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Post by joeypotsandpans on May 10, 2018 10:53:07 GMT -5
The latest this am. deadaim Comments (1881) |+ Follow |Send Message | Mike Castagna.. "...we had an ADA late-breaking poster accepted around hypoglycemia and really demonstrating the differences of Afrezza versus other meal time insulin options. We believe the complete dataset when you look at the hypoglycemia plus STAT plus the history of the safety and efficacy of this product across the 65 trials, we start to educate the physicians on all the data we have, and they're very responsive." Great Innovation and science always wins!
10 May 2018, 09:12 AM Report Abuse Reply1Like Spencer Osborne, Contributor Comments (14436) |+ Follow |Send Message | Author’s reply » Deadaim.... The weight that people are placing on the STAT trial is misguided in my opinion. It is a very small and simple trial that has very predictable results.... simply by looking at the design.
If you adjust after your meal, you will be in range more often. It is really that simple. Investors keying in on this is reminiscent of investors keying in on the label change. Umm, DUH!! The fact that THIS INSULIN allows you to adjust after your meal to maintain better control and time in range with much reduced incident of hypo IS THE DIFFERENCE and the point of the STAT study. If they did that with the current Raa's they may have killed some folks along the way. Maybe that is what is needed to drill it into some people's gray matter, as the thread is titled "you can't fix stupid" ....let's compare Kendall or Osborne, nevermind I wouldn't even disrespect Kendall in that manner. Go ahead pigeon's fly this one over to your ignorant friend, maybe he wants to risk doing a controlled study stacking Raa's vs. Afrezza post dosing, better have some paramedics around, and again if you're going to quote me please quote the entire post, not selected segments. Thank you -J
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Post by dh4mizzou on May 10, 2018 11:04:00 GMT -5
Wish I could like this post WAY more than once.
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Post by traderdennis on May 10, 2018 11:41:51 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months.
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Post by mango on May 10, 2018 11:53:39 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. Spencer does not understand what diabetes is, Spencer does not understand what Afrezza is, Spencer does not understand how Afrezza works, and this means Spencer does not understand glucose homeostasis. Do you preach for Spencer or yourself when you defend Spencer, the one who does not understand?
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Post by joeypotsandpans on May 10, 2018 12:02:39 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time.
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Post by traderdennis on May 10, 2018 12:17:33 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. So far people have not paid the price of Afrezza, not has the general community of Endocronologists have joined the bandwagon yet. Yes I look at this as an investment, I would invest long term in MNKD if it would go through a chapter 11 reorganization and get rid of the the toxic balance sheet items. Until then this is a bad investment.
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Post by thekid2499 on May 10, 2018 12:22:41 GMT -5
This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. So far people have not paid the price of Afrezza, not has the general community of Endocronologists have joined the bandwagon yet. Yes I look at this as an investment, I would invest long term in MNKD if it would go through a chapter 11 reorganization and get rid of the the toxic balance sheet items. Until then this is a bad investment. I'm asking this question honestly. Why are you on the board then? If you are not invested and don't plan on investing unless MNKD goes through Ch. 11 reorganization, why are you on this board every day? I couldn't imagine taking that much time out of my day if I wasn't invested and didn't care about the science. What am I missing?
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Post by centralcoastinvestor on May 10, 2018 12:34:12 GMT -5
So far people have not paid the price of Afrezza, not has the general community of Endocronologists have joined the bandwagon yet. Yes I look at this as an investment, I would invest long term in MNKD if it would go through a chapter 11 reorganization and get rid of the the toxic balance sheet items. Until then this is a bad investment. I'm asking this question honestly. Why are you on the board then? If you are not invested and don't plan on investing unless MNKD goes through Ch. 11 reorganization, why are you on this board every day? I couldn't imagine taking that much time out of my day if I wasn't invested and didn't care about the science. What am I missing? He is shorting the stock. Or day trading swings. The short position is counting on bankruptcy so that they will never have to buy to cover their short position. So instead of cheering for MannKind’s success, he is hoping for failure. Thus we see a constant negative spin on everything, even the most positive news. Just like Digger and others. However, in some ways they are helpful to longs, because it helps us to see what the short side is seeing and thinking. Is the long premise stronger or the short reasoning correct? Obviously I firmly believe that the strong science behind Afrezza will ultimately win.
