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Post by lennymnkd on Jul 29, 2018 16:40:22 GMT -5
What do they say ; he who laughs last laughs best / hope Matt has the last laugh ... with mnkd sucess
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Post by morgieporgie on Jul 29, 2018 16:40:46 GMT -5
It was Matt that said it and he’ll never live it down, but who knows maybe he’ll be living it up someday:-)) Hasn’t sold a share. Ok, 99 lashes with the cane and 200 years in prison for me.
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Post by peppy on Jul 29, 2018 16:50:16 GMT -5
I challenge you to find one comment, “embarrassment of riches”, “stay tuned”, “position of strength” , that was made by Al Mann. Al never said anything other than “take care of the Patients and the Shareprice will take care of itself” Al never mislead anybody !! He put his money where his mouth was, and fought for what is most likely, one of the most significant advancements in care, that those living with Diabetes will ever see. Its one thing to sit on a stock message board and vent about the shareprice of Mannkind, but to just barf out bullshit statements such as this, make you appear either either stupid, or dishonest. If you’re going to put false words in somebody’s mouth, at least make it someone who can defend against the BS. 🤬 Maybe Al wasn't the one who said that. My mistake, hey listen I make mistakes. I thought he did. Anyways, look, I believe in Afrezza as much as anyone here. Not happy with the companies' performance. It's that simple. No need to play message board barbarian. Let's talk why management can't execute.Alrighty then. Turns out there is a system that is used to decide insurance coverage. Turns out that if a product is found non-inferior, the health insurance coverage corporations get to decide which non-inferior product they will cover. Turns out, diabetes is a multi billion dollar business mostly provided for by big Pharma, Sanofi, NovoNordisk, Lilly, Johnston and Johnston. The for profit insurance business in the USA has kickback contracts with the non-inferior product of choice. Filling a certain number of non-inferior products, producing more profits. When physicians write for a non covered insulin, it is additional office work, additionally the office gets calls from the insurance company if the physician write too many off schedule scripts. So enter Afrezza. If you want to play, you have to pay. Also in the mean time continuous glucose monitors show up. Users can show us their blood glucose levels on Afrezza. Who do we believe. You are gripping at people that believe their eyeballs. We are now caught by the big toe. Hoping people in the USA will believe their eyes and be forced to have health insurance cover afrezza. Here is list of costs in general from the ADA standards of care. prnt.sc/j7x6kuprnt.sc/j7x5ka
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Post by goyocafe on Jul 29, 2018 16:54:34 GMT -5
if it gets included in SOC for T1 then market will assume T2 is possible and price it in. T1 will certainly push the price north and anticipation of T2, well, much more. Didn’t ADA say they would change their recommendations more often due to innovations? I would agree. If the market sees Dr. Kendall deliver on the T1 inclusion there is little reason they should not think he will also be able to change the current T2 standard. However, the T2 hill is much steeper but the rewards significantly larger. Having t come before GLP-1 use would be huge and take the Trulicity market. Having it in its proper place which would be as step 1 with or without metformin and you are easily looking at 10x the IPO price. www.marketwatch.com/story/mannkinds-ipo-prices-for-wednesday-trade-report$14.00/share, July 27, 2004; And the easiest job Dr Kendall has ever had. What a long strange trip it’s been. www.youtube.com/watch?v=pafY6sZt0FE&feature=share
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Post by mnholdem on Jul 29, 2018 16:56:36 GMT -5
I was just thinking that those words Pfeffer spoke may one day be considered prophetic. What's valuable about this company is the Technosphere drug delivery platform. But lack of cash is what's preventing more drugs from entering the development pipeline at the present time.
Revenue and/or funding will change that situation. TreT is a ways from FDA approval, so the burden falls on building sales of Afrezza. We don't know what all Dr. Kendall is doing but we're hearing bits and pieces from various sources that Afrezza is generating attention among the diabetes treatment community.
MannKind has already published which diabetes conferences they'll be presenting at this year, but I think there's much more going on behind the scenes that shareholders are not aware of. For example, Dr. Kendall getting an invitation to speak about Technosphere insulin at two major universities is an event shareholders would be in the dark about if MC hadn't mentioned it to his Twitter followers.
