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Post by mnholdem on Oct 31, 2019 9:14:04 GMT -5
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Post by mnholdem on Oct 28, 2019 7:35:02 GMT -5
I'd sure like to see MannKind add these types of publications to their company website Publications page, which hasn't been updated since 2018 [ www.mannkindcorp.com/research-development/publications/ ]. IMO, management could be doing a much better job of promoting their technology and this is the type of article that does just that.  |
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Post by mnholdem on Oct 27, 2019 22:17:53 GMT -5
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Post by mnholdem on Oct 25, 2019 21:15:23 GMT -5
Exactly! Castagna could have grabbed the brass ring by bringing in the UAE deal. It need not have been exclusive which would have left the door open for larger regional partnerships in the future of which, obviously, none have materialized.
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Post by mnholdem on Oct 25, 2019 17:09:49 GMT -5
Bill was working WITH MannKind and not trying to fly "under the radar" as this poster accuses them of doing. Mr. McCullough has business contacts worldwide and hooked up some of them with Joseph Saldanha, who was MannKind's VP of Marketing. People in the UAE expressed interest and Bill brought them to MannKind. How is that flying under the radar or somehow indicates a nefarious intent? Incidentally, for those of you who didn't know Joe, here is his bio (contained in a MannKind press release from April 19, 2016): "Mr. Saldanha has worked in the diabetes space for over 13 years, in both U.S. and global roles. He has experience marketing oral anti-diabetic medications, insulins (both injectable and inhaled), and medical devices. Mr. Saldanha commercialized Sanofi's Lantus® in the Intercontinental Region. After returning to the U.S., he was part of the team that commercialized the Lantus SoloSTAR® pen. In addition to heading up Sanofi's strategy and medical education teams, he was responsible for all hospital business. Mr. Saldanha launched an initiative with Certified Diabetes Educators® to train patients in diabetes and the appropriate use of insulin. Prior to that, Mr. Saldanha served as Director of Business Development for the insulin delivery device business at Johnson and Johnson Diabetes (LifeScan®/Animas®). More recently, he worked in the biosimilars business with Pfizer in New York. Mr. Saldanha holds a Bachelor of Science from Drexel University and a Master of Science from the University of Pennsylvania."Today Mr. Saldanha is apparently Chief Business Officer, Valeritas Holdings Inc. That looks to me like a big step down (compared to Mannkind). I'm willing to believe Mr. Saldanha is a good guy and does good work. I've no reason to believe otherwise. But his career trajectory suggests to me that maybe his peers and his industry don't put him on the same pedestal some others have. The topic was what Joe was pulling together at MannKind, which was a deal to bring Afrezza into a country that attracts patients from the entire Middle East to their medical centers. I would also add another thought. Joe was putting this deal together while Pfeffer was still CEO. Castagna took over a squashed it. Why would Joe quit a great job with MannKind unless he saw no future for him under the new CEO? IMO the deal was fantastic. But it was Pfeffer pulling it together. IMO Castagna wanted to feather his own cap. UAE simply wasn’t his feather. |
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Post by mnholdem on Oct 25, 2019 16:12:37 GMT -5
Campaigns, battles, smears or not, to date this appears to be nothing more than a cyber war of words without any weapons or ammo and one in which one side is wanting to do battle while the other side, Mannkind management, is simply ignoring the noise. IMO, a serious battle would require an aggressive announcement from a nationally respected investor. That would certainly light everything up. There’s ammo but, to use your soliloquy for a moment... You have a king locked up in his castle while his subjects are starving. After years of taxation (dilution) and starvation (erosion of shareholder value) the subjects...by now mostly peasants... rise up and demand their fair share. It’s the subjects whose work made the king rich. It’s the subjects who financed what could become a prosperous kingdom. The king may hide behind what he believes are impenetrable walls, dining on quail and pheasant. Little does he realize that his walls are not impenetrable. He knows what he needs to do but he, unfortunately, does not possess the character of what most consider to be a true king. |
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Post by mnholdem on Oct 25, 2019 15:34:45 GMT -5
MannKind (once again) secured their latest round of financing with ALL of their assets, so they have no leverage to secure additional financing, if needed. What’s that biblical phrase? “A dog returns to its own vomit.”
