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Demand
Feb 3, 2015 21:00:11 GMT -5
coco likes this
Post by mannmade on Feb 3, 2015 21:00:11 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if they are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought...
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Post by dreamboatcruise on Feb 3, 2015 21:31:20 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... I've always speculated that this was part of the chess game of arriving at 65/35 split... with Mannkind trying to give enough, but no more, to assure that Sanofi would be 100% behind Afrezza even if it might mean killing basal for T2 market. |
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Demand
Feb 3, 2015 21:39:08 GMT -5
Post by biotec on Feb 3, 2015 21:39:08 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... Here's a thought... What if Afrezza dont sell? How about if people dont want to inhale? How about is sales suck so much SNY pulls it? mannmade you have some great post but you are starting to sound like kevmik or what the name is from Yahoo!! |
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Post by BlueCat on Feb 3, 2015 21:45:28 GMT -5
Wow. I was away for a few hours and look at all the excitement on this board! Its about as contentious as I've seen it.
And I guess stock price is something that happens (or not) while you are busy doing other things ...
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Post by dreamboatcruise on Feb 3, 2015 21:54:14 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... Here's a thought... What if Afrezza dont sell? How about if people dont want to inhale? How about is sales suck so much SNY pulls it? mannmade you have some great post but you are starting to sound like kevmik or what the name is from Yahoo!! Then I SURE hope they will have come a long way with that migraine inhaler... for more than one reason. A huge rapid success might not be assured, but we do have surveys Mannkind has done to indicate the answer isn't no sales. We also know that all but one of the significant reasons Exubera failed do not apply to Afrezza. However, we do have a large market cap for zero revenue so far. If you want to ponder the black swan, I think it would be slow uptake that makes the market cap look a stretch and then something in follow on trials that raises safety concerns. That would be a nasty one, two punch. With all the patient years using Afrezza, I think that a remote chance. I can hold through a slow start as long as it is slow but steadily growing. |
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Demand
Feb 3, 2015 22:00:23 GMT -5
jpg likes this
Post by gomnkd on Feb 3, 2015 22:00:23 GMT -5
I can't wait for this product to get approved in other countries. I landed in India today after 2 years. I'm surprised to find many pot bellied men. It was never the case years back. The modern conveniences coupled with American fast food chains are wreaking a havoc.
last year I saw too many fat Chinese kids. We are clearly exporting obesity to developing world in exchange for IT and cell phones.
We should get 60% sales in ret of world. It may take a few years though. SNY/MNKD should clearly give us a roadmap.
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Post by hankscorpio7 on Feb 3, 2015 22:11:00 GMT -5
Not certain nobility was ever mentioned anywhere in this so far monarchy agnostic board? As for 'people who trade' I personally like them. I don't trade but suspect I have frequently benefited from buying shares traders were willing to sell rather cheaply. I also suspect that it's an almost impossible way to make any money as the vast majority of retail traders end up getting ripped off by HFTraders. As for paying attention to short term trends we have resident short term trend experts so feel free to share your views... The spirometry and Afrezza thing: I would venture to say anyone who isn't at least somewhat familiar with the ins and outs of this topic is new to the Mannkind story (and there is obviously nothing wrong with that). I think it just surprises many long time shareholders who post here when someone new shows up and puts such emphasis on what seems, to many of us longtime posters here anyway, the new 'flavour of the day' for shorts. Add the fact that certain new posters seem almost obsessed with the issue does make you wonder? No? Hello jpg, There is a bias here by several investors that short term concerns are inconsequential. Free country. I am using short term in the sense of subject to short term gains. And my short term performance far outpaced my long term- the buy and hold strategy only works in certain environments- again, to each his own. I more objected that anyone would dismiss information and a poster because it won't matter for their plan- there are several types of investors here. We could presume that every new poster with a "flavor of the day" is a nasty short who will destroy MNKD somehow. Or we could logically conclude that a person posting to this small board is more likely a new small investor who would like to have as much of their doubts extinguished before putting in their hard earned cash. I've followed MNKD for years and am hoping many new posters with "flavor of the day" show up- it means momentum- if we don't piss off the potential new investor. |
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Post by typeonedad on Feb 3, 2015 22:24:05 GMT -5
Mannmade, I've been wondering the same thing about insulin pumps going forward.. It seems plausible to me that result minded type 1's who have better results with A will be thrilled to dump the tubing and constant connectivity. I see CGM's as the critical hardware (at least no tubing) that well managed 1's can't live without. Set changes every 6 or 7 days instead of every 3. I wouldn't want to short a former Al Mann company but I wouldn't want to own it. On the bubble pump makers may have a fragile future.
