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Post by agedhippie on Jul 28, 2024 15:47:44 GMT -5
I’ve been here a long time, rarely post, just like to read people’s opinion here. I’m an investor, unfortunately, although finally in the black with some optimism for what’s ahead. I’ve read many of your posts and always assumed you had used Afrezza. Are you an investor in MNKD? Fine if you’re not, but your interest here is obviously very high and it’s a bit strange for someone if they are not invested. If you’re an investor and a diabetic, how could you not try it in the last 10 years? That’s almost shocking… I have not been invested since I got out just ahead of the reverse split. Since then I have traded, very occasionally buying calls around events and posted here when I have done so. My view after the Sanofi fiasco is that MNKD did not understand how to sell Afrezza, and that seems to have been true given volumes. My view, although it pains me to say it, is that Mike's diversification strategy is the right one and if he can execute on it I may become an investor again and not just a trader. Afrezza doesn't offer me enough to make me change right now, and without the intent to change I am not messing around with my insulin as an experiment - it keeps me alive from hour to hour. Why would I try Afrezza? If I developed absorption issues, or if I developed bad gastroparesis. For me the biggest benefit of Afrezza is predictable absorption, but that's a benefit only a diabetic could love
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Post by agedhippie on Jul 28, 2024 15:50:14 GMT -5
Willing to be judged by a bunch of anonymous strangers? WTF would I do that? No. Because I was willing to pay for the afrezza myself even if it was $1200 a box. I would say right about now you have ZERO credibility. ... Somehow I will live with the disappointment.
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Post by porkini on Jul 28, 2024 15:54:06 GMT -5
MNKD is my largest single stock holding. I'm not very hopeful about Afrezza ever becoming a big financial success. My belief in MNKD as a good investment is primarily Tyvaso and the pipeline. And even if I were someone with diabetes, I don't think my medical decisions would be driven by trying to support my investing decisions. My comments were to Aged, not Ktim, but my thoughts are the same… Yeah, I don’t get that. If you don’t believe in the product why invest? Not to say you have be a user, of course not, but to have never tried Afrezza when you’re a diabetic, a MNKD investor, and spend a significant amount of time here talking about Afrezza, makes NO sense to me. Sure, who cares what I think! Nevertheless, I don’t get it. So, that makes it okay though. You neither have to be diabetic or an investor in order to participate as a user in this message board. Just be respectful of your fellow users and keep in mind the board rules: mnkd.proboards.com/thread/11/rules-board
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Post by ktim on Jul 28, 2024 15:54:18 GMT -5
Willing to be judged by a bunch of anonymous strangers? WTF would I do that? No. Because I was willing to pay for the afrezza myself even if it was $1200 a box. I would say right about now you have ZERO credibility. Judged??? I think we just wanted to see the results. We wanted you to be a fair broker. Nope. Bill has said afrezza is the greatest thing since slice bread. He put his money where is mouth is. Of course Al Mann put $1B of his own money into it. When things looked like doom and gloom I asked Mike, was Al wrong is it really not that good and he said NO, Al was right. I was willing to put my money where my mouth is. Nope, ZERO credibility. If the results were not good, aren't you going to say he is purposefully using it incorrectly? Basically the recent trial results are that some people get good results and others don't. Having one more anecdotal data point, whether it were in the good or not good bucket, isn't really going to shed any additional light on the issue. Though perhaps the board rules say that registered proboards users are bound by polls on proboards, so we could try to force Aged to use Afrezza
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Post by prcgorman2 on Jul 28, 2024 15:59:39 GMT -5
Good points. The reason I would be interested in agedhippie trying Afrezza is because of what he would learn and what he could tell us. I’ve read enough on TuDiabetes and elsewhere to know that people should not expect universally good results. The #1 adverse side-effect was a cough. And guess what? The black box warning on the label tells doctors to be careful prescribing to people with asthma and COPD. I think MikeP was the first person I saw on TuDiabetes trying Afrezza and for a long time he reported excellent resutls and then he developed a cough. I haven’t checked in to TuDiabetes in years, but as much as I’ve seen the phrase “life changing” written by persons with diabetes who use Afrezza, I know one-size does not fit all.
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Post by ktim on Jul 28, 2024 16:02:24 GMT -5
MNKD is my largest single stock holding. I'm not very hopeful about Afrezza ever becoming a big financial success. My belief in MNKD as a good investment is primarily Tyvaso and the pipeline. And even if I were someone with diabetes, I don't think my medical decisions would be driven by trying to support my investing decisions. My comments were to Aged, not Ktim, but my thoughts are the same… Yeah, I don’t get that. If you don’t believe in the product why invest? Not to say you have be a user, of course not, but to have never tried Afrezza when you’re a diabetic, a MNKD investor, and spend a significant amount of time here talking about Afrezza, makes NO sense to me. Sure, who cares what I think! Nevertheless, I don’t get it. People are very different. What you might think or do, isn't going to be the same for others. At least that's what I've learned as I have grown older.
