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Post by esstan2001 on Apr 23, 2018 17:06:00 GMT -5
At first glance, and a quick one at that, looks great. A couple of gotcha's though, they rolled it out without having the search fields coded correctly on "Find a Doctor" and also the "Blog" page. Find a doctor is the big one here though. Hopefully they know about this. I'll look around to see where to contact webmaster unless someone here knows the contact. find a doc worked for me when I tried it
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Post by esstan2001 on Apr 12, 2018 12:07:29 GMT -5
oldfishtowner great post, fish. On the international deal with upfront money, I think Mike has already expressly lowered the expectation on upfront money. Assuming the signed term sheet is for India, my expectation of the upfront money is $10 million. So anything above that will be a bonus from my perspective. Also, I do not think announcement of a deal with upfront money less than $20 million will be a huge disappointment, especially given that Mike has indicated that we won't be getting that much upfront cash anyway. I think most likely is that in such a situation, the announcement of such a deal won't have much impact on the PPS, which will be similar to what the announcement of the Brazil deal did to the PPS. But that is okay to me. A deal is a deal and will always help to improve the chance of Mannkind's success in the long term. On the sales front, do not forgot that Mike mentioned in his last two presentations that Mannkind has once against revamped its marketing message and strategy in March/April timeframe, reshuffled its sales force and updated its incentives policies recently. I do expect these actions will have a positive impact on the sales front in the coming weeks/months. Additionally, there are many other catalysts that may kick in over time. The one-drop partnership with cash subscription model, filings in countries like Mexico and Canada, and partnerships for countries like Japan and EU (for which we may get some serious upfront money $25-50 million each), studies other than STAT (ADD 1, Levin, Pediatric, etc.). The thing I like Mike and the current management team is that they are constantly tinkering and keep fighting. This is the number one factor to me that will contribute to Mannkind’s success over time. If you think about it, Mike and his team has tweaked the sales strategies a couple of times already, first they used someone else’s sales force for about half a year, then they started their own sales force, and now they are revamping again with new marketing message. It is obvious that the management does not just sit idle watching the sales team doing the work. They are keeping measuring and analyzing and adjusting the strategy. Additionally, Mike has also done a lot in other areas. Hired Steve, Pat and Dr. Kendall. Made progress in pipeline (treprostinil). Filed in Brazil. Partnered with One Drop. Completed STAT and advanced in other trials. Partnered with Charles and Damon. Restructured the packaging and pricing. Restructured the debt and cleared the debt overhang. Made the commercial ad and test ran the TV commercial. And I understand they are also updating the Afrezza website. In short, Mike indeed has a plan and is executing (and adjusting as necessary) diligently. I really appreciate what he and his team are doing for us. I also appreciate what Matt has done for us (saved the company when Sanofi returned Afrezza to us, raised cash, partnered with Receptor, hired Mike and settled with Sanofi). And as for Hakan, I really can’t think of anything that he has done for us shareholders over his entire tenor. If you compare Mike with Hakan, you will see how much an upgrade we have had in the position of CEO. I hope we will be equally or more positively surprised soon over how much an upgrade we have had in the position of CMO pretty soon. Great posts- Both!
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Post by esstan2001 on Mar 20, 2018 6:45:59 GMT -5
From this same page... This could be a good development- a vehicle (hopefully not an autonomous Uber) to get the voices of Afrezza users heard by the FDA FDA Building a Patient Engagement Infrastructure, Diabetes Voices Wanted www.healthline.com/diabetesmine/fda-patient-engagementWe need our KOL's Key Patient Leaders (KPL's) to engage directly with the FDA!
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Post by esstan2001 on Mar 15, 2018 14:49:18 GMT -5
[clipped] People that refuse all vaccines should pay a higher insurance premium. I also volunteer to slap them individually.I don't necessarily agree with everything about vaccines, (timing especially) but to refuse them entirely is just terrible And sorry about the off-topic rant Sports - let me know if you'll be wanting a bodyguard at the Vegas party... This place just cracks me up.
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Post by esstan2001 on Mar 8, 2018 18:34:45 GMT -5
I encourage everyone to express their displeasure with Rose transaction and also notify the board. This is unacceptable Sale of ~ 1k shares to cover tax liability when she probably holds tens of thousands.... U R joking, right?
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Post by esstan2001 on Mar 7, 2018 17:04:36 GMT -5
That's a great idea, Sports. Another layer of talent revealed! I would love to embellish your idea a bit, but the tougher liane would not like it. Adding to that, wouldn’t it be fun to have a co- promotional commercial with the Abbott CGM:-)) Of course they walk out hand-in-hand while the warnings are playing but everybody still watching Laura. Brilliant. (at least all the men will miss all the warnings... & maybe some women)
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Post by esstan2001 on Feb 27, 2018 18:51:35 GMT -5
To quote Maya Angelou.......We may encounter many defeats but we must not be defeated! I was thinking more along the lines of what the great sophisticate John "Bluto" Blutarsky once said: ...Was it over when the Germans bombed Pearl Harbor? Hell, no!
