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Post by mnholdem on Oct 7, 2019 18:09:12 GMT -5
I think, rossomalley, that it’s time for you to give Castagna’s statement a rest. You’re using it like a baseball bat to bludgeon PB members. Symphony scripts are traceable to writers. The two “clinics” stated is in all likelihood two physicians and MannKind’s CEO doesn’t have a clue how many physicians work for VDex. Shareholders don’t know whether the two physicians are from a startup VDex clinic or an established one.
McCulloch addressed this in his public rebuttal and, at the end of the day, I simply want to see script growth. I don’t care from where.
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Post by mnholdem on Oct 7, 2019 17:59:07 GMT -5
If an upward trend continues, you might make a nice return on those Calls. I also like short- to mid-term calls because you don’t have excess time built into the cost.
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Post by mnholdem on Oct 4, 2019 13:23:40 GMT -5
I don't recall ever seeing volume like this on a good TRx count. We know MNKD is mostly retail owned, so is word getting out? I think it’s from the conference that’s when new institutional investors get on board if they like what they hear. That would be more significant if more institutional funds initiated coverage of MNKD. |
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Post by mnholdem on Oct 3, 2019 18:34:22 GMT -5
I got the distinct impression that trial data will be published soon. Perhaps it's currently under review? I'm still of the opinion that MannKind's Chief Medical Officer David Kendall MD is a cut above the other CMOs in the diabetes industry and I'm hopeful that he will deliver via a major medical journal. Don't let us down, David!  |
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Post by mnholdem on Oct 3, 2019 17:04:09 GMT -5
One can hope. It’s going to take a trend demonstrating positive growth before Wall Street reacts, IMO.
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Post by mnholdem on Oct 3, 2019 15:52:42 GMT -5
Not to mention that the Big 3 insulin companies are doing business in Brazil and may be influential with the Brazilian regulatory authoritie$.
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Brazil
Oct 3, 2019 11:27:06 GMT -5
via mobile
Post by mnholdem on Oct 3, 2019 11:27:06 GMT -5
WTF!
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Post by mnholdem on Oct 3, 2019 7:48:41 GMT -5
rest = CEO to quit banging his head into the wall
grow = CEO to admit his lack of experience and to start consulting with others more knowledgeable of disruptive marketing
Sounds about right, IMO.
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Post by mnholdem on Sept 30, 2019 8:05:37 GMT -5
Potential vs projections. This is hardly worth a fight over. Nobody can really know how Afrezza sales will grow in Brazil. Unfortunately, shareholders have no choice but to wait and see, right?
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Post by mnholdem on Sept 27, 2019 11:11:10 GMT -5
Smart that United Therapeutics includes the Department of Veterans Affairs in the study, IMO. |
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Post by mnholdem on Sept 26, 2019 13:53:54 GMT -5
I thought that Mike gave a very decent presentation at the Wainwright investors conference with some new graphics. He’ll probably give the same slide presentation at the CGH conference.
Until UTCH announces anything new with MannKind, it is was it is. Might as well make the best of it.
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Post by mnholdem on Sept 24, 2019 2:21:57 GMT -5
mnholdem do you have the information regarding the VA and Afrezza formulary? is afrezza covered by the VA? Does the VA have a tier system? if covered, what is the veterans cost?
My apologies to Castagna. The contracts don’t expire until June 2022. |
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Post by mnholdem on Sept 23, 2019 19:01:33 GMT -5
Castagna likely let the contract expire but I’ll dig into it when I can. Very busy the last 3 weeks.
Tele-medicine is definitely something I think VDex would be well suited for.
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Post by mnholdem on Sept 20, 2019 8:50:47 GMT -5
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Post by mnholdem on Sept 20, 2019 7:46:38 GMT -5
This appears to mined from those "veins of gold" Kendall referred to. The data is attributed to Dr. Bode (2015) and from data presented by David Kendall at the EASD in Berlin (2018).
I appreciate the fact that MannKind is at least starting to present (or re-hash) scientific data but I'm not certain what the overall strategy is. The number of scientific publications related to Afrezza (a topic that Kendall lamented about last year) is still relatively sparse and not widely published throughout medical media outlets OR major medical journals.
I suspect that MannKind's strategic plan involves convincing the ADA/AACE to create a new "ultra rapid-acting" classification by using CGM graphics to illustrate the significance of speed (onset of action and short duration) on hypoglycemic events.
If that's the case, good luck!
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