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Post by typeonedad on Feb 3, 2015 22:24:55 GMT -5
:thumbup: Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... |
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Demand
Feb 3, 2015 22:27:45 GMT -5
Post by dreamboatcruise on Feb 3, 2015 22:27:45 GMT -5
I can't wait for this product to get approved in other countries. I landed in India today after 2 years. I'm surprised to find many pot bellied men. It was never the case years back. The modern conveniences coupled with American fast food chains are wreaking a havoc. last year I saw too many fat Chinese kids. We are clearly exporting obesity to developing world in exchange for IT and cell phones. We should get 60% sales in ret of world. It may take a few years though. SNY/MNKD should clearly give us a roadmap. How ironic... Indian food is one of the biggest threats to my waistline. American fast food chains aren't nearly as tempting. Perhaps obesity is more just a symptom of middle class affluence. |
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Post by mannmade on Feb 3, 2015 22:29:01 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... Here's a thought... What if Afrezza dont sell? How about if people dont want to inhale? How about is sales suck so much SNY pulls it? mannmade you have some great post but you are starting to sound like kevmik or what the name is from Yahoo!! Biotec, with all due respect, I am nothing like Kevinmik on YMB although he does have some good thoughts from time to time... One big difference is that he posts his opinions as if he is writing facts and makes assumptions while not offering any substantiation nor source validation, something I do not do nor have I done here. So I ask you since when does offering a "thought" (which is a big disclaimer btw) constitute the assertion of a fact for which I have no intention of asserting? It was just meant to be a light hearted/rhectorical post about the possible machinations of the thought process internal to Sanofi, which as we all know we do not have access too. If for some reason you take exception to it that is fine with me... Just think you ought to look at the body of one's work. Yes I realize that there are numerous reasons why Afrezza may not be a success but I choose to believe in the science and am willing give it patience and time to take effect. In fact, I am on record many times on this board as saying I don't believe sales will be very robust for at least the first full 12 months from launch. That I in fact believe sales will be slow for for a variety of reasons but i do believe in Afrezza. I realize I may be more optimistic on the chances of Mannkind's success than you are but I believe in the science and believe that Sanofi does as well or they would not have partnered. (Also Biotec if you look at my other recent post under the thread "How to Catch a Bear..." I mentioned an exchange with my brother who is a T1 and you will note I do not try and sugarcoat or hide truths when I find them uncomfortable or not aligned with my own opinions.) |
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Post by brentie on Feb 3, 2015 23:07:45 GMT -5
Today on Cafepharma... "Those of you who have never had to inject insulin should have no opinion. I have been a type I diabetic for 31 years. I was lucky enought to use Exubera for nearly 2 years and it was a cure. Yes the inhaler was big, but i bought another purse. I went to one injection a day and had much better control, without 5 injections a day. My insurance company won't cover Afrezza, but I will get a script and see how I can afford it. If it means going from 5 injections to one, it will be worth the cost. I have been following Afrezza and Mannkind for many years and as long as Sanofi has an inkling of how to market to doctors and diabetics, this won't flop." www.cafepharma.com/boards/showthread.php?t=572778&page=2 |
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Post by jpg on Feb 3, 2015 23:24:08 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... Here's a thought... What if Afrezza dont sell? How about if people dont want to inhale? How about is sales suck so much SNY pulls it? mannmade you have some great post but you are starting to sound like kevmik or what the name is from Yahoo!! And you are starting to sound like a polite OPC... Just saying... |
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Post by jpg on Feb 4, 2015 0:04:11 GMT -5
