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Post by saxcmann on Jul 31, 2017 20:54:39 GMT -5
sayhey24... to my knowledge management has given no guidance on specifics of label change. I also wouldn't see huge benefit to having a different adjective attached. The pk/pd curves are already in the packaging for anyone to see. Maybe the changes have to do with dosing, such as recommended timing or correcting the instructions for converting people from subq to Afrezza where it has now apparently been established that it's not a unit for unit replacement... generally more Afrezza is needed. Ultra label. Cannot get superiority without a new huge clinical trial.
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Post by saxcmann on Jul 31, 2017 13:27:53 GMT -5
Good question Sports! A few scenerios...Best case is scripts go above 390 Friday and MC finds $50+ million through a new partner or country sale of afrezza. This is unlikely but possible. Stock price goes above $3 on Tuesday and next few days over $5 my guess. Shorts get squeezed. Most likely scenerio is MC comes up with a solid strategic plan with no dilution (for now) with scripts between 350-390 and stock price goes above $1.75 Tuesday until shorts knock it down again. It's MCs first CC as CEO. Hopefully he comes out with a bang!! If we're speculating on a "best" case, let's make it $100+ million. That might be enough to get MNKD to profitability. No reason to curtail our wishful thinking. I said "$50+ million" ...i think anything above 50 million changes things for WS and shorts. Of course with rising script counts. 😊
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Post by saxcmann on Jul 31, 2017 12:48:24 GMT -5
$1.50 - $1.80 by close Friday depending on scripts Friday morning. What will the pps be next Tue? Good question Sports! A few scenerios...Best case is scripts go above 390 Friday and MC finds $50+ million through a new partner or country sale of afrezza. This is unlikely but possible. Stock price goes above $3 on Tuesday and next few days over $5 my guess. Shorts get squeezed. Most likely scenerio is MC comes up with a solid strategic plan with no dilution (for now) with scripts between 350-390 and stock price goes above $1.75 Tuesday until shorts knock it down again. It's MCs first CC as CEO. Hopefully he comes out with a bang!!
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Post by saxcmann on Jul 31, 2017 11:40:45 GMT -5
$1.50 - $1.80 by close Friday depending on scripts Friday morning.
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Post by saxcmann on Jul 30, 2017 13:40:36 GMT -5
Indeed. It's high time we smelled the stench of burning white coats and less oft used stethescopes. Any MD in the US could have done what VDEX did in perhaps a better written paper with additional clarity AND without the need for an IRB approval. Such white paper would have had the same aim - attract patients to their practice. Last I checked, there is NO LAW against doing fine work outside of a clinical trial to push science beyond the traditional sponsor/investigator funded trials. None. So I repeat, white coats to the fire. The problem isn't the white coats. You don't want your doctor following white papers. You want your doctor to follow tried and true, peer-reviewed and meta-analysis papers. The problem is that MNKD needs to get the FDA on board with all of these claims. I have a cousin who is a diabetic NP and she is watching and waiting for Afrezza to be safe before she prescribes. I asked her how long she needs to wait before she feels safe- her answer- once there is a long-term safety study that signs off on it. You can find all sorts of doctors out there- What separates them from the witch doctors in Africa is their conservative approach to proven medicine. For better or for worse, I'm sure you would prefer a Western doctor to an African witch doctor. As has been said on here many times, the first oath a physician takes is to first do no harm. Whether you want to argue that prolonging Afrezza is doing harm is your prerogative. However, in the face of effective treatment, doing no harm means to make sure it is safe before prescribing. That weight falls on MNKD and MNKD alone. Sophie, your cousin is clueless. My endo friend is very conservative and extremely knowledgeable about diabetes and he prescribes afrezza already. Afrezza is safe. Period!
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Post by saxcmann on Jul 27, 2017 12:33:03 GMT -5
What gets the doctors on the list? probably the sales reps.
