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Post by BD on Feb 23, 2014 0:00:08 GMT -5
In all my years (since 197) of investing in biotechs I’ve only ever seen top line results which normally show primary and secondary endpoints. And I’ve never seen a case where all the primary end points were met but the FDA rejected the drug due to some obscure data in the complete data set. It’s always good to question everything and keep an open mind but at some point you have to draw the line and go with what you know. And so far I’m convinced in the science behind Afrezza/Technoshpere based on all the previous and well documented studies of nearly 6,000 participants. The shorts have a way of spinning just about anything into the next new boogeyman. This week there is a boogeyman in the data! Next week there might be a boogeyman on the ADCOM panel that will vote against Afrezza. And after the votes are in then the next boogeyman will be the FDA which is probably the most scariest of all. And then the final boogeyman will be the potential “flop” of commercializing afrezza. So I guess we should expect a boogeyman lurking around every corner for the next year until one day we wake up to a 10 to 15 billion dollar market cap! And when it’s all said and done all we really have to fear is fear itself. This is a beautiful post. I hope everyone appreciates it  |
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Post by thekindaguyiyam on Feb 23, 2014 14:12:23 GMT -5
After reading Nate’s article I’m of the opinion that Deerfield might be trading on inside information. If Deerfield has been privy to the complete data set while the rest of the investment community is trading in the dark with regard to the trial data set then this creates an unfair advantage to Deerfield and is in violation of the SEC regulation Full Disclosure. with all do respect; you don't lend 120 million to a company without seeing their books and their potential. As a lender; Deerfield had enough reinforcement that success was likely in order to make the loan to MNKD. It would be foolish for them not to exercise that loan legally to their advantage. That's life in the business world. Deerfield's attorneys, and scientific investigation could have not loaned the money; but they decided it was a good bet. So do I. |
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Post by thekindaguyiyam on Feb 23, 2014 14:16:18 GMT -5
on second read it looks like tongue in cheek.
"one pill makes you taller; the other makes you small"
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