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Post by jpg on Jan 29, 2015 16:04:21 GMT -5
I would love to see a couple more like Afrezzauser's out there, We know its in some diabetics hands, Should be any minute that we read more testimonys good or bad about Afrezza!Im surprised we haven't yet. The drug isn't officially launched yet and at best has been prescribed since Monday. The fastest a few selected patients could actually get the drug would have been Tuesday. Give them a few weeks to get used to it. We should also keep in mind that the vast majority of patients aren't that interested in posting their medical info. On top of that the vast majority aren't set up to actually monitor their diabetes very well. Few even do post prandial glucose checks and even fewer have CGM.
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Post by ezrasfund on Jan 29, 2015 17:08:37 GMT -5
I have to agree that AfrezzaUser is great and provides very valuable insight into the incredible potential of Afrezza for T1 diabetics (He is T1). He has contributed valuable time and energy, and he certainly helped at AdCom.
BUT while MNKD is a business, and I am an an investor and not a diabetic, I believe there should be a clear delineation between investments and medical interests. This is where AU ran afoul of OPC. AU's mission is to inform diabetics about the miracle of Afrezza, not to help us make money. He has valuable insights about the importance of Afrezza, but not about market timing, potential buyouts or other financial shenanigans.
Al Mann is a businessman as well as a humanitarian, and he knows better than anybody that it takes more than good intentions to bring medical innovations to market, several billion dollars more. When something as obviously good as Afrezza comes along the trade can get very crowded. There is always someone willing to take the other side of that crowded trade, and so we have the big short position.
This is something I have wanted to say for sometime. While disingenuous shorts might be lurking on diabetes message boards trying to spread disinformation (although I am not convinced they really are), I do not believe it is any better for investors to be promoting a medicine just to make money. Yes, doctors can be investors too, but they are discouraged from tying their financial interests to their medical decisions. This is regardless of whether their financial interest is in a medical breakthrough or a sham cure.
I do believe that those of us that have supported MNKD in the investment community have helped to keep the company afloat, and in a small way helped Al Mann in his efforts. But let's remember that making money on MNKD and helping diabetics may be two sides of the same coin, but they are not the same thing.
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Post by jpg on Jan 29, 2015 17:20:14 GMT -5
I have to agree that AfrezzaUser is great and provides very valuable insight into the incredible potential of Afrezza for T1 diabetics (He is T1). He has contributed valuable time and energy, and he certainly helped at AdCom. BUT while MNKD is a business, and I am an an investor and not a diabetic, I believe there should be a clear delineation between investments and medical interests. This is where AU ran afoul of OPC. AU's mission is to inform diabetics about the miracle of Afrezza, not to help us make money. He has valuable insights about the importance of Afrezza, but not about market timing, potential buyouts or other financial shenanigans. Al Mann is a businessman as well as a humanitarian, and he knows better than anybody that it takes more than good intentions to bring medical innovations to market, several billion dollars more. When something as obviously good as Afrezza comes along the trade can get very crowded. There is always someone willing to take the other side of that crowded trade, and so we have the big short position. This is something I have wanted to say for sometime. While disingenuous shorts might be lurking on diabetes message boards trying to spread disinformation (although I am not convinced they really are), I do not believe it is any better for investors to be promoting a medicine just to make money. Yes, doctors can be investors too, but they are discouraged from tying their financial interests to their medical decisions. This is regardless of whether their financial interest is in a medical breakthrough or a sham cure. I do believe that those of us that have supported MNKD in the investment community have helped to keep the company afloat, and in a small way helped Al Mann in his efforts. But let's remember that making money on MNKD and helping diabetics may be two sides of the same coin, but they are not the same thing. Agreed. That is one of the reasons I am sceptical of investors (long or short) going out to patients forums and pushing their side of the story. It will obviously be done but I am not certain those doing it will help their particular side of the trade. The few I have seen doing this have been rather amateurish and not particularly helpful but then again the ones that have done this well (long and short) have done it in a way that I couldn't tell if they were real patients or investors so what I just said might not apply to good pumpers and bashers...
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Post by BlueCat on Jan 29, 2015 20:05:42 GMT -5
I think there is a fine line between pumper/basher inappropriately using rhetoric to company's customers to impact business and influence stock in a direction (or like calling FDA on Christmas)
vs.
Activist investor. I don't think you need to be Icahn or someone like that to invest in a company because you support this business or cause, and, hope to make profit.
The diabetics or people that know diabetics that I've talked to, I've let them all know about Afrezza coming through FDA and now releasing and recommended they look into it and ask doctors about it. I am not a doctor. But I have had some of the proverbial koolaid here.
And I will spike it to celebrate when said positive capitalism (make money doing good things) finally works out. Personally I like it when the good guys win.
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Post by biotec on Jan 29, 2015 20:32:08 GMT -5
Sanofi should get Penny from The Big Bang Theory to sell Afrezza, She is a drug sales rep.
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Post by mike0475 on Jan 29, 2015 20:51:15 GMT -5
Sanofi should get Penny from The Big Bang Theory to sell Afrezza, She is a drug sales rep. Bazinga!
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Post by indigodaisy on Jan 29, 2015 22:53:22 GMT -5
I have been following Mannkind for so long, I am absolutely giddy seeing it all packaged up and rolling out to consumers. You would have thought I invented it myself.
And seeing how it has has and will change the life of afrezzauser, it just makes me feel all warm and fuzzy because I can envision it helping so many people in the same way.
Al Mann is my hero, as old as he is, he just has this vision and keeps going until he gets there. He is such an inspiration to me.
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Post by coco on Jan 29, 2015 23:27:42 GMT -5
Well said. Coco
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