It wasn't a material event so he can disclose the information. When it comes to material events, we simply won't hear about them until agreements are signed.
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Post by peppy on Jul 29, 2018 17:27:52 GMT -5
I challenge you to find one comment, “embarrassment of riches”, “stay tuned”, “position of strength” , that was made by Al Mann. Al never said anything other than “take care of the Patients and the Shareprice will take care of itself” Al never mislead anybody !! He put his money where his mouth was, and fought for what is most likely, one of the most significant advancements in care, that those living with Diabetes will ever see. Its one thing to sit on a stock message board and vent about the shareprice of Mannkind, but to just barf out bullshit statements such as this, make you appear either either stupid, or dishonest. If you’re going to put false words in somebody’s mouth, at least make it someone who can defend against the BS. 🤬 Maybe Al wasn't the one who said that. My mistake, hey listen I make mistakes. I thought he did. Anyways, look, I believe in Afrezza as much as anyone here. Not happy with the companies' performance. It's that simple. No need to play message board barbarian. Let's talk why management can't execute. "Truckin', like the do-dah man. Once told me "You've got to play your hand" Sometimes your cards ain't worth a dime, if you don't lay'em down, Sometimes the light's all shinin' on me, Other times I can barely see. Lately it occurs to me what a long, strange trip it's been."
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Post by nylefty on Jul 29, 2018 17:29:19 GMT -5
I would agree. If the market sees Dr. Kendall deliver on the T1 inclusion there is little reason they should not think he will also be able to change the current T2 standard. However, the T2 hill is much steeper but the rewards significantly larger. Having t come before GLP-1 use would be huge and take the Trulicity market. Having it in its proper place which would be as step 1 with or without metformin and you are easily looking at 10x the IPO price. www.marketwatch.com/story/mannkinds-ipo-prices-for-wednesday-trade-report$14.00/share, July 27, 2004; And the easiest job Dr Kendall has ever had. What a long strange trip it’s been. www.youtube.com/watch?v=pafY6sZt0FE&feature=shareDid he say it was "the" easiest job or "one of the" easiest? I've seen both versions. Compound26 said he listened to the investors presentation a dozen times and wrote: a. You can really feel Dave’s excitement and confidence. E.g., where he says his CMO job will be one of the easiest job (giving the data he already possess) mnkd.proboards.com/post/153100/thread
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Post by morgieporgie on Jul 29, 2018 17:30:57 GMT -5
Maybe Al wasn't the one who said that. My mistake, hey listen I make mistakes. I thought he did. Anyways, look, I believe in Afrezza as much as anyone here. Not happy with the companies' performance. It's that simple. No need to play message board barbarian. Let's talk why management can't execute. "Truckin', like the do-dah man. Once told me "You've got to play your hand" Sometimes your cards ain't worth a dime, if you don't lay'em down, Sometimes the light's all shinin' on me, Other times I can barely see. Lately it occurs to me what a long, strange trip it's been." It's on Peppy..one day closer to the breakout.
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Post by babaoriley on Jul 29, 2018 17:46:53 GMT -5
Nice turn of phrase, Sports!
I'd like to more closely examine the similarities between Amazon and MNKD; didn't someone post something about that?
Is it the company or the message board that is causing so many to become, well, different? I suggest it's more the message board.
