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Post by 4allthemarbles on Feb 4, 2015 12:22:02 GMT -5
Don't make me seperate you kids! I mean it, I will turn this car around and we'll go home!
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Post by mnholdem on Feb 4, 2015 12:28:48 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!! Hey bio,
Consider doing some research on early intensive insulin therapy. manmade has a good point - even Al Mann has mentioned it in past interviews. In fact he goes so far as to use the word "remission". I posted it once, but I'll try to find the article about research that proved intensive insulin enables the pancreas to rest and for the beta cells to recover and begin producing insulin at normal levels rather than to burn out.
An ultra-fast insulin is perfect for this kind of intensive therapy, but one must realize that the treatment is only needed for a relatively brief period of time. Good for the diabetic... but will not generate repeated sales like a T1 who must have insulin for the rest of their lives.
Afrezza could very well become the first line treatment. But not for many years of research validate Alfred Mann's assertions.
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Post by dreamboatcruise on Feb 4, 2015 12:30:24 GMT -5
Don't make me seperate you kids! I mean it, I will turn this car around and we'll go home! But this trip is taking forever... when are we going to get there? The car is swerving too much. I think I'm going to be sick.
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Demand
Feb 4, 2015 12:32:14 GMT -5
Post by bradleysbest on Feb 4, 2015 12:32:14 GMT -5
Are we there yet? Are we there yet? Are we there yet? Sorry 4ATM but I could not help myself from piggy backing DBC!
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Post by gomnkd on Feb 4, 2015 15:25:50 GMT -5
This is one of my pet theories for Type 2. Speaking of remission, I think that beta cells are squeezed out by the time insulin therapy starts. I hope to see a test where decline in beta cells is measured and pt is started on Afrezza to take a load off of pancreas. img.medscape.com/article/772/832/772832-fig1.jpgIf you do this, you effectively continue to be a non-diabetic at best or push it several years. This is like pre-cog in Minority report movie.
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Post by od on Feb 4, 2015 15:40:39 GMT -5
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. While I too am apprehensive of the unknown (disingenuous?) poster (reason I am here, not YMB), you forgot my postings on other topics - first retail pricing indication, Nrx/Trx discussion...I even think you liked some of what I had to say. Re: what you thought was my overdoing it on spirometer penetration, was rationale for my thinking that NRxs would take time because too many patients would be delayed receiving prescriptions if they had to make a separate appointment for the test. I guess I kept responding because replies were hammering me on how simple the test is (which was not my point). Apologies if I was telling folks the sky is blue. For the record, I have never shorted. I played with puts decades ago. I have an aversion to rooting against success - too many opportunities to root for it.
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Demand
Feb 4, 2015 18:07:00 GMT -5
Post by dreamboatcruise on Feb 4, 2015 18:07:00 GMT -5
According to the FUDsters posting on Cafepharma, sales reps can't even force free Afrezza samples on doctors.
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Post by biotec on Feb 4, 2015 18:31:10 GMT -5
According to the FUDsters posting on Cafepharma, sales reps can't even force free Afrezza samples on doctors. Don't believe everything you read on forums, The poster is a troller! Out to make trouble and trying to get information, I would not be surprised if it was a MNKD long trying to get info. www.cafepharma.com/boards/showthread.php?p=5336813Like Lynn said, stay off the forums that you have no reason being on!
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Demand
Feb 4, 2015 18:36:04 GMT -5
Post by jpg on Feb 4, 2015 18:36:04 GMT -5
According to the FUDsters posting on Cafepharma, sales reps can't even force free Afrezza samples on doctors. They all sound really credible (except for the guy who calls them Trolls: he is certainly out of line there).
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Deleted
Deleted Member
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Demand
Feb 4, 2015 20:29:12 GMT -5
via mobile
Post by Deleted on Feb 4, 2015 20:29:12 GMT -5
Wait? On a anonymous board people are saying it won't sell? I'd venture to guess that 90% of the reps that do post on that board (which is probably 5% of the total max) are on PIPS anyway because they are the worst performers and just want to complain
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Demand
Feb 4, 2015 21:24:27 GMT -5
Post by BlueCat on Feb 4, 2015 21:24:27 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. I was away again today, and happy to see the price jump. But look at this thread! Interesting observation. I believe, at least in the US, a lot of the obesity is actually coming from economic stress. McDonalds, Taco Bell, etc is cheap food. So is pasta, rice, white bread, frozen pizza, etc. And what some of us are back on now - Top Ramen. Middle class affluence lends itself more to Whole Foods. Obesity there I think comes more from Starbucks Frappaccino. Sigh. Salted caramel mocha ..... where have you been .....
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Demand
Feb 4, 2015 22:03:50 GMT -5
Post by ezrasfund on Feb 4, 2015 22:03:50 GMT -5
According to the FUDsters posting on Cafepharma, sales reps can't even force free Afrezza samples on doctors. They all sound really credible (except for the guy who calls them Trolls: he is certainly out of line there). I disagree. Perhaps you should check back on that thread. There seem to be more trolls there than on YMB. They are so busy proving they are not trolls that they confuse basal and mealtime insulins, and the oddly posed question about subcutaneous vs inhaled administration. But definitely don't post there.
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Post by biotec on Feb 4, 2015 22:18:04 GMT -5
They all sound really credible (except for the guy who calls them Trolls: he is certainly out of line there). I disagree. Perhaps you should check back on that thread. There seem to be more trolls there than on YMB. They are so busy proving they are not trolls that they confuse basal and mealtime insulins, and the oddly posed question about subcutaneous vs inhaled administration. But definitely don't post there. Ezra, I think for one of the first times jpg was trying to make a funny!
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Post by ezrasfund on Feb 4, 2015 22:38:43 GMT -5
I disagree. Perhaps you should check back on that thread. There seem to be more trolls there than on YMB. They are so busy proving they are not trolls that they confuse basal and mealtime insulins, and the oddly posed question about subcutaneous vs inhaled administration. But definitely don't post there. Ezra, I think for one of the first times jpg was trying to make a funny! I think posters should use the wink emoticon until they reach Baba's stand-up comic status.
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Post by jpg on Feb 4, 2015 22:44:54 GMT -5
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