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Post by barnstormer on Nov 9, 2019 14:46:53 GMT -5
So from what I am hearing in the posts above is that Mike continues to pat himself on the back for getting Mannkinds finances in order is just a smoke & mirrors fluff made to support his raise? So his new financing package was based on covenants that his personal ( he won't speak to guidance) guidance thought was a lock based on his personal forecast of Afrezza sales? Shocking! If he put as much concentration and creativity into Afrezza sales as he does other things (which I won't mention) we should be seeing much stronger scrip/retention numbers than the paultry production we are seeing now. I was a strong supporter of Mike's, but sooner or later you have to take a reality check. It's a shame that Mannkind is being attacked by outsiders because the Commercialization Officer now CEO can't get the flagship product on a more stable course than where it is 3+ years into his tenure.
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Post by barnstormer on Nov 1, 2019 23:24:27 GMT -5
Interesting article. FAA to allow pilots with diabetes to fly commercial jets. www.cnn.com/2019/10/31/politics/faa-pilots-diabetes/index.html If I was counting on a diabetic pilot to be in charge of a plane in my fleet I would damn sure want him to be on Afrezza. Not sure how many pilots are diabetic, but they can't fly under the radar to get their annual certification. But, that's my....oh you know. |
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Post by barnstormer on Sept 24, 2019 5:23:43 GMT -5
I have always thought the VA contract could be an excellent place for a concentrated and inexpensive effort for Mike's team to aquire patients. About 2 years ago I sent him a list of about 30 doctors and nurse practioners I put together who are associated with the San Diego VA. The list included the names, addresses and telephone numbers. He thanked me and forwarded it to the rep he had covering San Diego. The rep called me and asked if I had anymore information or personal contacts with the people on the list. I think Mike also spoke to Dr. Edelman who also works with the VA here in San Diego. Apparently with the retooling of the sales team the effort died as I haven't heard of any progress. The VA's diabetics are often smokers or former smokers so they would have to be examined in person by a VA professional. That would be outside tele medical services, but the VA population accross the US would be a great place to establish a cost effective marketing presence IMHO.
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Post by barnstormer on Sept 4, 2019 13:38:24 GMT -5
media.giphy.com/media/lH6KM3wmpG1ck/giphy.gifMNKD is like a cheap claiming horse. Bolts good out of the gate but after the 4th furlong she starts getting winded and rapidly falls off the pace ending up as "An also ran" barely making it back to the stable.
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Post by barnstormer on Sept 4, 2019 5:00:33 GMT -5
It sounds like it is just a clinic for diabetic care to me.. Whatever it is we should hear about it in Mike's presentation at Wainwright next week. It could be a great setup for a partner to come in with a complementary service for diabetics, PAH or other med. Who knows? It could even be an opportunity for the ever mysterious RLS. At least Mike is thinking outside the box. It could follow the VDEX model to some degree while retaining the kind of control Mike wants. |
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Post by barnstormer on Aug 26, 2019 0:02:38 GMT -5
You got six thumbs up for your post about supporting the Brazil effort. One of those thumbs was mine. I got to tell you how funny this is ...because Gary agrees with nothing I say! Questions every source I have ....maybe in the next five years he’ll learn to trust me🤣 With you and I Sports it's kind of like a brother/sister thing. We have to disagree on some things. The trust is there (for the most part).  |
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Post by barnstormer on Aug 25, 2019 18:23:44 GMT -5
Interesting response NY. You always like to attack my posts. There are many ways companies support their distributors without DTC. The support I was talking about is feet on the ground helping out with training, providing materials for endos and educators. Attending conferences and other promotions like they do with JDRF. Ther are a multitude of ways Mike can help without advertising. We hardly do it here. Attack? Paranoid much? I don't disagree with you on this issue - was just pointing out that prescription drug advertising isn't allowed in Brazil. NY. Perhaps it is your delivery. Not parinoid. You have a pattern. You didn't seem to be agreeing. |
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Post by barnstormer on Aug 25, 2019 12:36:42 GMT -5
Interesting response NY. You always like to attack my posts. There are many ways companies support their distributors without DTC. The support I was talking about is feet on the ground helping out with training, providing materials for endos and educators. Attending conferences and other promotions like they do with JDRF. Ther are a multitude of ways Mike can help without advertising. We hardly do it here.
