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Post by markado on Jun 21, 2023 10:51:02 GMT -5
Let me be perfectly clear. I am proud of every share that I own. I am as invested in the science and potential outcomes of Afrezza for PWDs and of our other patient constituencies on our other inhalable solutions as I am in the value of my current holdings. So, with an Average Cost well below $3, I will not be selling a single share. Nor do I believe I could sell out now to make myself feel better and buy for less than my ACPS later. That said, I will not withold constructive criticism of any CEO of any company I invest in. It's counter to my responsibility as a shareholder to do so (on my own behalf and potentially that of others). If anyone on this board declares they are 100% satisfied with the current share price and 100% satisfied with leadership's execution, then I would say that person should sell, as what more and better could be done? Get out while the getting is good.
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Post by cretin11 on Jun 21, 2023 11:21:16 GMT -5
When I was a kid, there were bumper stickers which read, "America, LOVE it or LEAVE it". Not sure if I ever agreed with the 2nd part of that, but it is understandable that some suggest that if something is making you miserable, change what YOU are doing because you can control yourself even if you can't control the management of an investment. MNKD is cheap which is both good and lamentable, but for sure, it's not a huge deal to sell now and jump back in if/when you feel like your investment will grow the way you want it to. Now if you're down big, my condolences if you were unwise with your money. My investment is substantial but I am not depending on this one investment for my future well-being. Nobody should. That is too many eggs in one basket. Another option for the miserable who complain, sell a portion of your investment and put it where you think it will do you more good. It will provide immediate emotional relief that some of you seem to need and I respect that. Ah yes, thanks for demonstrating the other knee jerk response to anyone opining how SHV isn't being maximized. Just because markado or any other poster recognizes failures or weakness in management, it is quite the leap to assume they are therefore "miserable" and should liquidate shares to obtain "emotional relief." Maybe it would make you miserable and in need of emotional relief to admit to yourself the flaws of management, but that doesn't mean everyone is so emotionally fragile. |
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Post by BD on Jun 21, 2023 11:28:25 GMT -5
cretin, he did say if something is making you miserable... and I'd be very surprised if there weren't some miserable members of this board. I was one for a while, and eventually decided to put my meager remaining funds elsewhere, which worked out very well. I am way beyond having any expectations for my current MNKD position to ever make me happy, so if it actually does happen it'll be a pleasant surprise.
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Post by peppy on Jun 21, 2023 11:31:04 GMT -5
When I was a kid, there were bumper stickers which read, "America, LOVE it or LEAVE it". Not sure if I ever agreed with the 2nd part of that, but it is understandable that some suggest that if something is making you miserable, change what YOU are doing because you can control yourself even if you can't control the management of an investment. MNKD is cheap which is both good and lamentable, but for sure, it's not a huge deal to sell now and jump back in if/when you feel like your investment will grow the way you want it to. Now if you're down big, my condolences if you were unwise with your money. My investment is substantial but I am not depending on this one investment for my future well-being. Nobody should. That is too many eggs in one basket. Another option for the miserable who complain, sell a portion of your investment and put it where you think it will do you more good. It will provide immediate emotional relief that some of you seem to need and I respect that. Ah yes, thanks for demonstrating the other knee jerk response to anyone opining how SHV isn't being maximized. Just because markado or any other poster recognizes failures or weakness in management, it is quite the leap to assume they are therefore "miserable" and should liquidate shares to obtain "emotional relief." Maybe it would make you miserable and in need of emotional relief to admit to yourself the flaws of management, but that doesn't mean everyone is so emotionally fragile. , you never fail to jump on all unhappy opinions. I do not see this as a failure or weakness of management. I see this as a systemic system controlled by big Pharma and pharmacy purchasing managers. All of Europe and Canada has socialized health care and prescription cost controlled, the United States has had one president that shared the dream of healthcare for all. After all we can make a visual analysis of blood glucose levels on CGM with Afrezza. It is the system. |
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Post by agedhippie on Jun 21, 2023 11:36:16 GMT -5
