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Post by sayhey24 on Mar 9, 2024 8:54:50 GMT -5
If commercial are not meant to sell product (secret) what are they meant for ? I wanna learn ! This explains the industry. The commercials are a payoff to the networks to keep their news people from covering the industry and exposing just how "dangerous" some of these drugs are. Years ago I was walking the "Freedom Trail" in Boston and one thing hit me. Along the trail are a lot of little cemeteries. When I started looking at the headstones I found it very interesting how many of these people lived into their 80's. How was that possible? They didn't have all these drugs and they didn't have Obamacare yet they lived pretty long lives. The 2023 life expectancy for a U.S. white male was 75. The only explanation I could come up with was they didn't smoke cigarettes and they drank lots of whiskey. tuckercarlson.com/the-case-against-ozempic/ |
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Post by prcgorman2 on Mar 9, 2024 9:04:28 GMT -5
I cannot understand why there is an obsession with aggressive marketing of Afrezza. I’m not against it, but I’m sold on the concept of due diligence (i.e., full-scale multi-arm clinical trials) before investing heavily in marketing.
I was sold on that approach years ago and not by MannKind management but by posters on this board who convinced me they were both authoritative and respectable.
In the most recent earnings call (you know the one two weeks ago that seemed to light the fuse on the MNKD share price?), both the CEO and the CFO reiterated success-based decision making on marketing being based on the success of two key critical clinical trials. The results shared yesterday in Venice, Rome certainly didn’t appear to significantly diminish the market’s enthusiasm for MNKD shares. Further, MannKind management said that the results they obtain both clinically and commercially will inform their decision making with respect to further studies and marketing.
I feel like Wall Street has spoken, and what it is saying is “we like the approach MannKind management are taking”.
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Post by peppy on Mar 9, 2024 9:25:23 GMT -5
If commercial are not meant to sell product (secret) what are they meant for ? I wanna learn ! An Afrezza commercial I see as different than other pharmaceutical commercials. I think Afrezza commercials can add to demand, as Type 1 diabetes is a chronic do or die disease that the diabetic needs to engage in to live. Other pharmaceutical commercials, I have wondered that myself as I still have cable television and it is the pharmaceutical commercials keeping it alive. I think the constant pharmaceutical commercials are to 1) make people believe these pills or shots will work. 2) get people to think it is normal to be on medications. 3) to desensitize people from the side effects. I have read that some older people can be on 10 prescription drugs or 14 prescription drugs. That is what the commercials are for. Population control and money. The final money squeeze.  |
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Post by lennymnkd on Mar 9, 2024 10:28:39 GMT -5
Pyronie’s disease……. Get the point / no pun intended.
Who the hell would ever know that existed or there was a medicine for it without
A commercial.
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Post by lennymnkd on Mar 9, 2024 10:37:34 GMT -5
This is probably a sacrilege (forgive me Al ) but Afrezza has a gimmicky bent to it regardless of the data . The data
Physicians would be more likely to look into because of the commercials and hardly look into at the end of the day by
The general type two public ..the face value of the “RIGHT” add would have a good chance of them inquiring about it .
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Post by sayhey24 on Mar 9, 2024 14:32:15 GMT -5
If commercial are not meant to sell product (secret) what are they meant for ? I wanna learn ! An Afrezza commercial I see as different than other pharmaceutical commercials. I think Afrezza commercials can add to demand, as Type 1 diabetes is a chronic do or die disease that the diabetic needs to engage in to live. Other pharmaceutical commercials, I have wondered that myself as I still have cable television and it is the pharmaceutical commercials keeping it alive. I think the constant pharmaceutical commercials are to 1) make people believe these pills or shots will work. 2) get people to think it is normal to be on medications. 3) to desensitize people from the side effects. I have read that some older people can be on 10 prescription drugs or 14 prescription drugs. That is what the commercials are for. Population control and money. The final money squeeze. Did you watch the video? Money talks and in this case controls. |
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Post by BD on Mar 9, 2024 14:35:28 GMT -5