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Post by mnkdorbust on May 10, 2018 12:36:12 GMT -5
So far people have not paid the price of Afrezza, not has the general community of Endocronologists have joined the bandwagon yet. Yes I look at this as an investment, I would invest long term in MNKD if it would go through a chapter 11 reorganization and get rid of the the toxic balance sheet items. Until then this is a bad investment. I'm asking this question honestly. Why are you on the board then? If you are not invested and don't plan on investing unless MNKD goes through Ch. 11 reorganization, why are you on this board every day? I couldn't imagine taking that much time out of my day if I wasn't invested and didn't care about the science. What am I missing? In my opinion, There are people on here that are here only because they get paid to be here and spread information. I can't see any other logical reason why anyone other than a diabetic or investor would be on here.
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Post by dreamboatcruise on May 10, 2018 12:56:58 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. Well, Spencer is about MNKD as an investment. If what you are about is all the other things you say, then ignore Spencer and rail against the insurance companies not covering it and the doctors unwilling to prescribe. Spencer certainly has nothing to do with decisions being made by PBMs and doctors. When it comes to taking investment advice from people, their track record is certainly relevant. As we've seen over the past few years... having a great insulin doesn't mean the company has been a good investment. That said I do think Spencer is a bit off the mark on STAT. It is small trial, which may blunt it's impact, but I'd side with you that it will show what is possible with Afrezza that would be more risky with RAAs and/or result in weight gain with defensive eating. With STAT Endos should realize Afrezza achieves something that it would be very tricky to pull off with RAA. Recalcitrant payers may claim it too small, etc.
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Post by mcloven on May 10, 2018 13:04:14 GMT -5
Just because Spencer does not preach to the MNKD choir, I will take his track records over dead aim on MNKD. I'd say Spencer was spot on about the label looking back over the last 10 months. This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. Agree. 5000%. Thank you.
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Post by n8 on May 10, 2018 13:08:46 GMT -5
This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. Agree. 5000%. Thank you. Hell ya. Spot on.
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Post by wgreystone on May 10, 2018 13:14:19 GMT -5
This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. Well, Spencer is about MNKD as an investment. If what you are about is all the other things you say, then ignore Spencer and rail against the insurance companies not covering it and the doctors unwilling to prescribe. Spencer certainly has nothing to do with decisions being made by PBMs and doctors. When it comes to taking investment advice from people, their track record is certainly relevant. As we've seen over the past few years... having a great insulin doesn't mean the company has been a good investment. That said I do think Spencer is a bit off the mark on STAT. It is small trial, which may blunt it's impact, but I'd side with you that it will show what is possible with Afrezza that would be more risky with RAAs and/or result in weight gain with defensive eating. With STAT Endos should realize Afrezza achieves something that it would be very tricky to pull off with RAA. Recalcitrant payers may claim it too small, etc. Investing in early stage pharma companies is all about the belief of its product. If he doesn't even understand the difference between Afrezza and other RAA, what gives him the credential to write articles about MNKD investment. His articles are just about reporting Afrezza scripts which is totally useless to members of this board.