I disagree wholeheartedly. As my pcp said to me, "We doctors have all been trained that prescribing insulin can only be the last resort because of safety. I would never prescribe insulin unless it's the last resort because of the possibility of hypos, emergency room or death". Once approved for pediatrics, the safety of prescribing human insulin with Afrezza will not only be huge news in the diabetes world but sales reps will be able to share this. It flips what doctors have been taught. Such news won't be confined to those only interested in pediatrics. IMO, this will be a huge game changer. So much so, it wouldn't be surprising to learn a BP is waiting on the approval to do a deal. I look forward to seeing what happens and my expectations are high. We'll see. The experience I have had to date with PCPs matches yours, they really don't want to prescribe insulin. PCPs are comfortable with metformin but the ones I used to talk to tended to think once it got beyond that that you should be seeing an endo. Kids have been on insulin since it was discovered so I am not sure why approving another one will change much in the adult space. |
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Post by prcgorman2 on Jun 21, 2023 11:45:49 GMT -5
When I was a kid, there were bumper stickers which read, "America, LOVE it or LEAVE it". Not sure if I ever agreed with the 2nd part of that, but it is understandable that some suggest that if something is making you miserable, change what YOU are doing because you can control yourself even if you can't control the management of an investment. MNKD is cheap which is both good and lamentable, but for sure, it's not a huge deal to sell now and jump back in if/when you feel like your investment will grow the way you want it to. Now if you're down big, my condolences if you were unwise with your money. My investment is substantial but I am not depending on this one investment for my future well-being. Nobody should. That is too many eggs in one basket. Another option for the miserable who complain, sell a portion of your investment and put it where you think it will do you more good. It will provide immediate emotional relief that some of you seem to need and I respect that. Ah yes, thanks for demonstrating the other knee jerk response to anyone opining how SHV isn't being maximized. Just because markado or any other poster recognizes failures or weakness in management, it is quite the leap to assume they are therefore "miserable" and should liquidate shares to obtain "emotional relief." Maybe it would make you miserable and in need of emotional relief to admit to yourself the flaws of management, but that doesn't mean everyone is so emotionally fragile. And thank you for your jerky response as well. Emotionally fragile. Do you gaslight everyone you argue with? I admit to flaws in management (don't care about NASCAR advertisements, flying hamburgers, and disliked the December surprise), but I think the flaws that are far more important are the ones in thinking that MNKD is doing anything substantially wrong in their current business approach. I'm ambivalent about V-Go, and I think even the management updates on V-Go are only cautiously optimistic. Six years ago MC was handed a company circling the drain. It was, I think, a Hail Mary. Give it to the kid. How could he do any worse? He made lemonade from a lemon, and the measure is the increase in the share price since 2017. Things are looking up. I don't disrespect impatience. I'm impatient too. You measure success based on your opinions that things "ought to be better" but based on flawed logic. Try not to get too bent out of shape if my views don't agree with yours. |
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Post by peppy on Jun 21, 2023 11:53:00 GMT -5
I disagree wholeheartedly. As my pcp said to me, "We doctors have all been trained that prescribing insulin can only be the last resort because of safety. I would never prescribe insulin unless it's the last resort because of the possibility of hypos, emergency room or death". Once approved for pediatrics, the safety of prescribing human insulin with Afrezza will not only be huge news in the diabetes world but sales reps will be able to share this. It flips what doctors have been taught. Such news won't be confined to those only interested in pediatrics. IMO, this will be a huge game changer. So much so, it wouldn't be surprising to learn a BP is waiting on the approval to do a deal. I look forward to seeing what happens and my expectations are high. We'll see. The experience I have had to date with PCPs matches yours, they really don't want to prescribe insulin. PCPs are comfortable with metformin but the ones I used to talk to tended to think once it got beyond that that you should be seeing an endo. Kids have been on insulin since it was discovered so I am not sure why approving another one will change much in the adult space. Times have changed. "Kids have been on insulin since it was discovered" Molly's father on bovine insulin boiling his needles. "Insulin was discovered by Sir Frederick G Banting (pictured), Charles H Best and JJR Macleod at the University of Toronto in 1921 and it was later purified by James B Collip." "On 17 May 1921 Banting, Best and Macleod first got together to begin their research and set about figuring out how to remove insulin from a dog’s pancreas. Their method involved tying off the pancreatic duct to kill off other substances in the pancreas that would destroy insulin, but leave the islets intact. The remaining extract would then be given to other dogs who didn’t produce any of their own insulin because their pancreases had been removed to work out its effects on their blood sugar levels. " 12 December 1921 a more concentrated and pure form of insulin was developed, this time from the pancreases of cattle. ""Kids have been on insulin since it was discovered" |
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Post by radgray68 on Jun 21, 2023 12:38:22 GMT -5
Agree with the problem being largely "the system". With insurance companies, PBMs and step therapy, the arduous task of getting FDA approval for anything, etc. etc.