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Post by mnholdem on Oct 25, 2019 9:36:18 GMT -5
This is the type of misinformation being used against VDex that I find appaling:  Bill was working WITH MannKind and not trying to fly "under the radar" as this poster accuses them of doing. Mr. McCullough has business contacts worldwide and hooked up some of them with Joseph Saldanha, who was MannKind's VP of Marketing. People in the UAE expressed interest and Bill brought them to MannKind. How is that flying under the radar or somehow indicates a nefarious intent? Incidentally, for those of you who didn't know Joe, here is his bio (contained in a MannKind press release from April 19, 2016): "Mr. Saldanha has worked in the diabetes space for over 13 years, in both U.S. and global roles. He has experience marketing oral anti-diabetic medications, insulins (both injectable and inhaled), and medical devices. Mr. Saldanha commercialized Sanofi's Lantus® in the Intercontinental Region. After returning to the U.S., he was part of the team that commercialized the Lantus SoloSTAR® pen. In addition to heading up Sanofi's strategy and medical education teams, he was responsible for all hospital business. Mr. Saldanha launched an initiative with Certified Diabetes Educators® to train patients in diabetes and the appropriate use of insulin. Prior to that, Mr. Saldanha served as Director of Business Development for the insulin delivery device business at Johnson and Johnson Diabetes (LifeScan®/Animas®). More recently, he worked in the biosimilars business with Pfizer in New York. Mr. Saldanha holds a Bachelor of Science from Drexel University and a Master of Science from the University of Pennsylvania."
Source: investors.mannkindcorp.com/news-releases/news-release-details/mannkind-expands-commercial-capabilities-two-new-hires--- Perhaps this poster can claim "I didn't know that", but with so much information available on the web today, ignorance is a poor excuse for posting this kind of blatant misinformation, IMHO. I, myself, have business contacts and have brought interested parties (ie Mayo Clinic) to the attention of MannKind's management. Does that indicate that I have tried to undermine the company? IMO, there's a a pretty lousy smear campaign that's been launched against VDex. I certainly hope that it's not being endorsed in any way by management... |
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Post by mnholdem on Oct 22, 2019 20:45:42 GMT -5
While the white paper suggests that each patient’s results are indicative of his/her group as a whole, I would have liked to have seen the final A1c ranges of the entire group represented by the one patient’s results after VDex treatment. Perhaps even graphics of the group which would enable the reader to identify A1c Wks 1-10 coupled with hypoglycemic events of the group.
I appreciate graphics because they quickly enable readers to identify the few outliers that may occur and easily assess the overall pattern of A1c reduction.
Choosing a single patient for each group made me wonder if VDex presented the patient with the best results for each group. That’s the cynic in me, I guess. Concluding with group results for each of the five groups would have been killer.
Perhaps this White Paper is simply an attention-getter that precedes an introduction to the VDex protocols at a later date? I certainly hope so. It could quite possibly attract physicians to want to learn more about VDex.
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Post by mnholdem on Oct 22, 2019 20:21:11 GMT -5
Generally samples are provided not to introduce a drug to the physicians but to have a steady supply for physicians to give to new patients.
My clinic always has samples available for a wide variety of medications, usually in special sample packages. If MannKind isn’t providing a steady supply of samples to all clinics prescribing Afrezza, they are seriously fumbling any effort at market penetration.
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Post by mnholdem on Oct 21, 2019 19:11:15 GMT -5
I’ve been so swamped that I haven’t updated the Afrezza formulary charts in months. Sorry.
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Post by mnholdem on Oct 21, 2019 8:03:04 GMT -5
I am opening a new thread for the purpose of discussion about VDex and I hope that this thread will be for civilized, reasoned discussions about recent activities related to VDex and less character attacks...
Best wishes,
MnHoldem
Board Moderator
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Post by mnholdem on Oct 18, 2019 14:40:13 GMT -5
a price triangle is forming. 30 cent measure. break and hold, $1.37
Looks like a cup & handle is also forming (from a bit longer timeline). |
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Post by mnholdem on Oct 16, 2019 17:10:18 GMT -5
Positive outcomes from this clinical trial may warrant DexCom to fund a larger clinical trial, or maybe, also form a partnership (co-promote). Similar to the STAT study, this one will be likely be considered a “pilot” study. MannKind appears to be gathering data to determine (with reasonable confidence) what could be a major Phase 4 trial down the road, one that would have the potential of positioning Afrezza as the gold standard, superior in multiple respects to existing prandial treatments. I hope that is the case, but it could also be possible that the CEO’s strategy is to tread water while the pediatric trials progress. He is, IMO, a linear thinker so I (a critical thinker) also consider this to be a possibility. |
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Post by mnholdem on Oct 14, 2019 19:10:32 GMT -5
Al Mann was CEO for the Agreement. Matt Pfeffer was when Sanofi gave it back. His first hire was Mike Castagna. Pfeffer got $175M in settlement. More than enough for a successful relaunch if he’d hired the right person for the job, IMO.
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