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Post by babaoriley on Apr 13, 2016 12:56:48 GMT -5
The title of this thread: "Rationale to buy and hold Mannkind" - the answer, of course, is to eventually become "irrational(e)."
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Post by ilovekauai on Apr 13, 2016 13:18:53 GMT -5
I could not resist and added more today. Looking forward to the Tuesday CC, to see where the long path back leads. Aloha.
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Post by peppy on Apr 13, 2016 13:21:40 GMT -5
I could not resist and added more today. Looking forward to the Tuesday CC, to see where the long path back leads. Aloha. Nice to see you. You have crossed my mind more than once. Denise?
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Post by ilovekauai on Apr 13, 2016 13:26:49 GMT -5
Yes, I elected to start posting again. Mahalo for asking.
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Post by lakon on Apr 13, 2016 15:03:05 GMT -5
The title of this thread: "Rationale to buy and hold Mannkind" - the answer, of course, is to eventually become "irrational(e)." I see what you did there, and I LIKE IT! Good one. On a serious topic, BUY and HOLD MNKD. In 10 years, all of your hard work will pale in comparison to the capital appreciation that you feel. 400M diabetics can't be wrong, or can they?
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Post by prosper on Apr 13, 2016 20:18:55 GMT -5
End2war Newcomer you said it so clearly. If we can legally use the experiences of the successful users and how, through difficulties and experimentation of doses, show the results, we have an amazing potential for getting the info out to the world. I still think that we are handcuffed by the FDA rules. The reality is, from what I have read here and the yahoo clown board, is that as great as A is, it is not as easy to learn how to use it successfully as most of us thought. So, forgetting the insurance problems, I have come to believe the learning curve for type 2's may be our biggest hurdle....I would really appreciate comments from the rest of the board on this.
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Post by kc on Apr 13, 2016 20:43:41 GMT -5
I could not resist and added more today. Looking forward to the Tuesday CC, to see where the long path back leads. Aloha. Welcome back Denise. I did the same thing you did today. Purchased a few more shares. Insanity? Perhaps.
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Post by ilovekauai on Apr 13, 2016 21:35:02 GMT -5
Mahalo KC. It's nice to be back for the long march ahead to profitability.
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Post by lakon on Apr 14, 2016 13:42:53 GMT -5
End2war Newcomer you said it so clearly. If we can legally use the experiences of the successful users and how, through difficulties and experimentation of doses, show the results, we have an amazing potential for getting the info out to the world. I still think that we are handcuffed by the FDA rules. The reality is, from what I have read here and the yahoo clown board, is that as great as A is, it is not as easy to learn how to use it successfully as most of us thought. So, forgetting the insurance problems, I have come to believe the learning curve for type 2's may be our biggest hurdle....I would really appreciate comments from the rest of the board on this. I think that it is far simpler for Type 2's to get great results than Type 1's. The issue is changing the standard of care. That's a huge challenge when most prefer to just pop pills. Even Mr. Mann mentioned this issue. Could they get better results? Sure. Do they care? Unfortunately, no. Type 1's are far more versed and vested in using insulin. One might say that they are committed to it. The motivated ones are already figuring it out. They are impressive advocates. Yet, there are plenty of experienced no-it-all's in this space who will be stuck in the details of their regimen. They have much time invested in learning how to precisely dose insulin. Many will find it hard to let it go. There is an emotional component to realizing that you have to unlearn what you thought was so important. There will be plenty that are happy to let it go, let it go, let it go! That said, I think MNKD is wise to focus on Type 1's and endocrinologists. The market is big enough. The anecdotal results are nothing short of amazing. If they convert the Type 1's and endos, the endos will be better advocates for changing the standard of care, studying how timing plays a role, studying intensive insulin therapy, etc. At that point, one would hope that type 2's become easier to convert. Also, maybe by that time with a blockbuster for type 1's, the patents can be used for an Afrezza Pill to simplify the transition from metformin pills to Afrezza pills. I still think that type 2's will get the best results with Afrezza inhalation powder, but maybe the pills will be good enough for many.
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Post by end2war on Apr 14, 2016 13:59:02 GMT -5
lakon,
You make a good point about the type I diabetics. Because of their dependence on insulin, they really learn more about the subject and the choices than the typical type 2 diabetic.
I agree with you that this is a large market, even though it is a very small fraction of the total diabetic market. It makes good sense to emphasize use of Afrezza with the type 1 diabetics and their doctors. That is a very good way to try to relaunch the product and get advocates who will spread the word compared to a focus on 2 diabetics and their doctors, who are not as committed to the use of insulin.
Later, once Afrezza is better known and better accepted in the marketplace, and finds a group of Endo's that like it for their type I patients, the natural progression would be to find its place with type II patients. Obviously sales to type II patients should vastly surpass sales to type I patients because the market is so much larger; however, for the relaunch, it may make sense to focus attention on Endo's and type I diabetics, especially if MNKD must proceed with limited resources.
So, what I think they should do, is lower the price under existing mealtime insulin, and focus on type I diabetics.
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Post by mnkdnewbie on Apr 14, 2016 14:04:22 GMT -5
I sold almost 40% of my shares at $2.00 on the pop premarket yesterday thinking it was going to go back down to 1.25-1.30 like last month. Just trying to figure out should I buy back in today for a run up prior to Tuesday?
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Post by laffs4sale on Apr 15, 2016 13:38:10 GMT -5
I sold almost 40% of my shares at $2.00 on the pop premarket yesterday thinking it was going to go back down to 1.25-1.30 like last month. Just trying to figure out should I buy back in today for a run up prior to Tuesday? I wouldn't invest another dime in this company until the CEO takes BK off the table. If we hear nothing on Tuesday, it'll be a straight line back to $1.
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Post by babaoriley on Apr 15, 2016 14:41:15 GMT -5
He essentially has taken BK off the table, but everyone knows that one can't guarantee that. Do not understand where you are coming from, laffs4sale. And please offer some free laughs, this is a friendly board, in need of humor.
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