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Post by otherottawaguy on Mar 25, 2015 21:47:16 GMT -5
Think I might just try and swing by.
Anyone need a ride from Montreal or Ottawa?
OOG
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Post by otherottawaguy on Mar 24, 2015 15:35:06 GMT -5
I also asked about this site access about a year ago. Though we had a member here that knew someone with access as I recall.
OOG
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Post by otherottawaguy on Mar 12, 2015 14:18:22 GMT -5
You're quite welcome. I've been a long-time lurker...and a longer-time shareholder...so happy to contribute back. More nuggets: everything-pr.com/israel-dealmakers-summit-2015/257199/Remember years ago where MNKD had announced that they had a $200M order from a foreign country? Many speculated this was Israel given his connection. Also, there was Sanofi press that they're planning to make Afrezza available in Israel ASAP. Here's hoping for a black-swan event. Attention, marketing and public relations gurus! The annual Israel Dealmakers Summit 2015 will be held in New York City on March 24-25th and registration is still available at: www.israeldealmakers.comIsrael Dealmakers Summit is the largest and most important Israeli business event of the year, resulting in completion of literally dozens of deals every year and providing unique relationship building and fresh perspectives on topics including Internet of Things (IoT), Digital Media, Mobile & Wireless, CyberSecurity, Enterprise Software, Smart Cities, and Big Data.. “Conferences are often an excellent way to network and meet worthwhile executives ,” noted entrepreneur Jonah Engler. Featuring more than 100 global speakers the most updated conference agenda includes dozens of powerful new speaker additions such as: • Alfred Mann, Entrepreneur & Philanthropist; Chairman – MannKind Corporation• Arthur Sulzberger, Chairman & Publisher – The New York Times • Avi Hasson, Chief Scientist, Ministry of Economy – State of Israel • Bruce Dines, Partner – Liberty Global Ventures • Coco Sun, Director, Investments – LeTV China • Dan Senor, Author – Startup Nation • Domenico Nesci, Partner – LVenture Group • Girish Nadkarni, Managing Director, Head of ABB Technology Ventures – ABB • Ittai Harel, General Partner – Pitango • Joel Fisch, Director, Strategic Business Development, IP & Technologies Group – Intel • Joshua Seiden, Executive Director, Comcast Innovation Labs – Comcast • Mary-Kay James, Managing Director, Investment Portfolio Manager – DuPont Ventures • Matt Krna, Partner – Softbank Capital • Matthew Marolda, Chief Analytics Officer – Legendary Entertainment • Omar Parbhoo, Financial Economist – U.S. Department of State • Samuel Berger, Former National Security Advisor to President Clinton; Chair – Albright Stonebridge Group • Sebastian Titz, Manager, New Ventures, North America – 3M • Stanley Bergman, Chairman & CEO – Henry Schein • Uri Levine, Founder, Former President – Waze; Chairman & Co-Founder– FeeX • Yahal Zilka, Co-Founder, Partner – Magma Venture Partners
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Post by otherottawaguy on Mar 10, 2015 14:36:17 GMT -5
Samples?
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Post by otherottawaguy on Mar 10, 2015 14:19:40 GMT -5
I can't even spell Afrezza right, must be the cold weather up here in the Great White North.
Got to go now, wife is telling me to go take care of that polar bear that is circlin' the igloo.
OOG
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Post by otherottawaguy on Mar 10, 2015 13:57:56 GMT -5
Does anyone care to speculate where the next attack will be coming at?
