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Post by liane on Jun 14, 2015 9:47:30 GMT -5
The ADA is for clinicians, not financial people. As a clinician myself, I have precious little time for "what might be". There are perhaps hundreds or thousands of potential products for every one that makes it to market. Most simply are not going to allocate time learning about a study, drug, device, or procedure that does not yet exist.
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Post by harryx1 on Jun 14, 2015 10:18:57 GMT -5
"I find it ironic that in what could be the most important piece of news since partnering," Well, I find it "ironic" that neither MNKD nor SNY would choose to say a single word about the alleged "most important news since partnering" despite it coming on the heels of the ADA meeting. Especially after headlines like "MannKind Corporation Sinks: CFO Says 'We're Not There Yet' With Afrezza." Someone else said "Meetings like the ADA are where you announce results, not necessarily the initiation of a study." Well, maybe "not necessarily," but there certainly isn't any rule against it and especially when your company's name appears on the "5 Stocks a Raging Rally Could Not Save" list. And someone else said "I believe clinicians mostly couldn't care less about this stuff." So what? It's not the clinicians your addressing, it's the people behind "The 6 Most Shorted Nasdaq Stocks in May." Did you listen to Sanofi's IR diabetes update or the GS MNKD conference calls last week? Or do you just find and read all the negative/FUD articles to form your opinion? Because IMHO, you just seem to plaster the board with negative comments about anything and everything you can find about MNKD. Are you long or short the stock?
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Post by notamnkdmillionaire on Jun 14, 2015 10:24:04 GMT -5
The ADA is for clinicians, not financial people. As a clinician myself, I have precious little time for "what might be". There are perhaps hundreds or thousands of potential products for every one that makes it to market. Most simply are not going to allocate time learning about a study, drug, device, or procedure that does not yet exist. And you just nailed why so many endos and PCPs aren't aware of Afrezza. Most are busy trying to run their practice, deal with not just patients but their employees while also trying to figure out all the awesome government regs being pushed down their throats. The issue and costs of going all digital has very much frustrated a lot of docs especially the older ones. So unless a doc is an investor and takes the time to research which I doubt many do, you have part of the reason why Afrezza is off to a slow start and why Sanofi needs to, in effect, redo the trials to prove Afrezza just isn't good but.....
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Post by jpg on Jun 14, 2015 10:53:54 GMT -5
"I find it ironic that in what could be the most important piece of news since partnering," Well, I find it "ironic" that neither MNKD nor SNY would choose to say a single word about the alleged "most important news since partnering" despite it coming on the heels of the ADA meeting. Especially after headlines like "MannKind Corporation Sinks: CFO Says 'We're Not There Yet' With Afrezza." Someone else said "Meetings like the ADA are where you announce results, not necessarily the initiation of a study." Well, maybe "not necessarily," but there certainly isn't any rule against it and especially when your company's name appears on the "5 Stocks a Raging Rally Could Not Save" list. And someone else said "I believe clinicians mostly couldn't care less about this stuff." So what? It's not the clinicians your addressing, it's the people behind "The 6 Most Shorted Nasdaq Stocks in May." Hopefully you realize you are not saying anything but simply living in a murky grey zone while ignoring facts. You are attempting to turn good news into a negative without any convincing logic. Again (although somehow I think this will go right over your head); the ADA is about bringing innovation to patients, patient advocates/ representatives and clinicians. I, and many other I am certain, would be deeply troubled if Sanofi and Mannkind would have used the ADA as a shareholder venue (there are enough of those already) instead of using the venue for what it has been set up: the number 1 venue to interact with patients, patient advocates/ representatives and clinicians (who couldn't care less of the silly headlines and articles you mentioned and which do nothing but spread pointless FUD). This may be a shock to you but the vast majority of patients and clinicians couldn't care less about any company behind the innovation. Mention of the things you find important as a trader or investor are actually repulsive to many of our future patients and clinicians. I find polite discussion with shorts or paid bashers interesting (although somewhat frustrating!) as it often reenforces my conviction (as with Mannkind as the conversation shows you/ they are running out of ammo and simply shooting in the dark) or makes me doubt (as happened with other companies when they raised good points). I do appreciate it when people are honest enough to state why they are so interested in posting about a company. Longs rarely spend their days spinning every good piece of news into a negative (although there are a few of those here!). This Sinclair quote applies to everyone: “It is difficult to get a man to understand something, when his salary depends on his not understanding it.” You know where most of us stand. You?
