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Post by trenddiver on Dec 7, 2015 13:39:36 GMT -5
I'd love to be a fly on the wall. Maybe after meeting, we'll hear something from SNY or MNKD. It certainly would be interesting if Al showed up.
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Post by Deleted on Dec 7, 2015 13:41:03 GMT -5
I'd love to be a fly on the wall. Maybe after meeting, we'll hear something from SNY or MNKD. It certainly would be interesting if Al showed up. Trend did you get invitation to the meeting or was it published?
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Post by boytroy88 on Dec 7, 2015 20:48:34 GMT -5
I'd love to be a fly on the wall. Maybe after meeting, we'll hear something from SNY or MNKD. It certainly would be interesting if Al showed up. Trend When is it being held?
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Post by jeremg on Dec 7, 2015 20:55:37 GMT -5
I'd love to be a fly on the wall. Maybe after meeting, we'll hear something from SNY or MNKD. It certainly would be interesting if Al showed up. Trend When is it being held? The San Diego meeting I think was or is currently ongoing(?), I would bet money on us not hearing a thing (good or bad). I'm sure there will be an abundance of "rumors" and speculation spewing out of the bowels of YMB though, it'll be a nice chance for the "hope" crowd to come back and dominate the board for a bit. These things tend to run in cycles
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Post by dreamboatcruise on Dec 7, 2015 21:09:59 GMT -5
The San Diego meeting I think was or is currently ongoing(?), I would bet money on us not hearing a thing (good or bad). I'm sure there will be an abundance of "rumors" and speculation spewing out of the bowels of YMB though, it'll be a nice chance for the "hope" crowd to come back and dominate the board for a bit. These things tend to run in cycles The one thing I'd most like to know is how many users attended. Maybe, someone credible will leak that amount of info. If it is only a handful, I wouldn't put that much importance on it. If it was a fairly large gathering then maybe it plays into a scenario whereby SNY's apparent inaction has been waiting for sufficiently large number of users to provide critical feedback on diets and dosing to allow SNY, along with their physician advisory board, to construct protocols for a new set of trials proving superiority. I hope, I hope. Now we shall all have a mandatory sing along of Somewhere Over the Rainbow.
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Post by jeremg on Dec 7, 2015 21:23:09 GMT -5
The San Diego meeting I think was or is currently ongoing(?), I would bet money on us not hearing a thing (good or bad). I'm sure there will be an abundance of "rumors" and speculation spewing out of the bowels of YMB though, it'll be a nice chance for the "hope" crowd to come back and dominate the board for a bit. These things tend to run in cycles The one thing I'd most like to know is how many users attended. Maybe, someone credible will leak that amount of info. If it is only a handful, I wouldn't put that much importance on it. If it was a fairly large gathering then maybe it plays into a scenario whereby SNY's apparent inaction has been waiting for sufficiently large number of users to provide critical feedback on diets and dosing to allow SNY, along with their physician advisory board, to construct protocols for a new set of trials proving superiority. I hope, I hope. Now we shall all have a mandatory sing along of Somewhere Over the Rainbow. The issue with a "leak" is everything that is shared on YMB and maybe here is going to probably claim "leaked info", it's a slippery slope that I am not willing to slide believing these rumors which have been false time and time again. We would need any "rumor" or "leak" to be vouched for by someone in the know and as we know [or speculate] anyone in the know has [likely] signed an NDA(?). Optimistically I'm thinking this meeting may have been SNY collecting preliminary info from first adopters - but to what end? We will not know until it plays out... its like the vicious circle of information gathering with this stock, it's almost funny. We are like in the fifth level of inception and are left to speculate on past speculation which probably came about through earlier speculation now accepted as fact. So once again, optimistically - speculating - this meeting is extremely important and a BIG step in SNY's showing of commitment - when do we see the effects from it in the form of Rx#s before it's just written off as another hyped up non-event? This is why I don't like to speculate on anything anymore, it's like a labrynth of "if this, then what" that becomes an entangled web of craziness and "happy" thoughts run wild which is impossible to navigate, then somewhere down the rabbit hole we start discussing 1300% eminent stock increases which are to be caused by unknown future circumstance. Sorry I know that was just a cluster&%$k of thoughts and words, too late for MNKD, time to retire for the night.
