Post by mannmade on Oct 21, 2014 10:53:42 GMT -5
Baba as usual I must agree with you... However, I also think there are two very big on-going issues that are effecting current share price as follows:
1.) For whatever reason, whether it is on purpose (as in purposefully ignorant) or (giving the ignorant the benefit of the doubt) it is because most analysts follow too many stocks (whereas I am currently only following about a half dozen) so they have not taken the time to fully understand what A is all about... The result seems to be a very big and consistent lack of understanding about what Afrezza really is all about... and that is it's potential upside, (as I have stated in the past, A has the ability potentially to stop the progression of Diabetes, if as Al, me and we or many on this board think... Let's take time to remember that A's PK profile will possibly allow for higher dosing of Basal which very possibly could result in a consistently lower FG level, and this as we know is the Holy Grail, short of an outright cure). And even if it is not the Holy Grail, and it is only half of that, it will be a huge step forward in the treatment and control of diabetes...
Yes no needles is a good thing but with regard to the potential upside as mentioned above, no needles to me is purely a "Cosmetic or Collateral Benefit" and the real benefit, I am suggesting imho, is being ignored and therefore the price is not reflecting true/real or even the speculative value as it would with any other similar stage Bio-tech with a First in Class, FDA approved drug that has a BP Global distribution partner. Heck, even if you had to take Afrezza with a needle it would be a huge advance...
2.) The share price is narrowly focused on just Afrezza for the moment and is not factoring in the value of the Technosphere platform which a consensus of reviewers suggest is where the real value in Mannkind may be. I simply do not understand this as the FDA approval of Afrezza also validated the efficacy and viability of Technosphere.
So there you have it... And frankly my thoughts on the above lead me to believe there is a strategy of sorts on Wall Street (just how well coordinated it is remains to be seen or likely not seen) to profit on both sides of this opportunity... Meaning the shorts will soon be longs...
GLTA!
1.) For whatever reason, whether it is on purpose (as in purposefully ignorant) or (giving the ignorant the benefit of the doubt) it is because most analysts follow too many stocks (whereas I am currently only following about a half dozen) so they have not taken the time to fully understand what A is all about... The result seems to be a very big and consistent lack of understanding about what Afrezza really is all about... and that is it's potential upside, (as I have stated in the past, A has the ability potentially to stop the progression of Diabetes, if as Al, me and we or many on this board think... Let's take time to remember that A's PK profile will possibly allow for higher dosing of Basal which very possibly could result in a consistently lower FG level, and this as we know is the Holy Grail, short of an outright cure). And even if it is not the Holy Grail, and it is only half of that, it will be a huge step forward in the treatment and control of diabetes...
Yes no needles is a good thing but with regard to the potential upside as mentioned above, no needles to me is purely a "Cosmetic or Collateral Benefit" and the real benefit, I am suggesting imho, is being ignored and therefore the price is not reflecting true/real or even the speculative value as it would with any other similar stage Bio-tech with a First in Class, FDA approved drug that has a BP Global distribution partner. Heck, even if you had to take Afrezza with a needle it would be a huge advance...
2.) The share price is narrowly focused on just Afrezza for the moment and is not factoring in the value of the Technosphere platform which a consensus of reviewers suggest is where the real value in Mannkind may be. I simply do not understand this as the FDA approval of Afrezza also validated the efficacy and viability of Technosphere.
So there you have it... And frankly my thoughts on the above lead me to believe there is a strategy of sorts on Wall Street (just how well coordinated it is remains to be seen or likely not seen) to profit on both sides of this opportunity... Meaning the shorts will soon be longs...
GLTA!