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Post by buyitonsale on Jun 4, 2019 13:57:59 GMT -5
Wonder what Derek’s CGM daily graph looks like Or does he not use one ?
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Post by mango on Jun 4, 2019 14:03:52 GMT -5
Wonder what Derek’s CGM daily graph looks like Or does he not use one ? No clue, but believe he uses a pump.
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Post by sweedee79 on Jun 4, 2019 14:50:28 GMT -5
Lol, I really don’t think it’s MK that’s responsible for that🤣 The management team itself is responsible for this, much more so than MK or any random basher on a message board. What is FUD anyways, "fear, uncertainty, and doubt". When investors lose trust in management (promises unkept, dilution after claiming financials were OK, etc.), when they fail to deliver on results, when they become less transparent, when the share price constantly erodes, when they give themselves raises, etc.; yeah, that leads to FUD amongst investors. Yeah I agree with all of that .. I don't think MK has anything to do with any of this.. I just find it interesting that all of this changed so fast.. feels like there was an event that set this all I'm motion.. I honestly don't believe the Dec. dilution was part of the plan they had initially.. Seemed more like a last minute decision and then all hell broke loose.. Even Nate has talked about all of the bashing of management that is going on.. I think there is more to this than meets the eye..
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Post by agedhippie on Jun 4, 2019 14:58:13 GMT -5
Almost all of them? Let's start with Afrezzauser's endo, Dr Bruce Bode. If you want your patient on a pump then Afrezza is not an option. I don't know if it's a kickback thing (wouldn't be surprised even it's illegal) but man do endos love pumps. So do a lot of PWD which is awesome and their choice but I've never had my first conversation with a fellow T1D be "you need a pump". Maybe because they aren't paid or they know MDI (including Afrezza in MDA) vs pumps is a holy war and don't want to start off on a bad foot. Back when I had PPO insurance I'd dump endos who pushed pumps and that is as someone who had good results with one. Endos are keen on pumps, I think it's because people tend to do better on them than MDI, certainly I do. However I am happy to trade than gain for not having to wear one. That would change if there was a workable closed loop system though.
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Post by mannmade on Jun 4, 2019 15:00:21 GMT -5
Seems like many pwd in Afrezza have been able to drop their pumps from what I understand.
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Post by shawnonafrezza on Jun 4, 2019 15:08:25 GMT -5
I don't know if it's a kickback thing (wouldn't be surprised even it's illegal) but man do endos love pumps. So do a lot of PWD which is awesome and their choice but I've never had my first conversation with a fellow T1D be "you need a pump". Maybe because they aren't paid or they know MDI (including Afrezza in MDA) vs pumps is a holy war and don't want to start off on a bad foot. Back when I had PPO insurance I'd dump endos who pushed pumps and that is as someone who had good results with one. Endos are keen on pumps, I think it's because people tend to do better on them than MDI, certainly I do. However I am happy to trade than gain for not having to wear one. That would change if there was a workable closed loop system though. OpenAPS/AndroidAPS/Loop don't work for you? Or just the hassle of getting a working pump? Seems like many pwd in Afrezza have been able to drop their pumps from what I understand. For sure many seem to. I personally wouldn't wear a pump with Afrezza. I know some people do the closed loop and supplement Afrezza but to me that just defeats the purpose of the closed loop.
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Post by agedhippie on Jun 4, 2019 15:13:16 GMT -5
Endos are keen on pumps, I think it's because people tend to do better on them than MDI, certainly I do. However I am happy to trade than gain for not having to wear one. That would change if there was a workable closed loop system though. OpenAPS/AndroidAPS/Loop don't work for you? Or just the hassle of getting a working pump? I am nervous about using a pump that old. I am curious to see how Loop does in the clinical trials. I am not sure if it's the full Loop code, or if it's limited for the FDA.
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Post by shawnonafrezza on Jun 4, 2019 15:20:01 GMT -5
OpenAPS/AndroidAPS/Loop don't work for you? Or just the hassle of getting a working pump? I am nervous about using a pump that old. I am curious to see how Loop does in the clinical trials. I am not sure if it's the full Loop code, or if it's limited for the FDA. Pods work now if you're ok with those; I know they're a pretty finicky pump for some. Or you can try to import the Dana RS somehow. But then it's not supported by a US endo/insurance so probably no good. Anyways, won't derail this thread further. I can attest that when I used a 722 with Loop it worked well but it could be very frustrating when it didn't. More so than normal diabetes frustrations which is why I'm off it right now.
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Post by blueice on Jun 5, 2019 0:00:03 GMT -5
prcgorman2 , I resemble that remark. The cold, hard fact is that in the USA alone doctors write roughly 150,000 scripts for RAA insulin brands by Novo Nordisk and Eli Lilly every week. I see no reason whatsoever to celebrate sales growth that's measured in hundreds of scripts versus thousands or tens of thousands of NRx. The Christmas massacre aside, MannKind's current CEO (via conference calls, social media and private emails) has repeated communicated messages to shareholders that were misleading and out of touch with the reality of the marketplace. The CEO stated, in effect, that the company's analysis of their Afrezza D-T-C campaign shows a strong positive response from viewers. However, even after having re-aligned their sales force to focus on targeted cities within the USA, shareholders continue to witness paltry (that's too kind a word) sales of Afrezza and ongoing testimonies about uneducated endos and primary care doctors who have heard little or nothing of Afrezza and how this new inhaled insulin works. However, my views as a long-time shareholder and the views of several other long-time shareholders have absolutely NOTHING to do with Kovacocy, Pile nor any other analyst. I think that Castagna and his executive team have not delivered any meaningful gains in the U.S. market and have repeatedly misled shareholders with overly-optimistic messages while they continue to kick the can down the road. I think the MannKind's product and technology is incredible, definitely cutting edge and has the potential to disrupt the U.S. and global diabetes treatment markets. Unfortunately, among many shareholders, the honeymoon with Mr. Castagna is pretty much over. I suspect that shareholder dissatisfaction will continue to grow as the inadequacies of this rookie CEO continue to be revealed. Well said. The Christmas Massacre was a turning point for me followed by management's tone deaf demands for bonuses and raises (only to be further compensated with awards of more stock options). Management has made extensively misleading statements. MC has most recently shared remarks with individual investors how 2019 is "the year we make your retirement robust" (paraphrasing) or "it's all up from here." Historically, here's a compilation of management's greatest hits, which I believe are statements that misguided investors: - An embarrassment of riches - Position of strength - Veins of gold - You never pre-announce a deal - Do you have a crystal ball? I do - I always deliver As a 5-year+ holder, there is a point where management needs to deliver on their promises. We continue to have a bottom basement valuation with anemic uplift in RX growth. Management needs to better align with investors and prove to the healthcare industry that Al's vision was correct. Personally, utilizing a go-it-alone approach may not be the best strategy in the long run. MannKind does not have the cash, resources nor expertise to slog through the gauntlet established by incumbents. If MC plans to double down on an Afrezza strategy, he better be clear on what will be different this time and acknowledge the error in his past judgement. Going forward, rather than continuing to try to appease investors with grandiose statements, I believe management owe the truth to investors. Give it to us straight, stop writing checks you don't cash and put some real points on the board through sustained price appreciation.
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Post by peppy on Jun 5, 2019 5:34:24 GMT -5
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