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Post by BD on Mar 25, 2015 17:01:41 GMT -5
I've never connected it before, but this must be where Steve Jobs got the idea for that line...
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Post by james on Mar 25, 2015 17:43:29 GMT -5
I guess I find Jenny's discussion of Afrezza's potential role in treatment to be reasonably balanced. It may be a bit overdone at points, but I don't see a desire for people to understand that simply eating well should be placed ahead of medications in treatment as anything but proper; even if she stands to profit from that side of the discussion. Other than the potential for long term affects on the lungs, I haven't seen any specific criticism from her against using Afrezza.
I also appreciate her concern for strong financial interests detracting from the best interests of PWD. That's not too far removed from concerns MNKD investors have had for issues with regulatory process and manipulation of financial markets, etc. Granted, we're only talking about $$ and not peoples health and well being.
One of the things that does bother me is how she characterizes a great majority of diabetics. She clearly has more exposure than any of us to such matters, but I still find it very slanted. And of course, I disagree with her interpretation of the Sanofi contract, cost allocation, potential margin, balance sheet treatments, capital structure, etc.
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Deleted
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Who is PA?
Mar 25, 2015 17:47:17 GMT -5
via mobile
Post by Deleted on Mar 25, 2015 17:47:17 GMT -5
She's also being disingenuous in the 3 mil charge to the SNY line of credit, but hey who's counting.
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Post by babaoriley on Mar 25, 2015 19:21:33 GMT -5
Great detective work! And as to your clip, Brentie, my close friends and I still use that phrase today, it comes in so handy in so many situations - a classic!!!
That Jenny person should be definitely outed, pot calling kettle black is not a good thing!
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Post by savzak on Mar 25, 2015 20:05:44 GMT -5
And of course, I disagree with her interpretation of the Sanofi contract, cost allocation, potential margin, balance sheet treatments, capital structure, etc. Doesn't this make you suspect her sincerity on all things MNKD? |
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Post by james on Mar 25, 2015 23:22:35 GMT -5
No. Why should it? If PA is Jenny (which can only be speculated), then she is clearly due more respect than that for her body of work with PWD. The financial analysis put forward by PA has significant limitations and probable flaws (in my opinion). But, it certainly doesn't rise to the level of casting doubt on the motive of the individual. Best for me to leave this behind, I shouldn't have started there as an introduction to the board. Working on my sales and FCF models is far more valuable  |
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Post by jpg on Mar 25, 2015 23:37:52 GMT -5
No. Why should it? Working on my sales and FCF models is far more valuable Why? Maybe because the most generous we can come up with is that she never disclosed to her multiple fans that she had a side line as an analyst? Past this rosy undisclosed conflict of interest scenario it goes really quickly downhill (for her reputation) as far as other possible explanations go? No? I am curious to know if you will base your sales and FCF model using PAs numbers? |
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Post by silentbob on Mar 26, 2015 17:44:13 GMT -5
Well... I didn't see this one coming.
I read the comments here and Jenny's financial comments and I must agree that it seems extremely likely she is PA.
I have defended her in the past as I thought she had only the best interest of diabetics in mind.
PA has been a soft basher from the start, pretending to be long on one hand but twisting the facts negatively at every turn.
For a person like Jenny, pretending to have the best interests of PWD in mind to be driving away investment from a company that makes a revolutionary medicine for PWD? I could have never imagined it.
And all the negative comments towards (bullish) investors chatter while she is one of the most vocal (bearish) about the investment side, both on investor forums as well as diabetes forums! I guess it is OK to talk about the investment side of things, but only if you have the same opinion as she does!
I hope she will not try to damage Afrezza as she does with MNKD.
I was wrong about her, and I apologize to the board for defending her.
sbs
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Post by james on Mar 26, 2015 18:51:08 GMT -5
Something seems to have tainted her opinion that is for sure. When I hear about the high probability of shenanigans in the online drug reviews and folks who don't belong there nosing in on forum discussions, I can sympathize a bit. I tend to disregard her discussion of valuation for MNKD as I find it unnecessarily negative (although I do read all of this stuff to look for blindspots in my own analysis). There seems to be a concern that finances are so bad that MNKD or Sanofi is going to pull the plug in 2 years and leave diabetics without access to the treatment. I would say that speaks to a view that Afrezza has value.
