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Post by brotherm1 on May 30, 2019 15:43:35 GMT -5
I miss something or is Vdex concerned about their business as a result of them depending a lot on Afrezza and MNKD's ability to stay open? Add them to the list of growing dissent. Mike will borrow cash before he shuts the doors, just like AMD. Mankind is not closing shop any time soon and Afrezza isn't going anywhere either. This latest 50 percent move is showing retails lack of an appetite for purchasing more shares. I would hate to see the price after the next raise probably around the same time as last year. Not much at all out there to market to retail. We used to see lots of articles and TV news airings of Aftezza. Not much anymore. And the only serious writer about MNKD not requiring a subscription to his articles, which are published almost weekly is Spencer Osborne, and his articles which can be obtained directly from the NASDAQ website, chase potential investors away and invite shorts. And even Nate, who requires a subscription to his articles, appears to be on the fence with MNKD |
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Post by nylefty on May 30, 2019 16:01:37 GMT -5
On the fence? Here's what Nate said on StockTwits eight days ago: NatesNotes May 22nd, 1:53 pm laborer75 neil36 With the evidence rolling in at an ever-increasing clip that my assessment of Afrezza is, in fact, correct, why on earth would I change my outlook now? $MNKD remains a strong buy under $5 and a buy under $10... thanks for the interest (and glad you liked the issue)!
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Post by sweedee79 on May 30, 2019 16:04:46 GMT -5
Yep Nate is still bullish and unfazed by all of the BS going around.
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Post by brotherm1 on May 30, 2019 16:34:48 GMT -5
Good to hear. I thought I heard he said he’s sitting till August or something like that. Regardless, I think Seeking Alpha’s negative articles are further reaching as they are free, published more often and can be accessed directly from the NASDAQ site.
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Post by awesomo on May 30, 2019 16:44:05 GMT -5
The Seeking Alpha negativity will be squashed if the company starts delivering results. Until then, it is open season for them.
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Post by sportsrancho on May 30, 2019 16:54:23 GMT -5
Everything posted on this thread in the last two pages is messed up. The thinking is upside down.
Except for TraderDennis and the death spiral.. isn’t that obvious enough! It’s right in front of your face!
It’s up to management to pull the stock out of the drain maybe to do that they’d have to lose some ego.
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Post by bioexec25 on May 30, 2019 17:22:40 GMT -5
Everything posted on this thread in the last two pages is messed up. The thinking is upside down. Except for TraderDennis and the death spiral.. isn’t that obvious enough! It’s right in front of your face! It’s up to management to pull the stock out of the drain maybe to do that they’d have to lose some ego. Perhaps many are in denial. Where’s PB Matt when we need another dose of reality. :-)) |
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Post by sportsrancho on May 30, 2019 17:30:31 GMT -5
Everything posted on this thread in the last two pages is messed up. The thinking is upside down. Except for TraderDennis and the death spiral.. isn’t that obvious enough! It’s right in front of your face! It’s up to management to pull the stock out of the drain maybe to do that they’d have to lose some ego. Perhaps many are in denial. Where’s PB Matt when we need another dose of reality. :-)) He just gave us some reality about how much attention a poster gets at the ADA. |
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Post by peppy on May 30, 2019 17:54:37 GMT -5
Shade: Thank you all for telling me.
When someone insults you directly, that's called a "read." For example, if I were to tell you that your glasses are ugly. Point blank. That's a read. Reads can be long or short.
"Shade" comes from reading, as Corey explains.
If I were to say in a terribly condescending voice, "Oh honey, I'm so glad you saved up to buy those glasses," that's blatant shade. I didn't insult the glasses, or you, directly. It's implied by my voice and the context of what I said. You know they're ugly.
Sometimes people don't get that they're being "shaded" — this is always sad.
