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Post by Deleted on Feb 8, 2016 14:54:25 GMT -5
If MannKind finds a way to increase their liquidity either through partnerships or modified agreements, MannKind could be the investment of a lifetime. Afrezza is the greatest medicine to be approved in many years.
I understand the financial situation is not good but between Afrezza and TS, I find it difficult to believe no pharmaceutical companies would want to partner with them.
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Post by Deleted on Feb 8, 2016 14:59:44 GMT -5
This would be the greatest turnaround story in quite a long time. And to boil it down, all that is needed is sales. Doesn't even have to be great sales (no, the sales path they are on isn't good, it isn't ok, it's not even "slow" sales, it's practically non existent). But mnkd needs to show ability to move the product. If they can do that, they can get financing, the stock price will rise, and it would bring back the possibility that mnkd can go to the markets and sell shares again in significant amounts for much needed cash. If mnkd can crack the insurance coverage issue and get some sales traction, this story changes direction in a heart beat.
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Post by Deleted on Feb 8, 2016 15:10:42 GMT -5
This would be the greatest turnaround story in quite a long time. And to boil it down, all that is needed is sales. Doesn't even have to be great sales (no, the sales path they are on isn't good, it isn't ok, it's not even "slow" sales, it's practically non existent). But mnkd needs to show ability to move the product. If they can do that, they can get financing, the stock price will rise, and it would bring back the possibility that mnkd can go to the markets and sell shares again in significant amounts for much needed cash. If mnkd can crack the insurance coverage issue and get some sales traction, this story changes direction in a heart beat. I agree-They just need a month of some ok numbers once SNY gives the reigns back. It would show so much. Hey, maybe SNY did sand bag them..... |
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Post by benyiju on Feb 8, 2016 15:16:08 GMT -5
I still find it unbelievable that the sales are so weak. Even just pulling in rich early adopters, there ought to be more. The past six months I have waited for those weekly numbers and assumed it was going to start soon, but nothing. Flatlined since last summer. The product seems to be good, there is some awareness among social media savvy PWD, it's expensive but (as that unfortunate Lilly exec said) the disease is more expensive. Has this been discussed seriously on another thread? I've really been scratching my head, or I should say I was, late last year. At this point I hardly even check on Fridays any more since I have been conditioned to be disappointed.
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Post by dreamboatcruise on Feb 8, 2016 15:23:18 GMT -5
I still find it unbelievable that the sales are so weak. Even just pulling in rich early adopters, there ought to be more. The past six months I have waited for those weekly numbers and assumed it was going to start soon, but nothing. Flatlined since last summer. The product seems to be good, there is some awareness among social media savvy PWD, it's expensive but (as that unfortunate Lilly exec said) the disease is more expensive. Has this been discussed seriously on another thread? I've really been scratching my head, or I should say I was, late last year. At this point I hardly even check on Fridays any more since I have been conditioned to be disappointed. It all boils down to how many docs are actively recommending Afrezza to patients. |
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Post by dictatorsaurus on Feb 8, 2016 15:24:37 GMT -5
They signed a deal with the devil and got burnt. A great drug deserves a great management team to back it up. I have more faith in Matt than I did in Hakkan but it might be too little too late.
Even if they manage to turn things around when will we reach a stage where we finally feel comfortable we made this investment? tough question to answer.
I'm holding and will go down with the ship if I have to. But I'd be lying if I said I'm glad I got into the stock.
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Post by peppy on Feb 8, 2016 15:40:02 GMT -5
I still find it unbelievable that the sales are so weak. Even just pulling in rich early adopters, there ought to be more. The past six months I have waited for those weekly numbers and assumed it was going to start soon, but nothing. Flatlined since last summer. The product seems to be good, there is some awareness among social media savvy PWD, it's expensive but (as that unfortunate Lilly exec said) the disease is more expensive. Has this been discussed seriously on another thread? I've really been scratching my head, or I should say I was, late last year. At this point I hardly even check on Fridays any more since I have been conditioned to be disappointed. I think the physicians are afraid of lawsuits should a lung problems occur. (I could not figure it out either.) Also physicians do not seem to understand afrezza.
It was the continuous glucose blood monitors that drew me in, then smart people figured out why and how Afrezza works and told me/us. It really is the phase one insulin response that stops glucose from rising high in the first place. Then the phase two response. screencast.com/t/ZaphFSR2qYT5 Sales representatives can NOT say, Afrezza works by initialing the first phase insulin response so glucose levels do not raise so high in the first place to the physicians.