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Post by babaoriley on Mar 26, 2015 18:53:33 GMT -5
You know, silentbob, it's a big man who can see the error of his ways and admit them publicly! You might well ask yourself, "how in the heck would baba ever know about something like that?" And, while it is an excellent question, I confess there have been times...
Anyway, I've become pretty darn comfortable with many on this board and, as a result, I don't worry about most - but when we leave the "friendly confines" of MannKind Proboards, brought to you by Liane and BD, well, let's just say, "we aren't in Kansas anymore."
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Post by jpg on Mar 26, 2015 22:24:17 GMT -5
Something seems to have tainted her opinion that is for sure. When I hear about the high probability of shenanigans in the online drug reviews and folks who don't belong there nosing in on forum discussions, I can sympathize a bit. I tend to disregard her discussion of valuation for MNKD as I find it unnecessarily negative (although I do read all of this stuff to look for blindspots in my own analysis). There seems to be a concern that finances are so bad that MNKD or Sanofi is going to pull the plug in 2 years and leave diabetics without access to the treatment. I would say that speaks to a view that Afrezza has value. The number one thing about someone who gives medical advice is that they give it for the good of the patient. Having a hidden agenda like writing financial hit pieces about diabetic innovation not only taints her opinion but it makes a mockery of the advice she gives. Is she doing the same for certain other drugs and medical decices? Does her advice about which glucose monitor to use have hidden financial agendas behind them? Her multiple books? Writing the same hit pieces with her name attached to them would give her 'patients' at least a fighting chance of collectively figuring out her agenda for MNKD and Afrezza (and whatever other shenanigans she is involved in: where there is smoke...). How long has she been doing this? Since the creation of PA? 5 years? 10 years? She seems to sell a lot of books but always complains of being poor. Then she turns around and brags about her business sense and money? To me this smells like a scam from a to z. Some think she is being objective to Afrezza while saying Mannkind will go bankrupt and Afrezza will be pulled (sounds like AF and his diabetic 'expert' no?). That she can be objective for one but not the other is seriously hard to accept as possible. Read her stuff. She soft bashes Afrezza clinically as well as she soft bashes Mannkimd f a corporation. On top of tht she mixes up so many basic medical facts that it has to be deliberate. She can't be so clueless of simple medical definitions and constantly picking and choosing medical facts to suit her specific purpose while ignoring others that go against her views. I read some of condesending (to the old and 'average' diabetics') advice she gives and feel sorry for the those who think they are getting genuine advice. She tells people stuff without even getting any other facts then the most superficial info. As if all 'old people' are alike. As if all old people are demented and can't do stuff. She should do a bit of geriatrics to see the impressive range of abilities. If a doctor gave advice with so little info we would seriously consider that second class medicine (at best). When she does it, it seems to never be questioned? Sad, sad, sad... |
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Post by gomnkd on Mar 27, 2015 8:43:20 GMT -5
As I posted in the other board, her writings are raisins sprinkled in a pile of crap. The naive who couldn't differentiate the two, think it is all raisins.
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Post by liane on Mar 27, 2015 9:19:29 GMT -5
As I posted in the other board, her writings are raisins sprinkled in a pile of crap. The naive who couldn't differentiate the two, think it is all raisins. Well put! |
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Post by spiro on Mar 27, 2015 11:40:59 GMT -5
Good grief, Spiro used to like raisins, but not any more. All Spiro will be able to think about now when he sees a raisin is a pile of crap.
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Post by Deleted on Mar 27, 2015 12:39:38 GMT -5
Good grief, Spiro used to like raisins, but not any more. Alll Spiro will be able to think about now when he sees a raisin is a pile of crap. same case here Spiro.. goMNKD killed it for both of us |
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