If commercial are not meant to sell product (secret) what are they meant for ? I wanna learn ! This explains the industry. The commercials are a payoff to the networks to keep their news people from covering the industry and exposing just how "dangerous" some of these drugs are. Years ago I was walking the "Freedom Trail" in Boston and one thing hit me. Along the trail are a lot of little cemeteries. When I started looking at the headstones I found it very interesting how many of these people lived into their 80's. How was that possible? They didn't have all these drugs and they didn't have Obamacare yet they lived pretty long lives. The 2023 life expectancy for a U.S. white male was 75. The only explanation I could come up with was they didn't smoke cigarettes and they drank lots of whiskey. tuckercarlson.com/the-case-against-ozempic/ You don't think maybe it's because those families that could afford the front row seats in the cemetery and big headstones had somewhat cushier lives? |
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Post by peppy on Mar 9, 2024 14:55:32 GMT -5
An Afrezza commercial I see as different than other pharmaceutical commercials. I think Afrezza commercials can add to demand, as Type 1 diabetes is a chronic do or die disease that the diabetic needs to engage in to live. Other pharmaceutical commercials, I have wondered that myself as I still have cable television and it is the pharmaceutical commercials keeping it alive. I think the constant pharmaceutical commercials are to 1) make people believe these pills or shots will work. 2) get people to think it is normal to be on medications. 3) to desensitize people from the side effects. I have read that some older people can be on 10 prescription drugs or 14 prescription drugs. That is what the commercials are for. Population control and money. The final money squeeze. Did you watch the video? Money talks and in this case controls. Over the years I have watched these video's many time in and back ground of the market day. I could probably post ten you tube videos on the subject. as far as money talks, let's talk some money. Ozempic, $850 to $1000 a month with coupon. Ro is a lot cheaper, ro.co/weight-loss/?utm_campaign=homepagebodyclick It’s $99 for your initial health and medication consult, then a membership cost of $145/month for ongoing treatment support. Your monthly membership starts when ..your prescription is sent to your pharmacy. Please note that GLP-1 medication is billed separately and not covered in the program cost. Medication cost will depend on your treatment and personal insurance coverage. The cost of Afrezza is almost comparable,... 4u. Added, Oh, that video? I do not watch Tucker. I did watch parts of the Putin interview. I saw it is he had to say nice things in the grocery, because he wanted to get out of Russia on a plane. www.singlecare.com/prescription/ozempic-0-25-or-0-5-mg-dose?utm_medium=paid-search&utm_source=google-sc&utm_campaign=1798587962&utm_adgroup=72251648547&utm_term=price%20of%20ozempic&utm_content=618309531078&matchtype=e&pos=&device=c&mkwid=s%7Cdc_pcrid_618309531078_pkw_price%20of%20ozempic_pmt_e&segments=&gad_source=1&gclid=Cj0KCQiArrCvBhCNARIsAOkAGcXO3hCUZHA3AK92X1WFygCNImWVpJkicBADUuu00o6Bf2_iA1Mu3o8aAvOqEALw_wcB. |
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Post by sayhey24 on Mar 9, 2024 15:29:07 GMT -5
Well, if you don't want to watch the video maybe you would want to buy Calley Means book. I thought Carlson was the CNN Crossfire guy and the guy Fox fired. He does do some interesting interviews. I thought the Jordan Belfort one is very interesting. Calley goes through the control BP has. The interview is not so much about Ozempic. I think its worth watching and Carlson usually lets the guest do most of the talking - just fast forward through Carlson. With the Putin interview I thought that was really interesting too. Moscow looks like a beautiful city probably funded mostly by oil and gas sales which Putin would rather get back to. With Carlson there was a strong rumor the Ukrainians tried to blow up his car with an UID. I don't know if its true but even Newsweek didn't really refute it 100%. Why is Ro a lot cheaper? Cheaper than what? You still need to buy the Ozempic. If we had Saxenda DPI they could be buying that a lot cheaper if we went direct. I saw Oprah was just forced off the board of weight watchers after she admitted to using Ozempic. WW could be a Saxenda DPI partner. |
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Post by peppy on Mar 9, 2024 15:39:33 GMT -5
Well, if you don't want to watch the video maybe you would want to buy Calley Means book. I thought Carlson was the CNN Crossfire guy and the guy Fox fired. He does do some interesting interview. I thought the Jordan Belfort one is very interesting. Calley goes through the control BP has. The interview is not so much about Ozempic. I think its worth watching and Carlson usually lets the guest do most of the talking - just fast forward through Carlson. With the Putin interview I thought that was really interesting too. Moscow looks like a beautiful city probably funded mostly by oil and gas sales which Putin would rather get back to. With Carlson there was a strong rumor the Ukrainians tried to blow up his car with an UID. I don't know if its true but even Newsweek didn't really refute it 100%. Why is Ro a lot cheaper? Cheaper than what? You still need to buy the Ozempic. If we had Saxenda DPI they could be buying that a lot cheaper if we went direct. I saw Oprah was just forced off the board of weight watchers after she admitted to using Ozempic. WW could be a Saxenda DPI partner. That is what I want to know. They are making it. Is it generic? Cheaper then a person buying Ozempic because their health insurance would not cover it. I only know about Ro because a string of constant cable TV commercials, MSNBC and CNN. Do you see the humor in this? . |