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Post by figglebird on Jun 14, 2015 10:55:05 GMT -5
Have read the speculation across this thread - allow me to explain what the "meaning" of this trial indicates - I say this from experience, take or leave it.
1. When a small company enters into a liscenicing agreement with a large company, the terms of the agreement define whatever leverage the smaller company has - it is up to management(why they really get paid), over the course of the agreement, to pick and choose times to both expose and utalize this capped leverage, in order to further their own/beneficial aspirations with respect to the larger company.
2. Even if everyone were familiar with all the terms of the deal between SNY and MNKD(which they are not), emphasizing the fact that SNY has a year option play at hand with respect to Afrezza echoed loudly at the GS event - naturally, what was not said, but was immeadiately well understood, is that MNKD(who we know has a calculated ownership stake/cost structure in place that would allow them to hypothetically distribute their own product at some future time) also has the same option to keep playing or leave SNY after a year. Again, some people knew these terms, but Wall Street is lazy - most folks did not(which is why GS asked this question)
3. SNY's trial initiation seems like the response to this question here, in that it would at face value seem to suggest they want to be in this past a year, though, as I always strive to remain as objective as any long can, I am not convinced this was their intended point.
4. I believe that SNY initiated these studies to remind MNKD why they chose them to partner - whether cajoled into this or not by MNKD's disclosure, I do not know, but what I do understand is that Afrezza's best chance to become the viable blockbuster it was intended to be, OVER SEAS lies with SNY's international marketing and trials.
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Post by obamayoumama on Jun 14, 2015 11:11:24 GMT -5
"I find it ironic that in what could be the most important piece of news since partnering," Well, I find it "ironic" that neither MNKD nor SNY would choose to say a single word about the alleged "most important news since partnering" despite it coming on the heels of the ADA meeting. Especially after headlines like "MannKind Corporation Sinks: CFO Says 'We're Not There Yet' With Afrezza." Someone else said "Meetings like the ADA are where you announce results, not necessarily the initiation of a study." Well, maybe "not necessarily," but there certainly isn't any rule against it and especially when your company's name appears on the "5 Stocks a Raging Rally Could Not Save" list. And someone else said "I believe clinicians mostly couldn't care less about this stuff." So what? It's not the clinicians your addressing, it's the people behind "The 6 Most Shorted Nasdaq Stocks in May." I think you are missing the point that the short's last straw has been taken away. Even Jay Olsen tried to reinforce the fact that Sanofi could break the partnership, but given Sanofi is running full steam ahead on a new trial shows that the are no plans of a breakup.
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Post by kc on Jun 14, 2015 11:25:22 GMT -5
Oscar I guess with selective editing of your message one can see clearly your point of view. Please be more direct in delivering you short view on MANNKIND. "I find it ironic that in what could be the most important piece of news since partnering," Well, I find it "ironic" that neither MNKD nor SNY would choose to say a single word about the alleged "most important news ," but there certainly isn't any rule against it and especially when your company's name appears on the "5 Stocks a Raging Rally Could Not Save" list. And someone else said "I believe clinicians mostly couldn't care less about this stuff." So what? It's not the clinicians your addressing, it's the people behind "The 6 Most Shorted Nasdaq Stocks in May."
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Post by oscarlonzo on Jun 14, 2015 12:11:32 GMT -5
Amazing! Four comments reply to me but NOT one addresses any of the points I raised:
"Well, I find it "ironic" that neither MNKD nor SNY would choose to say a single word about the alleged "most important news since partnering" despite it coming on the heels of the ADA meeting. Especially after headlines like "MannKind Corporation Sinks: CFO Says 'We're Not There Yet' With Afrezza."
Someone else said "Meetings like the ADA are where you announce results, not necessarily the initiation of a study." Well, maybe "not necessarily," but there certainly isn't any rule against it and especially when your company's name appears on the "5 Stocks a Raging Rally Could Not Save" list.
And someone else said "I believe clinicians mostly couldn't care less about this stuff." So what? It's not the clinicians your addressing, it's the people behind "The 6 Most Shorted Nasdaq Stocks in May."
If the trial is so all fired "important," why hasn't MNKD or SNY said anything before? Why does everyone find out about it by virtue of someone on proboards checking the clinicaltrials website?
Someone did write that "I believe that SNY initiated these studies to remind MNKD why they chose them to partner...," but does that make any sense at all? Why do a dosing study to "remind" MNKD why it was chosen? If they really wanted to demonstrate commitment they would at least start the European approval process.
