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Post by mannmade on Oct 26, 2016 15:34:49 GMT -5
Today I had to sell almost 1/2 my position. I didn't want to, but I have to put what little I can get into a stock I know will go up 25% in the next two weeks. Some people never learn. PLease post an update in 2 weeks and let us know how it turns out. Not sure how frequently I will post updates but I will post when I think it may be relevant to a current topic of discussion such as the one that prompted my post earlier today... as an fyi prvs look at 01.18' calls at $1.00 strike. Think you can claim a stake in a nice amount of shares at a very cheap price relative to where mnkd pps is today and still retain a good portion of the cash you recovered from your recent sale... |
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Post by mannmade on Oct 26, 2016 15:40:11 GMT -5
mannmade how did the people , you detailed Afrezza take it? were they enthusiastic about the possibilities and outcomes if Afrezza was properly titrated? were they willing to start people on Afrezza who were non compliant and high A1c's? Some are on-going discussion that will take time and others have been more receptive. One doctor group I recently spoke with can't wait to get samples and has identified several candidates that are appropriate. Others just want to wait and see... As I have mentioned in the past my first contact with a doctor back two months before AFREZZA was launched was a pure out & out skeptic who believed AFREZZA would likely only be a niche drug at best... Yes I know what I just said will be taken any which way a negatively inclined person may want to spin it... However, that same doctor became one of the leading prescribers in the country under Sanofi after I sent him continuous information for several months (he was also a close personal friend so he tolerated my onslaught of information. Different tactics for different personalities and relationships) and became a KOL for Sanofi. I have since introduced him to Mnkd and he is now doing same for them... |
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Post by sportsrancho on Oct 26, 2016 15:48:36 GMT -5
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Post by op2778 on Oct 26, 2016 16:01:27 GMT -5
Thanks Mannmade, i really appreciate your effort. They don't believe in A1C results? Unbelievable. Hope Afrezza will make it, but at this point, i doubt it. op mannmade how did the people , you detailed Afrezza take it? were they enthusiastic about the possibilities and outcomes if Afrezza was properly titrated? were they willing to start people on Afrezza who were non compliant and high A1c's? Some are on-going discussion that will take time and others have been more receptive. One doctor group I recently spoke with can't wait to get samples and has identified several candidates that are appropriate. Others just want to wait and see... As I have mentioned in the past my first contact with a doctor back two months before AFREZZA was launched was a pure out & out skeptic who believed AFREZZA would likely only be a niche drug at best... Yes I know what I just said will be taken any which way a negatively inclined person may want to spin it... However, that same doctor became one of the leading prescribers in the country under Sanofi after I sent him continuous information for several months (he was also a close personal friend so he tolerated my onslaught of information. Different tactics for different personalities and relationships) and became a KOL for Sanofi. I have since introduced him to Mnkd and he is now doing same for them... |
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Post by op2778 on Oct 26, 2016 16:04:24 GMT -5
Yes Please share the ticker, lol.
ill try to help you to get to 27%
Op
just humor.
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Post by mnkdnut on Oct 26, 2016 21:11:05 GMT -5
And secondly, when they do understand the benefits are real, they will need to be properly educated on titration to achieve the same results with their patients as are being tweeted about by the early adopters who took the time to learn. Consider it a two step education objective... This is a great point that has been becoming more and more apparent since the script counts leveled off in the summer of last year. I haven't seen a formula for what the optimal titration process looks like, but it certainly seems like it takes serious commitment and motivation on the part of the patient to extract the long-term benefits of Afrezza. From what I've read from successful new patients, prescribing doctors need to be impressing on new patients to: 1.) commit to a 30 day titration process which may feel worse before it gets better 2.) take significantly more BS readings (or use CGM) in the first few weeks to learn about how timing is the key to meal-time dosing and how that timing may be optimized for their own physiology and different types of meals they frequently eat 3.) keep a log or notes of these "tries" and what happened to expedite learning. Again, CGM would really help here. 4.) pay attention to the possible need for follow-up doses (eg. 90-120 minutes after high-fat meals). This may sound overly tedious and burdensome, but only a small minority of patients are going to have the persistence and curiosity to figure this out on their own. The rest need a "trainer" to guide them and push them through the initial uncharted waters. Sanofi either never did figure this out, or by the time they did, they had already decided to bail out. How many hundreds (thousands?) of patients started by taking Afrezza too early (ie. before the meal, as that's what they are used to), found it didn't knock down their sugar levels like they thought it should, tried to take more next time (but still too early), found little improvement because it was on its way "out" before glucose was peaking, started running out of their cartridges because of improperly increasing the dose instead of properly delaying the dose, then just gave up and went back to RAAs before they could get a refill. Many doctors watching this process (superficially) may have concluded that the drug just wasn't that good, so why keep prescribing. I could go on about what probably happened in the clinical trials to show such lackluster results, including high drop-out rates, but you get the drift. 20-20 hindsight. I'll be very interested to see how Dr. Combs' practice in Temecula does in bringing along new Afrezza patients, since they will have the benefit of all the hard lessons learned - right Sports!? Thanks for all your incredible efforts, Mannmade. |
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Post by Deleted on Oct 26, 2016 23:22:23 GMT -5
