Some key thoughts from listening to the replay:

He has a focused opinion of a low risk of trial failure - prefaced by saying he was going to be somewhat bold and say this.

Still emphasized financing ideas that were minimally dilutive, but as always can not promise. Indicated that asset based financing is also one of the options, but given the type of Company they are, this is more difficult. Used the phrase "stay tuned" (22:05 in the playback)

Start with 400k patient capacity and ramp up to 2 million with existing facility.

Challenges, cash thru the end of the year. He has a lot of answers for financing, but cannot disclose (such info would require 8K disclosure and he should not mention specific discussions as such information would potentially be misleading to investors should the discussions not pan out). Trying to "shy" away from equity financing.

Did not disclose pricing but mentioned it would be set by their "commercial partner" and should be inline with other forms of insulin.

This was my first listen in to a call. I can understand OPC's frustration if they have all been like this. Ultimately, it seems to be more of a question of when it will be approved versus "if".

Disclosure: I am long MNKD