I still the think the problem is the increasing reports of diabetics needing to take substantially larger doses of afrezza to match their old lispro dose effect. SNY knows that insurance companies won't pay for 2 or more doses of afrezza when one of lispro will work just as well. Reimbursement is essential to afrezza success -- especially tier 2 status. I think SNY wants to know what kind of dosing issues it's facing.
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Post by mannmade on Jun 14, 2015 12:17:13 GMT -5
Oscar, you may be overlooking what has already been noted several times about SNY/MNKD behavior. They do not announce much in advance. And so am sure this is just business as usual to stay "under the radar" as much as is possible for now. When the results come out, and sales are a bit further along I am sure at the right moment in time for the marketing plan they will announce the results. We don't really know why the study is being done at this point and can only speculate. Timing is everything. Be patient.
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Post by harryx1 on Jun 14, 2015 12:18:37 GMT -5
oscarlonzo - I think most here have done and still do their DD, I have pointed you to the answers in my reply but I'm not going to freely give them to you. If you really want to know the answers to some of those questions then it's fairly easy to find them on this board. GL.
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Post by oscarlonzo on Jun 14, 2015 12:37:22 GMT -5
"I have pointed you to the answers in my reply"
What? This:
"Did you listen to Sanofi's IR diabetes update or the GS MNKD conference calls last week?"
What on earth does any of that have to do with SNY and/or MNKD making some announcement regarding a new trial and its purpose? I mean, we not talking about swimming over Niagara Falls or anything here! A simple press release offering perhaps a few encouraging words as to why SNY is repeating stuff that has already been done doesn't seem to be asking much under the circumstances, does it now?
And someone else said "this is just business as usual to stay "under the radar" as much as is possible"! Hell, afrezza is about as far "under the radar" as it can possibly be already! I doubt that a bat could find it! Docs don't know about it! Diabetics don't know about it! Do a search on facebook for diabetes related sites and then go through them and count the references to affrezza. I did that for two of the biggest I could find and in six months neither one mentioned afrezza even once!
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Post by liane on Jun 14, 2015 12:50:53 GMT -5
The SNY study has not already been done. In my reply to this thread, I stated MNKD did a study at one dose level. It might be that EU requires trials at every dose level that will be marketed.
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Post by ashiwi on Jun 14, 2015 13:07:22 GMT -5
Oscar, is your problem with MNKD and it's management or Afrezza? The initial results such as A1c's have been outstanding. Patients seem to be very happy with the ease of use. Afrezza seems to be life changing for most users so far.
To quote some philosopher from ancient history "... Rome was not built in a day..." I could not think of a better partner to market Afrezza than SNY. AL Mann and Greenhill know that. I am not the least bit worried about the slow ramp up. There are still many hurdles to overcome, but I am confident that it will happen. There seems to be a vendetta against MNKD for whatever reason, by certain hedge funds that certainly cannot have anything to do with the benefits of Afrezza. Unless it's competitive insulin companies that see the writing on the wall. I see Afrezza in the 3 rd inning of a 9 inning game. 2016 and 2017 will be blow out years and Afrezza is going to change the way Diabetes is treated.
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Post by spiro on Jun 14, 2015 13:25:34 GMT -5
Oscar,
Spiro doesn't usually get involved in most of the threads based on nonsensical questions, but Spiro believes that your gibberish has been more than adequately answered by some of the finest posters on this message board. You are not doing a very good job of talking the walk.
At the present time, Spiro is starting to become more comfortable with the level of Sanofi's commitment with Afrezza. Sanofi certainly didn't hide Afrezza at the ADA and the extraordinary interest shown in Afrezza by participants, had to be eye opening for Sanofi. It is also obvious that major institutions such as Vanguard, Fidelity, Blackrock and others are also comfortable with Sanofi's commitment, based on their continual accumulation trends. MNKD opened at $5.22 on Jan 1, with 75.6 million shares short. MNKD is now at $5.87 with over 131 million shares short. Someone damn sure thinks Sanofi is committed to making Afrezza a success. Paradigm shifts don't happen overnight, but it's coming, the institutions are betting on it.
Spiro here, he talks the talk and walks the walk, Oh BTW, Afrezza really works good.
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Post by BD on Jun 14, 2015 14:04:33 GMT -5
Sadly I read your post quickly and thought it was MNkD ProBoard getting that money. Oh well... Why don't we get paid to post so much? MNKD ProBoard management team is all invested in MNKD. Where are we supposed to get the money to pay posters?
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