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Post by BD on Mar 9, 2024 18:11:24 GMT -5
It's been 2 1/2 pages since anything remotely related to the annual meeting has been posted in this thread lol
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Post by sayhey24 on Mar 9, 2024 18:20:38 GMT -5
It's been 2 1/2 pages since anything remotely related to the annual meeting has been posted in this thread lol I guess we saw in the newsletter it was going to be virtual so there will be no stale donuts or fake creamer. I suggested we all meet in the parking lot and have our own meeting. We can even invite Mike. I guess we can try and coordinate seeing the meeting from the cafeteria and then see if we can get some tours set up if they would let us in. If any of the analysts want to come up from NYC and get a tour too, all the better. |
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Post by sayhey24 on Mar 9, 2024 18:30:50 GMT -5
Well, if you don't want to watch the video maybe you would want to buy Calley Means book. I thought Carlson was the CNN Crossfire guy and the guy Fox fired. He does do some interesting interview. I thought the Jordan Belfort one is very interesting. Calley goes through the control BP has. The interview is not so much about Ozempic. I think its worth watching and Carlson usually lets the guest do most of the talking - just fast forward through Carlson. With the Putin interview I thought that was really interesting too. Moscow looks like a beautiful city probably funded mostly by oil and gas sales which Putin would rather get back to. With Carlson there was a strong rumor the Ukrainians tried to blow up his car with an UID. I don't know if its true but even Newsweek didn't really refute it 100%. Why is Ro a lot cheaper? Cheaper than what? You still need to buy the Ozempic. If we had Saxenda DPI they could be buying that a lot cheaper if we went direct. I saw Oprah was just forced off the board of weight watchers after she admitted to using Ozempic. WW could be a Saxenda DPI partner. That is what I want to know. They are making it. Is it generic? Cheaper then a person buying Ozempic because their health insurance would not cover it. I only know about Ro because a string of constant cable TV commercials, MSNBC and CNN. Do you see the humor in this? . Its all out on their website. They are prescribing Wegovy, Ozempic, Zepbound and a compound semaglutide (fake Qzempic). I am sure the fake Ozempic is a lot cheaper but what they are charging we would need to give them a call. Maybe we need to get a fake Saxenda DPI out there asap and let Ro sell it - before going through trials. Here is what it says As an alternative to FDA-approved branded products, where appropriate, a provider may prescribe a compounded drug, which is prepared by a state-licensed sterile compounding pharmacy partner. Although compounded drugs are permitted to be prescribed under federal law, they are not FDA-approved and do not undergo safety, effectiveness, or manufacturing review. Zepbound and Wegovy are FDA-approved for weight loss. Ozempic is FDA-approved for type 2 diabetes treatment, but may be prescribed off-label for weight loss at a healthcare provider’s discretion. |
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Post by peppy on Mar 9, 2024 18:43:30 GMT -5
I googled it, The cost of a family restaurant meal. Unlock your healthiest body yet Promo: $99 first month, $145/month thereafter Semaglutide injection Semaglutide Medication (GLP-1) ro.co/weight-loss/semaglutide/# |
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Post by ktim on Mar 9, 2024 19:48:16 GMT -5
I suspect this is a downside risk that is affecting share price. You could be right that Liquida won't do well as an investment over the long run, but the question of how much of a disruption they pose I think adds a discount factor to Tyvaso DPI revenue estimates in institutional minds. Personally I think UTHR one way or another isn't going to allow them to become a big problem. And the royalty stream buyer doesn't seem to believe they pose a big risk. It feels like the last two weeks since the most recent earnings call the market has said what they think of the “downside risk” affecting the MNKD share price, and in a mildly down market. With downside risk like that, please sir, may I have another? Yes, very good to see. I was buying shares when we were in the low 3's as it seemed a bit crazy given that MNKD had basically just done the royalty deal that would equate to roughly $5/share for the Tyvaso DPI royalty stream on its own. And they were savvy pharma investors that would have reasonably factored in whatever market share they thought Liquida could achieve... and likely a margin of error on top of that. I do think the Tyvaso revenue stream alone would warrant above this share price if it were not for the uncertainty regarding competition that Liquida "might" pose. That is, I'm saying I think even after this two week runup, we'd be yet higher if not for uncertainty of Liquida... providing a good opportunity still for those of us that don't think Liquida will ruin the party. |
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