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Post by stevil on Dec 11, 2015 13:25:46 GMT -5
Dudley,
Sorry to nitpick, but there's a pretty big disparity between cure and treatment.
Afrezza will never cure diabetes. Just wanted to make that point clear lest you mislead others.
Afrezza will also not be the only treatment option needed for diabetes. The liver is constantly regulating glucose levels in the blood. A basal insulin will always be needed post-prandial to help with those spikes in glucose levels.
All Afrezza does is help decrease the post-prandial glucose spike back to physiological levels.
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Post by compound26 on Dec 11, 2015 13:27:09 GMT -5
NOBODY has any legitimate idea what the financing options are going to be. Anybody saying anything with great certainty like so many posters are is just spouting an unverifiable opinion. Opinions are like ***holes - everybody has one, some are smellier than others. Sanofi (and many others) are now well aware of Afrezza's true capabilities. We are looking at in many respects a virtual cure for diabetes - patient testimonials and HbA1c results have proven this. The ONLY thing holding this back is the FDA labeling and a trial verifying the superiority is all it takes to get a label allowing these claims to be made and marketed. That is not a huge obstacle and almost guaranteed SNY is already considering it. What is the market value globally of a virtual diabetes cure? Breath-takingly huge (pun intended and also un-intended). You think SNY wants to let that opportunity slip away? One way or the other the money will be available to get this over the hump. SNY could just grant a $100 million interest free loan and feel confident of getting it back once the sales kick in. This game is far from over and the prize is enormous. That is what keeps me in with a strong confidence level. Remarkably similar to Minimed - bumped along for a while, naysayers and Wall Street a-holes pounding the stock saying there was no market. Things kicked in and the stock ran from the $2's to the buyout in the high $40's. It took a few years but patience was rewarded. We are barely 10 months into this and all the crybabies are whining away and complaining about everything they can think of. Boo hoo - this is why I quit posting and why I will probably disappear again - this board has become a whiner's paradise approaching the level of YMB. Totally agree. Additionally, the shorts are working in overdrive nowadays and in the internet age FUDs spread like wildfire. That has put tolls on the PPS and on investors' mind. |
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Post by trenddiver on Dec 11, 2015 13:33:39 GMT -5
You have no picture of Al's finances or his financial capability. Trend, you, also, have no picture of Al's finances or his financial capabilities, which is just the point. If you know something the rest of us do not, I would be interested in anything you can disclose. Al always said that on his list of the 10 most important things in bringing an innovation to market, the first three were Capital, capital, and capital. Number 10 on the list, least important, is the innovation itself. (An interesting point, as plenty of junk can be very successful.) But although Al well understood the dangers of under-capitalization, it does not mean he could always avoid them. And in a sense, Al has already succeeded. His goal was not more wealth, but a breakthrough treatment for diabetes. Ezra, Unlike you, I have made no statements, speculation, or comments about Al's net worth. My only comment was that you know nothing about his financial condition. It appears to me that since you have acknowledged that you have "capitulated and sold your entire position" your goal is to try to drive the price down to $1.00 so you can buy again. Good luck with that, but if that does occur, I'll be buying with you.  |
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Post by mssciguy on Dec 11, 2015 13:36:37 GMT -5
compound26 I can't even look at stocktwits or ymb any more. The uncertainty is contagious. Even if you know deep down those posts are pointless speculation and/or deliberate attempts to influence, the boiler room types get an effect, whether it's to eat up bandwidth, or cause someone to sell shares who is a tipping point for some reason. I read recently about how the absurd emails about "your millionaire uncle in Nigeria just left you a fortune, please send earnest money to secure it" work... they repeat it enough for long enough such that sooner or later, they find someone vulnerable. Very dark. I find it nearly impossible to think that Sanofi would throw away a blockbuster. There is no way. Seems to be a lot of interest in Saudi Arabia. That one country alone could make a huge difference and look how many others there are
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Post by ezrasfund on Dec 11, 2015 13:48:06 GMT -5
Trend, the notion that my statements could have any effect on MNKD's price seems absurd. What I know about Al Mann's finances is from the public disclosures. The point I make is simple. Even if we know nothing about Al's financial position, how can some say that Al will be able to fund the company or take it private? And if you do know something more, what can you say beyond "I have made no statements..."?
