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Post by mnkdfann on Dec 10, 2018 17:32:34 GMT -5
When was this? Recently (last conference call)? Or over a year ago? I'm not doubting he said it, but he has said a number of things at various different times in the past. Some of which would speak against having a U.S. partner. "but he (Mike) has said a number of things at various different times in the past." Like all the rest of us? Indeed. Which is why I think what he said a year (or more) ago may no longer be gospel when it comes to his current strategy / thinking. A lot of water under the bridge since then.
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Post by mnkdfann on Dec 10, 2018 16:05:03 GMT -5
Yup, that's what I'm talking about. He was already in lock up when I posted above. I think an Afrezza tattoo on his left cheek would work. Do you think the federal prison would let us send in a tattoo artist and a photographer so we can be sure the word gets out? All publicity is good? I don't think Bill Cosby, Bill O'Reilly, Matt Lauer, Charlie Rose, and Al Franken would agree. I hope you meant this to be a sick joke! Tekashi has pleaded guilty to a charge of using a child in a sexual performance because of a 2015 video with a 13-year-old girl — posted to his Instagram — in which other men had sex with the girl while he touched her and mugged for his audience.
www.thewrap.com/tekashi-6ix-9ine-tekashi-69-journey-from-bodega-to-human-meme-podcast/From the smiley face you were meant not to take my comments about Tekashi too very seriously.
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Post by mnkdfann on Dec 10, 2018 9:24:56 GMT -5
On the right side, bottom half. A little below Product Theater 2.
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Post by mnkdfann on Dec 9, 2018 23:42:42 GMT -5
Perhaps pay a popular rapper to have Afrezza inked on his (her) face? Maybe Tekashi? He still has some un-inked real estate left on his face, and he's regularly in the news (mostly for bad reasons, but all publicity is good). And he has lots (tens of millions) of social media followers. He'd bring more eyeballs to Afrezza than Dash ever did. Some reports say he's currently wanting for dollars, so he may even do it for a very reasonable price. Tekashi 6ix9ine is currently awaiting trial behind bars at a federal prison in Queens, New York. The 22-year-old rapper is facing a 32-year minimum, maximum life sentence on charges of racketeering conspiracy and firearms offenses among others.www.newsweek.com/tekashi-6ix9ine-69-trial-prison-what-happened-racketeering-update-1250090Yup, that's what I'm talking about. He was already in lock up when I posted above. I think an Afrezza tattoo on his left cheek would work.
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Post by mnkdfann on Dec 9, 2018 14:09:22 GMT -5
Mike Castagna said in the past that a U.S. partner was desired to sell Afrezza because the size of the current sales force (maybe somewhere between 80 and 110?) was insufficient to achieve the long-term results desired. A sales force of 300 or 400 is needed. The fact that one has not yet been announced could mean one of a number of things. It could mean one is waiting to see a certain level of sales and escalation to prove market acceptance before stepping in. It could mean one is waiting on Afrezza to be designated SOC or approved for children. It could mean there are no desired partners interested. It could mean Mannkind would rather work the pipeline and continue going alone than pay the heavy price tag being requested. Mike is smart and won't make the same mistake made with Sanofi. IMO, an announcement for a strong U.S. partner is coming. I'm hopeful it will be in time to be effective in 2019. I trust Mike's got this and will make the move when the time is right and the deal is right. When was this? Recently (last conference call)? Or over a year ago? I'm not doubting he said it, but he has said a number of things at various different times in the past. Some of which would speak against having a U.S. partner.
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Post by mnkdfann on Dec 5, 2018 22:34:07 GMT -5
www.kentonline.co.uk/tunbridge-wells/news/diabetes-sufferer-desperate-for-life-changing-treatment-193946/A diabetes sufferer spending thousands of pounds a year on a treatment which changed his life is desperate to have it provided by the NHS. Brendan Hyland, from Tunbridge Wells, says he relies on a special form of inhalable insulin to make his life bearable but is forced to import it from the USA. The drug, Afrezza, is not licensed in the UK but is approved Food and Drug Administration in the United States and available on prescription there. Brendan currently has to buy inhalable insulin from the USA because the NHS won't provide it. Diagnosed at the age of 10, he struggled for years to keep his blood-sugar levels stable and reports having developed an allergy to insulin's injectable form. Without the medicine Brendan experiences nasty side effects and an allergic reaction to the injections available on the NHS, becoming exhausted and even passing out. Up until recently, staying stocked up on the drug cost the 42-year-old £450 each month to keep his type-1 diabetes under control. However, the pharmaceutical wholesaler which sells Brendan the drug has doubled their price leaving him terrified he won't be able to afford it. "It's dire," he said. "I'm in a situation now where I feel like I either find the money or die. I can stay alive on injectable insulin but my quality of life would be so poor it wouldn't be worth it." Afrezza comes in the form of disposable inhalers costing hundreds of pounds each month. He first began using the medicine in 2015 after getting in touch with American diabetes educator and author of Think Like a Pancreas Gary Scheiner who told him about it. "Afrezza has literally transformed my life," he said. "Not only do I now have near perfect blood glucose control and my energy and weight management has been greatly improved, I have also come off the additional medications I needed to treat the side effects of diabetes, indirectly saving the NHS money. "More importantly I have had no sick days from work and have continued to be a functioning member of society since I changed to this insulin, a testament to how I can now live as close to a normal life as possible." However, despite the benefits and attempts by doctors to help him he has been unable to have the treatment prescribed to him by the NHS as it remains unlicensed.