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Post by sayhey24 on May 30, 2019 18:00:01 GMT -5
Vdex is throwing quite a bit of shade MannKind's way. I think there is a bit of history there which may not be great. How many votes did Bill from VDex get at the annual meeting for board member? If the VDex protocal which is basically "afrezza first afrezza always" is working as well as VDex has said what are Mike's options? Direct sales as some of us have predicted have not worked and will not work to any great degree until SOC changes happen. The VDex clinical approach appears to be working and exceeding expectations from a patient results point of view and at one point Bill said VDex was selling more afrezza than anyone else. It seems to me if Mike wants near term sales he needs to figure out a weight and wellness clinic approach which is well funded and can provide 24/7 connected care. I am sure he as thought about it. What I can't figure out is what Onduo is doing with their $250M. |
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Post by sweedee79 on May 30, 2019 18:17:16 GMT -5
Vdex is throwing quite a bit of shade MannKind's way. I think there is a bit of history there which may not be great. How many votes did Bill from VDex get at the annual meeting for board member? If the VDex protocal which is basically "afrezza first afrezza always" is working as well as VDex has said what are Mike's options? Direct sales as some of us have predicted have not worked and will not work to any great degree until SOC changes happen. The VDex clinical approach appears to be working and exceeding expectations from a patient results point of view and at one point Bill said VDex was selling more afrezza than anyone else. It seems to me if Mike wants near term sales he needs to figure out a weight and wellness clinic approach which is well funded and can provide 24/7 connected care. I am sure he as thought about it. What I can't figure out is what Onduo is doing with their $250M. Bill said they had 200 patients on Afrezza.. that was in January so perhaps they have more now. But that isn't a lot. |
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Post by peppy on May 30, 2019 18:40:01 GMT -5
I think there is a bit of history there which may not be great. How many votes did Bill from VDex get at the annual meeting for board member? If the VDex protocal which is basically "afrezza first afrezza always" is working as well as VDex has said what are Mike's options? Direct sales as some of us have predicted have not worked and will not work to any great degree until SOC changes happen. The VDex clinical approach appears to be working and exceeding expectations from a patient results point of view and at one point Bill said VDex was selling more afrezza than anyone else. It seems to me if Mike wants near term sales he needs to figure out a weight and wellness clinic approach which is well funded and can provide 24/7 connected care. I am sure he as thought about it. What I can't figure out is what Onduo is doing with their $250M. Bill said they had 200 patients on Afrezza.. that was in January so perhaps they have more now. But that isn't a lot. the read, the shade. this is my take. Vdex seems like a very good place to be treated if you have diabetes. Better than the general practitioner, better than the Endo. Also, I would think some people that end up at VDEX are newly diagnosed. They just need to learn the dosing and action of the insulin, rather than relearn everything they have done and the fear they have learned they need to have. My opinion based on their work. dosing: www.seventhform.com/vdexdownloads/vdex-whitepaper-072817.pdf page 22. Comments Afrezza’s speed of action is both a blessing and a curse. Clearly, it is a large factor in the safety of the product, but for longer meals, you may need more Afrezza to keep the post prandial levels in check. We recommend follow-on doses. For example, we advise with a standard meal to dose Afrezza 15-20 minutes after the start of the meal, and then another dose of the same size about 45 minutes later. With very long meals, we have even advised patients to administer two follow-on doses, for very tight control. static1.squarespace.com/static/5a37ff648fd4d234be3cea06/t/5c2ea96170a6ad1b09ad6f9a/1546561892258/vdex-whitepaper2-092618.pdf |
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Post by sweedee79 on May 30, 2019 18:46:06 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time.
I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners.
Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral.
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Post by sportsrancho on May 30, 2019 18:58:15 GMT -5
Nothing on this thread is upside down.. Vdex threw an insult at Mnkd in public and there is obviously more going on behind the scenes between MC and Vdex and has been going on now for some time. I'm not in denial.. If the SOC can't be changed and we can't do large trial data for label change its going to be slow going for Afrezza. We do have peds coming in the future and we have technosphere.. and the possibility of new partners. Nate mentioned possible financing that didn't include dilution. He isn't on this bandwagon against management and is still a bull on Mnkd. There are smart people not pressing the panic button yet. Certainly has said nothing about a death spiral. It is upside down because you’ve taken a lot of clues and drawn one or two conclusions that are not correct about Mannkind and Vdex. Number one I wouldn’t call that an insult, I would call that a friendly reminder. ( Vdex’s Tweet ) You said on StockTwits that you had heard that Mike was bashing Vdex privately ..well if that’s the case that will come out, and I agree that’s it’s unfortunate. I don’t think Mannkind wants to open clinics and definitely Vdex doesn’t want Mannkind’s sale model, they both have separate things to do. Yes I’m very positive about pediatrics and the new drugs coming out of TS I’m just saying that the stock is circling the drain right now it if it keeps it up they won’t be able to get any financing so how is the company going to survive. There’s so many things they could do as far as press releases and promotional ideas that’s their job... as a CEO it’s your job to keep the stock out of the drain! |
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Post by sweedee79 on May 30, 2019 19:02:49 GMT -5
I don't know what is going on.. wish I did..
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