Post by thekindaguyiyam on Oct 4, 2015 18:28:22 GMT -5
Hmmm. Win-win all around. Shorts making money bouncing it back n forth. Tutes interest from the shorts bouncing it back n forth. And tutes make money in the end when it goes up. So - are there enough retail suckers tho to move these numbers? Or is this an effectively, self-sufficient engine? Who's the sucker?
JPG
"PLEASE NOTE - DRAFT-IN -PROGRESS - places here out of courtesy to Stockwits request -
SCOPE - describe diabetes, Afrezza,s role, Stock & company
The Drug Technosphere-bonded Monomeric insulin (cheap, natural): - mimics body’s natural response and REDUCES INSULIN RESISTANCE (per Dr. Bode) This means body’s pancreas & system is ‘recovering’ - opinion - making Afrezza the first possible Rx CURE for pre-diabetes (yes, opinion but this is one of SNY’s two initial target audiences) - No titration is required (measure Blood Sugar, estimate carbs hours before eating etc) - Stable BS patient feels better. Kinetics allows instant corrections if need be. - Discrete & inhaled likely to increase compliance (BIG issue w/Diabetic therapy) - No ‘tail’ means reduced A1C less hyperglycemia means less long-term organ/nerve damage - Greatly reduced hypos means less chance of diabetic coma/death
In a nutshell Afrezza is poised to not only curb damage caused by diabetes, it is plausible that it will CURE diabetes if caught early.
Despite pre-Afrezza RAA shortcomings the biggest problem with diabetes management is the patient's compliance to regimen. Not only proper dosing / timing / administration of drugs but all the diet restrictions too. Afrezza addresses all of this and does increase compliance.
OPINION - Disappointing Sales? - are sales really bad? Can Symphony data be trusted (last ER says NO) Tier 3 (going->2) little public.Dr knowledge (so far), spirometry test ($$ maker), Time for endo appt (summer vs school-year?)
The Company Bla Bla Bla Al Mann - but he has a history of world-firsts - insulin pump, cochlea implants, blind see, lame walk etc Mann controls ~40% of float ~30% owned by Tutes,perhaps ~20% privately-owned longs yes SInt is 120M (. actual ½ float) and FTD average 1 of 3 daily trades - VERY manipulated stock. Al Mann is no fool - Mgt quiet for many reasons but..
An additional 12u cartridge and 2 productions lines (triple production) suppose to be live EOM July - hope so or ouch!
OPINION a bomb will be dropped, hopefully sooner (ER?) than later. Would be smarter day-trading swings and get caught long than join the clueless masses and get caught short.
*current therapy if to aim for a BS ~10pts higher than normal (110 va 100). This is help minimize chance of hypos BUT chronically elevated BS ultimately leads to organ and nerve damage"