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Post by saxcmann on Jul 25, 2017 21:59:44 GMT -5
why file if no options? Also...why take job without options?
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Post by saxcmann on Jul 21, 2017 9:25:16 GMT -5
There is a small mountain of paperwork that must be completed before any trial gets going. That includes FDA submissions, IRB approval of the protocol and investigator's brochure, legal review by each hospital participating, third-party contracts (like insurance), engagement of a CRO for data collection and statistical analysis, organization of kick-off meetings for the participating centers, and more. In any multi-center trial, the process tends to move as slow as the slowest participant since whatever changes are made for one center winds up propagating to all centers. Given the financial difficulties that MNKD is experiencing at the moment, some participants may also be insisting on prepayment or financial performance guarantees from a third party. The culprit for the slow down could be the sponsor (Mannkind) or any of the other participants. Combine all those reasons with the general difficulty of doing anything when key players are on summer vacation and there are plenty of opportunities for delay. Every single one of these well written, informative posts i read from this guy makes me feel like the rest of us are all just piling in a van on the way to little league practice, while Matt is the lone adult driving. Damn Matt. Now who wants to go for ice cream? Now that's funny! Maybe nap time after ice cream?
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Post by saxcmann on Jul 13, 2017 12:14:24 GMT -5
At least when I speak of break even scripts, I am speaking of EBITDA to determine future financing and cash needs. How much higher do you see scripts when you take out the anomalies? I'm sticking with the number I posted 10 months ago: 19,000 per week. Read more: mnkd.proboards.com/post/79163/threadI'm sticking to my original comments as well...if we get anywhere remotely close to 19k scripts per week us longs will have nothing to worry about besides what to do with all our money! 😊
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Post by saxcmann on Jul 13, 2017 9:09:09 GMT -5
The simple answer to this question is that we are a long way from running out of money. The company can keep on doing funding rounds as long as it offers enough incentive to the financiers. Yes that means a lot of dilution but we don't run out of money. technically you might be correct but they kill shareholders "value" with every round.
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Post by saxcmann on Jul 11, 2017 13:36:57 GMT -5
Saxcmann here.
Started investing in mnkd about 6 years ago. My first and last Pharma stock. Lost over $150k on paper. I started Lending my shares about 2 years ago. My B/E is about $15 post split. I stopped averaging down about a year ago. I would sell all my shares if I could get $7.50.
I enjoy this message board way more than the stock price!
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Post by saxcmann on Jul 10, 2017 12:46:28 GMT -5
Where can I place my bet for under $10.00 by end of September? Where can I place my bet under $5?
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Post by saxcmann on Jul 10, 2017 8:03:51 GMT -5
Do we know how many states Mannkind has sales people in? I'd like to know that as well. I'd also like to know how many physicians they are seeing a week and how many are new versus repeat calls. This is a interesting question. I don't think mnkd management knows this or has enough incentives for reps selling to physicians with new scripts. good question...
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Post by saxcmann on Jul 8, 2017 10:10:16 GMT -5
So why not PR VA contract? Is that not the CEO s role? Brazil will take 6 to 8 months just to approve....implement sales another 6 months....UAE? Mike said late stages or pending....Nothing they have announced has brought in revenue. They appear to have dumped a bunch of hype just before shareholder meeting to prevent a lynching.....Al and company thought they would sell this for billions....they never counted on this....they were not prepared for this....So now we got Mike.....oh boy...he has talked the Al way....toasted champagne on twitter....hired 2 different sales forces....threatened the shorts....adopted the stay tuned catch phrase....hired a few buddies.....hmmmmm.......these guys better get their act together i guess that's why we're at $1.17 (23 cents pre-split)
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Post by saxcmann on Jul 8, 2017 9:47:25 GMT -5
Just going off what my endo friend told me. We are just suppose to believe what an endo friend told you? I quoted what my endo told me before launch in 2015 and I was villified. For me, Yes. If someone has more time than me to check then fine be my guest.
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