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Post by otherottawaguy on Apr 20, 2016 18:34:19 GMT -5
Yes, came in the night before. Stayed at the Ethan Allan. Met up before the meeting for breakfast with some of our board here at Panerra(sp?).
Kind of wished we had also met up after for lunch to do a debrief.
Went shopping with my wife for the afternoon.
OOG
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Post by otherottawaguy on Apr 19, 2016 22:17:24 GMT -5
Plan to be there again this year.
OOG
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Post by otherottawaguy on Apr 15, 2016 15:28:07 GMT -5
Startin' to Wander here folks...
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Post by otherottawaguy on Apr 11, 2016 15:50:01 GMT -5
need to remember that they are currently at 450M outstanding shares. If they take this right up to 700m its more like a 65% dilution.
OOG
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Post by otherottawaguy on Apr 3, 2016 10:06:36 GMT -5
V158866
The lead molecule arising from our Fatty Acid Amide Hydrolase research programme, V158866 is currently in development as a potential treatment for a range of pain disorders.
Description
Background
Pre-clinical studies
Clinical studies
Project Status
The FAAH enzyme metabolises the endocannabinoids (ECs) which are neurotransmitters acting on a range of different receptors. Inhibit FAAH, and elevated EC levels appear in the nervous system. Amongst the receptors which the ECs act upon are the CB1, CB2 and TRPV1 receptors, stimulation of which has been shown to relieve pain. ECs also act on the PPARα receptor which is known to reduce inflammation. •Generated from in-house research programme •Potentially profound analgesic response •Effective in pre-clinical pain models
FAAH inhibitors
May cause powerful analgesic response
Since endocannabinoids are only produced on demand, it may be that FAAH inhibitors, such as V158866, can selectively increase the local levels of neurotransmitter in tissues. This could deliver a powerful analgesic and anti-inflammatory response, without the side effects that more widespread cannabinoid receptor activation can generate.
Clinical Studies: Positive results were announced in September 2011 for V158866 in a Phase I SAD and MAD study. The double-blind, placebo controlled study investigating single and multiple ascending doses was conducted in healthy male volunteers. The objective of the study, to identify doses of V158866 that are both safe and well tolerated and to measure the compound's effect on FAAH activity and endocannabinoid levels, was achieved. The study has confirmed V158866 is a potent inhibitor of human FAAH and has identified once daily doses to be tested in future studies in pain or other indications.
Project Status: Pre-clinical studies completed, clinical studies were initiated in March 2011 and the positive results of the Phase I SAD and MAD study announced in September 2011. We initiated a Phase II proof-of-concept study in 2013 and anticipate data in 2014.
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Post by otherottawaguy on Mar 22, 2016 17:02:51 GMT -5
Wasn't attempting to cost out the ops only trying to estimate the max patient throughput.
Be interested to know if 15min would be enough for the Doc to be able to review the file and issue a script on an New RX and if the same effort would be required?
Not sure if there might be a requirement for an Endo on call or even if the Nurse could issue a refill script.
OOG
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Post by otherottawaguy on Mar 19, 2016 22:44:59 GMT -5
I am guessing that the new retail price is 2600 and that the pharmacy is taking 15% or about 400 (corrections are welcome). The company will need to do some marketing including the production/distribution of samples and literature. Then there is a sales force if they go it alone or the partners cut of the profits so guess 600 sounds to be on the light side.
Be interested if anyone knows the variable cost to produce an annual script? Think we may have derived this here previously.
OOG
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Post by otherottawaguy on Mar 19, 2016 19:05:16 GMT -5
I am having this same conversation on the other board as well.
Please do not think that I am being critical about the VDEX endeavor. I am trying to point out that one shop is only going to contribute 3600 annual scripts (14400 / 4 [90 days]) if all patients are put on Afrezza. This amounts to less than 1% of the max capacity for Danbury (500k annual prescriptions).
Calc for breakeven at Danbury is as follows and does not include any addition FDA required trials.
Current Burn rate: 120M
Retail price: 2600 Cost to Produce Annual Script: 1300 (guess) Cost to sell (pharma, marketing):600
Net: 700 per annual prescription.
Scripts required for breakeven: 171,500 which seems to corresponds with just a little over the max cspacity of Line 1 (166k). Lines 2&3 are closer to 182k.
OOG
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Post by otherottawaguy on Mar 19, 2016 10:41:15 GMT -5
Posted this previously but wanted to get some more opinions so created a new thread.
I did a little calculation on the potential VDEX impact to script numbers.