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Post by jeremg on Dec 7, 2015 21:30:55 GMT -5
Speak of the devil, the rumor mill has already begun churning on YMB and somebody already claims to know what happened at the San Diego meeting:
"San Diego Meeting Took Place and here's what happened. SNY and MNKD met with the initial adopters, both individually and as a group. They discussed the success the initial adopters have experienced and how they achieved it. This included talk about dosing and using Afrezza with CGM's. It also included the adopters providing instructions to be used by patients in a soon to be announced Phase 4 study that will have a goal of definitively proving the superiority of Afrezza over existing prandial insulins."
All the obvious YMB disclaimers - "FOR ENTERTAINMENT PURPOSES ONLY" - "NOT FOR HUMAN CONSUMPTION" - "FOR RESEARCH PURPOSES" - "MAY LEAD TO DEATH OR HEART ATTACK" etc.
Edit/Update: Delineates BS
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Post by mssciguy on Dec 7, 2015 21:39:20 GMT -5
Speak of the devil, the rumor mill has already begun churning on YMB and somebody already claims to know what happened at the San Diego meeting: " San Diego Meeting Took Place and here's what happened. SNY and MNKD met with the initial adopters, both individually and as a group. They discussed the success the initial adopters have experienced and how they achieved it. This included talk about dosing and using Afrezza with CGM's. It also included the adopters providing instructions to be used by patients in a soon to be announced Phase 4 study that will have a goal of definitively proving the superiority of Afrezza over existing prandial insulins." All the obvious YMB disclaimers - "FOR ENTERTAINMENT PURPOSES ONLY" - "NOT FOR HUMAN CONSUMPTION" - "FOR RESEARCH PURPOSES" - "MAY LEAD TO DEATH OR HEART ATTACK" etc. yes, all true including the disclaimer. Like mnholdem posted a while back "Questionable utility of this board" --he's right. Not much new here for anyone that's been around for a few months, except for the howls of pain.... and it's not Santa Claus in the chimney. Let's face it, information leaks do occur, but when they do, the most likely Most Interesting Man in the World works for Goldman Sachs (did you know the MIMINTW has the family name Goldman?) Okay, more humor, appreciate yours too. "I don't often make colossal investment errors but when I do...
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Post by dreamboatcruise on Dec 7, 2015 21:39:04 GMT -5
Speaking of the devil, the rumor mill has already begun churning on YMB and somebody already claims to know what happened at the San Diego meeting: "San Diego Meeting Took Place and here's what happened. SNY and MNKD met with the initial adopters, both individually and as a group. They discussed the success the initial adopters have experienced and how they achieved it. This included talk about dosing and using Afrezza with CGM's. It also included the adopters providing instructions to be used by patients in a soon to be announced Phase 4 study that will have a goal of definitively proving the superiority of Afrezza over existing prandial insulins." Yep, that sounds like made up BS. I still believe that designing trials may well be part of what SNY was doing... but no way anyone participating in it would walk away with the notion that "instructions" from other patients would be conveyed to trial participants. Patients provide feedback, doctors and SNY scientists mull it over, design protocols and then negotiate with FDA. No way they take a bunch of "instructions" and use them directly. Heck, it might be great if the trial just said to give them all the URL to Australian Matt's website... but that ain't going to happen because that's not how FDA trials are designed.
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Post by EveningOfTheDay on Dec 7, 2015 21:44:35 GMT -5
The one thing I'd most like to know is how many users attended. Maybe, someone credible will leak that amount of info. If it is only a handful, I wouldn't put that much importance on it. If it was a fairly large gathering then maybe it plays into a scenario whereby SNY's apparent inaction has been waiting for sufficiently large number of users to provide critical feedback on diets and dosing to allow SNY, along with their physician advisory board, to construct protocols for a new set of trials proving superiority. I hope, I hope. Now we shall all have a mandatory sing along of Somewhere Over the Rainbow. Perhaps if we sprinkle MNKD with a bit of fairy dust, not the type you snort, but the type Tinkerbell uses to fly, the sp would go somewhere. At the moment I am too depressed to sing any songs that include rainbows.
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Post by cjc04 on Dec 7, 2015 21:44:59 GMT -5
Speaking of the devil, the rumor mill has already begun churning on YMB and somebody already claims to know what happened at the San Diego meeting: "San Diego Meeting Took Place and here's what happened. SNY and MNKD met with the initial adopters, both individually and as a group. They discussed the success the initial adopters have experienced and how they achieved it. This included talk about dosing and using Afrezza with CGM's. It also included the adopters providing instructions to be used by patients in a soon to be announced Phase 4 study that will have a goal of definitively proving the superiority of Afrezza over existing prandial insulins." Yep, that sounds like made up BS. I still believe that designing trials may well be part of what SNY was doing... but no way anyone participating in it would walk away with the notion that "instructions" from other patients would be conveyed to trial participants. Patients provide feedback, doctors and SNY scientists mull it over, design protocols and then negotiate with FDA. No way they take a bunch of "instructions" and use them directly. Heck, it might be great if the trial just said to give them all the URL to Australian Matt's website... but that ain't going to happen because that's not how FDA trials are designed. You might be helping the cause a little more if you had just jumped on board with it.... If nothing else your influence could be reason enough to NOT lose another 5% tomorrow.