No I don't, as many know from my previous posts... I have been involved as a shareholder since 2009. I am by formal education a lawyer. I was a FCC lawyer for a major Broadcast Network. I started a very successful advertising, marketing and promotions company with another lawyer friend that did work for many major brands including Pepsi, General Motors, Verizon, and several Pharma Products including the launch of a prescription drug. The agency was acquired after 15 years or so by one of our clients. I then became an SVP of integrated sales, marketing & production for a major television local media division. I was also one of the first marketers to successfully engage brands in what is now called branded content integration at a major deal level. I also have a brother who has been a T1 since the age of 8. Growing up with him was not easy for a variety of reasons... Let's just say it gave me a very up close and personal experience of what PWD go thru everyday of their life, not just the physical but the emotional as well... For my brother who is now getting dialysis two to three times a week while he awaits a kidney/pancreas transplant and who has been having his eyes cauterized for several years now at the age of 59, his life has been dramatically different than mine. I am actually on 500 mg of metformin as a pre-diabetic although recently have been able to get my Hba1c down to 5.4 so am trying to convince my doctor to take me off of it. I have done plenty of due diligence and research on AFREZZA and other current diabetic therapies. There is more but am not at liberty to discuss for both personal and professional reasons. I post my missives and am answering your question because I believe in the possiblity of what AFREZZA can do to change the world for diabetics and with that, medicine as well, as Al Mann did. I had a chance to get to know him a bit and he was indeed a great Man. I am now at an age in life where I want to give back even more... Yes it would be nice if my investment paid off, but more importantly I like a good fight and this is certainly a fight on many fronts and its one that I believe I am on the right side of... So I consider myself to be an activist investor... where my investment is secondary to my involvement with Mannkind as there are plenty of other places to spend my time... Hope this answers your question... Your background is very impressive. Question. With MNKD's litany of problems where are the bits of hope that may still exist? Furthermore, can we see MNKD survive the coming winter months with these anemic rx numbers? Laslty. How much more of a runway does MNKD need? 6 months. 12 months. MORE? |
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Post by sweedee79 on Oct 26, 2016 23:46:03 GMT -5
And secondly, when they do understand the benefits are real, they will need to be properly educated on titration to achieve the same results with their patients as are being tweeted about by the early adopters who took the time to learn. Consider it a two step education objective... This is a great point that has been becoming more and more apparent since the script counts leveled off in the summer of last year. I haven't seen a formula for what the optimal titration process looks like, but it certainly seems like it takes serious commitment and motivation on the part of the patient to extract the long-term benefits of Afrezza. From what I've read from successful new patients, prescribing doctors need to be impressing on new patients to: 1.) commit to a 30 day titration process which may feel worse before it gets better 2.) take significantly more BS readings (or use CGM) in the first few weeks to learn about how timing is the key to meal-time dosing and how that timing may be optimized for their own physiology and different types of meals they frequently eat 3.) keep a log or notes of these "tries" and what happened to expedite learning. Again, CGM would really help here. 4.) pay attention to the possible need for follow-up doses (eg. 90-120 minutes after high-fat meals). This may sound overly tedious and burdensome, but only a small minority of patients are going to have the persistence and curiosity to figure this out on their own. The rest need a "trainer" to guide them and push them through the initial uncharted waters. Sanofi either never did figure this out, or by the time they did, they had already decided to bail out. How many hundreds (thousands?) of patients started by taking Afrezza too early (ie. before the meal, as that's what they are used to), found it didn't knock down their sugar levels like they thought it should, tried to take more next time (but still too early), found little improvement because it was on its way "out" before glucose was peaking, started running out of their cartridges because of improperly increasing the dose instead of properly delaying the dose, then just gave up and went back to RAAs before they could get a refill. Many doctors watching this process (superficially) may have concluded that the drug just wasn't that good, so why keep prescribing. I could go on about what probably happened in the clinical trials to show such lackluster results, including high drop-out rates, but you get the drift. 20-20 hindsight. I'll be very interested to see how Dr. Combs' practice in Temecula does in bringing along new Afrezza patients, since they will have the benefit of all the hard lessons learned - right Sports!? Thanks for all your incredible efforts, Mannmade. It doesn't have to be that complicated with Afrezza ... my dad took it the very same way he had taken his Novolog... the only thing he changed was the timing. With Afrezza he inhaled at the start of his meal... with Novolog he takes a shot before a meal ... .. we didn't do all of the fancy titration ... tho I believe the harder you work at it in the beginning the better your bg numbers will be.. Dads numbers were only slightly better, however he felt so much better.. and lost a lot of weight ... had more energy... he was a happier person.. so it can be as simple or as complicated as you want it to be.. Afrezza is a better insulin.. |
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Post by centralcoastinvestor on Oct 28, 2016 8:17:53 GMT -5
With this mornings lower script numbers, I appreciate that mannmade has done a good job with this thread of helping diehard longs to adapt to the fact that selling Afrezza is tough. I have begun the mental process of retooling my expectations on where I thought scripts would be by now. My main concern continues to be how will MannKind get enough cash to endure as a company to see Al's vision come true. I do still believe that given enough time that Afrezza will succeed. We just need to survive.
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Post by wgreystone on Oct 28, 2016 12:52:34 GMT -5
Remember seeing one of Mike C's tweet that he was working hard on removing insurance barrier. Hope he can get Afrezza into preferred tier with no prior-auth requirement.
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