Not certain nobility was ever mentioned anywhere in this so far monarchy agnostic board? As for 'people who trade' I personally like them. I don't trade but suspect I have frequently benefited from buying shares traders were willing to sell rather cheaply. I also suspect that it's an almost impossible way to make any money as the vast majority of retail traders end up getting ripped off by HFTraders. As for paying attention to short term trends we have resident short term trend experts so feel free to share your views... The spirometry and Afrezza thing: I would venture to say anyone who isn't at least somewhat familiar with the ins and outs of this topic is new to the Mannkind story (and there is obviously nothing wrong with that). I think it just surprises many long time shareholders who post here when someone new shows up and puts such emphasis on what seems, to many of us longtime posters here anyway, the new 'flavour of the day' for shorts. Add the fact that certain new posters seem almost obsessed with the issue does make you wonder? No? Hello jpg, There is a bias here by several investors that short term concerns are inconsequential. Free country. I am using short term in the sense of subject to short term gains. And my short term performance far outpaced my long term- the buy and hold strategy only works in certain environments- again, to each his own. I more objected that anyone would dismiss information and a poster because it won't matter for their plan- there are several types of investors here. We could presume that every new poster with a "flavor of the day" is a nasty short who will destroy MNKD somehow. Or we could logically conclude that a person posting to this small board is more likely a new small investor who would like to have as much of their doubts extinguished before putting in their hard earned cash. I've followed MNKD for years and am hoping many new posters with "flavor of the day" show up- it means momentum- if we don't piss off the potential new investor. Agreed I guess. Not about the 'buy and hold only working in certain environments' (that is your opinion obviously) but do agree about the 'free country' and the 'to each his own'. You object to my line of thinking and as a long term investor not caring about repetitive posts?? I certainly don't object to insecure and uninformed traders. They usually are my friends. They make markets inefficient. As for the flavour of the day and the new poster I do recall him saying he had no position at this time (so from his own words: not a MNKD investor or at least not yet...). I did start wondering when he repeated the same point 10 or 15 times (I didn't count but it was significant). Maybe insecurity (in which case he should not do biotech), maybe not trusting or I do know what else but we could all guess? I do wonder though when someone comes here for the first time and has a pattern of postings and, as far as I am concerned, seem coherently on message in his thought process but not able to coherently (at least for me...) answer a few simple questions. Maybe inexperience? Don't know. As for calling him a nasty short? Who said that? Certainly not me. Itry not insulting people and I apologize if I did. Again as you say: free country. For him, for you and hopefully for me also. |
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Post by babaoriley on Feb 4, 2015 2:19:40 GMT -5
Here's a thought... So what if Afrezza does become the first line of insulin therapy for T-2's. What does it do to Basal Insulin sales? And does Sanofi even care as they would then have a stranglehold on the T2 population (with no competition to Afrezza near market) if as some are suggesting you may not even need Basil to treat many T2's if the are using Afrezza. Sanofi may be a whole lot smarter than they look... And right now they look pretty smart to me... Just a thought... Here's a thought... What if Afrezza dont sell? How about if people dont want to inhale? How about is sales suck so much SNY pulls it? mannmade you have some great post but you are starting to sound like kevmik or what the name is from Yahoo!! C'mon, biotech, a few people are a bit excited about the doings of the last couple of weeks, that's all. Generally speaking, most readers discount the most optimistic 10% and the most pessimistic 10% on these boards, so it's the 80% in the middle that count. It's all about being polite to each other, especially to someone that you admit has made "some great posts." A little slack is called for. For example, "mannmade, c'mon, man, a technosphere trifecta, that's not gonna happen this quickly, no way. If you really believe that, you're gonna end up with too many shares and too much risk." Or, you could say, "mannmade, you are out of your mannmind!" Short, pithy, and gets the same point across in a less caustic way. If you are truly sick of the current giddiness, just lay low and wait; within a very few days, it will be gone or at least toned-down; it always has been that way and will always be that way. Stay long and prosper, biotech! |
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