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Post by mpg54 on Jul 28, 2024 16:16:44 GMT -5
My comments were to Aged, not Ktim, but my thoughts are the same… Yeah, I don’t get that. If you don’t believe in the product why invest? Not to say you have be a user, of course not, but to have never tried Afrezza when you’re a diabetic, a MNKD investor, and spend a significant amount of time here talking about Afrezza, makes NO sense to me. Sure, who cares what I think! Nevertheless, I don’t get it. So, that makes it okay though. You neither have to be diabetic or an investor in order to participate as a user in this message board. Just be respectful of your fellow users and keep in mind the board rules: mnkd.proboards.com/thread/11/rules-boardI didn’t say anything about okay, or not okay. I just said it didn’t make a lot sense to me, still doesn’t. Using another posters signature - but that’s my take on it…
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Post by mymann on Jul 28, 2024 17:18:23 GMT -5
Aged is here to keep things real. Lot of posters get excited and get ahead of themselves about Afrezza. He gives the facts and tries to keep things from going out of control just on here say.
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Post by porkini on Jul 28, 2024 17:23:22 GMT -5
So, that makes it okay though. You neither have to be diabetic or an investor in order to participate as a user in this message board. Just be respectful of your fellow users and keep in mind the board rules: mnkd.proboards.com/thread/11/rules-boardI didn’t say anything about okay, or not okay. I just said it didn’t make a lot sense to me, still doesn’t. Using another posters signature - but that’s my take on it… So, in addition, it also doesn't need to make sense to a particular user either. It is still okay. Ditto the rest of what I previously said.
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Post by mpg54 on Jul 28, 2024 17:38:00 GMT -5
I didn’t say anything about okay, or not okay. I just said it didn’t make a lot sense to me, still doesn’t. Using another posters signature - but that’s my take on it… So, in addition, it also doesn't need to make sense to a particular user either. It is still okay. Ditto the rest of what I previously said. Again, never said that it had too and I'm not sure why you're bringing up the "Board Rules" in reply to my post. Was that for me? Really? I don't post much, but I'm not allowed an opinion when I do? If it wasn't, sorry, can't tell from a message board.
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Post by bones1026 on Jul 28, 2024 18:16:18 GMT -5
I didn’t say anything about okay, or not okay. I just said it didn’t make a lot sense to me, still doesn’t. Using another posters signature - but that’s my take on it… So, in addition, it also doesn't need to make sense to a particular user either. It is still okay. Ditto the rest of what I previously said. 🫡🫡
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Post by porkini on Jul 28, 2024 22:43:11 GMT -5
So, in addition, it also doesn't need to make sense to a particular user either. It is still okay. Ditto the rest of what I previously said. 🫡🫡 ? ? ? (Sorry, I don't know what the "squares" are that you put in your post.)
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Post by porkini on Jul 28, 2024 22:49:22 GMT -5
So, in addition, it also doesn't need to make sense to a particular user either. It is still okay. Ditto the rest of what I previously said. Again, never said that it had too and I'm not sure why you're bringing up the "Board Rules" in reply to my post. Was that for me? Really? I don't post much, but I'm not allowed an opinion when I do? If it wasn't, sorry, can't tell from a message board. I wouldn't take it too personally mpg54 (that prolly is pretty good mpg at that speed, btw), I would have included the "respect" and board rules as a response to that message from any poster. Hopefully as a long-time board member you don't have an issue with the board rules or with making other members of the board aware of them.
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Post by BD on Jul 29, 2024 5:29:42 GMT -5
? ? ? (Sorry, I don't know what the "squares" are that you put in your post.) I had to make them bigger, but they look like salute emojis on my laptop.
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Post by sayhey24 on Jul 29, 2024 6:35:05 GMT -5
Because I was willing to pay for the afrezza myself even if it was $1200 a box. I would say right about now you have ZERO credibility. Judged??? I think we just wanted to see the results. We wanted you to be a fair broker. Nope. Bill has said afrezza is the greatest thing since slice bread. He put his money where is mouth is. Of course Al Mann put $1B of his own money into it. When things looked like doom and gloom I asked Mike, was Al wrong is it really not that good and he said NO, Al was right. I was willing to put my money where my mouth is. Nope, ZERO credibility. If the results were not good, aren't you going to say he is purposefully using it incorrectly? Basically the recent trial results are that some people get good results and others don't. Having one more anecdotal data point, whether it were in the good or not good bucket, isn't really going to shed any additional light on the issue. Though perhaps the board rules say that registered proboards users are bound by polls on proboards, so we could try to force Aged to use Afrezza You say "If the results were not good, aren't you going to say he is purposefully using it incorrectly" - How would that be possible? We have VDex coaching him and we have the daily CGM reports. We also have the dosing log and we have the food log. We can see when afrezza was dosed from the CGM reports. If human insulin does not work for him then we will see that. If he doesn't take it as coached we will see that too. Unlike Inhale-3 where some cheated we will be watching on a daily basis. Do you think human insulin will not work for him? Its possible but not likely and the risk I am willing to take. He said the reason he has never tried it was some convoluted story about getting afrezza with his insurance and it then messing up his RAA insurance. I solved that problem. I provided him the opportunity to finally try afrezza. Now he can come up with another excuse not to try afrezza. The issue we have seen in Inhale-3 is some participants intentionally did not do what they were told with the most obvious being the bedtime correction. This is what was reported - I did not make this up. The unanswered question is why? Mango suggested their numbers not be counted in the results. I agree. This would be like the RAA patients cutting their needed insulin dosage on the sly to juice the afrezza numbers. These people intentionally under-dosed afrezza but I guess some one thought it could be hid. Nope, the CGM reports made clear what happened and so much so it was reported on the readout.
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