(That GLP-1 also tells the liver to stop putting out glucose. Interesting the over lap there.)
My thinking is that both fear of law suits and corruption of the system are involved.
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Post by Deleted on Feb 8, 2016 15:49:51 GMT -5
Regardless of why scripts have been low to date, if MannKind or their next partner determines how to inform doctors how to prescribe it, Afrezza will become a blockbuster. If not, I don't see how one could consider investing in biotechnology companies.
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Post by mindovermatter on Feb 8, 2016 16:14:56 GMT -5
I still find it unbelievable that the sales are so weak. Even just pulling in rich early adopters, there ought to be more. The past six months I have waited for those weekly numbers and assumed it was going to start soon, but nothing. Flatlined since last summer. The product seems to be good, there is some awareness among social media savvy PWD, it's expensive but (as that unfortunate Lilly exec said) the disease is more expensive. Has this been discussed seriously on another thread? I've really been scratching my head, or I should say I was, late last year. At this point I hardly even check on Fridays any more since I have been conditioned to be disappointed. I think the physicians are afraid of lawsuits should a lung problems occur. (I could not figure it out either.) Also physicians do not seem to understand afrezza.
It was the continuous glucose blood monitors that drew me in, then smart people figured out why and how Afrezza works and told me/us. It really is the phase one insulin response that stops glucose from rising high in the first place. Then the phase two response. screencast.com/t/ZaphFSR2qYT5 Sales representatives can NOT say, Afrezza works by initialing the first phase insulin response so glucose levels do not raise so high in the first place to the physicians.
(That GLP-1 also tells the liver to stop putting out glucose. Interesting the over lap there.)
My thinking is that both fear of law suits and corruption of the system are involved.
Why would doctors fear a lawsuit over prescribing Afrezza when they prescribe many other drugs that have the same or worse side effects? |
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Post by dreamboatcruise on Feb 8, 2016 16:28:54 GMT -5
What about fearing all the paperwork and phone time trying to get someone's insurance to pay for it?
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Post by jurystillout on Feb 8, 2016 16:44:27 GMT -5
So Far this stock sure has been an investment of a lifetime for me, I hope I never see another like it, once in a lifetime is enough!
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Post by Deleted on Feb 8, 2016 17:26:47 GMT -5
Of course law suits are a huge part of the problem. IMO That is THE biggest problem with Afrezza.
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Post by mbracket123 on Feb 8, 2016 17:43:17 GMT -5
Lawsuits dont matter they have insurance. It always ends up with the lawyers and the insurance firms fighting it out. The Company other than discovery is not involved. And there isn't much to these threads.
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Post by stevil on Feb 8, 2016 18:05:09 GMT -5
Regardless of why scripts have been low to date, if MannKind or their next partner determines how to inform doctors how to prescribe it, Afrezza will become a blockbuster. If not, I don't see how one could consider investing in biotechnology companies. I wonder if the cholesterol injection (drug name escapes me right now) would have faced similar issues had it come out 10 years ago, or however long ago it was that Mevacor, Pravachol, Lipitor, and Zocor were all on the market. I'm wondering if the timing was just off because there are so many branded RAAs that it needs to compete against from a few different, powerful companies. It wouldn't be the first time a new drug completely disrupted the market. See- Lipitor, among many others. (although I linked an article awhile back showing how Lipitor took an additional several hundred million dollars after approval before it finally caught traction) It's confusing to me why, or maybe how, Afrezza can be unsuccessful if it works as well as we've heard and if patients would demand it if it were available. I almost think the success of Afrezza hinges nearly 100% on better testing results. A better label clears insurance barriers, gets docs more excited, and gives a bigger platform to market the drug. It's not like we haven't had human insulin before. It's not like we haven't had inhaled particulates before. It's not like a drug hasn't completely disrupted the market before. This is truly a bizarre story to say the least. Every little thing that could go wrong, has. |
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Post by slugworth008 on Feb 8, 2016 18:51:30 GMT -5
If MannKind finds a way to increase their liquidity either through partnerships or modified agreements, MannKind could be the investment of a lifetime. Afrezza is the greatest medicine to be approved in many years. I understand the financial situation is not good but between Afrezza and TS, I find it difficult to believe no pharmaceutical companies would want to partner with them. I completely agree. I always thought this was an investment of a lifetime. Hopefully it won't take a lifetime to realize significant appreciation in the PPS. Some large corporation out there has to understand the real value of both. Fingers are crossed. |
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