Hours of operation: 8 to 8 = 12 Days per week: 6 Staffing Doc: 1 Staffing Nurse: 2 ( initial asses & spiro test) Reception: 1 Admin: 1 (insurance processing)
Avg Appointment w Nurse: 30 min Avg Review/Script Issue w Doc: 15 min
Weekly max new scripts is restricted be the doc at approx: 72 × 4 = 288
Annual Scripts w one Doc: 14400 (Trx + Nrx)
Now need to knock off the count: Not there for Afrezza Related: 50% (guess) not applicable (COPD + Smoker): 10% (guess) Affordability: 15% (lowered price 2600 /yr)
Leaves 25% or 3600 scripts annually or approx 72 scripts per week. (Previous estimate was 1300 annually).
The point of this estimation (feel free to play with the numbers) is that one VDEX outlet is not going to make that much of a difference to the script count.
OOG
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Post by otherottawaguy on Mar 8, 2016 11:14:55 GMT -5
Not sure if this has been pointed out here (think it was on yazoo):
VALENCIA, Calif., March 07, 2016 (GLOBE NEWSWIRE) -- MannKind Corporation (NASDAQ:MNKD) (TASE:MNKD) will release its 2015 fourth quarter and full year financial results on Monday, March 14, 2016 and its management will host a conference call to discuss the fourth quarter and full year financial results and other Company developments at 5:00 PM (Eastern Time) on March 14, 2016. - See more at: investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=959245#sthash.dgGz3JS3.dpuf
Wonder what these "other Company developments" might be?
OOG
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Post by otherottawaguy on Mar 3, 2016 8:31:46 GMT -5
Did anyone notice the copyright on the ad is 2015 and not 2016?
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Post by otherottawaguy on Jan 27, 2016 18:58:51 GMT -5
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Post by otherottawaguy on Jan 24, 2016 21:57:30 GMT -5
Sorry for dragging out an oldie here, but I am attempting to figure out what the actual variable and fixed costs are for Mannkind. So I have a couple of questions that I am hoping to get consensus on.
Q1: Fixed Costs from what I have been able to discern are in the 8-10M range per month. Am I correct in assuming that this includes debt carrying costs?
Q2: What does it cost to produce a box of 90 cartridges + 2 inhalers + packaging? Is it possible to calculate these costs based upon the 35% Sanofi deal and the estimated low 20% for Mannkind's cut after expenses.
Think in my digging here it has been estimates that a cartridge runs in the 23-28 cent range to produce + packaging. With some estimating that a box ran approx. 28% of the selling price.
Q3: What is the current costs of mealtime insulin replace via Pens on an annual basis? 2600 USD?
Q4: What is the cost of a CGM (initial + annual supplies)?
Q5: What is the ballpark retail mark-up at the pharmacy dispensing?
Q6: Current pricing for Afrezza boxes? 4uX90 = 247, 4uX30,8uX60 = 287? 12uX90 = 327?
Thanks for any short and to the point answers provided,
OOG
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Post by otherottawaguy on Jan 24, 2016 9:44:53 GMT -5
Maybe we could also have a fourth person on stage as well. He would have to be dressed like a french mime (black and white with a red beret), and he would have the same setting as the others, but instead of commencing with the demonstration with the others he would go over to a sand box on stage left for some exercise filling sandbags with a silver spade and then profuse to be too tired too continue upon which he would retire to take a nap on a couch that has the mannkind logo embroider on it...
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Post by otherottawaguy on Jan 22, 2016 14:56:17 GMT -5
I like to watch the RSI on a one day basis. Anytime it gets above 70 I am interested in selling my trading shares. I look to buy back when RSI drops below 30. Like to trade in 5k blocks and look to get in on a 1-3% swing.
Lately you can see what direction it looks like the day is going to take by watching the action into the1030-1100h. If its way down, they have telegraphed how far they can take it. It will usually recover somewhat by 1200h and this is when I start getting interested in selling if it creeps above RSI of 70, very interested if it above 80.
It will then slowly start to get walked down, depending on how lucky I am feeling and if it gets clos to an RSI around 30, I will either buy back my original position or take them back with what I call the "Freebies" if I fully reinvest the proceeds.
This process can also be reversed when it pops in the morning and calms back down and then climbs towards the close. Tends to work best in declining markets and I don't usually play when its climbing.
Additionally, I never play in the first or last 15min of play as you are usually locked into what is on offer. I haven't been able to do this recently due to work commitments, but have whished that I could have had the time.
OOG
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