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Post by Deleted on Sept 29, 2015 12:43:26 GMT -5
I previously posted a comment regarding success or failure in terms of certainties. To properly discuss success or failure would have required probabilities which I tried to avoid but as the thekindaguyiyam articulated:
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1. Mannkind will not go bankrupt. Correct in my opinion.
2. Scripts will continue to grow. Correct; marketing is just starting
3. Conclusion: Downside is smaller than the upside. Correct; the fight hasn't been easy And the word is getting out.
Personally newmnkdinvestor I don't understand that why you don't understand probabilities. Why discount them so easily. Alfred Mann whose namesake company has Afrezza to offer the world.
owns 42%? of the company if I recall. He's got skin in the game. His history is that he has provided money to the company in the past so to keep MNKD fight for FDA Approal as his priority. This was accomplished. Alfred further partnered with Sanofi (the leading pharmaceutical in Diabetes) with delivery to 121 countries. Which is why we have been seeing Afrezza Ads from Africa, Brazil China Austrail Canada etc. Sanofi was necessary to substantiate MNKD against the attacks we are from Cramer and crew. Diabetes is a Quarter Trillion Biz; which Pharmas do you think won't fight for market retention. So it takes time. Afrezza success will launch will fortify and launch Technosphere; something much bigger than Afrezza.
While nothing is "certain" I understand what Kastanes is conveying. I'm in MNKD because I believe in the superiority and ease of the medication which gives patients more control in attaining a normal life The market is huge. Around a quarter trillion globally. It's just a matter of time for lable change. If you don't think that Kastanses point was relevant in these two factors supporting confidence; then I'm curious what motivated you to buy and if you are no longer comfortable in your investment and feel the way you, what keeps you invested?"
So, speaking in terms of probabilities, the probability of success is very high. It is just a matter of time before scripts start seeing increasing growth rates which ultimately depends on insurance coverage.
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Post by newmnkdinvestor on Sept 29, 2015 13:57:13 GMT -5
I come to this board for discussion, to learn things, and take in others opinions. I am open to hearing both sides of the argument. I want to hear both sides in the event I am too emotional and not seeing things clearly. John what you post I think is irresponsible and you could potentially have an effect on people. People are easily persuaded by what they read on the internet. I see it a lot with MNKD longs. People are re posting yahoo message board posts as possible fact? Its crazy to me.
You are most certainly entitled to feel the way you do but to say these things are certain is once again irresponsible. You are on multiple social media outlets and you are constantly saying that this stock is priced where its at because of Wall Street manipulation. You keep driving home this is manipulation and now we have moved to certainties in success. I can't help but to comment.
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Post by Deleted on Sept 29, 2015 14:16:20 GMT -5
I come to this board for discussion, to learn things, and take in others opinions. I am open to hearing both sides of the argument. I want to hear both sides in the event I am too emotional and not seeing things clearly. John what you post I think is irresponsible and you could potentially have an effect on people. People are easily persuaded by what they read on the internet. I see it a lot with MNKD longs. People are re posting yahoo message board posts as possible fact? Its crazy to me. You are most certainly entitled to feel the way you do but to say these things are certain is once again irresponsible. You are on multiple social media outlets and you are constantly saying that this stock is priced where its at because of Wall Street manipulation. You keep driving home this is manipulation and now we have moved to certainties in success. I can't help but to comment. I don't understand which aspect of my post is irresponsible. I am trying to convey the likelihood of success of MannKind vs the cacophony of noise generated by short sellers. Many buyers of MannKind are nervous because of distorted facts and lies trying to shake loose shareholders. As I wrote before, the downside is a few $ while the upside is orders of magnitude greater. If you disagree with my opinion, please be specific where my opinion is weak. |
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Post by harrys on Sept 29, 2015 14:26:49 GMT -5
I come to this board for discussion, to learn things, and take in others opinions. I am open to hearing both sides of the argument. I want to hear both sides in the event I am too emotional and not seeing things clearly. John what you post I think is irresponsible and you could potentially have an effect on people. People are easily persuaded by what they read on the internet. I see it a lot with MNKD longs. People are re posting yahoo message board posts as possible fact? Its crazy to me. You are most certainly entitled to feel the way you do but to say these things are certain is once again irresponsible. You are on multiple social media outlets and you are constantly saying that this stock is priced where its at because of Wall Street manipulation. You keep driving home this is manipulation and now we have moved to certainties in success. I can't help but to comment. I don't understand which aspect of my post is irresponsible. I am trying to convey the likelihood of success of MannKind vs the cacophony of noise generated by short sellers. Many buyers of MannKind are nervous because of distorted facts and lies trying to shake loose shareholders. As I wrote before, the downside is a few $ while the upside is orders of magnitude greater. If you disagree with my opinion, please be specific where my opinion is weak. I agree with alot of what you post but I have to say I feel like you discount the affect of "time" in all your predictions. The thing lying between MNKDs certain success and eminent failure is time. Your certainties assume that MNKD has all the time in the world and that just isn't the case. Time = Money, and money is limited, barring a further offering with dilution (BAD) or Al stepping in (imo, not gonna happen to the benefit of shareholders) MNKD does not have the cash to thrive in the short term and survive in the long term without Afrezza bringing home the bacon. |
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Post by Deleted on Sept 29, 2015 15:13:03 GMT -5
Afrezza is deliberately being slow rolled in order to educate endos and earn insurance coverage. There is no point wasting a lot of $ on advertising if insurance coverage is weak. Sanofi is a knowledgeable marketing giant in diabetes, they sold Exubra to Pfizer, they know what they doing. As a backstop, MannKind has Al. Do you believe that after more than a decade and a billion $ he is going to allow MannKind to fail over a few million $?