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Post by trenddiver on Dec 11, 2015 14:53:06 GMT -5
Trend, the notion that my statements could have any effect on MNKD's price seems absurd. What I know about Al Mann's finances is from the public disclosures. The point I make is simple. Even if we know nothing about Al's financial position, how can some say that Al will be able to fund the company or take it private? And if you do know something more, what can you say beyond "I have made no statements..."? Enough said on this topic. Al will do what Al wants to do. His net worth is reported to be $1.5-2.5 billion. If the reported numbers are true, Al has the financial wherewithal to. take the company private, or lend or arrange loans for Mannkind. As for you and your comments, they will be viewed by myself and others in the context you admitted to - hoping for lower prices. Trend |
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Post by Deleted on Dec 11, 2015 15:00:34 GMT -5
Dudley, Sorry to nitpick, but there's a pretty big disparity between cure and treatment. Afrezza will never cure diabetes. Just wanted to make that point clear lest you mislead others. Afrezza will also not be the only treatment option needed for diabetes. The liver is constantly regulating glucose levels in the blood. A basal insulin will always be needed post-prandial to help with those spikes in glucose levels. All Afrezza does is help decrease the post-prandial glucose spike back to physiological levels. I hate when the word cure is used. If we can say anything based on user review its that Afrezza helps manage diabetes so much that it doesnt feel like they are diabetic anymore. This is just from a perspective of managing the disease as effeciently as possible |
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Post by Deleted on Dec 11, 2015 15:02:08 GMT -5
Trend, the notion that my statements could have any effect on MNKD's price seems absurd. What I know about Al Mann's finances is from the public disclosures. The point I make is simple. Even if we know nothing about Al's financial position, how can some say that Al will be able to fund the company or take it private? And if you do know something more, what can you say beyond "I have made no statements..."? Enough said on this topic. Al will do what Al wants to do. His net worth is reported to be $1.5-2.5 billion. If the reported numbers are true, Al has the financial wherewithal to. take the company private, or lend or arrange loans for Mannkind. As for you and your comments, they will be viewed by myself and others in the context you admitted to - hoping for lower prices. Trend How much control do you think AL has over his money at this point? Do you think his personal finances that are being watched over by BOA can keep him from doing anything he wants? Things change when people get older. I am not saying either or but it has definately gone through my head. |
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Post by mssciguy on Dec 11, 2015 15:05:12 GMT -5
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Post by trenddiver on Dec 11, 2015 15:12:49 GMT -5
Enough said on this topic. Al will do what Al wants to do. His net worth is reported to be $1.5-2.5 billion. If the reported numbers are true, Al has the financial wherewithal to. take the company private, or lend or arrange loans for Mannkind. As for you and your comments, they will be viewed by myself and others in the context you admitted to - hoping for lower prices. Trend How much control do you think AL has over his money at this point? Do you think his personal finances that are being watched over by BOA can keep him from doing anything he wants? Things change when people get older. I am not saying either or but it has definately gone through my head. I would be very surprised if Al and Claude Mann didn't have total control of their finances, but now I'm speculating. |
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Post by avogadro on Dec 11, 2015 15:13:01 GMT -5
Who needs a movie,, we have MNKD for rage, nausea and despair. |
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Post by mssciguy on Dec 11, 2015 15:14:16 GMT -5
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Post by kball on Dec 11, 2015 15:24:11 GMT -5
Good to have you back Dudley.
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Post by mnholdem on Dec 11, 2015 15:34:01 GMT -5
Dudley, Sorry to nitpick, but there's a pretty big disparity between cure and treatment. Afrezza will never cure diabetes. Just wanted to make that point clear lest you mislead others. Afrezza will also not be the only treatment option needed for diabetes. The liver is constantly regulating glucose levels in the blood. A basal insulin will always be needed post-prandial to help with those spikes in glucose levels. All Afrezza does is help decrease the post-prandial glucose spike back to physiological levels. Actually, there may be some instances where early intensive insulin treatment does, in fact, result in what some would describe as a cure. A study by a group of Japanese researchers revealed that, caught early enough, several weeks of intensive insulin therapy healed the pancreas. After the EIIT was discontinued, approximately 40% of the patients required no further diabetes treatment whatsoever.
I've forwarded that study to Pascal Witz, along with a recommendation that Sanofi consider funding this group to run the study again using Afrezza. In terms of PR, Sanofi would become the opposite of Martin Shkreli in the public eye. They would be eliminating the need for basal insulin for approximately 40% of pre- and early-diabetes patients. The remaining 60% who went through EIIT would be de-sensitized to the idea of taking insulin, especially since they didn't need injections. It's similar to the brilliance of Steve Jobs of Apple Computer giving college kids steep discounts on their personal computers. The kids needed a college computer for cheap, but then after graduating they kept buying Apple McIntoshes (and eventually the I-series) for years after. The same would likely be the case with inhaled insulin.
At least that's what I advocated to Ms. Witz when I laid out the market profile. A few weeks of early intensive insulin treatment could eliminate the need even for metformin for a number of early diabetes patients. If EIIT (which must be done with an ultra-fast insulin like Afrezza) were to become the gold standard for first treatment, Sanofi would be admired for contributing to the reduction of diabetics, while at the same time catching early diabetics who don't have a remission and shepherding them to their basal/prandial insulin (ie Toujeo + Afrezza).
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Here's the link to the study: onlinelibrary.wiley.com/doi/10.1002/dmrr.2603/full
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Post by dudley on Dec 11, 2015 15:39:00 GMT -5
Dudley, Sorry to nitpick, but there's a pretty big disparity between cure and treatment. Afrezza will never cure diabetes. Just wanted to make that point clear lest you mislead others. Afrezza will also not be the only treatment option needed for diabetes. The liver is constantly regulating glucose levels in the blood. A basal insulin will always be needed post-prandial to help with those spikes in glucose levels. All Afrezza does is help decrease the post-prandial glucose spike back to physiological levels. I hate when the word cure is used. If we can say anything based on user review its that Afrezza helps manage diabetes so much that it doesnt feel like they are diabetic anymore. This is just from a perspective of managing the disease as effeciently as possible Nitpick all you want. Sam Finta, Eric Fenar, Laura Kronen - many others have made statements to that effect. They have better control with less effort than they have ever experienced in their lives. They are all demonstrating HbA1c numbers that are better than my own and I am not a diabetic. Numbers they have never, ever been able to achieve no matter what treatment they used and how diligently they applied it. Al Mann has has stated repeatedly that when used in the proper regimen Afrezza can reverse and even stop the progress of Type 2 diabetes. Doesn't matter what I think or what words you hate. The truth is there is nothing out there that has ever been able to do what Afrezza can do. Paradigm shifts take time to develop but once they do they are unstoppable. |
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