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Post by mnkdfann on Dec 5, 2018 16:15:39 GMT -5
Per SO, it is 3.55M per quarter in 2019 and 2020. Thank you for the correction. I was misled by the colour grouping. With a quick glance I thought each alternating colour was a new year, not a new quarter.
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Post by mnkdfann on Dec 5, 2018 13:07:07 GMT -5
6." The company booked $5.5 million in losses per month on the Amphastar contract in 2015. That contract has not gone away and the current year exposure based on the last 10Q was $13 million." Can someone please tell me why MNKD is not making money on this Amphastar contract by selling the amount in excess of our current needs. We can sell it back to Amphastar at a slight price off current market prices or sell it on the open market at going market prices. That windfall can be used to reduce the $5.5 million penalty we currently incur? I believe what you (and peppy) quoted was originally written in 2016. The numbers today are different. A chart in SO's latest article outlines the Amphastar payments. You can find it here: seekingalpha.com/article/4226080-mannkind-afrezza-scripts-take-expected-holiday-dip-good-badIf I read it correctly, there is only a $3,550,000 payment in 2019 and another for the same in 2020. Not sure what happens after that.
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Post by mnkdfann on Dec 4, 2018 15:13:20 GMT -5
Stock price on August 16th was $5.00 per share per Yahoo. Today $1.75. Matt may of been wrong about bankruptcy, the company stock lost 65% of its value since his bankruptcy call. He was more correct than not. It's worth mentioning also that a script back in 2016 is not the same value as a script today. I think $$ / Rx has gone up 3 or 4 times since then (too lazy to check the exact figure right now).
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Post by mnkdfann on Nov 30, 2018 17:42:24 GMT -5
Am not sure of all the details just yet but thought it was an interesting concept to put in front of PB for input. Honestly, if it went forward, it would be interesting to see what sort of cash could be raised. (Which is another thing. Should this be done publicly? Shorts would have a field day if a gofundme type campaign raised a ridiculously low amount. So maybe a quiet behind the scenes raise would be better - though goodness knows how that gets done. I may be over-thinking it.)
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Post by mnkdfann on Nov 30, 2018 16:25:23 GMT -5
Just a thought for the new year... Let’s start a revolution in the pharma business and turn it on its head... instead of sitting back and waiting and complaining let’s do something pro active! Much like a Political Action Commitee we can organize on the same principals. A PAC is not limited in contributions nor what they can say in producing their own media spots in support of canidates or issues and airing them so long as true. With no direct connection to mnkd we could do the same by starting the first Shareholders Action Committee, “SAC.” It would work topline as follows: We start a go fund me style campaign from retail shareholders and pwd who have a vested interest in the success of afrezza. We join forces as we already have been doing but now work together in a more direct way. We put together a media plan and a budget to produce drive time radio spots at first as this is least costly to produce and buy media for. We target markets where mnkd has most prescribers and in insurance corps HQ back yards. We get a prescribing doctor and perhaps one or two afrezza users to voice. Write a script outlining benefits from real world experience. If we wanted we could even drive patients to Vdex as we know they will take good care of patients and ensure compliance. For more info we refer listeners to Afrezzajustbreathe.com Let the revolution begin! Would the media (say, radio as you suggest) run ads for any product that are not first approved by the company that develops the product? And for a pharma product in particular? Outside of PAC third party political adverts (which are sort of a special case, with their own regulations), I do not recall ever hearing of any. I would think the radio media might worry about liability (of various sorts). The FDA is (AFAIK) still working out details about third party social media advertising, and how this impacts the company. Social media is not radio, but if the FDA is concerned about social media I'm sure it also has an opinion about radio. Going active with a Shareholders Action Committee (SAC) would, I think, draw the FDA's attention pretty quickly. What it would mean for Mannkind exactly I've no idea, but I'm guessing it would create a bit of drama for those in the head office. www.fda.gov/downloads/Drugs/GuidanceComplianceRegulatoryInformation/Guidances/UCM401079.pdf
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Post by mnkdfann on Nov 30, 2018 15:32:06 GMT -5
Click on the author's name, Dennis Golden, at the top of the article and you see he has written 3900+ of these analyses (over 80+ just today) and counting. And most of the content is cut and pasted from one to another. E.g., compare the Mannkind report to this one: rnsdaily.com/2018/11/29/agenus-inc-agen-this-isnt-a-speed-bump-2/I'm guessing Golden is either a bot, or at best a person who copy edits and 'approves' articles written by a bot. So who cares? The point being made relates to Wall Street publicity. I guess I just disagree. IMO, no serious discerning institutional (or even retail) investor invests money in a company due to bot-generated PR spam. Indeed, I think this sort of analyss often does more harm than good. It comes off as promotional pump and dump, and taints the reputation of the company (unless the analysis coincidentally happens to echo what more respected analysts are saying). That's the same reason I get upset when pump and dump artists on LinkedIn run their stock spiels and mention MNKD in the same breath. FWIW, ol' Dennis churned out another 90+ golden analyses so far today.
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Post by mnkdfann on Nov 30, 2018 10:46:04 GMT -5
Thank you for posting the answer. Interesting. Very rare. And it's not Afrezza specific. So I assume any other insulin will have a similar warning. (If not, I would wonder why not.)
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Post by mnkdfann on Nov 30, 2018 8:06:08 GMT -5
This line is towards the end of the afrezza commercial. How can a human be allergic to human isulin? FWIW: blog.joslin.org/2013/10/insulin-allergies/
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Post by mnkdfann on Nov 29, 2018 14:19:34 GMT -5
These articles to go out to all the brokerage houses, which can only be a good thing. Should be obvious we’re very undervalued, but it draws attention to the fact. Direct to "spam" would be my bet. See my post above.
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