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Post by barnstormer on Apr 29, 2018 7:22:45 GMT -5
NADATHING You really should contact Mannkind and ask them to contact your clinic. If the clinic won't see a rep (many don't) Mike or someone on the executive team can contact them. They can't hide from information about new drugs their patients want or could benefit from and call themselves a "Diabetes Center".
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Post by barnstormer on Apr 25, 2018 15:39:05 GMT -5
From press release:
We are pleased that the FDA determined that a communication plan is no longer necessary to ensure the benefits of Afrezza outweigh its risks and that a REMS is no longer required,” stated Dr. David Kendall, Chief Medical Officer of MannKind. “We are grateful for the FDA’s guidance and expediency in this process, and we look forward to advancing our goal of establishing inhaled insulin as a preferred treatment option for individuals with diabetes who require mealtime glucose control.”
Go Dr. K! About time someone got this ball rolling. Look out ADA.
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Post by barnstormer on Apr 25, 2018 8:17:10 GMT -5
The FDA letter was probably expected and may be why they haven't finalized the deal Mike said they have a term sheet from. This helps sweeten the deal for MNKD.
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Post by barnstormer on Apr 5, 2018 8:11:59 GMT -5
India is growing faster than any other large economy except for China. By 2050, India's economy is projected to be the world's second-largest, behind only China
The economy of India is a developing mixed economy. It is the world's sixth-largest economy by nominal GDP and the third-largest by purchasing power parity. Wikipedia
Gross domestic product: 2.264 trillion USD (2016) Trending, World Bank
GDP per capita: 1,709.39 USD (2016) World Bank
GDP growth rate: 7.1% annual change (2016) World Bank
GNI per capita: 6,490 PPP dollars (2016) World Bank
Gross national income: 8.594 trillion PPP dollars (2016) World Bank
Internet users: 10.1% of the population (2011) World Bank
Currencies: Indian rupee, Indian rupee sign
I'll take some of those rupiees anyday.
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Post by barnstormer on Apr 3, 2018 9:40:39 GMT -5
Nothing is going to happen until after Mike's Monte Carlo trip (second honeymoon). He won't disclose information about the two term sheets he says he has before his presentation. He won't say anything about anything until a deal is final unless they have fallen apart like the UAE deal. It's going to take a deal with cash to halt the decline. STAT will help but even that will take time and there is no gurantee it will give us a boost. After all the label change had minimal effect.
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Post by barnstormer on Mar 21, 2018 7:48:02 GMT -5
I agree Mike's presentation was his best to date. I was disapointed that he has nothing to say about progress with PBMs and insurance coverage in general. It doesn't matter if scrips are written if they can't be filled by the patient. I am glad he is addressing the poor performance of the sales team. It remains to be seen if the decline in scrips can be directly correlated to under performing reps. Every sales team has a few poor performers and top performers should have been able to at least keep scrips stable. The golden rule that 80% of sales is made by 20% of the sales reps worked in my organization for years. Rep turnover is a fact of life. I think Mike was putting a little spin on it. What the declining numbers show is they are having difficulty in adding scrip writers and keeping the ones they have. There should be an exponential increase in scrips based on the doctors they have already aquired. The Rule of 78 indicates what should be expected from the performance of the top reps. Rule of 78. Simply put, the Rule of 78 is a way to quickly estimate a full year’s worth of revenue for businesses that deal with monthly recurring fees (in this case scrips). By applying this rule you can quickly estimate the sales turnover a particular salesperson will bring with a set target every month. www.intelliverse.com/blog/what-is-the-rule-of-78-and-how-does-it-apply-to-sales/If the top reps are consitantly adding scrip writers then the numbers should continue to increase at a predictable rate. There will be those who say that many scrips are written/filled in 90 day increments, but the basic premise is still the same over time. Since the scrips are declining it seems to me they are losing too many scrip writers for whatever reason and until that is fixed Afrezza will continue to struggle. |
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Post by barnstormer on Mar 13, 2018 8:49:55 GMT -5
You understand it completely. ADA is really a self service agency that needs the money from the conference to sustain itself. Doctors won't show up for old news. It is attended however by the type of medical professionals that Mike is targeting. For example Research Hospitals who see a lot of patienfs but don't allow sales reps to pitch them on drugs. ADA provides them a chance to be educated on what is new presented by respected medical professionals for an unvarnished insight into scientific research results. This is why Mike is holding off. I would like to see the results sooner too from an immediate shareprice perspective, but Mike has set the company up to look good to a parter/partners in 2018. STAT at ADA is an important strategic move even though I hate it. While the study was conducted at multiple sites directed by UC MNKD still has input into where and when it is presented.
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Post by barnstormer on Mar 8, 2018 10:15:26 GMT -5
I have put Josh in the Putz column. He used to cover (pump) MNKD relentlessly. When things turned south after Sanofi screwed th pooch he went stealth. His links lead you to a survey paid for by some advertiser so he can get paid for clicks. He needs to leave the analysis up to the big boys like Nate. IMHO
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Post by barnstormer on Mar 7, 2018 9:42:03 GMT -5
Why not shoot a commercial in a Doctor's office with an actractive doctor like the one in the dry eyes commercial. Patient complains about injection site problems and using the pen in public places. The doctor says there is an alternative available that will help solve both problems and give you excellent control of your blood sugars. Cut away to a scene with the patient out at a restaurant (lots of hamburgers ect.) with friends. Patient whips out her dreamboat, takes a puff and enjoys the day. Fade to black.
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Post by barnstormer on Mar 6, 2018 9:46:05 GMT -5
It's pretty obvious if you read closely that Afrezza saved her bacon.
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Post by barnstormer on Mar 1, 2018 8:35:04 GMT -5
Great read. D. Kendall is the ace in the hole we have needed. It will take between now and ADA to get the wheels back on Afrezza. I imagine he will deliver the STAT along with other information to an audience willing to listen to someone with his background. The scrips should start trending up strongly in July.
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Post by barnstormer on Feb 24, 2018 1:02:21 GMT -5
I can't believe MNKD hasn't tested the dreamboat/TS with the "blue pill". Fast in fast out like "Outsulin". While on the subject of advertising (we were weren't we)? I am glad that little purple creature has vanished along with the marketing people who thought that would be a good idea.
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Post by barnstormer on Feb 23, 2018 16:47:46 GMT -5
International expansion seems to be the theme of Mike's new Twitter along with the new wife. Nice! twitter.com/castagna2011 |
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Post by barnstormer on Feb 23, 2018 15:12:56 GMT -5
Ok I am breaking out the Ouija Board and Tarot cards.
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Post by barnstormer on Feb 14, 2018 21:19:09 GMT -5
Those shares were disposed of (for lack of a better word) some time ago. That's why if you check Institutional Owners of the stock sites Mann Group isn't listed and has not been listed for some time. It's really old news. If they were gifted to heirs then Mann family members would have fewer shares and would probably be more like us retail owners unless they dump/dumped them.
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