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Post by Deleted on Nov 21, 2015 3:48:02 GMT -5
That is my motto. Has always been. Al is back. Most here wanted some kind of change. We got it. Scripts continue to climb at a snails pace, but are climbing. Im keeping my eye on refills. Once the base has been formed, regular users in the thousands currently, soon to be the 10s of thousands. We will get there. Its the potential for a what it that keeps me glued to this damned mb. What if a buy in? What if a HUGE jump in scripts? What if European approval? What if a buy out? People say dead money. Fine sell. I'll stay LONG.
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Post by garrett on Nov 21, 2015 7:22:21 GMT -5
To me, this is all quite simple. Here’s why:
1) Regardless of why, if you are the CEO of a company (i.e. Hakan Edstrom) and the business does not perform, you are out. It works that way in business and in sports.
2) Sanofi will not be putting money into marketing and promoting Afrezza until the all insurance issues have been worked out – that just makes good business sense.
3) MannKind will not run out of cash. It can always raise money via a secondary offering.
4) Afrezza and the Technosphere will be successful – it will just take time!
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Post by sportsrancho on Nov 21, 2015 7:33:09 GMT -5
Al knows Afrezza will become a blockbuster. Like a long time poster said awhile back, almost everything Al has ever said has come true or been proven right. It's just takes a lot longer than he thinks!
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Post by kball on Nov 21, 2015 7:44:27 GMT -5
Hoping Al begins to visibly and publicly challenge Sanofi now to get things moving one way or the other.
I think.
I'm either going to be very wealthy or very dumb.
Long and wrong (so far)
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Post by inittowinit on Nov 21, 2015 8:17:01 GMT -5
I'm on Hold. I will not sell my shares. REGARDLESS. What I need to see is better management skills from MNKD. I'm small potatoes here, 22,500 shares @ 4.86. I have dry powder, but have decided to stand down until DD proves a more proactive approach from MNKD. GLTAL and all the PWD.
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Post by mnholdem on Nov 21, 2015 9:14:05 GMT -5
Hope floats. So do rumors. I sure think it would be nice if some truthful information would also be allowed to rise to the top.
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Post by peppy on Nov 21, 2015 9:26:59 GMT -5
Hope floats. So do rumors. I sure think it would be nice if some truthful information would also be allowed to rise to the top. I am laughing. Truthful? Months ago, I went to this site, Dollars for Docs
How Industry Dollars Reach Your Doctors It says all dollars must be reported here. I read it.
Then this: www.cnbc.com/2015/11/20/sanofi-whistleblower-lawsuit-kicks-into-higher-gear.html
So the story is on the website. The law. The truth is in the whistle blower. ---------------------------------------------------------------------------------------------------------------------------------------------------------- Thank goodness I know better than to talk about truthful information on this fabulous website we have. It would be off topic. Regarding drugs, elements from the periodic table, combined and changed under pressure or with heat and then tested to see what it does. And the stories..... ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Afrezza is one of the most truthful drugs in my opinion. But really, do we think E coli make human insulin. They make what the pharmaceutical companies call human insulin. Truth, my assets.
Added: perhaps with the internet and cameras everywhere, we are entering into the age of truth. screencast.com/t/Ab2vH63GqdV
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Post by mssciguy on Nov 21, 2015 9:37:26 GMT -5
Hope floats. So do rumors. I sure think it would be nice if some truthful information would also be allowed to rise to the top. here is some factual information. Not much change in google search statistics for "inhaled insulin" (or even "afrezza") ... Do magazine readers search google? prntscr.com/959b85 |
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Post by peppy on Nov 21, 2015 9:42:00 GMT -5
hehe mssciguy; we do know how to use the screen shots.
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Post by mnholdem on Nov 21, 2015 9:47:28 GMT -5
(Sigh) Why do so many people read such articles and then automatically apply them to our situation? Feel free to dump on me, but I happen to think that Alfred Mann is a person of integrity and an unusual caliber of businessman - one that I hope is not a dying breed.
Have a nice weekend.
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Post by peppy on Nov 21, 2015 9:51:17 GMT -5
MN, I was not dumping on you.
I am dumping on the industry.
In my book, you fight for truth.
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Post by mssciguy on Nov 21, 2015 10:01:00 GMT -5
MN, I was not dumping on you. I am dumping on the industry. In my book, you fight for truth. Agreed, peppy this could be the proverbial tip of the iceberg. Big pharma has big paychecks for big egos who have vested interests. I've seen some billion plus dollar fines for big pharma, due to off-label prescribing (and very likely deaths). The kickbacks to promote one's own company's drugs can take many forms, from lunches to dinners to trips and speaker fees, probably endemic industry wide. For sure, it could be that Afrezza is handicapped so far by not being promoted in these ways, so far it just seems to be the enthusiasm of early adopters and their families and doctors. Afrezza is the new kid on the block, and the superior compliance and health outcomes need to be in front of the doctors' minds when they decide for their patients. That's tough when only isolated events are held for education, and the bulk of advertising is in popular magazines. In addition, we have the headwinds of brand loyalty and maybe, just maybe those various kickbacks in many forms, however innocent, that promote competitive products. But for sure mnholdem Al would not stoop that low, and might not even be aware of industry norms. |
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Post by nylefty on Nov 21, 2015 13:16:22 GMT -5
I'm either going to be very wealthy or very dumb. I still don't get the reasoning behind the above. I can see my investment in MNKD doubling or tripling in the next few years, which will not make me "very wealthy," but will still have been a good investment. |
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Post by stevil on Nov 21, 2015 13:42:17 GMT -5
I'm either going to be very wealthy or very dumb. I still don't get the reasoning behind the above. I can see my investment in MNKD doubling or tripling in the next few years, which will not make me "very wealthy," but will still have been a good investment. I think it's because there's not much chance that MNKD sticks around if it only produces niche products. It's a completely different administration method than what is currently available for most drugs. So its potential is most likely boom or bust. Either doctors/patients adopt the new method (which, by all indications, should be vastly superior for some drugs- most notably pain) or MNKD will go bankrupt. Sure, there's a chance that it can merely survive, but I think most view it as an all or nothing. And it does make sense if you think about it.... We don't have enough cash to be just one of the other guys. Our technology likely requires more R&D than a tablet/capsule because of its innate complexity. |
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Post by BlueCat on Nov 21, 2015 13:51:33 GMT -5
I'm either going to be very wealthy or very dumb. I still don't get the reasoning behind the above. I can see my investment in MNKD doubling or tripling in the next few years, which will not make me "very wealthy," but will still have been a good investment. I think it depends on how much you've put on the table, at what price and for how long. For some now, it would require a 400% or more move from where it is now just to break-even on original position, let alone making up for massive lost opportunity cost. Some of us are sitting in the Dumb House already, hoping to someday remodel and that the roof doesn't fall on the head in the meantime. Would I be happy with double or triple my average? Yep. But for some in at the right time with large stakes, that would be wealthy. And its not clear to me how we get to that 'middle' road. Seems like a middle-of-road option is/was that gradual build of sales and pipeline. But that's not the company's reality at moment. IMHO - Its going into turnaround mode evidenced by the recent financial tactics, and now executive management changeout. If turnaround is soon enough and is successful, the company needs a hockey-stick moment I think. Or "saving throw" or what you will. Could it be SNY or Mann Foundation buy in? New TS partner? B.O by new partner? Back-room Google deal? All of those things are still possible (probable?) and no doubt on a napkin somewhere on Old Mann's breakfast table. |
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