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Post by mnholdem on Sept 20, 2018 17:24:41 GMT -5
Throw an image of MannKind’s logo and Dreamboat between BEFORE and AFTER graphics and you’re onto something.
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Post by mnholdem on Sept 20, 2018 17:21:19 GMT -5
Right! The title? “ Say It Ain’t So, Mr. Diogenes? OK, ‘It Ain’t So’ ”.
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Post by mnholdem on Sept 20, 2018 8:45:04 GMT -5
As long as you don’t say “future kids” you may have a shot (LOL).
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Post by mnholdem on Sept 20, 2018 8:43:06 GMT -5
It’s interesting that Cipla’s business plan involves many generics. I’ve often wondered whether Technosphere delivery of multiple generic drugs would have the benefits of faster regulatory approval timelines and trial costs when developing drug-device candidates where both the API and device already have FDA approval.
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Post by mnholdem on Sept 20, 2018 5:14:02 GMT -5
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Post by mnholdem on Sept 18, 2018 21:08:25 GMT -5
I would expect Mike to talk about Technosphere and the potential it has to become disruptive in many areas of medicine. If he hints at specific drugs (other than Insulin and Treprostinil) that would be a pleasant and welcomed surprise.
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Post by mnholdem on Sept 18, 2018 19:57:27 GMT -5
Commercial came on USA channel on M.A.S.H. episode, better half was not impressed with the commercial itself, I had to agree, it could have been sooo much better IMO. HOWEVER, it is definitely working as far as awareness because when going in elevator to a meeting this am. a co-worker mentioned they saw a commercial for "that insulin that you take" so the awareness is definitely getting traction. 😉 Joey, a co-worker with you in an elevator and they did not recognize you as the face of Afrezza. What is up with the co-worker? Obviously Joey has his Clark Kent suit on at work. Seriously, though, Joey brings up a very important aspect about Afrezza. It's unique and, given the exposure, people will notice Afrezza and remember it.
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Post by mnholdem on Sept 18, 2018 19:46:07 GMT -5
I don't think Martine would be offended by any contract language any more than I think she would ever consider screwing over the company founded by Alfred Mann. Rothblatt and Mann were cut out of the same mold, IMO.
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Post by mnholdem on Sept 18, 2018 15:31:54 GMT -5
I think the Agreement has UTC paying for all marketing expenses so net revenue should simply be subtracting purchasing expenses from gross revenue. I’m not certain whether rebates fall under marketing or are also a part of the net revenue equation.
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Post by mnholdem on Sept 18, 2018 15:20:39 GMT -5
MannKind may have caught a lucky break with this report. Some formularies place Humalog at a different Tier Level than Novalog. She may have been stuck with a high copay for her injected insulin and qualified for MannKind’s $15 Introductory CoPay program.
Regardless, it’s good publicity for Afrezza.
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Post by mnholdem on Sept 17, 2018 20:08:32 GMT -5
I don't mean to be a smartass but doesn't this thread belong on the "Other Biopharma Stocks" board? It probably would have been moved but for the fact that United Therapeutics just signed an Agreement with MannKind which has provisions for additional API. MannKind may have “locked in” the price UTC must pay upfront for development of additional Technosphere API, but MannKind also limited what therapeutic areas these would apply to and what is not. I’m of the opinion that discussion about how much United Therapeutics might being willing pay for a unique API is appropriate for this area of the board.
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Post by mnholdem on Sept 17, 2018 19:17:36 GMT -5
Treatments average $100,000 per year plus the clinical trials have only started (Phase 1) for what could become a First-in-Class drug for idiopathic pulmonary fibrosis (IPF). MannKind has only the Phase 3 trial remaining for TreT and it will be relatively inexpensive.
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Post by mnholdem on Sept 17, 2018 19:13:51 GMT -5
Thanks for qualifying your remark with a wink. Although stranger things have been known to happen, I suspect that the CEO has grander plans for MannKind. It might even be similar to Alfred Mann’s remark to a shareholder at an ASM that perhaps MannKind will buy out Merck one day.
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Post by mnholdem on Sept 17, 2018 11:49:08 GMT -5
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Post by mnholdem on Sept 17, 2018 7:29:47 GMT -5
Perhaps another cost-effective supplement to reach healthcare professionals may be for MannKind's Marketing Director to purchase website ads at sites that are popular with endocrinologists, primary care physicians and pharmacists.
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