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Post by peppy on Jul 29, 2018 18:14:33 GMT -5
"Truckin', like the do-dah man. Once told me "You've got to play your hand" Sometimes your cards ain't worth a dime, if you don't lay'em down, Sometimes the light's all shinin' on me, Other times I can barely see. Lately it occurs to me what a long, strange trip it's been." It's on Peppy..one day closer to the breakout. you are not allowed to put words in my mouth. nope. the line. additionally, scroll up, I answered you. www.screencast.com/t/w7msLnbe
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Post by agedhippie on Jul 29, 2018 18:19:26 GMT -5
if it gets included in SOC for T1 then market will assume T2 is possible and price it in. T1 will certainly push the price north and anticipation of T2, well, much more. Didn’t ADA say they would change their recommendations more often due to innovations? I would agree. If the market sees Dr. Kendall deliver on the T1 inclusion there is little reason they should not think he will also be able to change the current T2 standard. However, the T2 hill is much steeper but the rewards significantly larger. Having t come before GLP-1 use would be huge and take the Trulicity market. Having it in its proper place which would be as step 1 with or without metformin and you are easily looking at 10x the IPO price. I really need to read the standard of care better. For some reason I only read the recommendations for Type 1 which pushes RAA. The section on insulin therapy for Type 1 already has a paragraph on Afrezza including this: Rapid-acting inhaled insulin used before meals in patients with type 1 diabetes was shown to be noninferior when compared with aspart insulin for A1C lowering, with less hypoglycemia observed with inhaled insulin therapy.Likewise the Type 2 section has a sub-section on Afrezza as well. I think my original premise that this would be trivial to do for Type 1 might be wrong. It may be a bit harder than I had thought because Afrezza underperformed HbA1c reduction against RAA in the 171 trial. I still think it is possible though. The important thing is that inhaled insulin is already in the standard of care both for Type 1 and Type 2. Getting prandial insulin moved out of it's current sequence is going to be extremely difficult though and will take a big trial to make it happen - there is just to much trial evidence on the GLP-1 side as it stands. I think what Dr Kendall knows, and Mannkind previously never understood, is that you have to have a steady stream of evidence level A or B trials to fortify your position in the medical world.
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Post by morgieporgie on Jul 29, 2018 18:23:42 GMT -5
It's on Peppy..one day closer to the breakout. you are not allowed to put words in my mouth. nope. the line. additionally, scroll up, I answered you. www.screencast.com/t/w7msLnbe Thanks Peppy.
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Post by morgieporgie on Jul 29, 2018 18:33:46 GMT -5
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Post by peppy on Jul 29, 2018 18:38:15 GMT -5
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Post by sayhey24 on Jul 29, 2018 18:52:53 GMT -5
Seyhey - By the way, has follow up dosing always been recommended by Mannkind? It seems they weren't pushing that from the start, which if that is indeed the case explains why people were dropping the drug so much. Would/could be why the Doctor's wouldn't precribe it much also. It simply doesn't always work correctly unless the timing is perfect using a single 4, 8, or 12 unit cartridge. The follow up dose is needed and maybe they botched the original dosage instructions. sayhey would know, but I believe that is true, also people were not taking enough units halfway into the meal the very first time. A lot of times if you do that you do not need a second dose. Just depends... All the dosing information is in the lost studies. Dr. Kendall is in the process of verifying that all the info still holds true. I think he mentioned at the Investors conference he is currently working on dosing.
As Sports said a major problem is under-dosing. We saw this in both the Affinity-1 and Affinity-2 studies and again in the STAT. If they took more to start much of the second dosing may not be needed. The issue is fear of hypoglycemia and poor packaging. The cartridges should never have been called units as current insulin users are equating it to what they are taking with an RAA. MNKD has known for a very long time you need about 1.5x to equate.
Second dosing was actually in the Affinity-1 protocol but was not widely used. There was one doctor out of NC who had his patients proactively checking BG and second dosing and his PWDs blew away the RAA A1c numbers. During the ADCOM one of the FDA evaluation team members actually accused the doctor of cheating. When she told him he would have gotten the same results with his RAA patients if he second dosed them, his response was he would have killed his patients.
If you listen to the John Hopkins dinner www.youtube.com/watch?v=muBuxTqxmQo at about minute 28 Al starts talking diabetes. He mentions with the T1s some slight titration will still be needed but with the T2s you really need to try to get a hypo.
Winston a T2 mentioned last week he was out golfing, taking an 8u when he knew he only needed a 4u prior to a sandwich. Can you imagine taking twice the amount of an RAA than what you knew you should take? Instead of feeling a little light headed they would be calling 911 by the 8th green.
The bottom line is MNKD is one of the most snake bite companies of all time. When they needed their founder the most he got sick and passed. He hoped SNY would do the right thing but months after doing the deal they fire their CEO and bring in Brandicourt. Whether SNY intentionally screwed the pooch or not only Brandicourt knows for sure. In the process too much corporate knowledge was lost.
The great news is Dr. Kendall knows what he is doing and knows his job is to make afrezza the T1 and T2 standard. He says its the easiest job he has ever had. I sure hope he is right and thank God for Amylin as I do not think Mike could have found a better guy to do this and its a near miracle he is at MNKD.
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