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Post by dreamboatcruise on May 10, 2018 13:35:22 GMT -5
Well, Spencer is about MNKD as an investment. If what you are about is all the other things you say, then ignore Spencer and rail against the insurance companies not covering it and the doctors unwilling to prescribe. Spencer certainly has nothing to do with decisions being made by PBMs and doctors. When it comes to taking investment advice from people, their track record is certainly relevant. As we've seen over the past few years... having a great insulin doesn't mean the company has been a good investment. That said I do think Spencer is a bit off the mark on STAT. It is small trial, which may blunt it's impact, but I'd side with you that it will show what is possible with Afrezza that would be more risky with RAAs and/or result in weight gain with defensive eating. With STAT Endos should realize Afrezza achieves something that it would be very tricky to pull off with RAA. Recalcitrant payers may claim it too small, etc. Investing in early stage pharma companies is all about the belief of its product. If he doesn't even understand the difference between Afrezza and other RAA, what gives him the credential to write articles about MNKD investment. His articles are just about reporting Afrezza scripts which is totally useless to members of this board. He also does a pretty good job of keeping track of the finances and summarizing them... that info is available in the financials from the company if one keeps track of it. He also models sales growth, which is also easy enough for one to do on their own. I have not been a regular reader because I do these things and have access to the scripts here, so fully agree that he doesn't add anything beyond what I already have access to. I don't believe he is trying to make himself useful just to MNKD proboards members... I think you are judging him from an egocentric standpoint... i.e. if he's not useful to you then he serves no purpose. Of course by your standard, someone like Nate or MK would be redundant as well for Proboards members because lord knows we've got multiple people here hyping the stock, so they aren't adding anything in that department that isn't available in abundance here. Bottom line, all of these people writing about MNKD aren't doing so for an audience limited to you, me and other proboards readers. As for belief in a product, that may be the only thing your investing decisions are based on, but it is probably a flawed strategy. Not all good products ever succeed in the market, and certainly even those that do may not end up being a good investment. It is safe to say, someone buying MNKD shares near the all time high will NEVER recoup their investment. It may well be that people buying right after FDA approval will never recoup their investment. Someone cautious like Spencer pointing that out at that time would have been more useful than someone offering nothing but belief in the product. I suspect Spencer will change his tune if he sees scripts significantly breaking above his slow growth script model... and quite frankly that may be a very smart way of playing MNKD, avoiding the heartache and dilution we've endured over the years and jumping in when there is really a signal that the medical profession is getting on board.
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Post by mango on May 10, 2018 13:40:12 GMT -5
This isn't about contests between individual's and their "track records", this is about real life reality regarding people's lives. This isn't about day trader's and investments, this is about saving people's limbs, kidney's, eyes, hearts, and having a better way of life with one's family, etc. Having said that there is a 30 million share debt out there that still has to be paid, you can believe it will happen through dilution as he keeps professing, the fact is it hasn't happened yet and could have happened at close to minimal cost for almost a 100% gain. Regarding Matt's statement about the COGS, again what price is one willing to pay to extend their lives, limbs, and organs when there is a viable option that is proven to be superior, maybe not via current "labels" saddled by corrupt former administrators but by the eye test "label" when reading CGM's, etc. Sure there are those that are not fortunate enough to pay out of pocket or have coverage at this time but as the message gets out via studies like the STAT study it could help change some of the dynamics for those people as well. That is why the ignorant statement from him about the lack of effect of the STAT study is so absurd and quite frankly stupid. The "MNKD choir" are not just made up of traders and investors, it is also made up of users that take offense to those that continue to pound on a company and it's executives that are out there fighting everyday to help people. Take off your monetary glasses, it's not always about the money Dennis, Matt, Spencer, etc etc, take if from someone that is afflicted by the disease and has experienced the difference in a relatively very short period of time. Well, Spencer is about MNKD as an investment. If what you are about is all the other things you say, then ignore Spencer and rail against the insurance companies not covering it and the doctors unwilling to prescribe. Spencer certainly has nothing to do with decisions being made by PBMs and doctors. When it comes to taking investment advice from people, their track record is certainly relevant. As we've seen over the past few years... having a great insulin doesn't mean the company has been a good investment. That said I do think Spencer is a bit off the mark on STAT. It is small trial, which may blunt it's impact, but I'd side with you that it will show what is possible with Afrezza that would be more risky with RAAs and/or result in weight gain with defensive eating. With STAT Endos should realize Afrezza achieves something that it would be very tricky to pull off with RAA. Recalcitrant payers may claim it too small, etc. You speak of something you do not understand. Afrezza behaves the exact same as endogenous human insulin because it is insulin. It restores postprandial glucose homeostasis because it is human insulin that physiologically behaves the same as the insulin produced by the human beta cell. There is no possibility of any RAA ever doing what Afrezza does. RAAs are altered foreign proteins and they are not human insulin. They do not even mimic the behavior of insulin. You are creating deception by stating it would be "tricky" to pull off with RAAs. RAAs will never be able to pull it off. What you speak is a lie.
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