However, one huge factor doomed all of us to this long period of malaise. I don't know if it was Al's mistake, Hakan or somebody else but they got the dosing wrong. That is the key to pretty much All our delays thus far. Was Al not feeling well longer than we know or as involved as he could have been? Perhaps. Neither Hakan nor Matt were strong enough personalities to avoid being pushed around by the FDA so perhaps some of the blame lies with them.
I can't care about that anymore. Nor do I have to. It's finally about to be fixed. India is only one piece of the picture. We've been guided to look for the corrected trials being done in pediatrics. That trial will give the final synopsis on Afrezza in about a year. Meanwhile, our little one-trick pony now has 6 or more tricks and growing.
I also agree with all who say it fees like it's progressing SO SLOWLY! But I contest that is because we all have HOPE again. Do I need to quote Andy Dufresne here about hope?
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Post by porkini on Jun 21, 2023 12:54:25 GMT -5
Ah yes, thanks for demonstrating the other knee jerk response to anyone opining how SHV isn't being maximized. Just because markado or any other poster recognizes failures or weakness in management, it is quite the leap to assume they are therefore "miserable" and should liquidate shares to obtain "emotional relief." Maybe it would make you miserable and in need of emotional relief to admit to yourself the flaws of management, but that doesn't mean everyone is so emotionally fragile. And thank you for your jerky response as well. Emotionally fragile. Do you gaslight everyone you argue with? I admit to flaws in management (don't care about NASCAR advertisements, flying hamburgers, and disliked the December surprise), but I think the flaws that are far more important are the ones in thinking that MNKD is doing anything substantially wrong in their current business approach. I'm ambivalent about V-Go, and I think even the management updates on V-Go are only cautiously optimistic. Six years ago MC was handed a company circling the drain. It was, I think, a Hail Mary. Give it to the kid. How could he do any worse? He made lemonade from a lemon, and the measure is the increase in the share price since 2017. Things are looking up. I don't disrespect impatience. I'm impatient too. You measure success based on your opinions that things "ought to be better" but based on flawed logic. Try not to get too bent out of shape if my views don't agree with yours. After listening to this discussion/podcast, mnkd.proboards.com/post/253363/thread, I'm confident it was intentional from the interests of all parties. Considering back at the time MC was brought on board for marketing, while MNKD was going through a transition in leadership, the company needed a CEO as they were operating with an interim. With the interim in place and familiar with the company, it was a great time for MC to come in, learn the company, let the BOD see the way he operated, and then step into a higher leadership role himself. I know everyone does not agree on all the moves made by MC. But, then, who here has executed all of their life plans without an occasional mistake? |
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Post by prcgorman2 on Jun 21, 2023 15:02:43 GMT -5
Agree with the problem being largely "the system". With insurance companies, PBMs and step therapy, the arduous task of getting FDA approval for anything, etc. etc. However, one huge factor doomed all of us to this long period of malaise. I don't know if it was Al's mistake, Hakan or somebody else but they got the dosing wrong. That is the key to pretty much All our delays thus far. Was Al not feeling well longer than we know or as involved as he could have been? Perhaps. Neither Hakan nor Matt were strong enough personalities to avoid being pushed around by the FDA so perhaps some of the blame lies with them. I can't care about that anymore. Nor do I have to. It's finally about to be fixed. India is only one piece of the picture. We've been guided to look for the corrected trials being done in pediatrics. That trial will give the final synopsis on Afrezza in about a year. Meanwhile, our little one-trick pony now has 6 or more tricks and growing. I also agree with all who say it fees like it's progressing SO SLOWLY! But I contest that is because we all have HOPE again. Do I need to quote Andy Dufresne here about hope? Yes please do quote Andy Dufresne. I've heard "hope is not a process" and "hope is not a method", but never researched where they came from and won't pretend to understand what those phrases really were supposed to mean. If you have knowledge and insight, please share. I'm sure I'll be glad I asked. |