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Post by mssciguy on Dec 7, 2015 21:49:28 GMT -5
The one thing I'd most like to know is how many users attended. Maybe, someone credible will leak that amount of info. If it is only a handful, I wouldn't put that much importance on it. If it was a fairly large gathering then maybe it plays into a scenario whereby SNY's apparent inaction has been waiting for sufficiently large number of users to provide critical feedback on diets and dosing to allow SNY, along with their physician advisory board, to construct protocols for a new set of trials proving superiority. I hope, I hope. Now we shall all have a mandatory sing along of Somewhere Over the Rainbow. Perhaps if we sprinkle MNKD with a bit of fairy dust, not the type you snort, but the type Tinkerbell uses to fly, the sp would go somewhere. At the moment I am too depressed to sing any songs that include rainbows. hopium does not last long in this kind of environment. And even if it did, the effects would lose potency from overuse. I don't every want to step foot in NYC, because of the criminal financial services element, but lately, after this Sanofi fiasco, not sure I trust Paris either. GSCO got my dream car.. Tesla Model S, that's how much I'm down. Thanks Al.
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Post by jeremg on Dec 7, 2015 21:50:26 GMT -5
dreamboatcruise I figured as much, that info is also very ambiguous and almost anyone can "infer" what went on along these lines. Something tells me we will be seeing many more "inferences" along the lines of this one. Honestly I'd rather discuss what it is that this meeting COULD represent that would have a meaningful immediate impact on MNKD's fate. I'm not quite sure anything SNY does at this point short of buying Afrezza/MNKD (or handing Al a big blank check) could make any difference on where we go from here. I mean realistically SNY would have to suddenly have a drastic change in strategy for script #s to be impacted before the end of the year. Even if they came out and said "WE ARE UNEQUIVOCALLY COMMITED TO MNKD" what difference would that make [besides convincing Kastanes to pop his 7th bottle of victory champagne - this month alone] in the short term - or unless they started acting within weeks of this announcement. The answer is probably "too little, too late", we are going to need a secondary as long as MNKD still exists in it's current form and THEN we can start discussing what needs to happen on a longer more realistic [for Afrezza commercialization] timeline.
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Post by jeremg on Dec 7, 2015 21:54:31 GMT -5
The one thing I'd most like to know is how many users attended. Maybe, someone credible will leak that amount of info. If it is only a handful, I wouldn't put that much importance on it. If it was a fairly large gathering then maybe it plays into a scenario whereby SNY's apparent inaction has been waiting for sufficiently large number of users to provide critical feedback on diets and dosing to allow SNY, along with their physician advisory board, to construct protocols for a new set of trials proving superiority. I hope, I hope. Now we shall all have a mandatory sing along of Somewhere Over the Rainbow. Perhaps if we sprinkle MNKD with a bit of fairy dust, not the type you snort, but the type Tinkerbell uses to fly, the sp would go somewhere. At the moment I am too depressed to sing any songs that include rainbows. Did you try turning it off and turning it back on again? Yes... what about poking at it with a stick? www.youtube.com/watch?v=Ht5AZoUz7yg
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Post by nadathing on Dec 7, 2015 22:09:47 GMT -5
While I do not know if there was a meeting in San Diego with Afrezza users, I can tell you this: I was on a P3 trial with Bydureon. I had stellar results and was asked to attend a meeting at The International Diabetes Center in Minneapolis to answer questions to a panel of international doctors. Each had a copy of my medical history and trial results. I was asked numerous questions, the study coordinator presented my results and I was given a few minutes to tell them my experience and how Bydureon had impacted my ability to control my bs and improved my quality of life. It was a great experience and I felt honored to be a part of it. I was not asked to sign a confidentiality statement either. I also bought 8000 shares of Amylin two weeks after my trial started. I learned about Afrezza during the trial from the YMB. I more than tripled my money on Amylin and put all of it into MNKD. All I can do now is hope (hate to have to use that word) that Afrezza becomes a standard in diabetes care and we all profit handsomely from our investment.
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