|
Post by mrv on Nov 7, 2014 19:34:47 GMT -5
|
|
|
Post by goyocafe on Nov 9, 2014 1:27:48 GMT -5
"Apart from the medical warnings for the drug by US FDA, Afrezza also has another risk of being an inhaled insulin drug; especially after the failure of Pfizer's (NYSE:PFE) inhaled insulin drug, Exubera. Even competitors Novo Nordisk and Eli Lilly have scaled down marketing of inhaled insulin drugs and are focusing more on rapid action insulin."
Pure BS. Someone please tell me the name of either drug by Novo or Eli that they are scaling back marketing on. Hog wash (and when you think about this phrase, this really is what it is).
|
|
|
Post by brentie on Nov 10, 2014 10:14:24 GMT -5
|
|
|
Post by cybergym66 on Nov 10, 2014 11:23:44 GMT -5
I see Kevinmik from the YMB wrote a strong response to the poorly written article! Those clowns will continue to use snippets of "Facts" and/or old, no longer valid arguments to "prove" their points. I feel bad for those investors that don't do their DD and are willing to accept the distorted reasoning as fact.
|
|
|
Post by dreamboatcruise on Nov 10, 2014 11:55:23 GMT -5
Part of what this hit piece is saying seems to make no sense to me. He's claiming that insurers (companies and Medicare) are going to distinguish for a patient on orals as to whether they have used an injectable and deny coverage of Afrezza if they've used injectables. This seems silly. How long do they have to inject... does one time count to have them banned from using Afrezza? Will doctors have to warn patients that once the needle punctures their skin they will lose the option to try inhaled insulin... or might they get banned for merely picking up an injection pen? That certainly doesn't sound like any formulary scheme I've ever heard of. Either this guy or I have serious deficit in understanding how formularies work.
|
|
|
Post by kc on Nov 10, 2014 13:53:47 GMT -5
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 10, 2014 15:42:09 GMT -5
Get the clown car out for this piece. "Afrezza's commercial potential could be vastly overestimated". Really? Because all the PT's I see are based off of 55k perscriptions per year.
|
|
|
Post by kc on Nov 10, 2014 16:25:53 GMT -5
Interesting new article on Alzheimer regarding treatment with Insulin how Type 2 drugs might slow down the disease one of the drugs cited was a recent partnership that Sanofi started in 2010 with a company in New Zealand Their drug is named Lixisenatide (intended trade name Lyxumia) is a once-daily injectable GLP-1 receptor agonist discovered by Zealand Pharma A/S of Denmark and licensed and developed by Sanofi. Didn't we once hear that Al Mann stated that Insulin was good for dealing with Alzheimer? wouldn't be great if trials advanced using Afrezza for a study and found that it helped like Lixisenatide? Perhaps Sanofi even has this on the Radar? Maybe with their Genzyme partnership since they are more into research. As we know Matt or Haken mentioned that they would be exploring Technosphere partnerships the end on November and in February 2015. You just never know what is down the road. alzheimersnewstoday.com/2014/11/05/type-2-diabetes-drugs-can-help-reverse-alzheimers-study-says/en.wikipedia.org/wiki/Lixisenatidewww.biomedcentral.com/content/pdf/1471-2202-13-33.pdf
|
|
|
Post by brentie on Nov 10, 2014 17:38:11 GMT -5
|
|
|
Post by kc on Nov 11, 2014 12:28:24 GMT -5
|
|
|
Post by tchalaa on Nov 11, 2014 14:41:30 GMT -5
If you're gun-shy to step into a MannKind Corporation (NASDAQ:MNKD) position, you're not alone. The 58% pullback MNKD shares suffered between late June and mid-October is daunting, especially knowing the selloff started in the shadow of what should have been the best news the company was ever able to tout...it's inhaled insulin Afrezza was finally approved after a ten-year ordeal. Nothing lasts forever though, and it may be time to bet on MannKind Corporation rather than against it. To be clear, this is 100% a technical call. That's not to say the underlying opportunity isn't fundamentally based. The chart of MNKD has been disconnected from the underlying company's value for months though, and the reason the stock is a buy now is almost entirely because shares are finally synching up again with MannKind - the company - and traders are saying they're falling back in love with the company and the stock. The chart below tells the tale. The stock got pummeled between July and September, but on October 13th the stock quietly went through a transition from a net-bearish to a net-bullish environment; the pivot was marked by a small doji bar, and the next day we saw a high volume bullish follow-through to get the ball rolling with some gusto. It's what's happened with MannKind Corporation in the meantime, however, that's really sealed the deal. After balking at the 50-day moving average line (purple) in late October and then peeling back - and probably spooking a few shareholders in the process - the 20-day moving average line (blue) stepped up to the plate as a support line and prodded another attempt to clear the 50-day moving average line. And this time around, it worked. MNKD has officially crossed above the 50-day moving average line today, and there's little left to hold it back now. Where MannKind might stop rallying is anyone's guess, but a return trip back to $11.00 - and maybe even higher - isn't out of the question. Just keep it on a short leash, and look for the red flags of toppiness. www.smallcapnetwork.com/MannKind-Clears-the-Hurdle-MNKD/s/via/1789/article/view/p/mid/1/id/500/
|
|
|
Post by bradleysbest on Nov 12, 2014 13:41:32 GMT -5
|
|
|
Post by jpg on Nov 12, 2014 15:53:48 GMT -5
The below article has nothing to do with Mannkind but it shows what could and should happen in China if Afrezza captures just a very small part of that market. The Chinese market is so staggeringly big that it makes any semi popular drug there automatically a blockbuster. The beauty of Afrezza is that it can't be copied (and China is more and more cracking down on fake drugs). If we are valued at 2.4 billion on US sales (and I think this is a very cheap), imagine with Japan, China and Europe... www.theguardian.com/business/2014/nov/11/alibaba-singles-day-sales-china-break-recordsJPG
|
|
|
Post by jmerr on Nov 12, 2014 18:21:42 GMT -5
I have no doubt that both Afrezza and Technosphere will be hits. My only concern is supply. I think they could be over run with demand. Of course this would be a good problem!!
|
|
|
Post by kc on Nov 16, 2014 21:06:19 GMT -5
|
|