed and Conor Daly compete at racing's highest levels, all the while combating diabetes. Among the cluster of car-related gauges, the drivers monitor their glucose levels to make sure that they maintain their health and don't lose control. Although neither driver has ever had a close call or needed an insulin injection during a race, their pit crews are prepared to provide it should the need arise. youarecurrent.com/2016/05/17/road-runner-type-1-diabetes-hasnt-slowed-racer-conor-daly-on-the-path-to-his-dream/On race days, Daly follows a dedicated regiment of eating the correct diet at proper times and taking his insulin shots. He wears a glucose monitoring system, and there is also one his racecar. “Every race I have done so far this year, my blood sugar hasn’t changed at all,” he said. “There is so much adrenaline that it overrules every other problem your body has. It just takes control.”
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Post by mnkdfann on Mar 14, 2019 23:14:08 GMT -5
In August, I have to travel to Indianapolis for a conference. The Conference Dinner is going to be at Dallara IndyCar Factory. I believe it is right next to the Indianapolis Motor Speedway. Dallara manufactures the chassis for IndyCar.
Supposedly, I will get the opportunity to pose in a 'Full-Car Racing Simulator' to experience the 'real feel of being behind the wheel of an IndyCar'!
Wow. Oh my! I am already all atwitter.
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