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Post by barnstormer on Aug 25, 2019 6:38:11 GMT -5
Mike should put a lot of effort toward supporting BIOMM's launch. Successful manufactures always throw a high level of support to a valued distributor to make sure they are successful too. A bad launch in Brazil would give shorts more ammunition and Mannkind can't afford that. Success in Brazil would help promote Afrezza in other countries and provide Kendall with more ammunition to work on insurance and Black Box removal in US. Brazil seems excited about Afrezza. Mike can't afford to blow this opportunity even if Brazil may not add a lot of scrip revenue it will add much needed production to a manufacturing facility that will lower the overall cost per unit. A successful launch will also draw attention away from the other disctractions we are currently facing. Go Big or Stay at Home.
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Post by barnstormer on Aug 6, 2019 6:53:14 GMT -5
Has everyone forgot about the Black Box warning. It would seem that Kendall and all of the MNKD studies he touts could get that changed.What efforts are being made? Dr.s see that as an easy excuse not to prescribe for whatever their real reason may be. Perhaps they are really concerned about a potential suit brought by a patient. Perhaps they just don't want to change their treatment to one with a Black Box warning. If I were a person PWD I would insist that my doc prescribe Afrezza or I would find a new endo and tell them why I was changing. After all they are working for me. I pay the insurance for the office visit and the drugs. I would say screw the Black Box warning I want Afrezza as my treatment. I think too many PWDs are willing to take take no for an answer. Whatever the doctor's reason for resisting a prescription the final decision/responsibility is with the patient who wants it. Doctors aren't gods, though many think they are. (Present PB members excluded) |
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Post by barnstormer on Aug 2, 2019 8:47:50 GMT -5
I think the ad is designed to appeal to diabetics, family of diabetics and friends of diabetics. You must remember the impact of diabetes on not just the PWD, but the family of the PWD. I just lost my best friend who was a PWD. He wasn't as good about taking care of himself as he should have been. The toll it took on his family was incredible. He was in and out of the hospital all too frequently with many late night EMT calls and ER visits. Believe me it was hard on his relationship with his wife and kids. I am glad that MNKD is addressing the PWD and the people around them who can help drive the effort to get better care. The more people who consider the message because they know diabetics the better. It's about time MNKD created some buzz about Afrezza.
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Post by barnstormer on Aug 1, 2019 7:52:31 GMT -5
Why would he care? His AMGN stock was up $10.13 yesterday. As I recall the officers all bought about the same number of shares last year about this time. It's like passing the offering plate. You have to throw in a little something.
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Post by barnstormer on Jul 21, 2019 8:32:53 GMT -5
Fortunately for MNKD sayhey we have both Steve and Dave in our corner. Don't sell Steve Edelman short. He is a T-1, actually uses Afrezza and demonstrates it at all of his TCOYD events. I have met them both, watched both present and IMHO Steve is the more dynamic speaker of the two. So I am glad we have both on our side.
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Post by barnstormer on Jul 18, 2019 9:26:44 GMT -5
Mike has let the SP drop into RS territory. He's spent money on upgrades to the Danbury facility with no named partner/customer for the extra capacity. A smart CEO would have PRed the plant expansion at the same time he announced who was going to use the capacity and what kind of revenue he expected. Deefield has only a little leverage left. An upfront cash payment from a partner or milestone payment would easily extinguish the remaing DF obligation and boost the SP. Yet Mike apparently has nothing in his back pocket that will give WS a green flag to buy at these low prices. I would love to add more shares, but as long as the RS is lingering I am looking else where
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Post by barnstormer on Jul 13, 2019 21:19:29 GMT -5
As I said before, MNKD isn't only about Afrezza. Wait for the quarterly CC and look at the total picture. Or, sell your shares so I can buy them. BTW, if MNKD's pps is $100+ ... is Mike's salary too high? The BOD set his salary ... go grumble about them and let Mike C do his job. But, that's mytakeonit At the ASM year before last Mike said all of the other TS apps were on hold and would be hard to start up again. Afrezza was the only thing a year ago according to Mike. So now all of a sudden TS is the main focus? I think you are putting too much weight on TS for the next CC. Good luck with that, "but thats my take on it. |
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