ADCOM - Done FDA Approval - Done Partner - Done Launch Phase 1 - Done
Capacity Increase - how could this be spun negatively - too early ($$$) Capacity Increase - not enough (current vs lower project script , Capacity Increase - no demand (go read their play book for Launch P1) Q2/3/4 Calls - "where's the beef" ($$$ profit) Vocal Early Adopter Issue - one of those leading the charge has an issue they attempt to tie directly/indirectly to Afrezza Capacity Increase - Lines 4 through X have been order (see playbook for Cap Increases above Insider Sales - Dr Mann selling off any of his holdings (shares generated from warrants?) Sort Share Count - big decrease sparks a price jump Increasing PPS - short attack on PPS getting ahead of itself (wash, rinse, repeat) Launch Phase 2 - Tolero taking the lions share of Sale efforts. Sales at X month - Not reaching Sanofi goals, product line is going to be Exubera'd
Feel free to add more...I would be interested
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Post by otherottawaguy on Mar 10, 2015 13:16:15 GMT -5
Yup. Same here, did the transfer on Friday, calling the broker today to see where it was. Was hitting 5.13 when I was calling. Thought we might be seeing it break 5 and wanted another 1k fix real bad.
OOG
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Post by otherottawaguy on Mar 6, 2015 15:44:01 GMT -5
That is the one sir, the excerpt from 2010 Q3 that I was a lookin' for below:
"This new system is something to behold. It is fully automated and truly amazing. This is huge, about 85 feet long. The input is Technosphere insulin powder, dose cups, cartridge covers and the packaging materials. The output is finished boxes of 90 cartridges that should be suitable for one month of therapy for most patients. The automation includes inspection and weighing of each cartridge and any cartridges bailing inspection are replaced by the robot.
This system produces cartridges at the rate of 400 per minute. Fifteen completed cartridges are sealed individually in a blister package, two of these are sealed in the foiled bag and three bags plus two inhalers and the package insert are placed in the box. Three of the commercial systems that launch will be sufficient to serve about 400,000 patients.
When the Danbury plant is fully equipped, the capacity is expected to be sufficient to serve about 2 million people. At the price of current rapid acting insulin analogs of equivalent dose, this capacity would potentially generate overall revenues of close to $4 billion."
Summary: Line 1 = 400/min, Line 2&3: 440/min
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Post by otherottawaguy on Mar 6, 2015 15:28:18 GMT -5
Since most will be covered by insurance, carriers may take a long term approach to valuing what its worth on a monthly prescription basis, but this being harder to do for the non-insured.
Need to take into account the reduce cost of points, test strips and the potential long term costs of highs and lows. They will also factor in a cost for reduction in hospitalization and other associated medical complication costs.
All of the above might lead one to believe that it is actually cheaper if you can "Prove" that it Is more effective in the long term.
OOG
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Post by otherottawaguy on Mar 6, 2015 15:02:49 GMT -5
Heading for the proverbial chairlift I hope...
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Post by otherottawaguy on Mar 6, 2015 15:01:58 GMT -5
Just ask Martha how it works out in the end (not a dropping the soap joke either)...
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Post by otherottawaguy on Mar 6, 2015 14:58:22 GMT -5
Fuga:
Not to question your answer, but do have a link to something MNKD has said or published?
Is that old line 1 or on new lines 2/3?
OOG
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Post by otherottawaguy on Mar 6, 2015 14:00:55 GMT -5
Need some help here with references if possible (links?).
I have been working with the rough numbers of 166k annual users per line (initial estimate).
We have been told that the two new lines are 10% more efficient so I have been accounting for them at 166k x 110% or 182.6k.
Can any one point me in the direction of the max output of cartridge units a line can produce in a year and whether this is applicable to the Line 1 only calculation or to the newer Line 2/3.
If I can get the max Cartridge output for the plant or for a line then we can see if their estimates for 2M annual user can actually be supported based upon current reported dollar levels and actual data report by users (anecdotal).
Enjoy,
OOG
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Post by otherottawaguy on Mar 6, 2015 10:16:25 GMT -5
Spiro:
Your numbers are now being quoted/discussed by the "unwashed" over on YMB.
OOG
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Post by otherottawaguy on Mar 5, 2015 10:41:19 GMT -5
poormeil:
Its time to average down brother.
OOG
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