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Post by joeypotsandpans on Sept 1, 2017 8:53:52 GMT -5
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Post by sayhey24 on Sept 1, 2017 9:11:27 GMT -5
Thanks - this is pretty big news IMO - "This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial."
For the first time the analysts are talking speed along with it being inhaled - "Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life".
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Post by joeypotsandpans on Sept 1, 2017 9:18:28 GMT -5
Thanks - this is pretty big news IMO - "This is a week that witnessed MNKD’s inhalable insulin treatment Afrezza step up in sales, true- but more importantly, the firm launched its highly-anticipated pediatric clinical trial." For the first time the analysts are talking speed along with it being inhaled - "Maxim analyst Jason Kolbert believes the firm is “transforming the diabetes market with inhalable insulin Afrezza,” which is the quickest-acting insulin available on the market, improving management of blood sugar as well as patient quality of life". It's big news IMO when a billionaire philanthropist that has similar cultural background to Al and a multi-billion hedge fund notices a company with MNKD's potential. However small relative to their assets under management it still opens a very nice supportive door to have a decent size hedge funds wind behind your sails, especially when you've been drifting at sea for awhile through stormy waters  |
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Post by sayhey24 on Sept 1, 2017 9:29:01 GMT -5
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Post by mnkdfann on Sept 1, 2017 9:31:44 GMT -5
IMO, the article is a little (actually, hugely) misleading. Izzy's firm, with over 2200 employees, with offices on several continents, and that manages $35 Billion in assets, took a peanut sized $1 million stake in MNKD. I think it's legitimately doubtful Izzy is even aware of this stake.
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Post by joeypotsandpans on Sept 1, 2017 9:52:53 GMT -5
IMO, the article is a little (actually, hugely) misleading. Izzy's firm, with over 2200 employees, with offices on several continents, and that manages $35 Billion in assets, took a peanut sized $1 million stake in MNKD. I think it's legitimately doubtful Izzy is even aware of this stake. May not be aware now but the employee that put the money to work will make him aware when they have huge returns after the label change, the coming PAH announcements, halt in pediatric studies after the positive results cause this FDA to fast track approval for children, etc. When the Sanofi rep told me two years ago that the insurance issue was the biggest obstacle I understood exactly what she was talking about as I got my script and shot down to CVS to get it filled only to have it turned down by United Healthcare. I was told that it would not receive tier 2 as that category had "its shelf full", it would need to obtain its own insulin category....fast forward two years and nothing will change things for this superior insulin like the label change will. You can't stop progress, they could only hope to contain it. This management team will ultimately prevail IMO, as I've stated this is a total management overhaul. Every afrezza user I know that has been on it for the last two years can't say enough about it, the brain trust behind the ADCOM knew what they were doing with the overwhelming thumbs up vote to getting this to market, the prior FDA admin sealed the two year obstacles for the company with the label they saddled it with. New chapter in this epic story unfolding IMO. Enjoy the rest of your day |
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Post by peppy on Sept 1, 2017 10:48:32 GMT -5
IMO, the article is a little (actually, hugely) misleading. Izzy's firm, with over 2200 employees, with offices on several continents, and that manages $35 Billion in assets, took a peanut sized $1 million stake in MNKD. I think it's legitimately doubtful Izzy is even aware of this stake. May not be aware now but the employee that put the money to work will make him aware when they have huge returns after the label change, the coming PAH announcements, halt in pediatric studies after the positive results cause this FDA to fast track approval for children, etc. When the Sanofi rep told me two years ago that the insurance issue was the biggest obstacle I understood exactly what she was talking about as I got my script and shot down to CVS to get it filled only to have it turned down by United Healthcare. I was told that it would not receive tier 2 as that category had "its shelf full", it would need to obtain its own insulin category....fast forward two years and nothing will change things for this superior insulin like the label change will. You can't stop progress, they could only hope to contain it. This management team will ultimately prevail IMO, as I've stated this is a total management overhaul. Every afrezza user I know that has been on it for the last two years can't say enough about it, the brain trust behind the ADCOM knew what they were doing with the overwhelming thumbs up vote to getting this to market, the prior FDA admin sealed the two year obstacles for the company with the label they saddled it with. New chapter in this epic story unfolding IMO. Enjoy the rest of your day I am sooooooo glad you are typing. |
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Post by mnkdfann on Sept 1, 2017 11:25:37 GMT -5
IMO, the article is a little (actually, hugely) misleading. Izzy's firm, with over 2200 employees, with offices on several continents, and that manages $35 Billion in assets, took a peanut sized $1 million stake in MNKD. I think it's legitimately doubtful Izzy is even aware of this stake. May not be aware now but the employee that put the money to work will make him aware when they have huge returns after the label change, the coming PAH announcements, halt in pediatric studies after the positive results cause this FDA to fast track approval for children, etc. I doubt an employee making $1 million decisions ever speaks with Izzy, but what do I know.  Really, hopefully MNKD goes to $10 in the short term, but the profits on such a small stake trade would still look like rounding error overall. |
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Post by stew3409 on Sept 1, 2017 12:34:39 GMT -5
May not be aware now but the employee that put the money to work will make him aware when they have huge returns after the label change, the coming PAH announcements, halt in pediatric studies after the positive results cause this FDA to fast track approval for children, etc. I doubt an employee making $1 million decisions ever speaks with Izzy, but what do I know. Really, hopefully MNKD goes to $10 in the short term, but the profits on such a small stake trade would still look like rounding error overall. Agreee . At most he might get a little more bonus from his manager. |
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