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Post by EveningOfTheDay on May 28, 2015 1:39:30 GMT -5
www.investopedia.com/stock-analysis/052715/diabetes-stock-better-bet-mannkind-mnkd-nvo.aspx?partner=nasdaqThis new Investopedia article is clearly biased and, as many other Mannkind detractors, uses old lines to try to scare possible new investors. I say new, because anybody that has been invested in Mannkind for any length of time has, very likely, grown immune to this kind of FUD. So basically there is nothing that makes this article interesting. However the comparison with Novo is somewhat interesting. First, all of the sudden over the last few months insulin TV commercials start showing. Lately articles have appeared in praise of both Novo and Lilly. There is also the somewhat unexplainable constant increase in the short position. For all I know they are not related at all, but I am starting to wonder whether it is possible that it is Mannkind competitors that are in great part behind the short position. The idea behind it, perhaps, to try to slow down the company, financially speaking, in the hope of gaining enough time to find products that could be consider reasonable alternatives to Afrezza. Sounds crazy when one considers that those product would also have to go through the whole FDA approval process, but I also have a hard time accepting that this might all be coincidence.
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Post by bretzyboy on May 28, 2015 4:55:24 GMT -5
Short sales of Mannkind stock in the open market should not have any bearing on the financial health of the company and it's operations to the best of my knowledge. The short sales impact the share price and it's value to us as equity debt holders. What surprised me and I found encouraging is that Victoza has 2.4 billion in annual sales. Afrezza is a far superior product. Regards.
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Post by gestan on May 28, 2015 7:17:59 GMT -5
I agree. I think this is the beginnings of another short attack. What I did not realize is that they have (author) plants at investopedia. But hey, at 112.9M large they ARE big business. Further to that, this suggests BP backing.
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Post by savzak on May 28, 2015 7:42:46 GMT -5
I agree. I think this is the beginnings of another short attack. What I did not realize is that they have (author) plants at investopedia. But hey, at 112.9M large they ARE big business. Further to that, this suggests BP backing. IMO, this article is a sorry excuse for a short attack. Any investor who doesn't understand that MNKD and Novo are currently two entirely different types of investments shouldn't be investing. These companies are not in the same subset of investment alternatives. Though they're both in the same general industry, they're arguably more different than they are similar. Evaluating them as investment alternatives against each other is a fruitless, apples to oranges (pun intended) comparison. |
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Post by Deleted on May 28, 2015 7:49:27 GMT -5
It was written by that Todd Campbell dude, who has been slinging smear from The Fool at MNKD for quite some time.
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Post by Deleted on May 28, 2015 7:53:52 GMT -5
I agree. I think this is the beginnings of another short attack. What I did not realize is that they have (author) plants at investopedia. But hey, at 112.9M large they ARE big business. Further to that, this suggests BP backing. IMO, this article is a sorry excuse for a short attack. Any investor who doesn't understand that MNKD and Novo are currently two entirely different types of investments shouldn't be investing. These companies are not in the same subset of investment alternatives. Though they're both in the same general industry, they're arguably more different than they are similar. Evaluating them as investment alternatives against each other is a fruitless, apples to oranges (pun intended) comparison. Has to br one of the dumbest comparisons ever put on paper. Would anyone reading that junk not come away shaking their head at the shear stupidity of comparing the two from any point of view? Total head shrug. Was the author 12 years old? Or does the author think everyone else is 12?!! |
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Post by joeypotsandpans on May 28, 2015 10:02:04 GMT -5
This is their way of sucking retails into NVO so they can start/initiate their short position at the recent highs of NVO, might actually have been indicative of a top in that stock....you can be sure they see the recent trend in scripts just like we do. MF a decent contrarian publication IMO. Think about the sequence of events with respect to the announced rush filings (NVO) since launch, the recent tv ad campaigns, the recent articles....this in conjunction with Margaret now out at the helm of the FDA, anyone have time to research Renaissance holdings of NVO vs. MNKD might be some interesting numbers there as well. As I always say, the numbers don't lie, the scripts would be inversely correlated if you added the samples that SNY loaded into the physician's offices since launch, don't underestimate SNY, they are "dumb like a fox" and know exactly what they're doing...I wouldn't be surprised if they taught Hakan a thing or two about being "dumb like a fox"  Oh, btw at $5.00/sh per diem interest is running less than 50k shy of 1/2 mill. a day to carry that load...dividend checks for May coming out next Thurs 6/4, raise your hands if you're reinvesting and scooping up what little is left in float...it remains and continues to be... a beautiful thing! |
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Post by mnholdem on May 28, 2015 11:10:40 GMT -5
What surprised me and I found encouraging is that Victoza has 2.4 billion in annual sales. Afrezza is a far superior product.
What is the most important information I should know about Victoza?
