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Post by dudley on Jun 14, 2015 14:29:02 GMT -5
Harry, this dude is the same incredibly wearisome poster who goes as Bear-Crusher on Seeking Alpha. He is incapable of acknowledging even the slightest possible positive mention about Mannkind, has no agenda BUT to bash the stock in any and every way he can. I pay no attention to him on SA - it is immediately apparent from his frenzied attempts to belittle everyone and flood the comment section he is just a desperate short or just enjoys playing a bad boy. Needs long and deep therapy - wish there was an ignore function. I hope we don't start looking like the cesspool on YMB - I have hundreds of posters on ignore over there and even then have to add a dozen more every day it seems.
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Post by BD on Jun 14, 2015 14:31:49 GMT -5
dudley, there is an ignore function on this board. Click on a member's name, click the little "gear" icon pull-down menu over on the right, choose the first selection ("Block member").
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Post by dudley on Jun 14, 2015 14:39:36 GMT -5
Awesome! Thank you for the tip! It is now done.
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Post by Actual Investor on Jun 14, 2015 14:41:46 GMT -5
The other relief from Oscar the BearCrusher is to go to the documents/sites he sources and post all of his selected quotes. He is a master of FUD.
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Post by liane on Jun 14, 2015 14:44:33 GMT -5
OK, I think it's time to get back to the original topic of this thread, and not focus on other annoyances. Thank You!
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Post by dudley on Jun 14, 2015 14:49:03 GMT -5
Statistics don't lie. Early adopter group is already a good enough sample size to realize these results will apply to a very high percentage of the population. Some circumstances of course will cause fall-outs but the typical patient will respond just like we are seeing with these early adopters. Sanofi knows this - and you can be sure so do all competitors.
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Post by kball on Jun 14, 2015 14:52:00 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? From lending shares. Fork up!
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Post by BD on Jun 14, 2015 15:02:18 GMT -5
Can't, kball... TDA (And I'm doing my part to reduce shorting by not carrying any margin balance.)
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Post by hankscorpio7 on Jun 14, 2015 15:33:46 GMT -5
Oscar- interesting questions. Someone cast aspersions on your previous comments, seemed you replied well- but now you are labelled as a basher. Welcome. IMHO- you brought up some valid concerns and have made the topic more interesting. I myself do not see why this trial is cause for celebration. I didn't see it in the transcript for the GS conference - but much was lost in transcription. If it wasn't, would any argue this is positive? Shorts wanting SNY to stay or leave would need to be a whole other thread. Clinicians don't care that a global player is spending resources to prove a new drug is in fact superior? Or is it we don't want clinicians to know that we have to do another trial because we couldn't prove it is superior? It is a trial that appears to give us an application for EMA as sometime late next year. Positive? -long term. SNY may want Afrezza to succeed, but do they need MNKD to? If it is solely for ultrafast- why three different doses Afrezza vs. one dose? You could have a point that it is also about dosing. Could be a well organized study that addresses both- let's hope. My points- only matter to people actively trading. If we trade higher near term, it is not fundamental. This trial could also be spun to prove DTC will have no bite. Buying and holding- keep loaning shares, might be for some time as shorts will want to play.
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Post by EveningOfTheDay on Jun 14, 2015 16:46:52 GMT -5
I believe that the initial trials were set up to prove non-inferiority. Furthermore, the trials were designed by the FDA in a manner that gave MNKD very little control of what the outcome of those trials could provide. I am not here to speculate on any reasons for this since I have no idea whether this is standard operational procedure for the FDA or not. I do know that MNKD's management has said that more trials were part of the agreement with SNY, and I believe, given the steady increased push SNY is undertaking regarding Afrezza, this trials are part of that. Now, since this was not a secret to start with, I do not see any particular reason for MNKD or SNY to specifically announce the initiation of this trials in any particular way, especially when they have repeatedly stated they are unwilling to give too much away.
Personally, as a long term investor, I take this little bits of news as a very positive event, but I do believe the short term is stilled ruled by other factors and therefore I don't see this news, weather presented in ADA, in a Health Conference call, or not presented at all, to be of much significance to where the sp is today or will be next week.
Finally, I will say that there seems to be still too many... hesitate calling them investors, or traders, or swingers, or shorts, or any other name that would indicate they keep an active financial interest in MNKD since their only objective seems to be to criticize MNKD's management ... so, let's say, for a lack of a more precise term, people surrounding this stock that seems to be too interested in telling MNKD (and SNY by extension) how to managed their affairs. My advise is that if your interest persists, you should immediately fill in an application for some top management position in the company. Your efforts, in the unlikely event that you are actually qualified for the job and you are hired, might yield a much better output by doing that. Everything else that such posters in this or others boards push as a necessary agenda for the company only makes them laughable to, probably, many. Kind of like showing up in a tuxedo to a barbecue party in the beach and then proceeding to try to convince everybody else you are the only one wearing the right attire. Of course, as always, this is just my humble opinion.
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Post by robsacher on Jun 14, 2015 16:47:18 GMT -5
Thank you for the ignore function. That is so cool.
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Post by joeypotsandpans on Jun 14, 2015 17:03:28 GMT -5
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Post by dreamboatcruise on Jun 14, 2015 17:58:08 GMT -5
I'll have to say that this doesn't strike me as the study that will motivate label or formulary improvement. Seems like the PK/PD profile that we already had didn't do the trick to convince FDA for label distinction... and perhaps the reasoning was that without some other clinical metric that showed improvement the PK/PD difference has in their view not been proven to have benefit worthy of highlighting as a difference.
I'm in the camp suspecting this is simply an EU requirement, though perhaps also has some utility with FDA when combined with future studies.
Seems like the types of study that really need to be done are to develop protocols that allow the A1c lowering we've seen with the early adopters while avoiding hypos. I imagine that crafting these studies would not be easy as to what patient population and what end point one is targeting.
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Post by noonen on Jun 14, 2015 21:45:10 GMT -5
dudley, there is an ignore function on this board. Click on a member's name, click the little "gear" icon pull-down menu over on the right, choose the first selection ("Block member"). . that is glorious.
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Post by thekindaguyiyam on Jun 14, 2015 21:52:08 GMT -5
The CEO's Liane and BD get $250,000 each. They would have to give Spiro $100,000 if he got the Lead Global Moderator promotion. It's in the corporation bylaws. Regular Global Moderators get zero. Spiro here, uncompensated Damn! And I was hoping to get 1% from you just for being compassionately on your side. No expectations; just knowing life if always fair.
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