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Post by esstan2001 on Feb 15, 2018 11:53:20 GMT -5
Went thru all her slides on her twitter feed. Mention of FIASP but nothing about Afrezza. Maddening, until I realized that she is across the pond. Someone tweet her a graph or slide about A.
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Post by esstan2001 on Feb 6, 2018 9:03:40 GMT -5
what has fundamentally changed? for one bond rates have changed. QuoteThis is < 1 day chart. All depends on your timeframe. Bond rates- Not much over the past few weeks in hte scheme of things, but much in a short time relecting uncertainty. The concern is past the inflection, how much is anticipation of an overheating in the the economy. The rate rise will also tend to tamp this; a negative feedback control mechanism. I do not want to cherry pic so here is a long term chart for some perspective. Yes we may be turning up. That can represent normalization. I worry (and I know you too) about the QE => QT coming back to haunt us. The real elephant in the room.
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Post by esstan2001 on Feb 6, 2018 8:22:28 GMT -5
I'm not so sure this sell off is a bad thing. Sure, it appears bad on the surface but perhaps someone with more knowledge than me of bull markets can discuss the concept of consolidation. Strong bull markets are not a straight line advance. There is concern about inflation with the economy moving along at a decent pace but if our new Fed Chairman proves to be level headed then I believe we settle back into a good upward market trend (note the use of the word IF). The market is jittery with the recent new highs and some consolidation should be expected. The new Fed Chairman was just the catalyst. That combined with machine trading created a major sell off but in my mind this is a buying opportunity (in general terms, I have not changed my position on Mannkind). FWIW a picture is worth a thousand words. Six days into the month, all of last months price has been erased. Purposefully, only the 20 month moving average being used. when you look at the volume of this flash crash sell off, the words 'nothing burger' come to mind. I welcome a 10% pullback and consolidation if we get it. What has fundamentally chaged so much since the days before? Execution of a few algorithms and some emotional hand waving. The worries need to start once all those holdings start making thier way back to private hands. It is going to take some mighty big incentive to get thse non-governmental hands to bite (hands ... bite?)
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Post by esstan2001 on Jan 31, 2018 8:05:20 GMT -5
done
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Post by esstan2001 on Jan 29, 2018 15:03:26 GMT -5
I believe there are a bunch of positions posted today: Post Date Requisition Number Title City State 1/29/2018 18-0014 Specialist - Accounts Payable Westlake Village CA 1/29/2018 18-0013 Senior Accountant Westlake Village CA 1/29/2018 18-0012 Specialist - Payroll & Stock Administration Westlake Village CA 1/29/2018 18-0011 Manager - Financial Reporting Westlake Village CA 1/29/2018 18-0010 Manager - Financial Planning & Analysis (Corporate) Westlake Village CA 1/29/2018 18-0009 Manager - Financial Planning & Analysis (Manufacturing) Danbury CT 1/29/2018 18-0007 Associate Director - Internal Audit Westlake Village CA 1/29/2018 18-0008 Director - Procurement Westlake Village CA Read more here MNKD Open Positionsmoney men people... U dont get money peeps unless u have money flows to control... It's a sign...
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Post by esstan2001 on Jan 25, 2018 15:49:41 GMT -5
Next offering to International partner for 15% interest at $20.00 per share. Now that would be a shortSqueeze situation. Who did Mike meet with at JPM Healthcare summit. Every dog has his day and sooner or later so will MannKind Shareholders. 'cause you know, we sure are a motley bunch of hounds.
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Post by esstan2001 on Jan 12, 2018 17:44:16 GMT -5
Real time is all very well but you should see what running a Dexcom G5 in real time mode does to your phones battery life! That is not even in real time but at 5 minute intervals. That sounds like they have some major glitch/bug in their software... or a problem with your particular phone's bluetooth. It is bluetooth used to connect phone to Dexcom, isn't it? From a technical standpoint there is no reason that collecting data once every 5 minutes should be a significant drain on battery. Certainly there is no reason, as this is just transferring a few bits of data over a BT link for a millisecond... must be a beta DEMO version SW issue where they leave everything up and linked...
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Post by esstan2001 on Jan 10, 2018 18:18:42 GMT -5
...WAG and DBw2BF- OK, I will take a stab at this: Wild Arse Guess, that one is well known. I can not figure the other one, except maybe the ending , to Be Frank... ?? Nope...any other guesses? don't bother (bet?) with too (two?) big friends? I cave...
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