Serious side effects may happen in people who take Victoza, including:
1. Possible thyroid tumors, including cancer. During the drug testing process, the medicine in Victoza caused rats and mice to develop tumors of the thyroid gland. Some of these tumors were cancers. It is not known if Victoza will cause thyroid tumors or a type of thyroid cancer called medullary thyroid cancer in people. If medullary thyroid cancer occurs, it may lead to death if not detected and treated early. If you develop tumors or cancer of the thyroid, your thyroid may have to be surgically removed.
2. Inflammation of the pancreas (pancreatitis), which may be severe and lead to death.
What is Victoza?
Victoza is an injectable prescription medicine that may improve blood sugar (glucose) in adults with type 2 diabetes mellitus, and should be used along with diet and exercise.
Victoza is not recommended as the first choice of medication for treating diabetes.
Victoza is not a substitute for insulin.
Victoza is not for use in people with type 1 diabetes or people with diabetic ketoacidosis.
It is not known if Victoza is safe and effective in children. Victoza is not recommended for use in children.
Who should not use Victoza?
Do not use Victoza if: - you or any of your family members have a history of medullary thyroid cancer.
- you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). This is a disease where people have tumors in more than one gland in their body.
- you are allergic to liraglutide or any of the ingredients in Victoza. See the end of this Medication Guide for a complete list of ingredients in Victoza.
Symptoms of a serious allergic reaction may include:
- swelling of your face, lips, tongue, or throat
- fainting or feeling dizzy
- very rapid heartbeat
- problems breathing or swallowing
- severe rash or itching
www.fda.gov/downloads/Drugs/DrugSafety/UCM199170.pdf
NOTE: One of the Shorts' favorite bashes is Afrezza's Black Box warnings. If readers took the time to read the labeling from the alternative diabetes treatments out there, they would likely invest heavily in MNKD.
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Post by EveningOfTheDay on May 28, 2015 12:13:34 GMT -5
In my book this is another example of a bashing article that for no real reason mentions the competition, even if just to say that now RAA form Novo and Lilly are cheaper. This is starting to become the norm, which would indicate this companies are in offensive mode and could possibly be behind many of the bashing articles as well as some of the shorting. After all, it would not be that surprising they find acceptable to lose a few hundred million to try to fight Afrezza, when, in reality, if Afrezza really succeeds, they stand to lose billions. www.wallstreet.org/2015/05/sanofis-epasan-afrezzas-arrival-in-the-market-puts-other-pharmaceuticals-under-tough-rivalry/1413111.htmlBy David Townsend Sanofi’s (EPA:SAN) Afrezza’s Arrival in the Market puts other Pharmaceuticals under Tough Rivalry Company2 hours ago The innovative inhalable insulin has hit the market two months back. This blood sugar controlling powder is easy to use and first ever inhalable drug for diabetics. The French drug maker Sanofi (EPA:SAN) has launched this magical dust with the collaboration of MannKind Corp (NASDAQ:MNKD). According to recent reports, the drug has shown hot sales in the market since its arrival in February. The profits generated by the sales of Affreza in first quarter are about U.S $1.1 million or 1 million Euros. There are high expectations with the future of this convenient drug as only two months have passed and Affrezza is yet to show its actual position in the market. Investors need to remain watchful in the upcoming quarterly results that whether the drug would turn the tables or not. The only inhalable insulin in the world with its assumed rapid action is used by patients just before eating their regular meals. The drug has created much hype and in response many of the pharmaceuticals giants like Nova Novardisk and Eli Lily & Company reduced the costs of their conventional injectable insulin drugs. However, Afrezza predicted acceptability due to its handy usage might threaten the future of injectable insulin. This is natural that foes in the market world would be looking for the slightest drawback in this insulin pump and would seek ways for the demotion of Afrezza. There had been clinical trials which unveiled certain upsetting results. It was found out that Type 1 Diabetics when given Afrezza showed excessive levels of blood acids called ketones. Such condition is called diabetic ketoacidosis DKA. This makes the drug unsafe for the diabetics prone to DKA. The accuracy of the drug is questioned as inhaling the dust could lead to over dosage or under dosage. The conventional insulin pens, patients can analyze the amount of the drug taken inside the body. The sensitivity also varies from patient to patient. The minor alteration in the dosage could lead to complications. Diabetics are supposed to follow the instructions provided in the cartridge color chart for the intake of perfect dosage. The elderly patients might get puzzled who are habitual of using insulin pens. Afreza has reported to create side effects on its patients like low sugar level in blood also known as hypoglycemia. People also claim that after inhaling the insulin they suffered from bad throat and chest congestion. Many patients showed the symptoms of bronchospams leading to troublesome breathing and wheezing. Hence, it is strongly recommended that diabetics with the history of asthma must avoid the intake of Afrezza. It is also suggested that smokers, lung cancer patients, pregnant and lactating mothers should not use Afrezza. Diabetic patients use either short acting insulin or long acting insulin. Afrezza is a short acting insulin which is independent of intake with regular meals. Its equivalent short acting drug for diabetes is Novolog of Novo Nordisk. But type 1 diabetics use 1 to 2 injectables daily. These few challenges put the success of Afrezza rather ambiguous. But its fast action might lead to victory. |
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Post by bretzyboy on May 28, 2015 12:40:48 GMT -5
Thanks for posting the wallstreet.org piece. Definitely pure hogwash. "The elderly patients might get puzzled who are habitual of using insulin pens." There's some stellar journalism. Stooping to an insult for false credibility is a desperate measure.
