|
Post by centralcoastinvestor on Jul 27, 2017 18:37:04 GMT -5
It struck me today that MannKind and Afrezza have come a long way from when Afrezza was first approved by the FDA. In the very early days, Sam Finta was the only spokesperson out there on Twitter and his blog. I never understood why he was working so hard to get the word out about Afrezza. I mean what would stop Afrezza from being a wild success. Sam knew it would be a very tough fight. I didn't. Now we have an entire new management team led by Mike C. who I really like. We have sponsored a small reality TV show about diabetes and Damon Dash is about to release online shows about diabetes and Afrezza. We have a good new commercial. But the most amazing step forward was the fact that in the last day we had a well known actor speaking with a US Senator about Afrezza on live TV from the US Senate. We've come a long way baby.
|
|
|
Post by sayhey24 on Jul 27, 2017 20:02:13 GMT -5
At ADA 2013 we had huge efforts by Big Pharma for the next generation of insulin analogs and T2 meds. The big ask was for a faster insulin. We had dreams of a CGM automatically sending info to a cloud monitoring service but it was still pretty much a dream. ADA 2017 pretty much showed little new diabetes drug development and a major shift in the focus of Big Pharma from drugs to cloud monitoring. Yes, the "Big Ask" from 2013 is now reality and every Big Pharma knows it. The big question by Big Pharma is now what?
The reality is Big Pharma is going to have a rough time competing against Google, Apple and Amazon in the diabetes cloud space. BG monitoring and predictive analysis is not a pharma problem its an IT/Engineering problem since the main problem they are trying to solve is "monitoring" meal time BG spikes and "predicting" the spike for dosing guidance. The open question is who is going to take it the next step to address the spike? What good is monitoring unless you can address the problem?
We really have come a long way but there is still one and only one way to properly address the spike without a healthy pancreas and thats afrezza. I have got to believe afrezza is living "rent free" in the heads of every Big Pharma president.
|
|
|
Post by seanismorris on Jul 27, 2017 20:21:51 GMT -5
Rah rah rah...
Give me scripts!
|
|
|
Post by centralcoastinvestor on Jul 27, 2017 20:37:36 GMT -5
Rah rah rah... Give me scripts! I think just about every long understands that. So thanks for pointing out the painfully obvious. The point of my post is that awareness builds the foundation for the growth of script numbers. We finally got some luck in the awareness department at the US Senate. It's about time.
|
|
|
Post by traderdennis on Jul 27, 2017 22:48:55 GMT -5
It struck me today that MannKind and Afrezza have come a long way from when Afrezza was first approved by the FDA. In the very early days, Sam Finta was the only spokesperson out there on Twitter and his blog. I never understood why he was working so hard to get the word out about Afrezza. I mean what would stop Afrezza from being a wild success. Sam knew it would be a very tough fight. I didn't. Now we have an entire new management team led by Mike C. who I really like. We have sponsored a small reality TV show about diabetes and Damon Dash is about to release online shows about diabetes and Afrezza. We have a good new commercial. But the most amazing step forward was the fact that in the last day we had a well known actor speaking with a US Senator about Afrezza on live TV from the US Senate. We've come a long way baby. From a market cap of 4 Billion to just over 100 Million.
|
|
|
Post by n8 on Jul 27, 2017 23:16:19 GMT -5
It struck me today that MannKind and Afrezza have come a long way from when Afrezza was first approved by the FDA. In the very early days, Sam Finta was the only spokesperson out there on Twitter and his blog. I never understood why he was working so hard to get the word out about Afrezza. I mean what would stop Afrezza from being a wild success. Sam knew it would be a very tough fight. I didn't. Now we have an entire new management team led by Mike C. who I really like. We have sponsored a small reality TV show about diabetes and Damon Dash is about to release online shows about diabetes and Afrezza. We have a good new commercial. But the most amazing step forward was the fact that in the last day we had a well known actor speaking with a US Senator about Afrezza on live TV from the US Senate. We've come a long way baby. From a market cap of 4 Billion to just over 100 Million. Why bother posting if only to announce ill intent. I sh@# you not, its like listening to wounded coyote and it is getting old.
|
|
|
Post by traderdennis on Jul 27, 2017 23:21:54 GMT -5
From a market cap of 4 Billion to just over 100 Million. Why bother posting if only to announce ill intent. I sh@# you not, its like listening to wounded coyote and it is getting old. To temper the longs who sound like they are running the phone banks at Stratton Oakmont pushing this as the next big penny breakthru.
|
|
|
Post by dreamboatcruise on Jul 27, 2017 23:23:50 GMT -5
From a market cap of 4 Billion to just over 100 Million. Why bother posting if only to announce ill intent. I sh@# you not, its like listening to wounded coyotee and it is getting old. Would be nice if we didn't have both... constant pumping just rehashing known information with rose colored glasses and splashing in "just imagine the greatness that is likely in store", as well as rehashing of known negative information. I guess there would be a lot fewer posts if people just stuck to actual news and rational discussions about it. But, how can posting a simple fact be ill intent? Accepting what is reality is somehow malevolent?
|
|
|
Post by n8 on Jul 27, 2017 23:47:34 GMT -5
Why bother posting if only to announce ill intent. I sh@# you not, its like listening to wounded coyotee and it is getting old. Would be nice if we didn't have both... constant pumping just rehashing known information with rose colored glasses and splashing in "just imagine the greatness that is likely in store", as well as rehashing of known negative information. I guess there would be a lot fewer posts if people just stuck to actual news and rational discussions about it. But, how can posting a simple fact be ill intent? Accepting what is reality is somehow malevolent? It may be fact but it is also fact that this was all part of a restructure wich is paying off and is building awarness for a damn good product that is going to improve ones quality if life. For hell sakes give it up.
|
|
|
Post by centralcoastinvestor on Jul 28, 2017 0:00:58 GMT -5
Why bother posting if only to announce ill intent. I sh@# you not, its like listening to wounded coyotee and it is getting old. Would be nice if we didn't have both... constant pumping just rehashing known information with rose colored glasses and splashing in "just imagine the greatness that is likely in store", as well as rehashing of known negative information. I guess there would be a lot fewer posts if people just stuck to actual news and rational discussions about it. But, how can posting a simple fact be ill intent? Accepting what is reality is somehow malevolent? I wouldn't classify my post as pumping. Was it not good news that Afrezza was brought up in an official US Senate hearing? That's a good thing. If scripts are under 300 tomorrow, that's a bad thing. There are still a lot of headwinds facing MannKind. Script count and the financial runway are the biggest in my opinion. But we do need to celebrate the little things too.
|
|
|
Post by boytroy88 on Jul 28, 2017 6:42:42 GMT -5
Would be nice if we didn't have both... constant pumping just rehashing known information with rose colored glasses and splashing in "just imagine the greatness that is likely in store", as well as rehashing of known negative information. I guess there would be a lot fewer posts if people just stuck to actual news and rational discussions about it. But, how can posting a simple fact be ill intent? Accepting what is reality is somehow malevolent? I wouldn't classify my post as pumping. Was it not good news that Afrezza was brought up in an official US Senate hearing? That's a good thing. If scripts are under 300 tomorrow, that's a bad thing. There are still a lot of headwinds facing MannKind. Script count and the financial runway are the biggest in my opinion. But we do need to celebrate the little things too. Well, if what was posted a couple of hours ago is confirmed then we don't have to worry about scripts being bad this week.
|
|
|
Post by centralcoastinvestor on Jul 29, 2017 10:11:31 GMT -5
Add the new VDex white paper to the list of how far we have come.
|
|