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Post by cretin11 on Jun 21, 2023 16:08:57 GMT -5
cretin, he did say if something is making you miserable... and I'd be very surprised if there weren't some miserable members of this board. I was one for a while, and eventually decided to put my meager remaining funds elsewhere, which worked out very well. I am way beyond having any expectations for my current MNKD position to ever make me happy, so if it actually does happen it'll be a pleasant surprise. Yes BD, he did say if and that's a fair point. Still it's a variation of a holier than thou attitude displayed before. Insisting that unloading shares "will provide immediate emotional relief that some of you seem to need" is probably just projection, so I should have compassion. Just because he may be emotional doesn't mean someone else is, and to markado's point, offering constructive criticism does not equate to that person needing "emotional relief." This message board is therapy enough for me, I happen to rather enjoy it! (But i'd enjoy it more if our management were better at that SHV thing, LOL)  |
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Post by sportsrancho on Jun 21, 2023 17:17:58 GMT -5
The new children, becoming diabetics, will choose, inhaled over injections. IMO. Just like we’ve always said, if inhaled insulin was invented first, who would choose shots?
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Post by cretin11 on Jun 21, 2023 17:34:06 GMT -5
The new children, becoming diabetics, will choose, inhaled over injections. IMO. Just like we’ve always said, if inhaled insulin was invented first, who would choose shots? Bingo. That should happen. If our management is simply competent (not even asking for excellence here) at getting the awareness out there, then why would anyone choose shots over an inhalable? And that will be an example of unlocking SHV. Is it too much to expect? |
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Post by radgray68 on Jun 21, 2023 18:59:50 GMT -5
Agree with the problem being largely "the system". With insurance companies, PBMs and step therapy, the arduous task of getting FDA approval for anything, etc. etc. However, one huge factor doomed all of us to this long period of malaise. I don't know if it was Al's mistake, Hakan or somebody else but they got the dosing wrong. That is the key to pretty much All our delays thus far. Was Al not feeling well longer than we know or as involved as he could have been? Perhaps. Neither Hakan nor Matt were strong enough personalities to avoid being pushed around by the FDA so perhaps some of the blame lies with them. I can't care about that anymore. Nor do I have to. It's finally about to be fixed. India is only one piece of the picture. We've been guided to look for the corrected trials being done in pediatrics. That trial will give the final synopsis on Afrezza in about a year. Meanwhile, our little one-trick pony now has 6 or more tricks and growing. I also agree with all who say it fees like it's progressing SO SLOWLY! But I contest that is because we all have HOPE again. Do I need to quote Andy Dufresne here about hope? Yes please do quote Andy Dufresne. I've heard "hope is not a process" and "hope is not a method", but never researched where they came from and won't pretend to understand what those phrases really were supposed to mean. If you have knowledge and insight, please share. I'm sure I'll be glad I asked. Andy Dufresne - "Hope is a good thing, maybe the best of things, and no good thing ever dies." That's just a line from the movie Shawshank Redemption. It came to mind when I was thinking about how far we've come and how recently we've all started to expect something big soon. We have hope again. Now, we also have rapidly increasing revenue, lower costs and an intriguing mid-to-late stage pipeline to foster this hope. I wasn't trying to disparage the hope. It's refreshing to me after 10 years of following this stock daily. |
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Post by biffn on Jun 22, 2023 13:13:39 GMT -5
More frequent messaging could be a tonic against the shorts, particularly naked shorts. Drumming up a little consistent volume would help prevent the vacuums that they love to operate in.
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