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Post by kball on Nov 21, 2015 14:09:12 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. Allow me to shed some light then. I'm already down 50% from my cost basis. And only been invested 14 months. So currently I already feel pretty dumb and find myself far from bragging about this investment. If the stock price drops further (or stays around here) i may sell for tax loss purposes in the next month. And feel very dumb about the investment but at least feel there is use in the strategy to offset gains in others. If the company gets out of first gear, AND Afrezza becomes a blockbuster, AND they announce another techno deal, AND i haven't sold more than half my position by then, i will be very wealthy as that should indicate much more than a triple from here. But that is a lot of "ands"
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Post by trondisc on Nov 21, 2015 14:35:37 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. 17,000 here @$3.99. Still ticked off that such game changing technology could be leveraged better in the right hands. I long live to see the day where TechnoSphere has digital wireless features for helping treat and monitor different types of health ailments (/cough*GOOGLE*).
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Post by kdaddyfresh2000 on Nov 21, 2015 15:00:49 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. 17,000 here @$3.99. Still ticked off that such game changing technology could be leveraged better in the right hands. I long live to see the day where TechnoSphere has digital wireless features for helping treat and monitor different types of health ailments (/cough*GOOGLE*). I'm stuck too. I am going to be off the charts p$&&ed if formulary placement does not improve in January.
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Post by dreamboatcruise on Nov 21, 2015 15:55:36 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. 17,000 here @$3.99. Still ticked off that such game changing technology could be leveraged better in the right hands. I long live to see the day where TechnoSphere has digital wireless features for helping treat and monitor different types of health ailments (/cough*GOOGLE*). As someone that has spent most of a career in "digital wireless", a company like Google probably isn't going to be the pivotal player in bringing that sort of thing to market. It wouldn't be hard to slap Bluetooth onto a dreamboat. That would dramatically add to production cost of a device that must be thrown away every 2 weeks. Also, it will take a LONG time, FDA trials and lots of money before anything that decides on dosing could go on the market. I personally don't think Google has the best expertise to do something like that. That development effort is much closer to current medical devices than it is to search engines. The dosing part would be hugely expensive to develop. Simply recording when patients use their dreamboat and likewise tracking BG levels might be useful for some doctors, but many others would probably find that level of information beyond what they want to deal with... and more importantly, health insurance companies cover CGMs for only a small portion of patient population and are even stingy with the number of test strips they pay for, so the chance they are going to quickly jump on board with internet connected inhalers is kinda slim. Bottom line is I wouldn't put some techno-wireless google solution into an investing thesis for MNKD. That would first require a major change in the medical biz in general. So hopefully you are planning to be long lived in order to see that sort of thing.
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Post by lakers on Nov 21, 2015 16:04:44 GMT -5
Amy T said, When I met with Sanofi execs, I was able to ask them directly, and was told there’ve been three barriers to Afrezza’s success so far: Physicians haven’t heard about inhalable insulin for several years (and lingering memories of the Exubera fiasco don’t help) The requirement for a pulmonary function test is a deterrent – doctors have to figure out where to refer patients for this, or decided to fork over the roughly $600 to get their own machine Reimbursement is a struggle, as Medicare and the other Payors already have one or more preferred rapid-acting insulin products on their formularies, so Afrezza is getting bumped to a lower tier (meaning not covered so much) Sanofi does plan to begin a consumer advertising campaign towards the end of this year that will focus on digital and print, but no TV ads, according to Andrew Purcell, Head of the Diabetes Business Unit at Sanofi. They’re hoping to “demonstrate success” with the drug first. www.healthline.com/diabetesmine/overview-ada-scientific-sessions-2015We need to apply for MAA ASAP after the 2 study results are posted to FDA. Chances are we will get the superior label for international expansion. If we launch in 12 countries, and each country hits $21M annual rev, we will get $250M sale bonus much more easily. It's a bootstrap process from there on out. One of major disconnects between Sny and us is they have time to be deliberate and methodical while we don't unless ...
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Post by suebeeee1 on Nov 21, 2015 16:06:03 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) I wanted to give you a thumbs up for your first few sentence. I have to take exception with your last one. Even if the pps is currently in the basement, you're holding long. That is not wrong. You are very, very right to hold. Good times are coming.
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Post by suebeeee1 on Nov 21, 2015 16:12:37 GMT -5
Sanofi does plan to begin a consumer advertising campaign towards the end of this year that will focus on digital and print, but no TV ads, according to Andrew Purcell, Head of the Diabetes Business Unit at Sanofi. They’re hoping to “demonstrate success” with the drug first, Great!. (Insert sarcasm here)... Demonstrate success???. Advertise the damn product and you'll see success!
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Post by mssciguy on Nov 21, 2015 16:38:02 GMT -5
Sanofi does plan to begin a consumer advertising campaign towards the end of this year that will focus on digital and print, but no TV ads, according to Andrew Purcell, Head of the Diabetes Business Unit at Sanofi. They’re hoping to “demonstrate success” with the drug first, Great!. (Insert sarcasm here)... Demonstrate success???. Advertise the damn product and you'll see success! All of the glowing successes documented on social media have been a success, and just as good or better, no nightmare hypos or other adverse events that one would expect from the black box warning not happening have been a success. The remarks about increased insulin sensitivity are a HUGE medical success. Reduced need for basal insulin dosage is great. Just think about all of the ad copy that Sanofi will be able to cull from social media. Can't get much more "real" than that! Okay... ads.... spirometers .... insurance ........ check the boxes Sanofi
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