Just to be clear, I am directing this thread at people that have invested in MannKind and are confused at the company's prospects. What I wrote is my opinion, please do your own due diligence before making any decision.
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Post by lakefox333 on Sept 29, 2015 17:10:46 GMT -5
After being denied in June, I have just been approved for Afrezza by Caremark. My monthly cost will be reduced from $160 to $200 (depending on dosage) to “$0”. Just might have an impact on the script count! I am a Type 2 & my A1C went from 7.0 to 6.4 in 90 days and it is continuing to move lower. Prescription written by my GP, not an endo. All good…
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Post by Deleted on Sept 29, 2015 17:16:50 GMT -5
After being denied in June, I have just been approved for Afrezza by Caremark. My monthly cost will be reduced from $160 to $200 (depending on dosage) to “$0”. Just might have an impact on the script count! I am a Type 2 & my A1C went from 7.0 to 6.4 in 90 days and it is continuing to move lower. Prescription written by my GP, not an endo. All good… Congratulations on persuading your insurance company to cover Affreza. This is a message to diabetics: don't allow insurance companies to deny you Afrezza, fight for what is right! |
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Post by compound26 on Sept 29, 2015 17:18:13 GMT -5
After being denied in June, I have just been approved for Afrezza by Caremark. My monthly cost will be reduced from $160 to $200 (depending on dosage) to “$0”. Just might have an impact on the script count! I am a Type 2 & my A1C went from 7.0 to 6.4 in 90 days and it is continuing to move lower. Prescription written by my GP, not an endo. All good… lakefox333, that's great. Congratulations on the excellent A1C and nice trend (of continuing dropping A1C). Your patience and perseverance in educating and convincing the insurance company is greatly appreciated! Every case like yours is helping to set precedents for the insurance companies. With a sufficiently large database of users like you, better insurance coverage for Afrezza will come. |
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Post by mssciguy on Sept 29, 2015 17:21:59 GMT -5
After being denied in June, I have just been approved for Afrezza by Caremark. My monthly cost will be reduced from $160 to $200 (depending on dosage) to “$0”. Just might have an impact on the script count! I am a Type 2 & my A1C went from 7.0 to 6.4 in 90 days and it is continuing to move lower. Prescription written by my GP, not an endo. All good… lakefox333, that's great. Congratulations on the excellent A1C and nice trend (of continuing dropping A1C). Your patience and perseverance in educating and convincing the insurance company is greatly appreciated! Every case like yours is helping to set precedents for the insurance companies. With a sufficiently large database of users like you, better insurance coverage for Afrezza will come. Yes--- and that is Sanofi's approach, more grass roots, down to earth quarterly.insigniam.com/leadership/how-sanofi-will-roll-out-new-products/(talk about this link in any way shape or form on ymb and it will be deleted, very strange) (Lawyer up???) |
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Post by liane on Sept 29, 2015 17:50:38 GMT -5
Well, so far no one has paid off the mods here to delete such posts.  |
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Post by mssciguy on Sept 29, 2015 17:55:01 GMT -5
Well, so far no one has paid off the mods here to delete such posts. We love your fairness and dedication. You must be a great doc |
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Post by xoxoxoxo on Sept 29, 2015 19:19:12 GMT -5
After being denied in June, I have just been approved for Afrezza by Caremark. My monthly cost will be reduced from $160 to $200 (depending on dosage) to “$0”. Just might have an impact on the script count! I am a Type 2 & my A1C went from 7.0 to 6.4 in 90 days and it is continuing to move lower. Prescription written by my GP, not an endo. All good… Can we get some proof? Sorry for being a cynic, but you're a relatively new poster and I've seen lots of investors pretending to be patients. I'd recommend taking a piece of paper and writing your screen name on it next to your dreamboat and posting it to a site like imgur.com While I'd love to believe your story as I watch my portfolio plummet in price, I'd appreciate the assurance and I definitely wish you the best of luck with continuing to manage your glucose levels in the future. |
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Post by kc on Sept 29, 2015 19:27:49 GMT -5
Well, so far no one has paid off the mods here to delete such posts. I was reading on YMB you got paid the big bucks to moderate this board. $$$$. |
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Post by kc on Sept 29, 2015 19:37:19 GMT -5
It was a tongue in cheek remark. Meant to be funny. I hope that most get my sarcasm by now.
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Post by liane on Sept 29, 2015 19:40:51 GMT -5
Well, so far no one has paid off the mods here to delete such posts. I was reading on YMB you got paid the big bucks to moderate this board. $$$$. The post must have been deleted. |
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