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Post by suebeeee1 on May 28, 2015 15:37:32 GMT -5
So Novo Nordisk had an mildly impressive 13.3% growth with analyst prediction of an additional 10% this year? Pshaaw! MNKD will blow them out of the water when our stock reaches $35.00/share. That would represent an outstanding 1000% growth if one purchased shares at $3.50.
When Technospere takes off? Holy Tamale'! Who knows how high we can go!
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Post by liane on May 28, 2015 15:45:39 GMT -5
Notice how they call the powder "dust" - implying it's dirty or something unhealthy.
And the comment about over / under dosage is pure hogwash. At the ASM, some of the scientists were demonstrating the BluHale device that quantitates and graphs the inhalation of the powder. It all clears the device and is in to the lungs in something like a half a second. Very elegant!!!
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Post by Deleted on May 28, 2015 17:48:03 GMT -5
Edited the original title Another BS article with out any facts italics bolded are what i find BS The reporter should quit his job and go back to flipping burgers www.wallstreet.org/2015/05/sanofis-epasan-afrezzas-arrival-in-the-market-puts-other-pharmaceuticals-under-tough-rivalry/1413111.htmlThe innovative inhalable insulin has hit the market two months back. This blood sugar controlling powder is easy to use and first ever inhalable drug for diabetics. The French drug maker Sanofi (EPA:SAN) has launched this magical dust with the collaboration of MannKind Corp (NASDAQ:MNKD). According to recent reports, the drug has shown hot sales in the market since its arrival in February. The profits generated by the sales of Affreza in first quarter are about U.S $1.1 million or 1 million Euros. There are high expectations with the future of this convenient drug as only two months have passed and Affrezza is yet to show its actual position in the market. Investors need to remain watchful in the upcoming quarterly results that whether the drug would turn the tables or not. The only inhalable insulin in the world with its assumed rapid action is used by patients just before eating their regular meals. The drug has created much hype and in response many of the pharmaceuticals giants like Nova Novardisk and Eli Lily & Company reduced the costs of their conventional injectable insulin drugs. However, Afrezza predicted acceptability due to its handy usage might threaten the future of injectable insulin. This is natural that foes in the market world would be looking for the slightest drawback in this insulin pump and would seek ways for the demotion of Afrezza. There had been clinical trials which unveiled certain upsetting results. It was found out that Type 1 Diabetics when given Afrezza showed excessive levels of blood acids called ketones. Such condition is called diabetic ketoacidosis DKA. This makes the drug unsafe for the diabetics prone to DKA.The accuracy of the drug is questioned as inhaling the dust could lead to over dosage or under dosage. The conventional insulin pens, patients can analyze the amount of the drug taken inside the body. The sensitivity also varies from patient to patient. The minor alteration in the dosage could lead to complications. Diabetics are supposed to follow the instructions provided in the cartridge color chart for the intake of perfect dosage. The elderly patients might get puzzled who are habitual of using insulin pens. Afreza has reported to create side effects on its patients like low sugar level in blood also known as hypoglycemia. People also claim that after inhaling the insulin they suffered from bad throat and chest congestion. Many patients showed the symptoms of bronchospams leading to troublesome breathing and wheezing. Hence, it is strongly recommended that diabetics with the history of asthma must avoid the intake of Afrezza. It is also suggested that smokers, lung cancer patients, pregnant and lactating mothers should not use Afrezza. Diabetic patients use either short acting insulin or long acting insulin. Afrezza is a short acting insulin which is independent of intake with regular meals. Its equivalent short acting drug for diabetes is Novolog of Novo Nordisk. But type 1 diabetics use 1 to 2 injectables daily. These few challenges put the success of Afrezza rather ambiguous. But its fast action might lead to victory. |
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Oh, btw at $5.00/sh per diem interest is running less than 50k shy of 1/2 mill. a day to carry that load...dividend checks for May coming out next Thurs 6/4, raise your hands if you're reinvesting and scooping up what little is left in float...it remains and continues to be... a beautiful thing! 
